iShares Broad Usd InvestmentUSIGETF
13F holders, Q3 2024 (September 30)399holders +4
45new positions
46sold out
3famous investors
$52.54avg. 13F price*
At the end of Q3 2024, 399 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 4 from Q2 2024. 45 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.6B), Empower Advisory Group, LLC ($712.0M) and Ameriprise Financial Inc. ($510.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $196.9M |
| Exits | 46 | $81.6M |
All 13F filers, Q2 2024 → Q3 2024: 11,573,315 shares bought and 4,142,560 shares sold, net +7,430,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| Bank of America Corp. | 0.14% | Add +6.5% | 31,214,244 | $1.6B |
| Empower Advisory Group, LLC | 2.41% | Add +4.5% | 13,540,860 | $712.0M |
| Ameriprise Financial Inc. | 0.13% | Add +7.0% | 9,710,367 | $510.7M |
| Truist Financial Corp. | 0.62% | Add +0.1% | 7,490,142 | $393.8M |
| Japan Science & Technology Agency | 5.03% | No change | 7,234,311 | $380.4M |
| UBS Group AG | 0.10% | Reduce -1.5% | 6,582,759 | $346.1M |
| Assetmark, Inc. | 0.90% | Add +2.4% | 5,985,261 | $314.7M |
| BlackRock, Inc. | 0.01% | — | 5,932,677 | $311.9M |
| Tiaa Trust, National Association | 0.79% | Add +7.0% | 5,059,122 | $266.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +5.7% | 4,998,440 | $262.8M |
| Allworth Financial LP | 1.49% | Add +2.2% | 4,659,143 | $245.0M |
| 1832 Asset Management L.P. | 0.30% | Add +30.8% | 3,396,082 | $178.6M |
| Stifel Financial Corp. | 0.18% | Add +3.0% | 3,349,668 | $176.1M |
| Franklin Resources Inc. | 0.04% | New | 2,726,675 | $141.1M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 2,586,255 | $136.0M |
| Valmark Advisers, Inc. | 2.00% | Add +3.5% | 2,434,121 | $128.0M |
| Asset Management One Co., Ltd. | 0.42% | Add +5.3% | 2,248,586 | $118.2M |
| Sei Investments Co. | 0.15% | Reduce -26.2% | 2,141,190 | $112.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.7% | 1,763,083 | $92.7M |
| Sensible Financial Planning & Management, LLC. | 14.59% | Add +1.7% | 1,405,406 | $73.9M |
| Mather Group, Llc. | 0.86% | Add +5.2% | 1,276,844 | $67.1M |
| Merit Financial Group, LLC | 1.46% | Reduce -6.7% | 1,242,834 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 1,172,235 | $61.6M |
| LPL Financial LLC | 0.03% | Add +16.6% | 1,087,332 | $57.2M |
| Voya Financial Advisors, Inc. | 5.58% | Reduce -3.0% | 982,525 | $51.7M |
| Avidian Wealth Enterprises, LLC | 2.32% | Add +3.6% | 971,027 | $51.1M |
| Long Run Wealth Advisors, LLC | 11.87% | Add +5.9% | 959,152 | $50.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Add +13.9% | 859,985 | $45.3M |
| AE Wealth Management LLC | 0.37% | Add +7.2% | 774,176 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +7.2% | 726,107 | $38.2M |
| New Jersey Better Educational Savings Trust | 69.49% | No change | 698,945 | $36.8M |
| MCF Advisors LLC | 2.44% | Add +4.4% | 663,105 | $34.9M |
| Americana Partners, LLC | 2.33% | Reduce -3.6% | 650,107 | $34.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.9% | 582,323 | $30.6M |
| Metropolitan Life Insurance Co | 10.81% | No change | 578,568 | $30.4M |
| NewEdge Wealth, LLC | 0.53% | Add +2.5% | 560,701 | $29.5M |
| Raymond James & Associates | 0.02% | Reduce -1.6% | 520,315 | $27.4M |
| Boston Financial Mangement LLC | 0.77% | Add +13.4% | 488,706 | $25.7M |
| Cwm, LLC | 0.11% | Reduce -0.5% | 488,011 | $25.7M |
| Manning & Napier Advisors LLC | 0.28% | Add +0.9% | 483,565 | $25.4M |
| Santa Clara Valley Transportation Authority | 22.26% | — | 441,930 | $23.2M |
| Kestra Investment Management, LLC | 0.99% | Add +146.8% | 439,778 | $23.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.48% | Reduce -0.2% | 393,302 | $20.7M |
| Blue Edge Capital, LLC | 3.03% | New | 369,984 | $19.5M |
| Westover Capital Advisors, LLC | 3.66% | Add +111.0% | 362,388 | $19.1M |
