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 |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -2.4% | 75,108 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -2.4% | 74,327 | $3.9M |
| Financial Avengers, Inc. | 1.64% | Add +13.3% | 72,825 | $3.8M |
| Principal Financial Group Inc. | 0.00% | New | 72,632 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -19.6% | 69,551 | $3.6M |
| Landing Point Financial Group, LLC | 1.83% | Reduce -9.3% | 67,381 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 61,470 | $3.2M |
| Compagnie Lombard Odier SCmA | 0.04% | Add +10.5% | 60,792 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.7% | 60,227 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.6% | 58,030 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 53,777 | $2.8M |
| K2 Financial Inc. | 2.23% | Add +10.7% | 52,985 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 52,894 | $2.8M |
| GLOBALT Investments LLC / GA | 0.10% | Reduce -5.4% | 51,040 | $2.7M |
| Mariner, LLC | 0.00% | Add +48.9% | 47,856 | $2.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +16.6% | 45,224 | $2.4M |
| Compass Financial Group, Inc. | 1.04% | Add +2.5% | 44,514 | $2.3M |
| Mather Group, Llc. | 0.02% | Reduce -15.1% | 44,248 | $2.3M |
| Smartleaf Asset Management LLC | 0.14% | Add +118.8% | 43,917 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +6.3% | 43,773 | $2.3M |
| Stratos Investment Management, LLC | 0.09% | Reduce -3.3% | 43,534 | $2.3M |
| Transatlantique Private Wealth LLC | 0.73% | Add +19.1% | 42,467 | $2.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.22% | Reduce -13.7% | 41,221 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -12.7% | 38,805 | $2.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 38,584 | $2.0M |
| Summit Asset Management, LLC | 0.30% | No change | 37,919 | $2.0M |
| 10Elms LLP | 2.04% | Reduce -1.1% | 37,708 | $2.0M |
| Arista Wealth Management, LLC | 0.24% | No change | 36,839 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +0.7% | 36,545 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.9% | 35,323 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Add +1.4% | 35,154 | $1.8M |
| Greenwood Capital Associates LLC | 0.20% | Add +1.1% | 33,111 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.26% | Reduce -3.7% | 31,862 | $1.7M |
| Prudential PLC | 0.01% | Reduce -43.0% | 30,769 | $1.6M |
| Bellwether Advisors, LLC | 0.26% | Reduce -0.1% | 29,926 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +478.3% | 29,430 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.3% | 28,723 | $1.5M |
| Advyzon Investment Management, LLC | 0.25% | Add +41.1% | 28,159 | $1.5M |
| MMBG Investment Advisors Co. | 0.13% | No change | 27,795 | $1.5M |
| WBH Advisory Inc. | 0.11% | Reduce -0.9% | 27,622 | $1.4M |
| Creative Planning | 0.00% | Reduce -16.8% | 26,743 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +4.8% | 26,334 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.1% | 26,275 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Add +17.8% | 25,870 | $1.4M |
| TFB Advisors LLC | 0.39% | Add +18.5% | 25,238 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 25,197 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 25,197 | $1.3M |
| Heck Capital Advisors, LLC | 0.10% | New | 24,891 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -1.1% | 24,358 | $1.3M |
| Venture Visionary Partners LLC | 0.04% | Add +3.8% | 22,918 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.6% | 22,657 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.8% | 22,559 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -63.2% | 22,551 | $1.2M |
| Saiph Capital, LLC | 0.42% | Reduce -0.1% | 22,466 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +100.5% | 22,236 | $1.2M |
| Lion Street Advisors, LLC | 0.40% | Reduce -6.8% | 19,197 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.9% | 21,970 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -2.4% | 21,528 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +25.9% | 20,354 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +2.0% | 18,864 | $985K |
