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 |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.3% | 61,328 | $3.2M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +350.1% | 60,879 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 60,295 | $3.1M |
| Renaissance Technologies | 0.00% | Add +752.3% | 55,400 | $2.8M |
| Compagnie Lombard Odier SCmA | 0.04% | Reduce -0.5% | 55,027 | $2.8M |
| Prudential PLC | 0.02% | Add +116.0% | 54,000 | $2.8M |
| GLOBALT Investments LLC / GA | 0.11% | Reduce -10.2% | 53,959 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +32.4% | 52,428 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -96.3% | 52,112 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.1% | 47,941 | $2.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.27% | Add +23.4% | 47,741 | $2.5M |
| K2 Financial Inc. | 2.14% | Add +25.7% | 47,855 | $2.4M |
| Stratos Investment Management, LLC | 0.11% | Add +6.2% | 44,999 | $2.3M |
| Fifth Third Securities, Inc. | 0.17% | Add +42.4% | 44,446 | $2.3M |
| Compass Financial Group, Inc. | 1.12% | Reduce -1.9% | 43,421 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 42,805 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +11.0% | 41,167 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -21.4% | 39,093 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -19.0% | 38,774 | $2.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +13.3% | 38,584 | $2.0M |
| 10Elms LLP | 2.17% | Add +3.4% | 38,113 | $2.0M |
| Summit Asset Management, LLC | 0.32% | No change | 37,919 | $2.0M |
| Banco Santander, S.A. | 0.02% | Reduce -87.3% | 37,440 | $1.9M |
| Park Avenue Securities LLC | 0.02% | New | 37,139 | $1.9M |
| Arista Wealth Management, LLC | 0.26% | No change | 36,839 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -4.9% | 36,298 | $1.9M |
| Transatlantique Private Wealth LLC | 0.67% | Add +3.0% | 35,672 | $1.8M |
| Fisher Asset Management | 0.00% | Add +57.9% | 34,845 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Add +9.9% | 34,686 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.29% | Add +18.6% | 33,073 | $1.7M |
| Greenwood Capital Associates LLC | 0.21% | New | 32,765 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -28.6% | 32,150 | $1.7M |
| Creative Planning | 0.00% | Reduce -0.2% | 32,140 | $1.7M |
| Bellwether Advisors, LLC | 0.26% | Reduce -0.7% | 29,958 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.6% | 29,403 | $1.5M |
| WBH Advisory Inc. | 0.12% | Add +8.5% | 27,869 | $1.4M |
| MMBG Investment Advisors Co. | 0.14% | No change | 27,795 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +40.8% | 26,877 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.7% | 26,837 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Reduce -6.2% | 25,140 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -2.0% | 24,642 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | New | 23,506 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +48.4% | 23,093 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +17.4% | 22,990 | $1.2M |
| Saiph Capital, LLC | 0.45% | Reduce -91.5% | 22,482 | $1.2M |
| Capital Square, LLC | 0.61% | Add +7.7% | 22,466 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Add +0.5% | 22,072 | $1.1M |
| Waverly Advisors, LLC | 0.01% | New | 22,045 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 21,970 | $1.1M |
| TFB Advisors LLC | 0.29% | Add +1.8% | 21,302 | $1.1M |
| Lion Street Advisors, LLC | 0.32% | Reduce -2.3% | 20,601 | $1.1M |
| Diligent Investors, LLC | 0.25% | Reduce -4.7% | 20,178 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -3.1% | 20,067 | $1.0M |
| Smartleaf Asset Management LLC | 0.09% | Add +13.3% | 20,075 | $1.0M |
| Advyzon Investment Management, LLC | 0.23% | Add +4.0% | 19,949 | $1.0M |
| Compound Planning, Inc. | 0.04% | Add +318.7% | 19,887 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 19,815 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -2.1% | 19,600 | $1.0M |
| Pines Wealth Management, LLC | 0.35% | Reduce -24.7% | 19,256 | $986K |
| Van Hulzen Asset Management, LLC | 0.08% | Add +2.6% | 18,489 | $951K |
| Triumph Capital Management | 0.28% | Add +2.6% | 18,390 | $946K |
| Croban | 0.80% | Reduce -4.7% | 18,218 | $937K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +5.4% | 17,561 | $903K |
| Cumberland Partners Ltd | 0.06% | Add +32.9% | 16,710 | $860K |
| FMR LLC | 0.00% | Add +75.4% | 16,515 | $850K |
| Arkadios Wealth Advisors | 0.03% | Add +2.5% | 16,161 | $831K |
| Csenge Advisory Group | 0.04% | Add +22.2% | 15,823 | $803K |
| Cerity Partners LLC | 0.00% | Reduce -88.4% | 15,572 | $801K |
| Flow Traders U.S. LLC | 0.03% | Reduce -81.3% | 15,458 | $795K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.4% | 15,180 | $781K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -1.1% | 15,084 | $776K |