| Robertson Stephens Wealth Management, LLC | 0.70% | New | 359,200 | $18.9M |
| OneDigital Investment Advisors LLC | 0.20% | Add +3.3% | 338,429 | $17.8M |
| One Capital Management, LLC | 0.55% | Add +50.7% | 330,759 | $17.4M |
| Securian Asset Management, Inc. | 0.49% | No change | 323,017 | $17.0M |
| BNP Paribas Financial Markets | 0.02% | Add +168.0% | 314,312 | $16.5M |
| Crestwood Advisors Group, LLC | 0.29% | Add +41.6% | 287,881 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +10.0% | 277,631 | $14.6M |
| Shelter Mutual Insurance Co | 3.48% | Reduce -2.1% | 284,810 | $14.6M |
| Advisors Capital Management, LLC | 0.24% | Add +4.4% | 275,383 | $14.5M |
| Saiph Capital, LLC | 6.60% | Reduce -4.7% | 266,775 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.8% | 261,944 | $13.8M |
| Cerity Partners LLC | 0.03% | Reduce -5.2% | 253,909 | $13.4M |
| Trilogy Capital Inc. | 0.65% | Add +4.0% | 246,776 | $13.0M |
| Fulton Breakefield Broenniman LLC | 0.87% | Add +7.8% | 237,876 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -36.2% | 235,564 | $12.4M |
| Destination Wealth Management | 0.38% | Add +1.3% | 233,167 | $12.3M |
| St Germain D J Co. Inc. | 0.56% | Add +12.5% | 232,035 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Add +0.0% | 223,924 | $11.8M |
| New York Life Investment Management LLC | 0.11% | Add +0.8% | 218,319 | $11.5M |
| Cosner Financial Group, LLC | 7.26% | Add +1.6% | 214,223 | $11.3M |
| Kingdom Financial Group LLC. | 8.35% | Reduce -0.8% | 212,458 | $11.2M |
| Premier Path Wealth Partners, LLC | 1.73% | Add +7.1% | 208,184 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Add +22.4% | 201,453 | $10.6M |
| Pallas Capital Advisors LLC | 0.45% | Add +106.5% | 205,099 | $10.5M |
| NewEdge Advisors, LLC | 0.07% | Add +14.0% | 191,933 | $10.1M |
| Kraft, Davis & Associates, LLC | 2.93% | Add +1633.0% | 192,747 | $9.8M |
| McKinley Carter Wealth Services, Inc. | 0.59% | Add +1.9% | 186,379 | $9.8M |
| M&T Bank Corp | 0.03% | Reduce -13.8% | 177,329 | $9.3M |
| Glassy Mountain Advisors, Inc. | 3.21% | Add +2.8% | 173,811 | $9.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +59.0% | 166,508 | $8.8M |
| Trivant Custom Portfolio Group, LLC | 4.86% | Add +93.5% | 160,181 | $8.4M |
| US Bancorp \de | 0.01% | Reduce -4.4% | 156,192 | $8.2M |
| HSBC Holdings PLC | 0.00% | Reduce -39.2% | 144,701 | $7.6M |
| Waterloo Capital, L.P. | 0.82% | Reduce -24.6% | 143,333 | $7.5M |
| Comerica Bank | 0.03% | Add +1.2% | 132,607 | $7.0M |
| Howard Bailey Securities, LLC | 2.53% | — | 126,916 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.6M |
| Motiv8 Investments LLC | 4.40% | Add +10.2% | 124,287 | $6.5M |
| Sigma Planning Corp | 0.19% | Reduce -50.1% | 117,152 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.6% | 115,577 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +15.5% | 105,196 | $5.5M |
| US Financial Advisors, LLC | 1.71% | Reduce -2.0% | 104,181 | $5.5M |
| Brophy Wealth Management, LLC | 1.90% | — | 101,128 | $5.3M |
| SIMA Wealth Partners, LLC | 4.50% | Add +14.1% | 98,518 | $5.2M |
| Simplicity Wealth,LLC | 0.48% | Reduce -9.7% | 97,978 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -1.5% | 97,300 | $5.1M |
| Quantitative Strategies, Inc. | 2.69% | Reduce -2.0% | 96,391 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -24.9% | 92,028 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -44.8% | 91,654 | $4.7M |
| Quattro Financial Advisors LLC | 1.30% | Reduce -0.5% | 89,381 | $4.6M |
| Aveo Capital Partners, LLC | 0.49% | Add +3.5% | 87,166 | $4.6M |
| Strategic Investment Advisors / MI | 0.50% | Add +4.1% | 86,349 | $4.5M |
| Center For Asset Management LLC | 2.71% | Add +3.7% | 86,170 | $4.5M |
| Erickson Financial Group, LLC | 3.19% | Add +9.8% | 84,635 | $4.5M |