| Jones Financial Companies LLLP | 0.00% | Add +48.4% | 18,904 | $985K |
| Triumph Capital Management | 0.26% | Add +2.0% | 18,750 | $979K |
| Diligent Investors, LLC | 0.25% | Reduce -7.3% | 18,700 | $976K |
| Principal Securities, Inc. | 0.02% | Reduce -6.8% | 18,277 | $954K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -21.1% | 18,134 | $947K |
| Pines Wealth Management, LLC | 0.32% | Reduce -5.9% | 18,119 | $946K |
| Cumberland Partners Ltd | 0.06% | Add +8.4% | 18,107 | $946K |
| Breakwater Capital Group | 0.14% | Add +32.2% | 17,668 | $923K |
| NorthRock Partners, LLC | 0.02% | New | 17,628 | $921K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 17,561 | $917K |
| Csenge Advisory Group | 0.04% | Add +9.8% | 17,375 | $907K |
| Bristlecone Advisors, LLC | 0.08% | New | 17,287 | $903K |
| Croban | 0.59% | Reduce -6.8% | 16,981 | $887K |
| Arete Wealth Advisors, LLC | 0.05% | Add +63.9% | 16,667 | $869K |
| CAP Partners, LLC | 0.48% | Add +20.6% | 16,360 | $854K |
| Members Trust Co | 0.03% | New | 15,881 | $829K |
| Natixis Advisors, LLC | 0.00% | Add +3.2% | 15,241 | $796K |
| Seascape Capital Management | 0.23% | Add +9.0% | 15,125 | $790K |
| Wealthstar Advisors, LLC | 0.31% | Reduce -0.5% | 15,012 | $784K |
| Bessemer Group Inc. | 0.00% | New | 14,813 | $774K |
| PFG Advisors | 0.03% | New | 14,821 | $774K |
| Montecito Bank & Trust | 0.12% | — | 14,819 | $774K |
| FMR LLC | 0.00% | Reduce -11.2% | 14,662 | $766K |
| Renaissance Technologies | 0.00% | Reduce -73.8% | 14,500 | $757K |
| Capital Square, LLC | 0.38% | Reduce -35.9% | 14,399 | $752K |
| GC Wealth Management RIA, LLC | 0.02% | Add +0.1% | 13,973 | $730K |
| Fisher Asset Management | 0.00% | Reduce -60.0% | 13,933 | $728K |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 13,931 | $727K |
| Cerity Partners LLC | 0.00% | Reduce -12.4% | 13,637 | $712K |
| Brookstone Capital Management | 0.01% | Reduce -7.4% | 13,636 | $712K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +3.9% | 13,634 | $712K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 13,555 | $708K |
| CRA Financial Services, LLC | 0.10% | No change | 13,543 | $707K |
| Davidson Trust Co. | 0.29% | Reduce -6.5% | 13,475 | $704K |
| Market Street Wealth Management Advisors LLC | 0.11% | No change | 13,258 | $692K |
| Summit Financial, LLC | 0.01% | Add +9.8% | 13,224 | $691K |
| Colton Groome Financial Advisors, LLC | 0.21% | No change | 13,114 | $685K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 12,972 | $677K |
| Ascentis Independent Advisors | 0.11% | Add +0.6% | 12,866 | $672K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +24.2% | 12,548 | $655K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -17.8% | 12,476 | $651K |
| NTV Asset Management LLC | 0.07% | Add +1.2% | 12,433 | $649K |
| HighTower Advisors, LLC | 0.00% | Add +13.0% | 12,215 | $638K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 12,131 | $633K |
| United Advisor Group, LLC | 0.08% | Add +16.9% | 11,725 | $612K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.3% | 11,703 | $611K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.9% | 11,600 | $606K |
| Valley Financial Group, Inc. | 0.34% | Add +23.7% | 11,539 | $603K |
| AE Wealth Management LLC | 0.00% | Add +4.8% | 11,479 | $599K |
| Alterna Wealth Management, Inc. | 0.49% | No change | 11,413 | $596K |
| Yukon Wealth Management, Inc. | 0.19% | No change | 11,339 | $592K |
| Corient Private Wealth LP | 0.00% | Add +42.1% | 11,062 | $578K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +9.1% | 10,753 | $562K |
| 1900 Wealth Management LLC | 0.04% | No change | 10,737 | $561K |
| Atria Investments, Inc | 0.01% | Reduce -12.6% | 10,719 | $560K |
| Koshinski Asset Management, Inc. | 0.04% | Add +4.0% | 10,576 | $552K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.2% | 10,570 | $552K |
| Synovus Financial Corp. | 0.01% | Add +2.2% | 10,429 | $545K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -0.4% | 10,375 | $542K |
