iShares Broad Usd InvestmentUSIGETF
13F holders, Q2 2025 (June 30)404holders −20
45new positions
65sold out
2famous investors
$51.41avg. 13F price*
At the end of Q2 2025, 404 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, down 20 from Q1 2025. 45 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($2.2B), Tiaa Trust, National Association ($1.2B) and Empower Advisory Group, LLC ($849.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $13.6M |
| Exits | 65 | $65.8M |
All 13F filers, Q1 2025 → Q2 2025: 29,866,306 shares bought and 9,038,814 shares sold, net +20,827,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Bank of America Corp. | 0.18% | Add +2.3% | 43,524,258 | $2.2B |
| Tiaa Trust, National Association | 3.10% | Add +317.1% | 23,177,950 | $1.2B |
| Empower Advisory Group, LLC | 2.54% | Add +5.2% | 16,517,713 | $849.7M |
| Ameriprise Financial Inc. | 0.13% | Add +21.1% | 9,978,176 | $509.9M |
| Truist Financial Corp. | 0.69% | Add +18.3% | 9,078,875 | $467.0M |
| Assetmark, Inc. | 0.88% | Add +0.9% | 7,219,117 | $371.4M |
| BlackRock, Inc. | 0.01% | Add +23.6% | 7,045,604 | $362.4M |
| Envestnet Asset Management Inc. | 0.10% | Add +25.6% | 6,959,465 | $358.0M |
| Allworth Financial LP | 1.35% | Add +1.8% | 5,458,619 | $280.8M |
| Franklin Resources Inc. | 0.07% | Add +9.1% | 4,985,750 | $256.5M |
| Stifel Financial Corp. | 0.22% | Add +1.0% | 4,467,924 | $229.8M |
| Japan Science & Technology Agency | 3.10% | Reduce -17.0% | 3,800,000 | $195.5M |
| UBS Group AG | 0.04% | Reduce -41.6% | 3,740,904 | $192.4M |
| 1832 Asset Management L.P. | 0.32% | Add +3.8% | 3,580,324 | $184.2M |
| Sei Investments Co. | 0.18% | Add +37.3% | 3,012,343 | $155.0M |
| Valmark Advisers, Inc. | 1.99% | Add +3.3% | 2,779,455 | $143.0M |
| Morgan Stanley | 0.01% | Reduce -11.9% | 2,519,436 | $129.6M |
| Asset Management One Co., Ltd. | 0.36% | Reduce -2.6% | 2,214,030 | $113.9M |
| LPL Financial LLC | 0.03% | Add +17.1% | 1,557,653 | $80.1M |
| Bank of New York Mellon Corp | 0.01% | Add +0.2% | 1,478,790 | $76.1M |
| Sensible Financial Planning & Management, LLC. | 13.60% | Reduce -2.0% | 1,392,426 | $71.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 1,376,544 | $70.8M |
| Avidian Wealth Enterprises, LLC | 2.85% | Add +6.8% | 1,360,396 | $70.0M |
| Merit Financial Group, LLC | 0.69% | Add +4.4% | 1,202,637 | $61.9M |
| Trilogy Capital Inc. | 2.88% | Add +4.7% | 1,150,208 | $59.2M |
| Long Run Wealth Advisors, LLC | 11.53% | Add +3.5% | 1,068,899 | $55.0M |
| Voya Financial Advisors, Inc. | 4.41% | Reduce -8.8% | 853,581 | $43.7M |
| Cetera Investment Advisers | 0.07% | Add +3.2% | 824,852 | $42.4M |
| Kestra Investment Management, LLC | 1.27% | Add +8.2% | 817,152 | $42.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -12.0% | 762,635 | $39.2M |
| Americana Partners, LLC | 1.34% | Add +2.4% | 755,652 | $38.9M |
| New Jersey Better Educational Savings Trust | 92.32% | No change | 698,945 | $36.0M |
| MCF Advisors LLC | 2.30% | Reduce -6.0% | 676,819 | $34.8M |
| Wells Fargo & Company | 0.01% | Add +56.8% | 671,205 | $34.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.5% | 626,845 | $32.2M |
| Fulton Breakefield Broenniman LLC | 2.17% | Reduce -1.2% | 624,813 | $32.1M |
| Captrust Financial Advisors | 0.06% | Add +2.6% | 539,087 | $27.7M |
| Osaic Holdings, Inc. | 0.05% | Add +208.3% | 531,091 | $27.2M |
| Crestwood Advisors Group, LLC | 0.42% | Add +4.3% | 455,275 | $23.4M |
| Santa Clara Valley Transportation Authority | 21.56% | No change | 441,930 | $22.7M |
| Manning & Napier Advisors LLC | 0.26% | Reduce -0.2% | 428,414 | $22.0M |
| OneDigital Investment Advisors LLC | 0.23% | Add +17.4% | 410,982 | $21.1M |
| St Germain D J Co. Inc. | 0.86% | Add +13.6% | 385,500 | $19.8M |
| Securian Asset Management, Inc. | 0.53% | No change | 360,017 | $18.5M |
| Blue Edge Capital, LLC | 2.71% | Reduce -2.4% | 354,006 | $18.2M |