| Natixis Advisors, LLC | 0.00% | Add +5.4% | 14,769 | $760K |
| Brookstone Capital Management | 0.01% | Reduce -1.1% | 14,726 | $758K |
| Davidson Trust Co. | 0.34% | Add +1.0% | 14,407 | $741K |
| Northern Trust Corp. | 0.00% | Add +14.7% | 14,292 | $735K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.6% | 13,971 | $719K |
| GC Wealth Management RIA, LLC | 0.06% | Add +7.4% | 13,966 | $718K |
| Seascape Capital Management | 0.23% | Add +9.5% | 13,875 | $714K |
| CAP Partners, LLC | 0.44% | Reduce -6.7% | 13,563 | $698K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +1.9% | 13,555 | $697K |
| CRA Financial Services, LLC | 0.11% | Reduce -11.0% | 13,543 | $697K |
| Breakwater Capital Group | 0.11% | Reduce -13.1% | 13,369 | $688K |
| Market Street Wealth Management Advisors LLC | 0.11% | No change | 13,258 | $682K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.9% | 13,175 | $678K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -1.8% | 13,128 | $675K |
| Colton Groome Financial Advisors, LLC | 0.23% | New | 13,114 | $675K |
| Private Advisor Group, LLC | 0.00% | Add +48.6% | 12,899 | $664K |
| Ascentis Independent Advisors | 0.12% | Add +0.1% | 12,795 | $658K |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 12,737 | $653K |
| NTV Asset Management LLC | 0.08% | Add +11.0% | 12,287 | $632K |
| Atria Investments, Inc | 0.01% | Add +20.7% | 12,267 | $631K |
| Summit Financial, LLC | 0.01% | Reduce -5.5% | 12,040 | $619K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.4% | 11,653 | $599K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 11,592 | $596K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 11,574 | $595K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 11,438 | $588K |
| Alterna Wealth Management, Inc. | 0.47% | No change | 11,413 | $587K |
| Yukon Wealth Management, Inc. | 0.21% | Reduce -52.6% | 11,339 | $583K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +27.8% | 11,091 | $571K |
| AE Wealth Management LLC | 0.00% | Reduce -98.5% | 10,950 | $563K |
| SBI Securities Co., Ltd. | 0.02% | Add +86.9% | 10,862 | $559K |
| HighTower Advisors, LLC | 0.00% | Add +55.0% | 10,809 | $556K |
| DHK Financial Advisors, Inc. | 0.32% | Reduce -50.0% | 10,800 | $556K |
| 1900 Wealth Management LLC | 0.04% | Reduce -0.1% | 10,737 | $552K |
| Pictet North America Advisors SA | 0.05% | New | 10,640 | $547K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.2% | 10,448 | $537K |
| Cahill Financial Advisors Inc. | 0.07% | New | 10,419 | $536K |
| Synovus Financial Corp. | 0.01% | Add +1.6% | 10,202 | $525K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -56.0% | 10,170 | $523K |
| Koshinski Asset Management, Inc. | 0.04% | Add +37.6% | 10,164 | $523K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +40.7% | 10,100 | $520K |
| United Advisor Group, LLC | 0.09% | Add +115.1% | 10,032 | $516K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +67.8% | 9,860 | $507K |
| Synergy Investment Management, LLC | 0.30% | Reduce -62.9% | 9,794 | $504K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +0.2% | 9,349 | $481K |
| Valley Financial Group, Inc. | 0.29% | Add +0.3% | 9,327 | $480K |
| MAI Capital Management | 0.00% | Add +3.9% | 9,256 | $476K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.7% | 8,963 | $461K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -46.2% | 8,906 | $458K |
| World Investment Advisors | 0.01% | Reduce -10.2% | 8,873 | $456K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.6% | 8,852 | $455K |
| Townsquare Capital LLC | 0.04% | Reduce -11.5% | 8,582 | $441K |
| Lido Advisors, LLC | 0.00% | No change | 8,532 | $439K |
| Lyell Wealth Management, LP | 0.03% | Reduce -17.0% | 8,150 | $419K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.6% | 8,116 | $417K |
| Independent Financial Group, LLC | 0.01% | Add +24.0% | 8,066 | $415K |
| Corient Private Wealth LP | 0.00% | Reduce -22.1% | 7,787 | $401K |
| Mission Wealth Management, LP | 0.01% | No change | 7,745 | $398K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +2.7% | 7,676 | $395K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -15.9% | 7,647 | $393K |
| Flagstar Securities, Inc. | 0.10% | Add +9.4% | 7,294 | $375K |
| New Century Financial Group, LLC | 0.44% | New | 7,239 | $372K |
| Meadow Creek Wealth Advisors LLC | 0.25% | No change | 7,159 | $368K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -4.8% | 7,003 | $360K |
| Veltria Advisors Corp. | 0.23% | Reduce -0.4% | 6,841 | $352K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.3% | 6,837 | $352K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.1% | 6,816 | $349K |
| Optivise Advisory Services LLC | 0.17% | No change | 6,349 | $327K |
| IPG Investment Advisors LLC | 0.06% | No change | 6,159 | $317K |