| Pictet North America Advisors SA | 0.05% | Reduce -4.8% | 10,130 | $529K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -9.2% | 9,864 | $515K |
| Cambridge Financial Group, LLC | 0.17% | New | 9,827 | $513K |
| Fifth Third Bancorp | 0.00% | Reduce -15.2% | 9,810 | $512K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.4% | 9,524 | $497K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.9% | 9,445 | $493K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 9,349 | $481K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +3.4% | 9,156 | $478K |
| MAI Capital Management | 0.00% | Reduce -1.2% | 9,147 | $478K |
| World Investment Advisors | 0.01% | Reduce -0.6% | 8,817 | $460K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 8,229 | $430K |
| Moors & Cabot, Inc. | 0.02% | New | 8,030 | $419K |
| JGP Wealth Management, LLC | 0.05% | New | 7,931 | $414K |
| Focus Partners Wealth | 0.00% | Add +44.8% | 7,868 | $411K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -0.2% | 7,663 | $400K |
| Flagstar Securities, Inc. | 0.12% | Add +4.1% | 7,594 | $397K |
| Pinnacle Financial Partners Inc | 0.01% | New | 7,558 | $395K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -16.8% | 7,411 | $387K |
| Meadow Creek Wealth Advisors LLC | 0.25% | No change | 7,159 | $376K |
| Accurate Wealth Management, LLC | 0.05% | New | 7,079 | $371K |
| Private Trust Co. NA | 0.03% | Add +46.5% | 7,064 | $369K |
| SageView Advisory Group, LLC | 0.01% | Add +1.2% | 6,899 | $360K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.6% | 6,799 | $355K |
| Lyell Wealth Management, LP | 0.03% | Reduce -17.7% | 6,710 | $350K |
| XTX Topco Ltd | 0.02% | New | 6,673 | $348K |
| Synergy Investment Management, LLC | 0.13% | Reduce -32.0% | 6,655 | $348K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.1% | 6,644 | $347K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.2% | 6,642 | $347K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 6,607 | $345K |
| One Capital Management, LLC | 0.01% | New | 6,590 | $344K |
| Independent Financial Group, LLC | 0.01% | Reduce -18.4% | 6,583 | $344K |
| GTS Securities LLC | 0.01% | Add +33.4% | 6,236 | $326K |
| IPG Investment Advisors LLC | 0.06% | No change | 6,159 | $322K |
| Choreo, LLC | 0.00% | New | 6,035 | $315K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,963 | $314K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.1% | 5,915 | $309K |
| Two Sigma Securities, LLC | 0.05% | New | 5,895 | $308K |
| Savvy Advisors, Inc. | 0.01% | New | 5,846 | $305K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.8% | 5,838 | $305K |
| Magnus Financial Group LLC | 0.02% | Reduce -4.0% | 5,622 | $294K |
| Cibc World Market Inc. | 0.00% | New | 5,507 | $288K |
| True North Advisors, LLC | 0.05% | New | 5,484 | $286K |
| Equitable Holdings, Inc. | 0.00% | New | 5,481 | $286K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -0.2% | 5,469 | $286K |
| Noesis Capital Mangement Corp. | 0.04% | Add +9.4% | 5,419 | $283K |
| Southland Equity Partners LLC | 0.06% | Add +22.3% | 5,368 | $280K |
| TD Capital Management LLC | 0.03% | No change | 5,350 | $279K |
| CIBC Private Wealth Group LLC | 0.00% | Add +33.0% | 5,332 | $278K |
| Lido Advisors, LLC | 0.00% | Reduce -37.5% | 5,328 | $278K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,326 | $278K |
| Regal Investment Advisors LLC | 0.02% | New | 5,211 | $272K |
| Shared Vision Wealth Group LLC | 0.11% | Add +0.5% | 5,081 | $267K |
| Evergreen Capital Management LLC | 0.01% | Add +5.9% | 5,116 | $267K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,982 | $260K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +2.9% | 4,958 | $259K |
| Veltria Advisors Corp. | 1.13% | Reduce -28.4% | 4,895 | $256K |
| Root Financial Partners, LLC | 0.02% | New | 4,832 | $252K |
| FDx Advisors, Inc. | 0.07% | Add +0.6% | 4,790 | $250K |
| Truvestments Capital LLC | 0.05% | Reduce -2.8% | 4,785 | $250K |
| Diversified Enterprises, LLC | 0.02% | Add +0.6% | 4,769 | $249K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,725 | $247K |
| James Investment Research, Inc. | 0.03% | No change | 4,690 | $245K |
