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 |
| Aire Advisors, LLC | 0.88% | Add +11.1% | 84,637 | $4.3M |
| Checchi Capital Advisers, LLC | 0.31% | Reduce -0.8% | 83,626 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.2% | 83,195 | $4.2M |
| Keybank National Association | 0.02% | Add +7.0% | 78,253 | $3.9M |
| Algorithmic Investment Models, LLC | 3.02% | Reduce -2.3% | 77,930 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.1% | 76,859 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.6% | 76,357 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.8% | 74,325 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.4% | 74,288 | $3.7M |
| Fjell Capital, LLC | 3.83% | — | 73,778 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +15.2% | 73,048 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.1% | 69,934 | $3.5M |
| Virtue Capital Management, LLC | 0.67% | Add +6.6% | 66,425 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -3.2% | 65,319 | $3.3M |
| Kelly Financial Services LLC | 1.11% | Reduce -6.8% | 61,315 | $3.1M |
| Hart & Patterson Financial Group LLC | 1.47% | Add +2.5% | 60,039 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 58,771 | $3.0M |
| Landing Point Financial Group, LLC | 2.21% | — | 57,682 | $2.9M |
| Compagnie Lombard Odier SCmA | 0.04% | Add +3.0% | 55,227 | $2.8M |
| Synergy Investment Management, LLC | 1.16% | — | 53,838 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 48,750 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 47,107 | $2.4M |
| Compass Financial Group, Inc. | 1.06% | Add +0.2% | 44,207 | $2.2M |
| Mariner, LLC | 0.00% | Add +5.0% | 43,663 | $2.2M |
| Stratos Investment Management, LLC | 0.13% | Add +224.2% | 41,736 | $2.1M |
| Financial Avengers, Inc. | 0.93% | Add +100.0% | 39,424 | $2.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.40% | Reduce -2.0% | 38,746 | $1.9M |
| Summit Asset Management, LLC | 0.34% | New | 38,475 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -5.0% | 37,623 | $1.9M |
| Arista Wealth Management, LLC | 0.44% | No change | 36,839 | $1.9M |
| Portfolio Design Labs, LLC | 0.38% | New | 36,744 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -15.3% | 36,567 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | No change | 36,217 | $1.8M |
| K2 Financial Inc. | 1.80% | — | 36,420 | $1.8M |
| FWG Investments, LLC. | 1.38% | Add +0.6% | 35,410 | $1.8M |
| 10Elms LLP | 2.21% | — | 35,035 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 34,045 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +15.4% | 33,371 | $1.7M |
| Fifth Third Securities, Inc. | 0.14% | Add +144.8% | 32,763 | $1.6M |
| LifeWealth Investments, LLC | 1.09% | — | 32,656 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +1.8% | 32,222 | $1.6M |
| Transatlantique Private Wealth LLC | 0.60% | Add +0.1% | 31,657 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -83.5% | 31,584 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +2.0% | 31,416 | $1.6M |
| Bellwether Advisors, LLC | 0.28% | Reduce -1.3% | 31,037 | $1.6M |
| Creative Planning | 0.00% | Add +88.8% | 30,700 | $1.5M |
| Fisher Asset Management | 0.00% | Add +38.6% | 28,954 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.29% | Add +3.7% | 27,898 | $1.4M |
| MMBG Investment Advisors Co. | 0.15% | No change | 27,795 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +24.9% | 27,552 | $1.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Add +45.6% | 26,829 | $1.3M |
| Croban | 1.32% | — | 26,722 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.36% | Add +491.1% | 25,959 | $1.3M |
| &partners | 0.02% | Add +16.2% | 25,960 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Add +42.1% | 25,862 | $1.3M |
| WBH Advisory Inc. | 0.12% | Add +6.8% | 25,644 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.68% | Reduce -47.8% | 25,399 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 24,998 | $1.3M |
| Pines Wealth Management, LLC | 0.54% | — | 25,085 | $1.2M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -2.8% | 24,653 | $1.2M |
| Anchor Pointe Wealth Management, LLC | 1.58% | — | 24,079 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Reduce -3.4% | 23,516 | $1.2M |
| Diligent Investors, LLC | 0.26% | Reduce -6.6% | 22,614 | $1.1M |