| Waterloo Capital, L.P. | 0.03% | Reduce -90.8% | 6,032 | $310K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,963 | $305K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.5% | 5,920 | $305K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +6.6% | 5,888 | $303K |
| Magnus Financial Group LLC | 0.03% | Add +34.8% | 5,853 | $301K |
| ShoreHaven Wealth Partners, LLC | 0.12% | Add +2.9% | 5,480 | $282K |
| Focus Partners Wealth | 0.00% | Reduce -23.9% | 5,433 | $279K |
| Blue Investment Partners LLC | 0.10% | New | 5,421 | $279K |
| TD Capital Management LLC | 0.03% | No change | 5,350 | $275K |
| CW Advisors, LLC | 0.00% | New | 5,240 | $270K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -5.5% | 5,057 | $259K |
| Sovran Advisors, LLC | 0.03% | Reduce -74.5% | 5,089 | $259K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,982 | $256K |
| Rockland Trust Co. | 0.01% | Reduce -31.0% | 4,954 | $255K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 4,952 | $255K |
| Vance Wealth, LLC | 0.09% | New | 4,922 | $253K |
| Truvestments Capital LLC | 0.05% | Reduce -12.3% | 4,921 | $253K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $248K |
| Private Trust Co. NA | 0.02% | Add +126.2% | 4,821 | $248K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +6.9% | 4,818 | $248K |
| FDx Advisors, Inc. | 0.07% | New | 4,764 | $245K |
| Diversified Enterprises, LLC | 0.02% | New | 4,740 | $244K |
| Sonata Capital Group Inc. | 0.10% | No change | 4,725 | $243K |
| James Investment Research, Inc. | 0.03% | Reduce -1.4% | 4,690 | $241K |
| GTS Securities LLC | 0.01% | New | 4,674 | $240K |
| IHT Wealth Management, LLC | 0.01% | Add +3.2% | 4,555 | $234K |
| Stewardship Advisors, LLC | 0.06% | New | 4,473 | $230K |
| Creekmur Asset Management LLC | 0.04% | Add +172.5% | 4,414 | $227K |
| Southland Equity Partners LLC | 0.05% | New | 4,388 | $226K |
| Stephens Inc. | 0.00% | Add +0.9% | 4,329 | $223K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,222 | $222K |
| Global Assets Advisory, LLC | 0.09% | Reduce -66.7% | 4,262 | $219K |
| Fort Point Capital Partners LLC | 0.02% | New | 4,167 | $214K |
| Blair William & Co. | 0.00% | Reduce -11.8% | 4,085 | $210K |
| Essex Bank | 0.05% | Reduce -2.5% | 4,055 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.0% | 4,009 | $206K |
| Bellecapital International Ltd. | 0.04% | No change | 4,001 | $206K |
| Fiduciary Trust Co | 0.00% | No change | 3,949 | $203K |
| Pinion Investment Advisors, LLC | 0.07% | New | 3,912 | $201K |
| ORG Partners LLC | 0.04% | New | 3,827 | $197K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,213 | $165K |
| North Star Investment Management Corp. | 0.01% | Add +1.1% | 3,200 | $165K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 2,997 | $154K |
| Wolff Wiese Magana LLC | 0.09% | No change | 2,800 | $144K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +1153.2% | 2,707 | $139K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.1% | 2,671 | $137K |
| REAP Financial Group, LLC | 0.03% | Reduce -8.2% | 2,613 | $134K |
| Independence Bank of Kentucky | 0.02% | No change | 2,427 | $125K |
| National Bank of Canada | 0.00% | Reduce -98.1% | 2,316 | $119K |
| Richardson Financial Services Inc. | 0.08% | Add +16.9% | 2,262 | $116K |
| Twin City Private Wealth, LLC | 0.09% | New | 2,160 | $111K |
| WPG Advisers, LLC | 0.09% | Reduce -13.9% | 2,113 | $109K |
| LFA - Lugano Financial Advisors SA | 0.06% | New | 2,117 | $108K |
| Parallel Advisors, LLC | 0.00% | Add +6.1% | 2,097 | $108K |
| TCTC Holdings, LLC | 0.00% | New | 2,055 | $106K |
| Colonial Trust Co / SC | 0.01% | Add +20.7% | 1,976 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,901 | $98K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,848 | $95K |
| GeoWealth Management, LLC | 0.00% | Add +307.7% | 1,757 | $90K |
| Pacifica Partners Inc. | 0.04% | Reduce -5.0% | 1,710 | $88K |
| Archer Investment Corp | 0.02% | No change | 1,641 | $84K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 1,510 | $77K |
| Sound Income Strategies, LLC | 0.00% | Add +2.3% | 1,488 | $77K |
| Blue Trust, Inc. | 0.00% | Add +34.3% | 1,463 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Add +149.5% | 1,392 | $72K |
| Capital Analysts, LLC | 0.00% | Reduce -78.5% | 1,346 | $69K |
| Asset Dedication, LLC | 0.00% | Add +358.5% | 1,270 | $65K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -65.8% | 1,266 | $65K |
| Transce3nd, LLC | 0.03% | Reduce -90.1% | 1,249 | $64K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Add +30.6% | 1,173 | $60K |
| Raffa Wealth Management, LLC | 0.01% | New | 1,156 | $59K |
| CENTRAL TRUST Co | 0.00% | No change | 1,055 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 999 | $51K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 975 | $50K |