| Stewardship Advisors, LLC | 0.06% | Reduce -0.1% | 4,468 | $233K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.1% | 4,458 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1200.6% | 4,370 | $228K |
| Stephens Inc. | 0.00% | Add +0.9% | 4,367 | $228K |
| Gotham Asset Management | 0.00% | New | 4,325 | $226K |
| Global Assets Advisory, LLC | 0.07% | No change | 4,262 | $223K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,222 | $222K |
| Fort Point Capital Partners LLC | 0.03% | Add +1.2% | 4,216 | $220K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 4,059 | $212K |
| FineMark National Bank & Trust | 0.01% | New | 3,954 | $206K |
| Farther Finance Advisors, LLC | 0.00% | Add +47.9% | 3,951 | $206K |
| Clearbridge Investments, LLC | 0.00% | New | 3,916 | $204K |
| Pinion Investment Advisors, LLC | 0.06% | Reduce -1.2% | 3,864 | $203K |
| ORG Partners LLC | 0.04% | Add +0.6% | 3,849 | $201K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +33.3% | 3,607 | $188K |
| Parallel Advisors, LLC | 0.00% | Add +64.5% | 3,450 | $180K |
| North Star Investment Management Corp. | 0.01% | Add +1.2% | 3,238 | $169K |
| Creekmur Asset Management LLC | 0.03% | Reduce -26.8% | 3,230 | $169K |
| Richardson Financial Services Inc. | 0.10% | Add +42.6% | 3,226 | $168K |
| National Bank of Canada | 0.00% | Add +32.9% | 3,078 | $161K |
| Advisory Services Network, LLC | 0.00% | New | 3,066 | $160K |
| Wolff Wiese Magana LLC | 0.09% | Add +3.5% | 2,899 | $151K |
| Clearstead Advisors, LLC | 0.00% | Reduce -15.4% | 2,719 | $142K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.9% | 2,669 | $139K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 2,503 | $131K |
| REAP Financial Group, LLC | 0.03% | Reduce -9.0% | 2,378 | $124K |
| Creative Financial Designs Inc. | 0.01% | Add +21.9% | 2,253 | $118K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 2,202 | $115K |
| Independence Bank of Kentucky | 0.01% | Reduce -9.7% | 2,192 | $114K |
| WPG Advisers, LLC | 0.09% | Add +0.3% | 2,119 | $111K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 2,117 | $110K |
| TCTC Holdings, LLC | 0.00% | No change | 2,055 | $107K |
| Colonial Trust Co / SC | 0.01% | No change | 1,976 | $103K |
| Twin City Private Wealth, LLC | 0.08% | Reduce -13.8% | 1,861 | $97K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,776 | $93K |
| Pacifica Partners Inc. | 0.03% | No change | 1,710 | $89K |
| Archer Investment Corp | 0.02% | Reduce -3.1% | 1,590 | $83K |
| Blue Trust, Inc. | 0.00% | Add +3.7% | 1,517 | $79K |
| Capital Analysts, LLC | 0.00% | Reduce -0.1% | 1,345 | $70K |
| Rossmore Private Capital | 0.01% | New | 1,313 | $69K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 1,259 | $66K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.4% | 1,225 | $64K |
| Addison Advisors LLC | 0.01% | New | 1,217 | $64K |
| Sound Income Strategies, LLC | 0.00% | Reduce -18.4% | 1,215 | $63K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -8.6% | 1,157 | $60K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,156 | $60K |
| CENTRAL TRUST Co | 0.00% | No change | 1,055 | $55K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,006 | $53K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 975 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -96.7% | 890 | $46K |
| Trust Co. of Vermont | 0.00% | Add +184.7% | 874 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 779 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.6% | 766 | $40K |
| CoreCap Advisors, LLC | 0.00% | Add +206.2% | 741 | $39K |
| Thompson Investment Management, Inc. | 0.01% | New | 719 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +2.0% | 608 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +0.3% | 602 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -40.6% | 495 | $26K |
| Winthrop Capital Management, LLC | 0.01% | No change | 485 | $25K |
| Anchor Investment Management, LLC | 0.00% | Add +3.4% | 463 | $24K |
| Gen-Wealth Partners Inc | 0.01% | No change | 453 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.9% | 425 | $22K |
