iShares Broad Usd InvestmentUSIGETF
13F holders, Q1 2025 (March 31)424holders −14
44new positions
51sold out
3famous investors
$50.99avg. 13F price*
At the end of Q1 2025, 424 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, down 14 from Q4 2024. 44 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.2B), Empower Advisory Group, LLC ($801.8M) and Ameriprise Financial Inc. ($410.1M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $24.2M |
| Exits | 51 | $64.5M |
All 13F filers, Q4 2024 → Q1 2025: 17,025,307 shares bought and 8,766,967 shares sold, net +8,258,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Bank of America Corp. | 0.19% | Add +27.8% | 42,562,134 | $2.2B |
| Empower Advisory Group, LLC | 2.62% | Add +7.5% | 15,696,044 | $801.8M |
| Ameriprise Financial Inc. | 0.11% | Reduce -20.2% | 8,243,133 | $410.1M |
| Truist Financial Corp. | 0.63% | Add +4.1% | 7,673,359 | $392.0M |
| Assetmark, Inc. | 1.00% | Reduce -8.2% | 7,154,511 | $365.5M |
| UBS Group AG | 0.07% | Reduce -3.3% | 6,406,878 | $327.3M |
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 5,699,477 | $291.1M |
| Tiaa Trust, National Association | 0.89% | Reduce -0.8% | 5,556,526 | $283.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +8.7% | 5,540,616 | $283.0M |
| Allworth Financial LP | 1.53% | Add +1.6% | 5,364,728 | $271.3M |
| Japan Science & Technology Agency | 3.60% | Reduce -36.7% | 4,578,000 | $233.8M |
| Franklin Resources Inc. | 0.07% | Add +1.7% | 4,570,325 | $233.5M |
| Stifel Financial Corp. | 0.24% | Add +4.0% | 4,422,466 | $225.9M |
| 1832 Asset Management L.P. | 0.34% | Add +0.3% | 3,448,880 | $176.2M |
| Morgan Stanley | 0.01% | Add +11.9% | 2,861,001 | $146.1M |
| Valmark Advisers, Inc. | 2.08% | Add +5.3% | 2,690,429 | $137.4M |
| Asset Management One Co., Ltd. | 0.40% | Add +4.1% | 2,273,476 | $116.1M |
| Sei Investments Co. | 0.14% | Reduce -0.2% | 2,193,479 | $112.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.9% | 1,476,104 | $75.4M |
| Sensible Financial Planning & Management, LLC. | 14.48% | Add +1.0% | 1,420,734 | $72.6M |
| Mather Group, Llc. | 0.83% | Add +6.0% | 1,407,987 | $71.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.4% | 1,342,459 | $68.6M |
| LPL Financial LLC | 0.03% | Add +14.6% | 1,329,714 | $67.9M |
| Avidian Wealth Enterprises, LLC | 2.90% | Add +22.6% | 1,273,650 | $65.1M |
| Merit Financial Group, LLC | 0.88% | Reduce -12.2% | 1,151,888 | $58.8M |
| Trilogy Capital Inc. | 2.94% | Add +389.5% | 1,099,135 | $56.1M |
| Long Run Wealth Advisors, LLC | 11.96% | Add +4.1% | 1,032,454 | $52.7M |
| Voya Financial Advisors, Inc. | 5.26% | Reduce -4.0% | 935,537 | $47.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +5.6% | 866,741 | $44.2M |
| Cetera Investment Advisers | 0.08% | Add +7.0% | 799,153 | $40.8M |
| Kestra Investment Management, LLC | 0.74% | Add +49.3% | 755,221 | $38.6M |
| AE Wealth Management LLC | 0.32% | Reduce -5.7% | 744,128 | $38.0M |
| Americana Partners, LLC | 1.47% | Add +13.4% | 738,321 | $37.7M |
| MCF Advisors LLC | 2.65% | Reduce -2.8% | 719,942 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Add +18.6% | 708,082 | $36.2M |
| New Jersey Better Educational Savings Trust | 68.92% | No change | 698,945 | $35.7M |
| Fulton Breakefield Broenniman LLC | 2.33% | Add +125.3% | 632,246 | $32.3M |
| Captrust Financial Advisors | 0.07% | Add +7927.0% | 525,606 | $26.8M |
| Santa Clara Valley Transportation Authority | 22.33% | No change | 441,930 | $22.6M |
| Crestwood Advisors Group, LLC | 0.42% | Add +7.2% | 436,676 | $22.3M |