| Sovran Advisors, LLC | 0.16% | — | 22,828 | $1.1M |
| TFB Advisors LLC | 0.32% | Add +29.1% | 22,104 | $1.1M |
| Ascentis Independent Advisors | 0.21% | Add +0.4% | 22,094 | $1.1M |
| Advyzon Investment Management, LLC | 0.42% | — | 21,868 | $1.1M |
| Lion Street Advisors, LLC | 0.34% | Reduce -2.9% | 21,103 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -22.0% | 21,017 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +12.3% | 20,030 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.09% | Reduce -1.9% | 19,961 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.5% | 19,650 | $988K |
| Park Avenue Securities LLC | 0.01% | Reduce -20.5% | 19,658 | $988K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -16.0% | 18,865 | $949K |
| Summit Financial, LLC | 0.03% | Reduce -33.3% | 18,717 | $941K |
| Capital Square, LLC | 0.53% | No change | 18,555 | $935K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -25.0% | 17,360 | $873K |
| Breakwater Capital Group | 0.17% | Add +8.0% | 17,343 | $872K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +25.4% | 17,200 | $865K |
| New Century Financial Group, LLC | 0.35% | Reduce -18.8% | 16,304 | $818K |
| Signal Advisors Wealth, LLC | 0.09% | Add +3.5% | 16,190 | $814K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -50.7% | 15,989 | $804K |
| Brookstone Capital Management | 0.01% | Reduce -12.1% | 15,932 | $801K |
| Wealthstar Advisors, LLC | 0.34% | — | 15,730 | $791K |
| Quattro Financial Advisors LLC | 0.20% | Reduce -82.6% | 15,580 | $787K |
| CAP Partners, LLC | 0.54% | Add +46.8% | 15,323 | $770K |
| Arkadios Wealth Advisors | 0.04% | Add +34.9% | 15,280 | $768K |
| CRA Financial Services, LLC | 0.13% | New | 15,113 | $760K |
| Montecito Bank & Trust | 0.13% | Reduce -1.2% | 14,881 | $748K |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 14,340 | $721K |
| Davidson Trust Co. | 0.37% | Add +20.0% | 14,174 | $713K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.9% | 14,153 | $712K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.3% | 14,031 | $705K |
| Apollon Wealth Management, LLC | 0.02% | Add +4.8% | 13,982 | $703K |
| Northern Trust Corp. | 0.00% | Add +17.0% | 13,976 | $703K |
| Market Street Wealth Management Advisors LLC | 0.12% | No change | 13,854 | $697K |
| Triumph Capital Management | 0.24% | Add +74.8% | 13,726 | $690K |
| Seascape Capital Management | 0.24% | No change | 13,525 | $680K |
| Acute Investment Advisory, LLC | 0.74% | Reduce -42.2% | 13,407 | $674K |
| Natixis Advisors, LLC | 0.00% | Add +21.5% | 13,399 | $674K |
| Composition Wealth, LLC | 0.01% | No change | 13,350 | $671K |
| Quest 10 Wealth Builders, Inc. | 0.67% | — | 13,328 | $670K |
| Edgemoor Investment Advisors, Inc. | 0.06% | No change | 13,305 | $669K |
| Smartleaf Asset Management LLC | 0.06% | Add +15.8% | 12,623 | $636K |
| Private Advisor Group, LLC | 0.00% | Reduce -35.0% | 12,593 | $633K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 11,988 | $603K |
| Transce3nd, LLC | 0.20% | — | 11,728 | $590K |
| Compound Planning, Inc. | 0.03% | Add +45.4% | 11,434 | $575K |
| Alterna Wealth Management, Inc. | 0.48% | No change | 11,413 | $574K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +55.5% | 11,330 | $570K |
| Cumberland Partners Ltd | 0.04% | Add +54.9% | 10,970 | $552K |
| Atria Investments, Inc | 0.01% | Reduce -30.4% | 10,907 | $548K |
| DHK Financial Advisors, Inc. | 0.33% | No change | 10,800 | $543K |
| 1900 Wealth Management LLC | 0.05% | Reduce -9.7% | 10,737 | $540K |
| NTV Asset Management LLC | 0.07% | No change | 10,736 | $540K |
| Clearbridge Investments, LLC | 0.00% | Add +1.0% | 10,378 | $522K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.5% | 10,249 | $515K |
| Adapt Wealth Advisors, LLC | 0.25% | New | 10,188 | $512K |
| FMR LLC | 0.00% | Reduce -12.0% | 9,942 | $500K |
| Lyell Wealth Management, LP | 0.04% | No change | 9,815 | $493K |
| Two Sigma Securities, LLC | 0.09% | Add +10.6% | 9,799 | $493K |
| Valley Financial Group, Inc. | 0.32% | Add +2.4% | 9,073 | $456K |
| PFG Advisors | 0.03% | Add +3.6% | 9,066 | $456K |
| MAI Capital Management | 0.00% | New | 8,957 | $450K |