| Checchi Capital Advisers, LLC | 0.33% | Reduce -0.1% | 84,267 | $4.4M |
| IVC Wealth Advisors LLC | 2.40% | Add +0.9% | 83,526 | $4.4M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -0.2% | 83,331 | $4.4M |
| Diversify Advisory Services, LLC | 0.23% | Add +25.7% | 83,529 | $4.3M |
| Algorithmic Investment Models, LLC | 3.08% | Add +0.2% | 79,765 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +8.8% | 78,420 | $4.1M |
| Columbus Macro, LLC | 1.49% | Add +3.4% | 78,602 | $4.1M |
| Modern Wealth Management, LLC | 0.25% | Add +27.6% | 77,166 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.4% | 76,900 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +29.6% | 76,467 | $4.0M |
| Aire Advisors, LLC | 0.89% | Reduce -5.6% | 76,152 | $4.0M |
| Banco Santander, S.A. | 0.05% | Add +47.7% | 74,152 | $3.9M |
| Keybank National Association | 0.01% | Add +63.1% | 73,144 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.3% | 72,580 | $3.8M |
| Diversify Wealth Management, LLC | 0.36% | Add +43.8% | 73,122 | $3.7M |
| Wealthspire Retirement, LLC | 0.29% | Add +64.3% | 69,107 | $3.6M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 67,487 | $3.6M |
| Kelly Financial Services LLC | 1.27% | Reduce -16.9% | 65,801 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +15.4% | 63,439 | $3.3M |
| Virtue Capital Management, LLC | 0.66% | Reduce -2.3% | 62,309 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 59,917 | $3.1M |
| Hart & Patterson Financial Group LLC | 1.46% | Reduce -13.6% | 58,591 | $3.1M |
| Compagnie Lombard Odier SCmA | 0.04% | Reduce -1.1% | 53,600 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +11.3% | 49,051 | $2.6M |
| Capstone Wealth Management Group, LLC | 1.51% | Add +131.4% | 48,639 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.4% | 47,983 | $2.5M |
| Compass Financial Group, Inc. | 1.07% | Add +4.2% | 44,117 | $2.3M |
| Concourse Financial Group Securities, Inc. | 0.14% | Add +4.3% | 43,193 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 41,640 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 41,585 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +19.2% | 39,620 | $2.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.45% | Add +0.6% | 39,525 | $2.1M |
| Arista Wealth Management, LLC | 0.47% | No change | 36,839 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | No change | 36,217 | $1.9M |
| FWG Investments, LLC. | 1.60% | Add +0.5% | 35,205 | $1.9M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +32.5% | 34,045 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.1% | 32,765 | $1.7M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -23.0% | 32,423 | $1.7M |
| Transatlantique Private Wealth LLC | 0.64% | New | 31,620 | $1.7M |
| Bellwether Advisors, LLC | 0.32% | Reduce -0.7% | 31,433 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -2.9% | 31,654 | $1.6M |
| Valeo Financial Advisors, LLC | 0.05% | Add +2.5% | 30,789 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +22.9% | 28,916 | $1.5M |
| Summit Financial, LLC | 0.06% | Reduce -12.0% | 28,056 | $1.5M |
| MMBG Investment Advisors Co. | 0.15% | New | 27,795 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | New | 26,955 | $1.4M |
| Tolleson Wealth Management, Inc. | 0.27% | Reduce -13.5% | 26,896 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -2.4% | 25,363 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +0.2% | 24,998 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +14.4% | 24,716 | $1.3M |
| Venture Visionary Partners LLC | 0.06% | Add +0.1% | 24,333 | $1.3M |
| Diligent Investors, LLC | 0.30% | Reduce -5.9% | 24,213 | $1.3M |
| WBH Advisory Inc. | 0.12% | Reduce -1.1% | 24,011 | $1.3M |
| Acute Investment Advisory, LLC | 0.70% | New | 23,203 | $1.2M |
| Arete Wealth Advisors, LLC | 0.10% | Add +52.6% | 23,133 | $1.2M |