| Manning & Napier Advisors LLC | 0.27% | Add +0.9% | 429,123 | $21.9M |
| Wells Fargo & Company | 0.01% | Add +42.7% | 428,006 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 382,022 | $19.5M |
| Blue Edge Capital, LLC | 2.97% | Reduce -0.1% | 362,636 | $18.5M |
| Securian Asset Management, Inc. | 0.56% | Add +10.4% | 360,017 | $18.4M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -0.5% | 350,046 | $17.9M |
| St Germain D J Co. Inc. | 0.81% | Add +22.8% | 339,309 | $17.3M |
| McKinley Carter Wealth Services, Inc. | 0.97% | Add +56.6% | 309,117 | $15.8M |
| Cosner Financial Group, LLC | 9.19% | Add +26.2% | 294,117 | $15.0M |
| Banco Santander, S.A. | 0.17% | Add +178.3% | 293,601 | $15.0M |
| Shelter Mutual Insurance Co | 3.51% | No change | 284,810 | $14.5M |
| Pallas Capital Advisors LLC | 0.57% | Add +30.6% | 269,797 | $13.8M |
| Robertson Stephens Wealth Management, LLC | 0.51% | Add +1.3% | 266,299 | $13.6M |
| Saiph Capital, LLC | 6.43% | Add +0.3% | 263,779 | $13.5M |
| Advisors Capital Management, LLC | 0.20% | Reduce -15.9% | 256,084 | $13.1M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +12.1% | 247,960 | $12.7M |
| HSBC Holdings PLC | 0.01% | Add +41.4% | 242,873 | $12.4M |
| Destination Wealth Management | 0.39% | Add +2.6% | 242,091 | $12.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +3.7% | 242,084 | $12.4M |
| New York Life Investment Management LLC | 0.13% | Add +0.4% | 240,537 | $12.3M |
| Westover Capital Advisors, LLC | 2.43% | Reduce -2.7% | 214,461 | $11.0M |
| One Capital Management, LLC | 0.37% | Reduce -17.1% | 213,632 | $10.9M |
| Premier Path Wealth Partners, LLC | 1.69% | Reduce -1.4% | 212,570 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 204,772 | $10.5M |
| Kingdom Financial Group LLC. | 7.26% | Reduce -4.1% | 193,777 | $9.9M |
| Glassy Mountain Advisors, Inc. | 3.45% | Add +0.5% | 190,755 | $9.7M |
| Trivant Custom Portfolio Group, LLC | 5.15% | Add +7.7% | 175,203 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.4% | 172,236 | $8.8M |
| Sigma Planning Corp | 0.27% | Add +39.8% | 167,223 | $8.5M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 160,000 | $8.2M |
| SIMA Wealth Partners, LLC | 6.55% | Add +12.9% | 154,395 | $7.9M |
| CNO Financial Group, Inc. | 6.41% | — | 150,000 | $7.7M |
| Comerica Bank | 0.03% | Add +7.2% | 147,716 | $7.5M |
| Diversify Wealth Management, LLC | 0.53% | Add +29.9% | 140,754 | $7.2M |
| Strategic Investment Advisors / MI | 0.76% | Add +11.4% | 140,077 | $7.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -63.7% | 139,906 | $7.1M |
| Howard Bailey Securities, LLC | 2.38% | Add +6.3% | 139,888 | $7.1M |
| US Bancorp \de | 0.01% | Reduce -3.4% | 137,687 | $7.0M |
| Kraft, Davis & Associates, LLC | 2.25% | Reduce -13.3% | 139,593 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -46.1% | 134,706 | $6.9M |
| Modern Wealth Management, LLC | 0.22% | Add +41.4% | 146,451 | $6.8M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.4M |
| National Bank of Canada | 0.01% | Add +7557.6% | 121,833 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.3% | 114,181 | $5.8M |
| Diversify Advisory Services, LLC | 0.36% | Add +27.3% | 112,069 | $5.7M |
| US Financial Advisors, LLC | 1.66% | Add +3.8% | 110,057 | $5.6M |
| Wealthspire Retirement, LLC | 0.45% | Add +2.7% | 109,893 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.9% | 109,256 | $5.6M |
| M&T Bank Corp | 0.02% | Reduce -13.0% | 107,639 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 107,207 | $5.5M |
| IVC Wealth Advisors LLC | 2.94% | Add +22.4% | 107,032 | $5.5M |
