iShares Broad Usd InvestmentUSIGETF
13F holders, Q4 2024 (December 31)438holders +39
44new positions
28sold out
3famous investors
$50.30avg. 13F price*
At the end of Q4 2024, 438 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 39 from Q3 2024. 44 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($1.7B), Empower Advisory Group, LLC ($733.9M) and Ameriprise Financial Inc. ($523.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $15.4M |
| Exits | 28 | $19.5M |
All 13F filers, Q3 2024 → Q4 2024: 11,892,755 shares bought and 3,260,546 shares sold, net +8,632,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 438 holders
| Bank of America Corp. | 0.15% | Add +6.7% | 33,302,275 | $1.7B |
| Empower Advisory Group, LLC | 2.47% | Add +7.8% | 14,596,537 | $733.9M |
| Ameriprise Financial Inc. | 0.13% | Add +6.3% | 10,324,245 | $523.5M |
| Assetmark, Inc. | 1.06% | Add +30.2% | 7,790,463 | $391.7M |
| Truist Financial Corp. | 0.58% | Reduce -1.6% | 7,371,788 | $370.7M |
| Japan Science & Technology Agency | 6.23% | No change | 7,234,311 | $363.7M |
| UBS Group AG | 0.07% | Add +0.7% | 6,627,896 | $333.3M |
| BlackRock, Inc. | 0.01% | Reduce -1.6% | 5,837,648 | $293.5M |
| Tiaa Trust, National Association | 0.86% | Add +10.8% | 5,603,082 | $281.7M |
| Allworth Financial LP | 1.46% | Add +13.3% | 5,279,013 | $265.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 5,095,394 | $256.2M |
| Franklin Resources Inc. | 0.06% | Add +64.8% | 4,494,500 | $226.0M |
| Stifel Financial Corp. | 0.22% | Add +26.9% | 4,250,905 | $213.7M |
| 1832 Asset Management L.P. | 0.31% | Add +1.3% | 3,439,845 | $173.0M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 2,557,426 | $128.6M |
| Valmark Advisers, Inc. | 1.99% | Add +5.0% | 2,556,174 | $128.5M |
| Sei Investments Co. | 0.14% | Add +2.7% | 2,198,507 | $110.5M |
| Asset Management One Co., Ltd. | 0.38% | Reduce -2.9% | 2,183,426 | $109.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.9% | 1,535,450 | $77.2M |
| Sensible Financial Planning & Management, LLC. | 14.66% | Add +0.1% | 1,406,474 | $70.7M |
| Mather Group, Llc. | 0.87% | Add +4.0% | 1,328,080 | $66.8M |
| Merit Financial Group, LLC | 1.19% | Add +5.6% | 1,312,543 | $66.0M |
| JPMorgan Chase & Co. | 0.01% | Add +7.6% | 1,261,410 | $63.4M |
| LPL Financial LLC | 0.02% | Add +6.7% | 1,160,398 | $58.3M |
| Avidian Wealth Enterprises, LLC | 2.35% | Add +7.0% | 1,038,598 | $52.2M |
| Long Run Wealth Advisors, LLC | 11.95% | Add +3.4% | 991,721 | $49.9M |
| Voya Financial Advisors, Inc. | 5.34% | Reduce -0.8% | 974,275 | $49.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -4.6% | 820,592 | $41.3M |
| AE Wealth Management LLC | 0.34% | Add +1.9% | 789,085 | $39.7M |
| Cetera Investment Advisers | 0.08% | Add +2.9% | 747,095 | $37.6M |
| MCF Advisors LLC | 2.61% | Add +11.7% | 740,810 | $37.2M |
| New Jersey Better Educational Savings Trust | 67.53% | No change | 698,945 | $35.1M |
| Americana Partners, LLC | 1.34% | Add +0.2% | 651,160 | $32.7M |
| Raymond James Financial Inc. | 0.01% | — | 597,047 | $30.0M |
| Metropolitan Life Insurance Co | 11.53% | No change | 578,568 | $29.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.4% | 573,989 | $28.9M |
| Kestra Investment Management, LLC | 1.00% | Add +15.1% | 505,956 | $25.4M |
| Boston Financial Mangement LLC | 0.77% | Add +3.3% | 505,032 | $25.4M |
| Santa Clara Valley Transportation Authority | 22.36% | No change | 441,930 | $22.2M |
| Manning & Napier Advisors LLC | 0.24% | Reduce -12.0% | 425,412 | $21.4M |
| Crestwood Advisors Group, LLC | 0.38% | Add +41.5% | 407,479 | $20.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -2.0% | 385,318 | $19.4M |
| Blue Edge Capital, LLC | 2.87% | Reduce -1.9% | 362,808 | $18.2M |
| OneDigital Investment Advisors LLC | 0.21% | Add +4.0% | 351,904 | $17.7M |
| Securian Asset Management, Inc. | 0.48% | Add +1.0% | 326,217 | $16.4M |