| Family Asset Management, LLC | 0.71% | Reduce -1.4% | 22,481 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +69.8% | 22,468 | $1.2M |
| &partners | 0.02% | New | 22,343 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.7% | 22,051 | $1.2M |
| Ascentis Independent Advisors | 0.18% | Reduce -0.6% | 21,999 | $1.2M |
| Lion Street Advisors, LLC | 0.40% | No change | 21,736 | $1.1M |
| Fisher Asset Management | 0.00% | Reduce -59.6% | 20,889 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -15.1% | 20,357 | $1.1M |
| Penobscot Investment Management Company, Inc. | 0.10% | Reduce -27.6% | 20,352 | $1.1M |
| New Century Financial Group, LLC | 0.39% | Reduce -5.3% | 20,079 | $1.1M |
| Financial Avengers, Inc. | 0.51% | Add +17.5% | 19,716 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.4% | 19,373 | $1.0M |
| Capital Square, LLC | 0.59% | New | 18,555 | $976K |
| Kingfisher Capital LLC | 0.22% | Reduce -6.9% | 18,484 | $972K |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +0.3% | 18,420 | $969K |
| Sowell Financial Services LLC | 0.04% | New | 18,205 | $957K |
| Brookstone Capital Management | 0.01% | Add +9.8% | 18,124 | $953K |
| Squarepoint Ops LLC | 0.00% | Reduce -51.5% | 17,857 | $939K |
| Principal Securities, Inc. | 0.02% | Reduce -3.6% | 17,829 | $937K |
| United Advisor Group, LLC | 0.21% | New | 17,370 | $913K |
| TFB Advisors LLC | 0.27% | Add +2.5% | 17,120 | $900K |
| Creative Planning | 0.00% | Reduce -17.5% | 16,258 | $855K |
| Breakwater Capital Group | 0.17% | Reduce -12.8% | 16,064 | $845K |
| Atria Investments, Inc | 0.01% | Reduce -6.3% | 15,673 | $824K |
| Signal Advisors Wealth, LLC | 0.12% | New | 15,635 | $822K |
| Montecito Bank & Trust | 0.14% | No change | 15,067 | $792K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.9% | 14,283 | $751K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.6% | 14,184 | $746K |
| Market Street Wealth Management Advisors LLC | 0.12% | No change | 13,854 | $728K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +5.4% | 13,711 | $721K |
| Seascape Capital Management | 0.25% | No change | 13,525 | $711K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -36.0% | 13,381 | $704K |
| Composition Wealth, LLC | 0.02% | No change | 13,350 | $702K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.4% | 13,335 | $701K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +12.7% | 13,305 | $700K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +46.7% | 12,956 | $681K |
| Stratos Investment Management, LLC | 0.05% | New | 12,873 | $677K |
| MML Investors Services, LLC | 0.00% | Add +11.0% | 12,759 | $671K |
| Cibc World Market Inc. | 0.00% | New | 12,255 | $644K |
| HighTower Advisors, LLC | 0.00% | Reduce -26.5% | 12,065 | $634K |
| Northern Trust Corp. | 0.00% | Add +7.2% | 11,941 | $628K |
| 1900 Wealth Management LLC | 0.05% | Reduce -15.1% | 11,894 | $625K |
| Peterson Financial Group, Inc. | 2.39% | Reduce -8.0% | 11,829 | $622K |
| Davidson Trust Co. | 0.32% | Reduce -0.1% | 11,809 | $621K |
| Alterna Wealth Management, Inc. | 0.54% | No change | 11,413 | $600K |
| Arkadios Wealth Advisors | 0.03% | Add +4.9% | 11,331 | $596K |
| FMR LLC | 0.00% | Add +36.4% | 11,303 | $594K |
| Natixis Advisors, LLC | 0.00% | Add +2.1% | 11,025 | $580K |
| ShoreHaven Wealth Partners, LLC | 0.28% | Reduce -48.5% | 11,027 | $580K |
| Smartleaf Asset Management LLC | 0.07% | Add +8.0% | 10,897 | $574K |
| DHK Financial Advisors, Inc. | 0.35% | New | 10,800 | $568K |
| NTV Asset Management LLC | 0.08% | Reduce -0.5% | 10,736 | $564K |
| CAP Partners, LLC | 0.41% | Add +14.9% | 10,436 | $549K |
| Clearbridge Investments, LLC | 0.00% | Add +0.5% | 10,277 | $540K |
| IHT Wealth Management, LLC | 0.02% | Add +23.2% | 10,249 | $539K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 10,095 | $531K |
| Private Trust Co. NA | 0.05% | Add +392.0% | 9,894 | $520K |