| Simplicity Wealth,LLC | 0.42% | Add +1706.3% | 106,157 | $5.4M |
| Columbus Macro, LLC | 0.67% | Add +0.6% | 100,139 | $5.1M |
| Motiv8 Investments LLC | 3.21% | Reduce -14.1% | 94,833 | $4.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +8.3% | 90,100 | $4.6M |
| Aire Advisors, LLC | 0.96% | Add +5.8% | 89,550 | $4.6M |
| Erickson Financial Group, LLC | 3.33% | Add +2.0% | 87,457 | $4.5M |
| Cwm, LLC | 0.02% | Reduce -4.3% | 84,023 | $4.3M |
| Flow Traders U.S. LLC | 0.18% | New | 82,539 | $4.2M |
| Checchi Capital Advisers, LLC | 0.30% | Reduce -1.4% | 82,415 | $4.2M |
| Center For Asset Management LLC | 2.49% | Reduce -26.6% | 79,819 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.4% | 79,711 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.8% | 78,271 | $4.0M |
| Keybank National Association | 0.02% | Reduce -0.7% | 77,704 | $4.0M |
| Fjell Capital, LLC | 3.98% | Add +4.2% | 76,896 | $3.9M |
| Bank of Montreal | 0.00% | Add +10.2% | 71,976 | $3.7M |
| Kelly Financial Services LLC | 1.27% | Add +16.9% | 71,673 | $3.7M |
| Landing Point Financial Group, LLC | 2.70% | Add +20.7% | 69,623 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.3% | 65,967 | $3.4M |
| Waterloo Capital, L.P. | 0.31% | Reduce -56.1% | 65,829 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.3% | 65,300 | $3.3M |
| GLOBALT Investments LLC / GA | 0.13% | Add +143.8% | 60,117 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.2% | 59,899 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.0% | 58,770 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 56,684 | $2.9M |
| Compagnie Lombard Odier SCmA | 0.03% | Add +0.2% | 55,327 | $2.8M |
| Financial Avengers, Inc. | 1.41% | Add +38.5% | 54,620 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 52,500 | $2.7M |
| LifeWealth Investments, LLC | 1.27% | Add +58.5% | 51,754 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -31.9% | 49,748 | $2.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +32.1% | 47,856 | $2.4M |
| Mariner, LLC | 0.00% | Add +3.1% | 45,026 | $2.3M |
| Compass Financial Group, Inc. | 1.16% | Add +0.1% | 44,245 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.9% | 43,432 | $2.2M |
| Stratos Investment Management, LLC | 0.12% | Add +1.6% | 42,383 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -43.5% | 42,012 | $2.1M |
| Ascent Group, LLC | 0.09% | Add +625.9% | 39,723 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +25.4% | 39,597 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.24% | Add +44.3% | 38,705 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +14.4% | 38,167 | $1.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.39% | Reduce -2.0% | 37,987 | $1.9M |
| Summit Asset Management, LLC | 0.34% | Reduce -1.4% | 37,919 | $1.9M |
| K2 Financial Inc. | 1.87% | Add +4.5% | 38,068 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -1.4% | 37,076 | $1.9M |
| Portfolio Design Labs, LLC | 0.39% | Add +0.8% | 37,036 | $1.9M |
| 10Elms LLP | 2.23% | Add +5.2% | 36,853 | $1.9M |
| Arista Wealth Management, LLC | 0.46% | No change | 36,839 | $1.9M |
| Transatlantique Private Wealth LLC | 0.71% | Add +9.4% | 34,649 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 34,045 | $1.7M |
| FWG Investments, LLC. | 1.99% | Reduce -6.2% | 33,199 | $1.7M |
| Creative Planning | 0.00% | Add +4.9% | 32,206 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +16.8% | 32,166 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.5% | 31,567 | $1.6M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -4.8% | 31,208 | $1.6M |