| Wealth Watch Advisors, INC | 0.01% | New | 414 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 396 | $21K |
| Cheviot Value Management, LLC | 0.00% | No change | 389 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 376 | $20K |
| LRI Investments, LLC | 0.00% | No change | 375 | $20K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $19K |
| Millstone Evans Group, LLC | 0.01% | New | 352 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 340 | $18K |
| Investors Research Corp | 0.00% | Reduce -3.1% | 338 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +412.3% | 333 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | Add +16.1% | 324 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 307 | $16K |
| Asset Dedication, LLC | 0.00% | Reduce -78.2% | 277 | $14K |
| BankPlus Trust Department | 0.00% | No change | 274 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 274 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -57.2% | 265 | $14K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -8.1% | 262 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | Add +6.6% | 260 | $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 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $11K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.0% | 194 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 186 | $10K |
| United Financial Planning Group LLC | 0.01% | — | 186 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -52.2% | 176 | $9K |
| High Note Wealth, LLC | 0.00% | New | 174 | $9K |
| Bogart Wealth, LLC | 0.00% | Reduce -54.9% | 167 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 159 | $8K |
| Guerra Advisors Inc | 0.00% | New | 137 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 135 | $7K |
| SJS Investment Consulting Inc. | 0.00% | New | 133 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 125 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 109 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 101 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +78.6% | 100 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 98 | $5K |
| Viewpoint Capital Management LLC | 0.00% | New | 97 | $5K |
| Register Financial Advisors LLC | 0.00% | Reduce -25.0% | 93 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 80 | $4K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -29.2% | 80 | $4K |
| Spire Wealth Management | 0.00% | New | 75 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +17.5% | 74 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 73 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 73 | $4K |
| Davis Capital Management | 0.00% | — | 69 | $4K |
| Key Financial Inc | 0.00% | No change | 66 | $3K |
| WestEnd Advisors, LLC | 0.00% | Reduce -29.2% | 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 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 48 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 46 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| Keener Financial Planning LLC | 0.00% | New | 53 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 33 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 30 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 26 | $1K |
| PayPay Securities Corp | 0.05% | Reduce -7.7% | 24 | $1K |
| Ameriflex Group, Inc. | 0.00% | Reduce -95.0% | 24 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -93.2% | 23 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 21 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +11.1% | 20 | $1K |
| Family Legacy Financial Solutions, LLC | 0.00% | Reduce -56.4% | 17 | $888 |
| United Community Bank | 0.00% | New | 12 | $627 |
| Nemes Rush Group LLC | 0.00% | Reduce -94.7% | 11 | $574 |
| Realta Investment Advisors | 0.00% | No change | 10 | $522 |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $470 |
| Quent Capital, LLC | 0.00% | New | 9 | $470 |
| Larson Financial Group LLC | 0.00% | Reduce -98.6% | 7 | $366 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $261 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $185 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.