| Fifth Third Bancorp | 0.00% | Add +85.9% | 8,907 | $448K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,837 | $444K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +3.0% | 8,807 | $443K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +1.5% | 8,684 | $437K |
| VestGen Investment Management | 0.12% | Add +7.4% | 8,673 | $436K |
| World Investment Advisors | 0.01% | Add +17.0% | 8,658 | $435K |
| Leelyn Smith, LLC | 0.08% | New | 8,543 | $430K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.2% | 8,521 | $428K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 8,509 | $428K |
| Flagstar Securities, Inc. | 0.10% | Reduce -13.5% | 7,954 | $400K |
| IHT Wealth Management, LLC | 0.01% | Reduce -23.5% | 7,842 | $394K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +0.8% | 7,817 | $393K |
| Quadrature Capital Ltd | 0.01% | New | 7,728 | $389K |
| Rockland Trust Co. | 0.02% | Add +7.3% | 7,707 | $388K |
| Lido Advisors, LLC | 0.00% | Add +7.1% | 7,453 | $375K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 7,398 | $372K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.1% | 7,337 | $369K |
| Meadow Creek Wealth Advisors LLC | 0.26% | No change | 7,201 | $362K |
| Veltria Advisors Corp. | 0.15% | No change | 7,191 | $362K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.9% | 7,012 | $353K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 6,967 | $350K |
| Strategic Financial Concepts, LLC | 0.07% | Add +44.5% | 6,946 | $349K |
| GTS Securities LLC | 0.02% | New | 6,708 | $337K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.3% | 6,706 | $337K |
| Captrust Financial Advisors | 0.00% | Add +54.3% | 6,548 | $329K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.6% | 6,485 | $326K |
| NewEdge Wealth, LLC | 0.01% | Reduce -98.8% | 6,481 | $326K |
| Optivise Advisory Services LLC | 0.17% | Reduce -2.0% | 6,440 | $324K |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 6,350 | $319K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.7% | 6,316 | $318K |
| IPG Investment Advisors LLC | 0.07% | No change | 6,159 | $310K |
| Global Retirement Partners, LLC | 0.01% | Add +5.7% | 6,154 | $309K |
| Synovus Financial Corp. | 0.00% | Reduce -1.1% | 6,089 | $306K |
| Capital Analysts, LLC | 0.01% | Add +6.8% | 6,033 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,030 | $302K |
| Simplicity Wealth,LLC | 0.06% | Reduce -94.0% | 5,877 | $295K |
| AQR Capital Management | 0.00% | Add +1.7% | 5,854 | $294K |
| United Advisor Group, LLC | 0.06% | Reduce -66.6% | 5,796 | $291K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -47.6% | 5,782 | $291K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.0% | 5,781 | $291K |
| SBI Securities Co., Ltd. | 0.01% | — | 5,693 | $286K |
| FLP Wealth Management, LLC | 0.72% | — | 5,628 | $283K |
| Shared Vision Wealth Group LLC | 0.15% | Reduce -32.8% | 5,507 | $277K |
| Truvestments Capital LLC | 0.07% | Reduce -15.5% | 5,473 | $275K |
| Ascent Group, LLC | 0.02% | Reduce -19.1% | 5,472 | $275K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.1% | 5,411 | $272K |
| Jones Financial Companies LLLP | 0.00% | Add +16.0% | 5,384 | $271K |
| Focus Partners Wealth | 0.00% | New | 5,374 | $270K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +3.8% | 5,362 | $270K |
| TD Capital Management LLC | 0.03% | Reduce -13.9% | 5,350 | $269K |
| Blair William & Co. | 0.00% | Add +54.5% | 5,239 | $263K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 4,982 | $250K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,952 | $249K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $243K |
| James Investment Research, Inc. | 0.03% | No change | 4,755 | $239K |
| Lord & Richards Wealth Management, LLC | 0.50% | — | 4,746 | $239K |
| Sonata Capital Group Inc. | 0.10% | No change | 4,725 | $238K |
| Private Trust Co. NA | 0.02% | Reduce -53.3% | 4,620 | $232K |
| Magnus Financial Group LLC | 0.02% | New | 4,599 | $231K |
| FSA Advisors, Inc. | 0.28% | Add +14.8% | 4,572 | $230K |
| Bison Wealth, LLC | 0.05% | Reduce -4.6% | 4,568 | $230K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -33.3% | 4,539 | $228K |
| Symmetry Partners, LLC | 0.03% | New | 4,474 | $225K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,222 | $222K |
| Essex Bank | 0.05% | Add +1.3% | 4,321 | $217K |
| Wedbush Securities Inc. | 0.01% | New | 4,317 | $217K |