| Bellwether Advisors, LLC | 0.32% | Reduce -2.8% | 30,182 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.27% | No change | 27,898 | $1.4M |
| MMBG Investment Advisors Co. | 0.16% | No change | 27,795 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +3.7% | 26,809 | $1.4M |
| Synergy Investment Management, LLC | 0.56% | Reduce -51.0% | 26,409 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +504.1% | 25,890 | $1.3M |
| WBH Advisory Inc. | 0.12% | Add +0.2% | 25,694 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +0.6% | 25,142 | $1.3M |
| Prudential PLC | 0.01% | New | 25,000 | $1.3M |
| Pines Wealth Management, LLC | 0.59% | Add +1.9% | 25,574 | $1.3M |
| Yukon Wealth Management, Inc. | 0.51% | — | 23,912 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | Reduce -10.6% | 23,199 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +33.3% | 23,132 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.67% | Reduce -9.0% | 23,124 | $1.2M |
| Fisher Asset Management | 0.00% | Reduce -23.8% | 22,062 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -6.6% | 21,958 | $1.1M |
| DHK Financial Advisors, Inc. | 0.61% | Add +100.0% | 21,600 | $1.1M |
| Diligent Investors, LLC | 0.26% | Reduce -6.4% | 21,171 | $1.1M |
| Lion Street Advisors, LLC | 0.34% | Reduce -0.1% | 21,088 | $1.1M |
| TFB Advisors LLC | 0.31% | Reduce -5.3% | 20,934 | $1.1M |
| Capital Square, LLC | 0.63% | Add +12.4% | 20,860 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -1.4% | 20,717 | $1.1M |
| Principal Securities, Inc. | 0.02% | No change | 20,030 | $1.0M |
| Sovran Advisors, LLC | 0.13% | Reduce -12.7% | 19,926 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 19,575 | $1000K |
| Advyzon Investment Management, LLC | 0.35% | Reduce -12.3% | 19,181 | $980K |
| Thrivent Financial for Lutherans | 0.00% | New | 19,120 | $977K |
| Croban | 0.90% | Reduce -28.5% | 19,106 | $976K |
| Geneos Wealth Management Inc. | 0.03% | Add +350.7% | 19,090 | $975K |
| Van Hulzen Asset Management, LLC | 0.08% | Add +4.8% | 18,018 | $920K |
| Triumph Capital Management | 0.30% | Add +30.6% | 17,926 | $916K |
| Smartleaf Asset Management LLC | 0.09% | Add +40.4% | 17,717 | $903K |
| MML Investors Services, LLC | 0.00% | Add +18.6% | 17,007 | $869K |
| Penobscot Investment Management Company, Inc. | 0.08% | Reduce -16.5% | 16,661 | $851K |
| Signal Advisors Wealth, LLC | 0.08% | Add +2.2% | 16,549 | $845K |
| Arkadios Wealth Advisors | 0.03% | Add +3.2% | 15,771 | $806K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +112.2% | 15,566 | $795K |
| Breakwater Capital Group | 0.14% | Reduce -11.3% | 15,390 | $786K |
| Wealthstar Advisors, LLC | 0.36% | Reduce -3.0% | 15,253 | $779K |
| CRA Financial Services, LLC | 0.13% | Add +0.7% | 15,215 | $777K |
| Brookstone Capital Management | 0.01% | Reduce -6.6% | 14,887 | $760K |
| Montecito Bank & Trust | 0.13% | No change | 14,881 | $760K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.7% | 14,825 | $757K |
| CAP Partners, LLC | 0.54% | Reduce -5.1% | 14,538 | $743K |
| Davidson Trust Co. | 0.35% | Add +0.7% | 14,267 | $729K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 14,203 | $725K |
| Natixis Advisors, LLC | 0.00% | Add +4.6% | 14,013 | $716K |
| Composition Wealth, LLC | 0.01% | Add +4.8% | 13,991 | $715K |
| Independent Advisor Alliance | 0.02% | Add +245.0% | 13,966 | $713K |
| Quest 10 Wealth Builders, Inc. | 0.74% | Add +1.8% | 13,572 | $693K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +757.2% | 13,526 | $691K |