| Lyell Wealth Management, LP | 0.05% | No change | 9,815 | $516K |
| Flagstar Securities, Inc. | 0.12% | Add +13.6% | 9,194 | $483K |
| Independent Financial Group, LLC | 0.02% | No change | 8,979 | $472K |
| Two Sigma Securities, LLC | 0.04% | New | 8,864 | $466K |
| Valley Financial Group, Inc. | 0.33% | Reduce -0.1% | 8,863 | $466K |
| PFG Advisors | 0.03% | Add +5.5% | 8,747 | $460K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +1.1% | 8,554 | $450K |
| Lloyd Advisory Services, LLC. | 0.22% | Add +2.3% | 8,554 | $450K |
| Mercer Global Advisors Inc. | 0.00% | Add +39.6% | 8,534 | $449K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.0% | 8,440 | $444K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 8,324 | $438K |
| Shared Vision Wealth Group LLC | 0.23% | Reduce -5.5% | 8,200 | $431K |
| VestGen Investment Management | 0.12% | Add +6.5% | 8,074 | $425K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.4% | 7,950 | $418K |
| Compound Planning, Inc. | 0.03% | Reduce -59.7% | 7,862 | $413K |
| Triumph Capital Management | 0.15% | Add +70.5% | 7,852 | $413K |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.5% | 7,755 | $408K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -5.6% | 7,751 | $408K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.2% | 7,733 | $407K |
| Advisor Resource Council | 0.18% | New | 7,627 | $401K |
| World Investment Advisors | 0.01% | New | 7,398 | $389K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 7,284 | $383K |
| Meadow Creek Wealth Advisors LLC | 0.30% | Reduce -0.7% | 7,201 | $379K |
| Veltria Advisors Corp. | 0.15% | No change | 7,191 | $378K |
| Rockland Trust Co. | 0.02% | No change | 7,179 | $377K |
| Cumberland Partners Ltd | 0.03% | New | 7,080 | $372K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 6,967 | $366K |
| Lido Advisors, LLC | 0.00% | No change | 6,956 | $366K |
| Moors & Cabot, Inc. | 0.02% | Add +58.5% | 6,865 | $361K |
| Scotia Capital Inc. | 0.00% | Add +9.7% | 6,811 | $358K |
| Farther Finance Advisors, LLC | 0.01% | Add +83.2% | 6,806 | $358K |
| Ascent Group, LLC | 0.03% | Reduce -25.3% | 6,760 | $355K |
| SageView Advisory Group, LLC | 0.02% | New | 6,656 | $350K |
| Optivise Advisory Services LLC | 0.18% | Reduce -19.3% | 6,572 | $346K |
| Prospera Financial Services Inc | 0.01% | Add +20.0% | 6,561 | $345K |
| Truvestments Capital LLC | 0.09% | Reduce -3.1% | 6,478 | $341K |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 6,388 | $336K |
| TD Capital Management LLC | 0.03% | Add +0.1% | 6,217 | $327K |
| Carlson Capital Management | 0.01% | New | 6,211 | $327K |
| IPG Investment Advisors LLC | 0.07% | No change | 6,159 | $324K |
| Synovus Financial Corp. | 0.00% | Reduce -1.8% | 6,154 | $324K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,897 | $310K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,030 | $309K |
| Global Retirement Partners, LLC | 0.01% | Reduce -8.2% | 5,822 | $306K |
| AQR Capital Management | 0.00% | New | 5,756 | $303K |
| Capital Analysts, LLC | 0.01% | Reduce -8.9% | 5,650 | $297K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -8.2% | 5,585 | $294K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -37.0% | 5,378 | $283K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -54.4% | 5,164 | $272K |
| Townsquare Capital LLC | 0.00% | Reduce -16.0% | 5,067 | $266K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 4,982 | $262K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,952 | $260K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 4,868 | $256K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $254K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 4,812 | $253K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -97.9% | 4,807 | $253K |
| Fifth Third Bancorp | 0.00% | Add +52.1% | 4,792 | $252K |