| Maripau Wealth Management LLC | 0.13% | New | 4,293 | $216K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -20.3% | 4,286 | $216K |
| KWB Wealth | 0.03% | Reduce -2.9% | 4,084 | $215K |
| Stephens Inc. | 0.00% | Add +1.1% | 4,268 | $215K |
| Global Assets Advisory, LLC | 0.12% | New | 4,262 | $214K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +6.6% | 4,255 | $214K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -2.2% | 4,240 | $213K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -10.7% | 4,236 | $213K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,176 | $210K |
| Pinion Investment Advisors, LLC | 0.08% | New | 4,160 | $209K |
| Attessa Capital LLC | 0.14% | — | 4,150 | $209K |
| 5T Wealth, LLC | 0.11% | — | 4,105 | $206K |
| Chesley Taft & Associates LLC | 0.01% | New | 4,097 | $206K |
| Independent Advisor Alliance | 0.00% | New | 4,048 | $204K |
| Bellecapital International Ltd. | 0.04% | No change | 4,001 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.9% | 3,965 | $198K |
| REAP Financial Group, LLC | 0.05% | Reduce -7.9% | 3,820 | $192K |
| Aviso Financial Inc. | 0.01% | No change | 3,609 | $181K |
| Decker Retirement Planning Inc. | 0.10% | — | 3,275 | $165K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.6% | 3,243 | $163K |
| North Star Investment Management Corp. | 0.01% | Add +1.6% | 3,140 | $158K |
| CENTRAL TRUST Co | 0.00% | New | 3,113 | $157K |
| Wolff Wiese Magana LLC | 0.10% | No change | 3,100 | $156K |
| WPG Advisers, LLC | 0.13% | — | 2,698 | $136K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.8% | 2,643 | $133K |
| NorthRock Partners, LLC | 0.00% | Add +2.6% | 2,589 | $130K |
| Independence Bank of Kentucky | 0.02% | Add +223.2% | 2,427 | $122K |
| Empirical Asset Management, LLC | 0.04% | Reduce -0.4% | 45,896 | $118K |
| Pineridge Advisors LLC | 0.04% | Reduce -8.7% | 2,263 | $114K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -4.8% | 2,120 | $107K |
| Quent Capital, LLC | 0.01% | Add +571.1% | 1,926 | $97K |
| Creative Financial Designs Inc. | 0.01% | Add +34.4% | 1,848 | $93K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -19.1% | 1,818 | $91K |
| Pacifica Partners Inc. | 0.04% | No change | 1,800 | $91K |
| Richardson Financial Services Inc. | 0.06% | Add +29.0% | 1,778 | $90K |
| Archer Investment Corp | 0.02% | No change | 1,741 | $88K |
| Colonial Trust Co / SC | 0.01% | No change | 1,637 | $85K |
| National Bank of Canada | 0.00% | Add +819.6% | 1,591 | $80K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 1,578 | $79K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +1.5% | 1,499 | $75K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,454 | $73K |
| Caldwell Trust Co | 0.01% | No change | 1,409 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.4% | 1,362 | $68K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.7% | 1,348 | $68K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,340 | $67K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,248 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Add +108.5% | 1,032 | $52K |
| Blue Trust, Inc. | 0.00% | Reduce -24.9% | 1,024 | $51K |
| Murphy & Mullick Capital Management Corp | 0.05% | — | 975 | $49K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +170.8% | 926 | $47K |
| GeoWealth Management, LLC | 0.00% | Add +52.3% | 798 | $40K |
| Ameriflex Group, Inc. | 0.02% | — | 761 | $38K |
| Financial Gravity Companies, Inc. | 0.01% | New | 757 | $38K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -85.1% | 727 | $37K |
| CoreCap Advisors, LLC | 0.00% | Add +47.2% | 717 | $36K |
| POM Investment Strategies, LLC | 0.02% | New | 653 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.3% | 626 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.7% | 618 | $31K |
| Bell Investment Advisors, Inc | 0.01% | No change | 592 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.4% | 558 | $28K |
| Founders Financial Alliance, LLC | 0.01% | No change | 537 | $27K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -69.4% | 530 | $27K |
| New Millennium Group LLC | 0.01% | Add +1978.3% | 478 | $24K |
| Winthrop Capital Management, LLC | 0.01% | New | 485 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -63.5% | 470 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $23K |