| Old Mission Capital LLC | 0.01% | New | 13,430 | $686K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -16.4% | 13,364 | $683K |
| Edgemoor Investment Advisors, Inc. | 0.06% | No change | 13,305 | $680K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -4.3% | 13,258 | $677K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.0% | 13,006 | $664K |
| GC Wealth Management RIA, LLC | 0.12% | Add +86.6% | 13,001 | $664K |
| Ascentis Independent Advisors | 0.13% | Reduce -42.2% | 12,778 | $653K |
| Csenge Advisory Group | 0.04% | Reduce -59.8% | 12,947 | $651K |
| Summit Financial, LLC | 0.02% | Reduce -31.9% | 12,744 | $651K |
| Seascape Capital Management | 0.23% | Reduce -6.3% | 12,675 | $647K |
| GWN Securities Inc. | 0.04% | New | 12,847 | $644K |
| Global Assets Advisory, LLC | 0.12% | Add +200.0% | 12,786 | $644K |
| Transce3nd, LLC | 0.29% | Add +7.3% | 12,587 | $643K |
| Cumberland Partners Ltd | 0.05% | Add +14.6% | 12,575 | $642K |
| Northern Trust Corp. | 0.00% | Reduce -10.8% | 12,463 | $637K |
| Marks Group Wealth Management, Inc | 0.06% | New | 12,190 | $623K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -38.2% | 11,667 | $596K |
| Alterna Wealth Management, Inc. | 0.44% | No change | 11,413 | $583K |
| Fifth Third Bancorp | 0.00% | Add +26.6% | 11,274 | $576K |
| NTV Asset Management LLC | 0.08% | Add +3.1% | 11,069 | $565K |
| 1900 Wealth Management LLC | 0.05% | Add +0.1% | 10,742 | $549K |
| Jones Financial Companies LLLP | 0.00% | Add +96.8% | 10,595 | $540K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.8% | 10,328 | $528K |
| Atria Investments, Inc | 0.01% | Reduce -6.8% | 10,160 | $519K |
| Synovus Financial Corp. | 0.01% | Add +65.0% | 10,046 | $513K |
| Corient Private Wealth LP | 0.00% | Add +57.4% | 9,992 | $510K |
| World Investment Advisors | 0.01% | Add +14.2% | 9,883 | $505K |
| Lyell Wealth Management, LP | 0.05% | No change | 9,815 | $501K |
| Townsquare Capital LLC | 0.01% | New | 9,699 | $495K |
| PFG Advisors | 0.03% | Add +5.4% | 9,556 | $488K |
| FMR LLC | 0.00% | Reduce -5.3% | 9,416 | $481K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 9,327 | $476K |
| Valley Financial Group, Inc. | 0.32% | Add +2.5% | 9,301 | $475K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.8% | 9,090 | $464K |
| Lloyd Advisory Services, LLC. | 0.23% | Add +1.9% | 8,978 | $459K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 8,907 | $455K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +1.4% | 8,804 | $450K |
| Private Advisor Group, LLC | 0.00% | Reduce -31.1% | 8,682 | $443K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.8% | 8,680 | $443K |
| Lido Advisors, LLC | 0.00% | Add +14.5% | 8,532 | $436K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,408 | $429K |
| HRT Financial LP | 0.00% | New | 7,932 | $405K |
| Ieq Capital, LLC | 0.00% | New | 7,780 | $397K |
| Mission Wealth Management, LP | 0.01% | New | 7,745 | $396K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -4.3% | 7,477 | $382K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -13.1% | 7,403 | $378K |
| Koshinski Asset Management, Inc. | 0.03% | Add +36.5% | 7,386 | $377K |
| Strategic Financial Concepts, LLC | 0.07% | Add +5.9% | 7,358 | $376K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -92.2% | 7,378 | $373K |
| Rockland Trust Co. | 0.02% | Reduce -6.8% | 7,179 | $367K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +675.2% | 7,178 | $367K |
| Meadow Creek Wealth Advisors LLC | 0.27% | Reduce -0.6% | 7,159 | $366K |
| Focus Partners Wealth | 0.00% | Add +32.9% | 7,144 | $365K |
