iShares Broad Usd InvestmentUSIGETF
13F holders, Q3 2025 (September 30)421holders +17
62new positions
39sold out
3famous investors
$52.17avg. 13F price*
At the end of Q3 2025, 421 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 17 from Q2 2025. 62 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($2.5B), Tiaa Trust, National Association ($1.3B) and Empower Advisory Group, LLC ($916.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $65.5M |
| Exits | 39 | $13.6M |
All 13F filers, Q2 2025 → Q3 2025: 19,507,698 shares bought and 4,739,921 shares sold, net +14,767,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Bank of America Corp. | 0.19% | Add +11.3% | 48,457,545 | $2.5B |
| Tiaa Trust, National Association | 3.11% | Add +6.1% | 24,591,007 | $1.3B |
| Empower Advisory Group, LLC | 2.54% | Add +6.3% | 17,550,488 | $916.5M |
| Ameriprise Financial Inc. | 0.13% | Add +15.3% | 11,508,464 | $579.8M |
| Assetmark, Inc. | 1.06% | Add +31.2% | 9,471,024 | $494.6M |
| Truist Financial Corp. | 0.67% | Add +3.5% | 9,399,697 | $490.9M |
| BlackRock, Inc. | 0.01% | Add +11.2% | 7,831,682 | $409.0M |
| Envestnet Asset Management Inc. | 0.11% | Add +3.5% | 7,201,661 | $376.1M |
| Allworth Financial LP | 1.30% | Add +2.8% | 5,610,266 | $293.0M |
| Franklin Resources Inc. | 0.06% | Reduce -3.6% | 4,806,225 | $251.0M |
| Stifel Financial Corp. | 0.23% | Add +7.3% | 4,791,698 | $250.2M |
| UBS Group AG | 0.04% | Add +5.9% | 3,961,387 | $206.9M |
| Sei Investments Co. | 0.17% | Add +2.4% | 3,085,007 | $161.1M |
| Valmark Advisers, Inc. | 1.98% | Add +5.4% | 2,929,124 | $153.0M |
| Morgan Stanley | 0.01% | Add +13.8% | 2,866,492 | $149.7M |
| LPL Financial LLC | 0.04% | Add +64.2% | 2,557,666 | $133.6M |
| Asset Management One Co., Ltd. | 0.37% | Add +9.8% | 2,430,935 | $126.9M |
| 1832 Asset Management L.P. | 0.21% | Reduce -34.6% | 2,342,010 | $122.3M |
| Japan Science & Technology Agency | 2.00% | Reduce -43.4% | 2,150,000 | $112.3M |
| Wells Fargo & Company | 0.02% | Add +166.2% | 1,786,836 | $93.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 1,453,634 | $75.9M |
| Avidian Wealth Enterprises, LLC | 2.82% | Add +5.3% | 1,432,442 | $74.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 1,422,206 | $74.3M |
| Sensible Financial Planning & Management, LLC. | 13.35% | Add +1.1% | 1,407,927 | $73.5M |
| Merit Financial Group, LLC | 0.59% | Add +2.7% | 1,235,503 | $64.5M |
| Trilogy Capital Inc. | 2.87% | Add +3.3% | 1,187,973 | $62.0M |
| Long Run Wealth Advisors, LLC | 11.96% | Add +9.2% | 1,167,286 | $61.0M |
| Kestra Investment Management, LLC | 1.32% | Add +14.9% | 938,833 | $49.0M |
| Cetera Investment Advisers | 0.06% | Add +12.8% | 930,518 | $48.6M |
| Voya Financial Advisors, Inc. | 4.40% | Add +2.2% | 872,481 | $45.6M |
| Americana Partners, LLC | 1.32% | Add +11.0% | 838,614 | $43.8M |
| MCF Advisors LLC | 2.46% | Add +13.7% | 769,737 | $40.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 649,732 | $33.9M |
| Fulton Breakefield Broenniman LLC | 2.16% | Add +2.4% | 639,641 | $33.4M |
| Osaic Holdings, Inc. | 0.05% | Add +17.8% | 625,587 | $32.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -24.4% | 576,140 | $30.1M |
| Captrust Financial Advisors | 0.06% | Add +5.4% | 567,956 | $29.7M |
| Crestwood Advisors Group, LLC | 0.48% | Add +18.0% | 537,199 | $28.1M |
| New Jersey Better Educational Savings Trust | 47.20% | Reduce -23.7% | 533,204 | $27.8M |
| Santa Clara Valley Transportation Authority | 21.10% | Add +9.1% | 481,977 | $25.2M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.7% | 403,996 | $21.1M |
| St Germain D J Co. Inc. | 0.83% | Add +3.4% | 398,582 | $20.8M |
| Manning & Napier Advisors LLC | 0.26% | Reduce -7.4% | 396,799 | $20.7M |
| Blue Edge Capital, LLC | 2.82% | Add +7.3% | 379,911 | $19.8M |