| McKinley Carter Wealth Services, Inc. | 0.91% | Add +2.6% | 317,283 | $16.3M |
| Cosner Financial Group, LLC | 8.98% | Add +6.6% | 313,541 | $16.1M |
| Pallas Capital Advisors LLC | 0.61% | Add +14.9% | 310,087 | $16.0M |
| Advisors Capital Management, LLC | 0.21% | Add +17.4% | 300,511 | $15.5M |
| Modern Wealth Management, LLC | 0.37% | Add +102.0% | 295,893 | $15.2M |
| Shelter Mutual Insurance Co | 3.43% | Add +1.1% | 287,810 | $14.8M |
| Diversify Advisory Services, LLC | 0.56% | Add +151.4% | 281,756 | $14.5M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Add +11.4% | 276,349 | $14.2M |
| New York Life Investment Management LLC | 0.13% | Add +10.6% | 266,028 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +4.3% | 252,553 | $13.0M |
| HSBC Holdings PLC | 0.01% | Add +2.6% | 249,127 | $12.8M |
| Destination Wealth Management | 0.37% | Add +2.1% | 247,122 | $12.7M |
| Robertson Stephens Wealth Management, LLC | 0.43% | Reduce -9.8% | 240,233 | $12.4M |
| Premier Path Wealth Partners, LLC | 1.58% | Add +4.0% | 221,033 | $11.4M |
| Westover Capital Advisors, LLC | 2.15% | Reduce -2.3% | 209,536 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.0% | 202,614 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 197,958 | $10.2M |
| Glassy Mountain Advisors, Inc. | 3.19% | Add +1.1% | 192,807 | $9.9M |
| Simplicity Wealth,LLC | 0.39% | Add +69.4% | 179,816 | $9.2M |
| Trivant Custom Portfolio Group, LLC | 4.93% | Reduce -0.9% | 173,697 | $8.9M |
| SIMA Wealth Partners, LLC | 7.18% | Add +12.0% | 172,860 | $8.9M |
| Diversify Wealth Management, LLC | 0.51% | Add +13.8% | 160,202 | $8.3M |
| Sigma Planning Corp | 0.25% | Reduce -4.9% | 158,999 | $8.2M |
| Comerica Bank | 0.03% | Add +7.4% | 158,659 | $8.2M |
| Strategic Investment Advisors / MI | 0.78% | Add +12.1% | 156,959 | $8.1M |
| CNO Financial Group, Inc. | 4.77% | No change | 150,000 | $7.7M |
| IVC Wealth Advisors LLC | 3.43% | Add +27.6% | 136,590 | $7.0M |
| Columbus Macro, LLC | 0.81% | Add +27.8% | 127,929 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.8% | 126,468 | $6.5M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -13.8% | 120,566 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +4.3% | 111,805 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +65.2% | 109,000 | $5.6M |
| Center For Asset Management LLC | 3.31% | Add +33.6% | 106,605 | $5.4M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -6.4% | 102,823 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -6.8% | 100,349 | $5.2M |
| US Bancorp \de | 0.01% | Reduce -34.2% | 90,647 | $4.7M |
| Aire Advisors, LLC | 0.89% | Add +0.3% | 89,811 | $4.6M |
| Erickson Financial Group, LLC | 3.12% | Add +2.6% | 89,766 | $4.6M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.7% | 89,480 | $4.6M |
| Motiv8 Investments LLC | 2.80% | Reduce -6.0% | 89,094 | $4.6M |
| Kraft, Davis & Associates, LLC | 1.25% | Reduce -36.1% | 89,230 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.1% | 88,544 | $4.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.0% | 87,669 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +54.6% | 87,617 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -20.8% | 86,521 | $4.5M |
| Cwm, LLC | 0.02% | Add +2.2% | 85,896 | $4.4M |
| Bank of Montreal | 0.00% | Add +14.4% | 82,318 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +22.7% | 80,100 | $4.1M |
| Fjell Capital, LLC | 3.75% | Add +2.4% | 78,721 | $4.0M |
| Checchi Capital Advisers, LLC | 0.28% | Reduce -6.6% | 76,968 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +347.6% | 76,132 | $3.9M |
| Keybank National Association | 0.01% | Reduce -2.5% | 75,801 | $3.9M |
| Landing Point Financial Group, LLC | 2.41% | Add +6.7% | 74,291 | $3.8M |
| Financial Avengers, Inc. | 1.53% | Add +17.6% | 64,262 | $3.3M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.