| PNC Financial Services Group, Inc. | 0.00% | Add +419.2% | 7,072 | $361K |
| SageView Advisory Group, LLC | 0.02% | Add +8.5% | 7,035 | $359K |
| HighTower Advisors, LLC | 0.00% | Reduce -41.8% | 6,972 | $356K |
| Prospera Financial Services Inc | 0.01% | Add +9.7% | 6,927 | $354K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 6,925 | $354K |
| Veltria Advisors Corp. | 0.23% | Reduce -4.5% | 6,871 | $351K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.3% | 6,709 | $343K |
| Flagstar Securities, Inc. | 0.09% | Reduce -16.1% | 6,670 | $341K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.2% | 6,505 | $332K |
| Renaissance Technologies | 0.00% | New | 6,500 | $332K |
| XTX Topco Ltd | 0.02% | New | 6,473 | $331K |
| Optivise Advisory Services LLC | 0.18% | Reduce -1.4% | 6,349 | $324K |
| Capital Analysts, LLC | 0.01% | Add +3.5% | 6,247 | $319K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.3% | 6,234 | $318K |
| IPG Investment Advisors LLC | 0.07% | No change | 6,159 | $315K |
| FLP Wealth Management, LLC | 0.96% | Add +4.8% | 5,900 | $301K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.1% | 5,963 | $301K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +9.6% | 5,877 | $300K |
| SBI Securities Co., Ltd. | 0.01% | Add +2.1% | 5,811 | $297K |
| FSA Advisors, Inc. | 0.24% | Add +27.0% | 5,805 | $296K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.4% | 5,759 | $294K |
| AQR Capital Management | 0.00% | Reduce -1.7% | 5,756 | $294K |
| Truvestments Capital LLC | 0.06% | Add +2.5% | 5,609 | $287K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +29.8% | 5,524 | $282K |
| Shared Vision Wealth Group LLC | 0.15% | Reduce -2.8% | 5,351 | $273K |
| TD Capital Management LLC | 0.03% | No change | 5,350 | $273K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Reduce -7.9% | 5,325 | $272K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 4,982 | $254K |
| &partners | 0.00% | Reduce -80.8% | 4,971 | $253K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,952 | $253K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $247K |
| James Investment Research, Inc. | 0.03% | No change | 4,755 | $243K |
| Compound Planning, Inc. | 0.01% | Reduce -58.5% | 4,750 | $243K |
| Sonata Capital Group Inc. | 0.10% | No change | 4,725 | $241K |
| United Advisor Group, LLC | 0.05% | Reduce -19.6% | 4,663 | $238K |
| Blair William & Co. | 0.00% | Reduce -11.6% | 4,633 | $237K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +6.3% | 4,508 | $230K |
| IHT Wealth Management, LLC | 0.01% | Reduce -43.7% | 4,413 | $225K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,222 | $222K |
| Magnus Financial Group LLC | 0.02% | Reduce -5.6% | 4,342 | $222K |
| Wedbush Securities Inc. | 0.01% | No change | 4,317 | $221K |
| Stephens Inc. | 0.00% | Add +0.6% | 4,292 | $219K |
| JGP Wealth Management, LLC | 0.03% | New | 4,193 | $214K |
| Essex Bank | 0.05% | Reduce -3.8% | 4,159 | $212K |
| Maripau Wealth Management LLC | 0.12% | Reduce -4.5% | 4,098 | $209K |
| Fermata Advisors, LLC | 0.04% | New | 4,084 | $209K |
| Bellecapital International Ltd. | 0.04% | No change | 4,001 | $204K |
| Fiduciary Trust Co | 0.00% | New | 3,949 | $202K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,916 | $200K |
| Lord & Richards Wealth Management, LLC | 0.22% | Reduce -20.2% | 3,786 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.8% | 3,853 | $192K |
| Golden State Wealth Management, LLC | 0.03% | Add +196.4% | 3,699 | $189K |
| Aviso Financial Inc. | 0.01% | No change | 3,609 | $184K |