| Securian Asset Management, Inc. | 0.50% | No change | 360,017 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +75.1% | 354,783 | $18.5M |
| Cosner Financial Group, LLC | 9.76% | Add +10.8% | 347,514 | $18.1M |
| McKinley Carter Wealth Services, Inc. | 0.92% | Add +5.9% | 335,876 | $17.5M |
| Advisors Capital Management, LLC | 0.22% | Add +9.7% | 329,630 | $17.2M |
| Pallas Capital Advisors LLC | 0.62% | Add +4.6% | 324,489 | $16.9M |
| New York Life Investment Management LLC | 0.13% | Add +9.9% | 292,472 | $15.3M |
| Betterment LLC | 0.03% | New | 292,300 | $15.3M |
| Citigroup Inc. | 0.01% | New | 290,526 | $15.2M |
| Shelter Mutual Insurance Co | 3.17% | Reduce -5.9% | 270,860 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.7% | 256,818 | $13.4M |
| Destination Wealth Management | 0.36% | Add +2.4% | 253,042 | $13.2M |
| Modern Wealth Management, LLC | 0.26% | Reduce -16.3% | 247,772 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Reduce -0.9% | 238,156 | $12.4M |
| Diversify Advisory Services, LLC | 0.42% | Reduce -15.3% | 238,739 | $12.4M |
| Premier Path Wealth Partners, LLC | 1.57% | Add +5.6% | 233,401 | $12.2M |
| Westover Capital Advisors, LLC | 2.13% | Add +5.4% | 220,816 | $11.5M |
| Strategic Investment Advisors / MI | 1.03% | Reduce -99.5% | 826 | $11.5M |
| Bank of Nova Scotia | 0.02% | New | 200,000 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 193,254 | $10.1M |
| Sigma Planning Corp | 0.27% | Add +15.3% | 183,326 | $9.6M |
| Diversify Wealth Management, LLC | 0.55% | Add +14.2% | 182,998 | $9.5M |
| Trivant Custom Portfolio Group, LLC | 4.76% | Add +2.1% | 177,307 | $9.3M |
| Glassy Mountain Advisors, Inc. | 2.75% | Reduce -9.4% | 174,735 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +59.8% | 174,129 | $9.1M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +184.9% | 173,437 | $9.1M |
| SIMA Wealth Partners, LLC | 6.93% | Add +0.3% | 173,431 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +32.5% | 167,550 | $8.7M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Reduce -43.1% | 157,250 | $8.2M |
| IVC Wealth Advisors LLC | 3.47% | Add +8.7% | 148,477 | $7.8M |
| Columbus Macro, LLC | 0.75% | Reduce -1.2% | 126,404 | $6.6M |
| Simplicity Wealth,LLC | 0.38% | Reduce -29.9% | 125,968 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.5M |
| Comerica Bank | 0.02% | Reduce -21.6% | 124,420 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +9.8% | 122,806 | $6.4M |
| Motiv8 Investments LLC | 3.22% | Add +29.9% | 115,746 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +26.4% | 110,795 | $5.8M |
| Center For Asset Management LLC | 2.92% | Reduce -1.7% | 104,749 | $5.5M |
| Wealthspire Retirement, LLC | 0.35% | Add +1.4% | 104,232 | $5.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -14.4% | 103,211 | $5.4M |
| Cwm, LLC | 0.02% | Add +19.0% | 102,236 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +14.9% | 101,766 | $5.3M |
| Kraft, Davis & Associates, LLC | 1.17% | Add +3.4% | 92,273 | $4.8M |
| HSBC Holdings PLC | 0.00% | Reduce -63.2% | 91,615 | $4.8M |
| Banco Santander, S.A. | 0.04% | Add +144.3% | 91,480 | $4.8M |
| M&T Bank Corp | 0.02% | Reduce -9.2% | 91,100 | $4.8M |
| Archford Capital Strategies, LLC | 0.56% | New | 90,869 | $4.7M |
| Aire Advisors, LLC | 0.86% | Add +1.0% | 90,738 | $4.7M |
| Erickson Financial Group, LLC | 2.98% | Add +1.1% | 90,717 | $4.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.5% | 89,913 | $4.7M |
| US Bancorp \de | 0.01% | Reduce -3.8% | 87,215 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +496.8% | 83,376 | $4.4M |
| Fjell Capital, LLC | 3.81% | Add +5.2% | 82,848 | $4.3M |
| Keybank National Association | 0.01% | Add +1.6% | 76,977 | $4.0M |
| Compound Planning, Inc. | 0.13% | Add +286.2% | 76,801 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -7.6% | 76,091 | $4.0M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.