| Bison Wealth, LLC | 0.04% | New | 4,789 | $252K |
| James Investment Research, Inc. | 0.03% | No change | 4,755 | $250K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | Add +4.8% | 4,753 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Add +4134.8% | 4,743 | $249K |
| Sonata Capital Group Inc. | 0.10% | New | 4,725 | $248K |
| Jones Financial Companies LLLP | 0.00% | Add +302.7% | 4,643 | $245K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.1% | 4,588 | $241K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 4,392 | $231K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -2.6% | 4,335 | $228K |
| Ade, LLC | 0.14% | Reduce -35.0% | 4,283 | $225K |
| Essex Bank | 0.06% | Reduce -0.9% | 4,264 | $224K |
| Captrust Financial Advisors | 0.00% | Add +5.9% | 4,243 | $223K |
| Cape Cod Five Cents Savings Bank | 0.02% | Reduce -25.6% | 4,222 | $222K |
| Stephens Inc. | 0.00% | Reduce -0.3% | 4,220 | $222K |
| TSA Wealth Managment LLC | 0.09% | Add +0.1% | 4,197 | $221K |
| REAP Financial Group, LLC | 0.05% | Reduce -33.0% | 4,148 | $218K |
| KWB Wealth | 0.03% | New | 4,206 | $211K |
| Bellecapital International Ltd. | 0.04% | No change | 4,001 | $210K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -3.7% | 3,992 | $210K |
| Fiduciary Trust Co | 0.00% | New | 3,949 | $208K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -74.5% | 3,916 | $206K |
| FSA Advisors, Inc. | 0.20% | Reduce -2.5% | 3,984 | $204K |
| Private Client Services, LLC | 0.11% | New | 3,827 | $201K |
| Aviso Financial Inc. | 0.01% | No change | 3,609 | $190K |
| Blair William & Co. | 0.00% | Add +19.8% | 3,392 | $178K |
| Clearstead Advisors, LLC | 0.00% | Reduce -46.4% | 3,365 | $177K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 3,142 | $165K |
| Wolff Wiese Magana LLC | 0.11% | Add +3000.0% | 3,100 | $163K |
| North Star Investment Management Corp. | 0.01% | Add +1.1% | 3,092 | $163K |
| Harbour Investments, Inc. | 0.00% | Add +9.4% | 2,868 | $151K |
| NorthRock Partners, LLC | 0.00% | Add +917.3% | 2,523 | $133K |
| Empirical Asset Management, LLC | 0.05% | Add +0.8% | 46,089 | $132K |
| Pineridge Advisors LLC | 0.05% | Add +21.2% | 2,478 | $130K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -26.5% | 2,246 | $118K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -8.5% | 2,228 | $117K |
| Pacifica Partners Inc. | 0.04% | Reduce -0.2% | 1,800 | $95K |
| Archer Investment Corp | 0.02% | No change | 1,741 | $92K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +9.5% | 1,731 | $91K |
| Colonial Trust Co / SC | 0.01% | No change | 1,637 | $86K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,625 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -74.4% | 1,591 | $84K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +1.2% | 1,477 | $78K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,454 | $76K |
| Caldwell Trust Co | 0.01% | Add +450.4% | 1,409 | $74K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.7% | 1,386 | $73K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.8% | 1,375 | $72K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,340 | $70K |
| Richardson Financial Services Inc. | 0.04% | No change | 1,378 | $69K |
| Blue Trust, Inc. | 0.00% | Add +39.2% | 1,363 | $68K |
| Sunbelt Securities, Inc. | 0.01% | Add +179.4% | 1,288 | $68K |
| Avior Wealth Management, LLC | 0.00% | Reduce -10.3% | 1,112 | $58K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -74.2% | 906 | $48K |
| Independence Bank of Kentucky | 0.01% | Add +10.1% | 751 | $39K |
| Lanark Financial, Inc. | 0.00% | No change | 706 | $37K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 688 | $36K |
| Islay Capital Management, LLC | 0.02% | No change | 674 | $35K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -5.2% | 624 | $33K |