| Boreal Capital Management LLC | 0.05% | — | 913 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 866 | $45K |
| IFP Advisors, Inc | 0.00% | Add +284.3% | 834 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 779 | $40K |
| Financial Gravity Companies, Inc. | 0.01% | — | 757 | $39K |
| Exchange Traded Concepts, LLC | 0.00% | New | 725 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | New | 619 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -95.6% | 600 | $31K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 596 | $31K |
| Larson Financial Group LLC | 0.00% | Add +3280.0% | 507 | $26K |
| Winthrop Capital Management, LLC | 0.01% | No change | 485 | $25K |
| Ameriflex Group, Inc. | 0.01% | Add +0.2% | 478 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +710.3% | 470 | $24K |
| Gen-Wealth Partners Inc | 0.01% | New | 453 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $23K |
| Whipplewood Advisors, LLC | 0.01% | Add +35.5% | 443 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +32.0% | 421 | $22K |
| Russell Investments Group, Ltd. | 0.00% | New | 399 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 396 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 394 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 389 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 376 | $19K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Bogart Wealth, LLC | 0.00% | Add +146.7% | 370 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 368 | $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% | No change | 349 | $18K |
| New Millennium Group LLC | 0.01% | Reduce -29.5% | 337 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 336 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 336 | $17K |
| Choate Investment Advisors | 0.00% | New | 310 | $16K |
| Salem Investment Counselors Inc. | 0.00% | Add +22.8% | 307 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 307 | $16K |
| Providence Capital Advisors, LLC | 0.00% | New | 285 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | New | 279 | $14K |
| BankPlus Trust Department | 0.00% | No change | 274 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 256 | $13K |
| Caldwell Trust Co | 0.00% | No change | 256 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| Cape Investment Advisory, Inc. | 0.00% | Add +24.5% | 244 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -60.5% | 242 | $12K |
| Arax Advisory Partners | 0.00% | Add +125.8% | 210 | $11K |
| SouthState Bank Corp | 0.00% | New | 208 | $11K |
| Nemes Rush Group LLC | 0.00% | Add +7.3% | 206 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 192 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 186 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 159 | $8K |
| Keystone Global Partners, LLC | 0.00% | Add +4.6% | 158 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| Olistico Wealth, LLC | 0.00% | Add +655.0% | 151 | $8K |
| Trust Co. of Toledo NA | 0.00% | New | 135 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 125 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 124 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 118 | $6K |
| Tsfg, LLC | 0.00% | Add +0.9% | 107 | $6K |
| Daiwa Securities Group Inc. | 0.00% | New | 113 | $6K |
| Newton One Investments LLC | 0.00% | New | 109 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 109 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | — | 101 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -68.7% | 101 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 98 | $5K |
| WestEnd Advisors, LLC | 0.00% | Add +41.3% | 89 | $5K |
| Nordwand Advisors, LLC | 0.00% | New | 72 | $4K |
| Key Financial Inc | 0.00% | No change | 66 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +47.7% | 65 | $3K |
| Virtus Advisers, 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 |
| Founders Financial Alliance, LLC | 0.00% | Reduce -89.6% | 56 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 51 | $3K |
| Chapman Financial Group, LLC | 0.00% | — | 48 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 39 | $2K |
| Simplex Trading, LLC | 0.00% | New | 50 | $2K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -98.9% | 37 | $2K |
| LGT Financial Advisors LLC | 0.00% | Add +30.4% | 30 | $2K |
| PayPay Securities Corp | 0.07% | Add +4.0% | 26 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 26 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -87.5% | 21 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 18 | $926 |
| Realta Investment Advisors | 0.00% | No change | 10 | $514 |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $463 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $257 |
| HighMark Wealth Management LLC | 0.00% | Add +33.3% | 4 | $180 |
| NewSquare Capital LLC | 0.00% | New | 2 | $97 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.