| Decker Retirement Planning Inc. | 0.11% | Add +1.2% | 3,314 | $169K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.9% | 3,213 | $164K |
| North Star Investment Management Corp. | 0.01% | Add +0.8% | 3,164 | $162K |
| Harbour Investments, Inc. | 0.00% | Add +11.1% | 2,935 | $150K |
| REAP Financial Group, LLC | 0.04% | Reduce -25.5% | 2,847 | $145K |
| Wolff Wiese Magana LLC | 0.10% | Reduce -9.7% | 2,800 | $143K |
| WPG Advisers, LLC | 0.12% | Reduce -9.1% | 2,453 | $125K |
| Independence Bank of Kentucky | 0.02% | No change | 2,427 | $124K |
| NorthRock Partners, LLC | 0.00% | Reduce -11.4% | 2,295 | $117K |
| Pineridge Advisors LLC | 0.04% | Reduce -1.6% | 2,227 | $114K |
| Private Trust Co. NA | 0.01% | Reduce -53.9% | 2,131 | $109K |
| Parallel Advisors, LLC | 0.00% | Add +46.6% | 1,976 | $101K |
| Richardson Financial Services Inc. | 0.08% | Add +8.8% | 1,935 | $99K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,901 | $97K |
| Headlands Technologies LLC | 0.01% | Add +486.3% | 1,876 | $96K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,848 | $94K |
| Pacifica Partners Inc. | 0.04% | No change | 1,800 | $92K |
| Archer Investment Corp | 0.02% | Reduce -5.7% | 1,641 | $84K |
| Colonial Trust Co / SC | 0.01% | No change | 1,637 | $83K |
| Creekmur Asset Management LLC | 0.02% | New | 1,620 | $83K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.7% | 1,510 | $77K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,454 | $74K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -7.5% | 1,240 | $63K |
| Blue Trust, Inc. | 0.00% | Add +6.3% | 1,089 | $56K |
| CENTRAL TRUST Co | 0.00% | Reduce -66.1% | 1,055 | $54K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 975 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +45.3% | 898 | $46K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.5% | 862 | $44K |
| Lanark Financial, Inc. | 0.00% | — | 779 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 757 | $39K |
| Coldstream Capital Management Inc. | 0.00% | New | 729 | $37K |
| Opal Wealth Advisors, LLC | 0.01% | New | 661 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.6% | 612 | $31K |
| Bell Investment Advisors, Inc | 0.01% | No change | 592 | $30K |
| First Horizon Advisors, Inc. | 0.00% | No change | 558 | $29K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 540 | $28K |
| Founders Financial Alliance, LLC | 0.01% | No change | 537 | $27K |
| Winthrop Capital Management, LLC | 0.01% | No change | 485 | $25K |
| New Millennium Group LLC | 0.02% | No change | 478 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -37.3% | 477 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $23K |
| GeoWealth Management, LLC | 0.00% | Reduce -46.0% | 431 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 402 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 396 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 394 | $20K |
| Dogwood Wealth Management LLC | 0.01% | No change | 392 | $20K |
| Cheviot Value Management, LLC | 0.00% | New | 389 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -29.1% | 376 | $19K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Center for Financial Planning, Inc. | 0.00% | New | 359 | $18K |
| 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% | No change | 349 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 332 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | Add +219.8% | 323 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 319 | $16K |
| Bristlecone Advisors, LLC | 0.00% | Add +705.1% | 314 | $16K |