| Bell Investment Advisors, Inc | 0.01% | No change | 592 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.8% | 550 | $29K |
| Founders Financial Alliance, LLC | 0.01% | No change | 537 | $28K |
| GeoWealth Management, LLC | 0.00% | New | 524 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8150.0% | 495 | $26K |
| Continuum Advisory, LLC | 0.00% | Reduce -31.7% | 508 | $26K |
| CoreCap Advisors, LLC | 0.00% | New | 487 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $24K |
| Financial Freedom, LLC | 0.01% | No change | 428 | $23K |
| Transcendent Capital Group LLC | 0.01% | No change | 416 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 410 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 402 | $21K |
| Piscataqua Savings Bank | 0.02% | New | 396 | $21K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +3009.1% | 342 | $18K |
| Investors Research Corp | 0.00% | No change | 338 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 331 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 307 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -28.4% | 300 | $16K |
| Quent Capital, LLC | 0.00% | Add +1.1% | 287 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.1% | 285 | $15K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 261 | $14K |
| IFP Advisors, Inc | 0.00% | Add +19.4% | 259 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | Add +2.0% | 251 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $11K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +4.3% | 196 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 185 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 188 | $10K |
| National Bank of Canada | 0.00% | Reduce -65.4% | 173 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 171 | $9K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 171 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 170 | $9K |
| Sandy Spring Bank | 0.00% | Reduce -28.6% | 170 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 159 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| Bogart Wealth, LLC | 0.00% | Add +188.6% | 127 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 118 | $6K |
| Planned Solutions, Inc. | 0.00% | New | 112 | $6K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 102 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -74.2% | 101 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 101 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | — | 101 | $5K |
| Tsfg, LLC | 0.00% | New | 104 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 93 | $5K |
| NBT Bank, N.A. | 0.00% | New | 118 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 58 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 56 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $2K |
| Hollencrest Capital Management | 0.00% | New | 45 | $2K |
| Bristlecone Advisors, LLC | 0.00% | New | 39 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 38 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -20.7% | 23 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 21 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 5 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +100.0% | 18 | $947 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 16 | $841 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $801 |
| Hobbs Group Advisors, LLC | 0.00% | No change | 14 | $736 |
| First Personal Financial Services | 0.00% | No change | 13 | $684 |
| PayPay Securities Corp | 0.05% | Reduce -54.2% | 11 | $578 |
| Realta Investment Advisors | 0.00% | Reduce -91.7% | 10 | $518 |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $473 |
| Darwin Wealth Management, LLC | 0.00% | New | 6 | $315 |
| HighMark Wealth Management LLC | 0.00% | No change | 3 | $178 |
| Fourpath Capital Management, LLC | 0.00% | New | 2 | $105 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.