| Bangor Savings Bank | 0.00% | New | 444 | $22K |
| Financial Freedom, LLC | 0.01% | No change | 428 | $22K |
| Transcendent Capital Group LLC | 0.01% | No change | 416 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 402 | $20K |
| Oarsman Capital, Inc. | 0.00% | New | 398 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 396 | $20K |
| Dogwood Wealth Management LLC | 0.01% | New | 392 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 394 | $19K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Investors Research Corp | 0.00% | Add +3.3% | 349 | $18K |
| Global Wealth Strategies & Associates | 0.01% | Add +1490.5% | 334 | $17K |
| Headlands Technologies LLC | 0.00% | New | 320 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1605.6% | 307 | $15K |
| Trust Co. of Vermont | 0.00% | No change | 307 | $15K |
| Continuum Advisory, LLC | 0.00% | Reduce -40.2% | 304 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 300 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -16.3% | 277 | $14K |
| BankPlus Trust Department | 0.00% | — | 274 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | Add +6.8% | 268 | $13K |
| Topsail Wealth Management, LLC | 0.00% | — | 256 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -16.2% | 217 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 196 | $10K |
| Nemes Rush Group LLC | 0.00% | Add +1.6% | 191 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 188 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 171 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 171 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 170 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 162 | $8K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 159 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| Bogart Wealth, LLC | 0.00% | Add +18.1% | 150 | $8K |
| Whipplewood Advisors, LLC | 0.00% | — | 143 | $7K |
| Avior Wealth Management, LLC | 0.00% | Reduce -87.6% | 138 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | New | 125 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 118 | $6K |
| LGT Financial Advisors LLC | 0.01% | New | 114 | $6K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 102 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 101 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 101 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 101 | $5K |
| Tsfg, LLC | 0.00% | Add +1.0% | 105 | $5K |
| Mainstream Capital Management LLC | 0.00% | New | 98 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 93 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 90 | $5K |
| Roxbury Financial LLC | 0.00% | — | 84 | $4K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 86 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 81 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 71 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $3K |
| Key Financial Inc | 0.00% | Add +43.5% | 66 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 61 | $3K |
| 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 |
| Maryland Capital Advisors Inc. | 0.00% | New | 53 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 53 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 48 | $3K |
| Chapman Financial Group, LLC | 0.00% | — | 48 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| Bristlecone Advisors, LLC | 0.00% | No change | 39 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 38 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 36 | $2K |
| PayPay Securities Corp | 0.06% | Add +154.6% | 28 | $1K |
| Sachetta, LLC | 0.00% | New | 25 | $1K |
| Arax Advisory Partners | 0.00% | New | 23 | $1K |
| Investment Counsel Co. of Nevada | 0.00% | — | 23 | $1K |
| Venturi Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 16 | $804 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $773 |
| Realta Investment Advisors | 0.00% | No change | 10 | $502 |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $453 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $301 |
| HighMark Wealth Management LLC | 0.00% | No change | 3 | $173 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $101 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.