| VSM Wealth Advisory, LLC | 0.01% | New | 309 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 307 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 307 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 277 | $14K |
| BankPlus Trust Department | 0.00% | No change | 274 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Motco | 0.00% | New | 259 | $13K |
| Topsail Wealth Management, LLC | 0.00% | No change | 256 | $13K |
| Caldwell Trust Co | 0.00% | Reduce -81.8% | 256 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -60.1% | 250 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | New | 234 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 217 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 216 | $11K |
| Bangor Savings Bank | 0.00% | Reduce -53.8% | 205 | $10K |
| 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 |
| Coston, McIsaac & Partners | 0.00% | New | 207 | $10K |
| Nemes Rush Group LLC | 0.00% | Add +0.5% | 192 | $10K |
| Rothschild Investment LLC | 0.00% | Add +0.5% | 189 | $10K |
| Proathlete Wealth Management LLC | 0.00% | New | 186 | $10K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 170 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -49.7% | 168 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 159 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| Keystone Global Partners, LLC | 0.01% | — | 151 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 150 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Add +128.7% | 327 | $7K |
| Continuum Advisory, LLC | 0.00% | Reduce -55.9% | 134 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 125 | $6K |
| Register Financial Advisors LLC | 0.00% | Add +33.3% | 124 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 118 | $6K |
| EPG Wealth Management LLC | 0.00% | Reduce -36.3% | 109 | $6K |
| TruNorth Capital Management, LLC | 0.00% | New | 104 | $5K |
| Robinswood Financial LLC | 0.00% | New | 98 | $5K |
| Tsfg, LLC | 0.00% | Add +0.9% | 106 | $5K |
| Arax Advisory Partners | 0.00% | Add +304.4% | 93 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +97.2% | 71 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $4K |
| Key Financial Inc | 0.00% | No change | 66 | $3K |
| WestEnd Advisors, LLC | 0.00% | Add +12.5% | 63 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 61 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 58 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -87.7% | 58 | $3K |
| Virtus Advisers, LLC | 0.00% | New | 56 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 53 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 52 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -43.3% | 51 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -56.4% | 44 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 38 | $2K |
| PayPay Securities Corp | 0.07% | Reduce -10.7% | 25 | $1K |
| LGT Financial Advisors LLC | 0.00% | Reduce -79.8% | 23 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | New | 21 | $1K |
| Olistico Wealth, LLC | 0.00% | New | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +12.5% | 18 | $919 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $788 |
| Realta Investment Advisors | 0.00% | No change | 10 | $511 |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $460 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $301 |
| Rossby Financial, LCC | 0.00% | New | 5 | $254 |
| HighMark Wealth Management LLC | 0.00% | No change | 3 | $177 |
| Sandy Spring Bank | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.