| Advisors Capital Management, LLC | 0.24% | Add +10.6% | 304,583 | $15.3M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 299,950 | $15.1M |
| Shelter Mutual Insurance Co | 3.57% | No change | 284,810 | $14.3M |
| Fulton Breakefield Broenniman LLC | 1.01% | Add +18.0% | 280,656 | $14.1M |
| St Germain D J Co. Inc. | 0.63% | Add +19.1% | 276,403 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Add +19.0% | 266,494 | $13.4M |
| Jane Street Group, LLC | 0.02% | Add +127.9% | 263,422 | $13.2M |
| Saiph Capital, LLC | 6.01% | Reduce -1.4% | 263,132 | $13.2M |
| Robertson Stephens Wealth Management, LLC | 0.47% | Reduce -26.8% | 262,959 | $13.2M |
| One Capital Management, LLC | 0.43% | Reduce -22.1% | 257,642 | $13.0M |
| Cerity Partners LLC | 0.03% | Reduce -1.6% | 249,804 | $12.6M |
| New York Life Investment Management LLC | 0.12% | Add +9.8% | 239,602 | $12.0M |
| Destination Wealth Management | 0.37% | Add +1.2% | 235,953 | $11.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -10.9% | 233,497 | $11.7M |
| Cosner Financial Group, LLC | 7.42% | Add +8.8% | 233,038 | $11.7M |
| Trilogy Capital Inc. | 0.58% | Reduce -9.0% | 224,560 | $11.3M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +9.8% | 221,230 | $11.1M |
| Westover Capital Advisors, LLC | 2.44% | Reduce -39.2% | 220,330 | $11.1M |
| Premier Path Wealth Partners, LLC | 1.65% | Add +3.6% | 215,620 | $10.8M |
| Pallas Capital Advisors LLC | 0.44% | Add +0.7% | 206,531 | $10.4M |
| Kingdom Financial Group LLC. | 6.94% | Reduce -4.9% | 201,977 | $10.2M |
| McKinley Carter Wealth Services, Inc. | 0.61% | Add +5.9% | 197,426 | $9.9M |
| Royal Bank of Canada | 0.00% | Reduce -17.9% | 193,505 | $9.7M |
| Glassy Mountain Advisors, Inc. | 3.27% | Add +9.2% | 189,742 | $9.5M |
| HSBC Holdings PLC | 0.01% | Add +18.7% | 171,753 | $8.6M |
| Trivant Custom Portfolio Group, LLC | 4.78% | Add +1.6% | 162,723 | $8.2M |
| Kraft, Davis & Associates, LLC | 2.31% | Reduce -16.5% | 161,005 | $8.1M |
| Waterloo Capital, L.P. | 0.80% | Add +4.6% | 149,980 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -8.8% | 142,479 | $7.2M |
| Comerica Bank | 0.03% | Add +3.9% | 137,777 | $6.9M |
| SIMA Wealth Partners, LLC | 5.84% | Add +38.8% | 136,735 | $6.9M |
| Howard Bailey Securities, LLC | 2.46% | Add +3.7% | 131,633 | $6.6M |
| Strategic Investment Advisors / MI | 0.67% | Add +45.6% | 125,767 | $6.3M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.3M |
| M&T Bank Corp | 0.02% | Reduce -30.3% | 123,692 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +2.1% | 119,635 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +22.2% | 112,492 | $5.7M |
| Motiv8 Investments LLC | 3.90% | Reduce -11.2% | 110,427 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.2% | 109,409 | $5.5M |
| Center For Asset Management LLC | 3.54% | Add +26.1% | 108,696 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +227.8% | 107,397 | $5.4M |
| Diversify Wealth Management, LLC | 0.42% | Add +48.2% | 108,394 | $5.4M |
| Wealthspire Retirement, LLC | 0.42% | Add +54.9% | 107,048 | $5.4M |
| US Financial Advisors, LLC | 1.64% | Add +1.7% | 105,994 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 105,729 | $5.3M |
| Banco Santander, S.A. | 0.06% | Add +42.3% | 105,481 | $5.3M |
| Citadel Advisors | 0.00% | New | 104,227 | $5.2M |
| Modern Wealth Management, LLC | 0.19% | Add +34.2% | 103,577 | $5.2M |
| Columbus Macro, LLC | 0.69% | Add +26.7% | 99,591 | $5.0M |
| Quantitative Strategies, Inc. | 2.59% | Reduce -0.1% | 96,273 | $4.8M |
| Aveo Capital Partners, LLC | 0.52% | Add +8.8% | 94,849 | $4.8M |
| Cwm, LLC | 0.02% | Reduce -82.0% | 87,815 | $4.4M |
| IVC Wealth Advisors LLC | 2.46% | Add +4.7% | 87,415 | $4.4M |
| Diversify Advisory Services, LLC | 0.24% | Add +5.4% | 88,050 | $4.4M |
| Erickson Financial Group, LLC | 3.07% | Add +1.3% | 85,698 | $4.3M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.