iShares Broad Usd InvestmentUSIGETF
13F holders, Q4 2025 (December 31)443holders +22
43new positions
42sold out
2famous investors
$51.75avg. 13F price*
At the end of Q4 2025, 443 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 22 from Q3 2025. 43 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($2.6B), Tiaa Trust, National Association ($1.3B) and Empower Advisory Group, LLC ($979.3M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $192.6M |
| Exits | 42 | $154.8M |
All 13F filers, Q3 2025 → Q4 2025: 22,043,539 shares bought and 4,719,536 shares sold, net +17,324,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 443 holders
| Bank of America Corp. | 0.19% | Add +4.4% | 50,586,862 | $2.6B |
| Tiaa Trust, National Association | 3.18% | Add +4.1% | 25,593,092 | $1.3B |
| Empower Advisory Group, LLC | 2.64% | Add +7.8% | 18,917,043 | $979.3M |
| Ameriprise Financial Inc. | 0.19% | Add +38.7% | 15,966,674 | $820.1M |
| Truist Financial Corp. | 0.69% | Add +6.0% | 9,966,966 | $516.0M |
| Assetmark, Inc. | 1.02% | Add +2.0% | 9,664,321 | $500.3M |
| BlackRock, Inc. | 0.01% | Add +1.5% | 7,952,604 | $411.7M |
| Envestnet Asset Management Inc. | 0.12% | Add +8.8% | 7,837,404 | $405.7M |
| Stifel Financial Corp. | 0.31% | Add +40.3% | 6,720,643 | $347.9M |
| Allworth Financial LP | 1.23% | Add +3.1% | 5,786,068 | $299.5M |
| North Dakota State Investment Board | 10.10% | — | 5,241,476 | $271.4M |
| Franklin Resources Inc. | 0.06% | Add +2.7% | 4,934,275 | $255.4M |
| UBS Group AG | 0.04% | Add +2.2% | 4,048,359 | $209.6M |
| Sei Investments Co. | 0.16% | Add +3.0% | 3,178,746 | $164.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 3,151,959 | $163.2M |
| Valmark Advisers, Inc. | 1.89% | Add +0.8% | 2,953,621 | $152.9M |
| LPL Financial LLC | 0.04% | Add +10.2% | 2,819,083 | $145.9M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 2,755,600 | $142.7M |
| 1832 Asset Management L.P. | 0.16% | Add +1.6% | 2,378,706 | $123.1M |
| Asset Management One Co., Ltd. | 0.34% | Reduce -2.5% | 2,370,070 | $122.7M |
| Raymond James Financial Inc. | 0.03% | Add +191.5% | 1,894,110 | $98.1M |
| Wells Fargo & Company | 0.02% | Add +4.0% | 1,857,698 | $96.2M |
| Bank of New York Mellon Corp | 0.01% | Add +7.9% | 1,568,962 | $81.2M |
| Avidian Wealth Enterprises, LLC | 2.88% | Add +6.7% | 1,527,919 | $79.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.9% | 1,449,857 | $75.1M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +1629.6% | 1,442,085 | $74.7M |
| Merit Financial Group, LLC | 0.55% | Add +7.0% | 1,322,577 | $68.5M |
| Long Run Wealth Advisors, LLC | 11.66% | Add +2.4% | 1,195,107 | $61.9M |
| Kestra Investment Management, LLC | 1.28% | Add +8.1% | 1,014,699 | $52.5M |
| Cetera Investment Advisers | 0.06% | Add +5.0% | 977,141 | $50.6M |
| Voya Financial Advisors, Inc. | 4.12% | Reduce -5.3% | 826,093 | $42.9M |
| Americana Partners, LLC | 1.15% | Reduce -3.2% | 811,715 | $42.0M |
| MCF Advisors LLC | 2.18% | Reduce -0.9% | 763,100 | $39.5M |
| Crestwood Advisors Group, LLC | 0.56% | Add +21.0% | 650,115 | $33.7M |
| Trilogy Capital Inc. | 1.50% | Reduce -45.4% | 648,648 | $33.6M |
| Fulton Breakefield Broenniman LLC | 2.11% | Add +0.9% | 645,598 | $33.4M |
| Captrust Financial Advisors | 0.06% | Add +2.1% | 580,139 | $30.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -0.7% | 572,355 | $29.6M |
| New Jersey Better Educational Savings Trust | 46.99% | No change | 533,204 | $27.6M |
| Santa Clara Valley Transportation Authority | 20.98% | No change | 481,977 | $25.0M |
| Securian Asset Management, Inc. | 0.86% | Add +22.1% | 439,717 | $22.8M |
| Blue Edge Capital, LLC | 2.85% | Add +8.4% | 411,854 | $21.3M |
| St Germain D J Co. Inc. | 0.82% | Add +2.7% | 409,399 | $21.2M |
| OneDigital Investment Advisors LLC | 0.21% | Add +0.6% | 406,386 | $21.0M |
| Royal Bank of Canada | 0.00% | Add +106.6% | 399,293 | $20.7M |
| Pallas Capital Advisors LLC | 0.63% | Add +12.8% | 365,936 | $18.9M |
| Cosner Financial Group, LLC | 9.47% | Add +3.2% | 358,581 | $18.6M |
| Advisors Capital Management, LLC | 0.22% | Add +7.6% | 354,643 | $18.4M |
| Betterment LLC | 0.03% | Add +18.4% | 346,088 | $17.9M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -14.7% | 338,490 | $17.5M |
| New York Life Investment Management LLC | 0.14% | Add +10.3% | 322,520 | $16.7M |
| McKinley Carter Wealth Services, Inc. | 0.86% | Reduce -11.9% | 295,969 | $15.3M |
| Shelter Mutual Insurance Co | 3.16% | Add +1.2% | 273,990 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.1% | 272,846 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +3.7% | 266,297 | $13.8M |
| Destination Wealth Management | 0.36% | Add +5.0% | 265,622 | $13.8M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +51.3% | 262,371 | $13.6M |
| Modern Wealth Management, LLC | 0.23% | Add +0.4% | 248,828 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Add +3.3% | 245,962 | $12.7M |
| Diversify Advisory Services, LLC | 0.40% | Add +2.0% | 243,587 | $12.6M |
| Diversify Wealth Management, LLC | 0.58% | Add +31.3% | 240,197 | $12.5M |
| Strategic Investment Advisors / MI | 1.05% | Add +28222.9% | 233,947 | $12.1M |
| Westover Capital Advisors, LLC | 2.08% | Reduce -0.2% | 220,467 | $11.4M |
| Premier Path Wealth Partners, LLC | 1.45% | Reduce -7.3% | 216,333 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -66.2% | 211,508 | $11.0M |
| Sigma Planning Corp | 0.27% | Add +3.1% | 188,950 | $9.8M |
| Glassy Mountain Advisors, Inc. | 2.84% | Add +3.7% | 181,249 | $9.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 180,133 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.6% | 178,627 | $9.3M |
| SIMA Wealth Partners, LLC | 7.00% | Add +2.6% | 177,936 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +43.9% | 176,704 | $9.1M |
| Trivant Custom Portfolio Group, LLC | 5.22% | Reduce -1.3% | 175,018 | $9.1M |
| Runnymede Capital Advisors, Inc. | 5.22% | New | 175,018 | $9.1M |
| HSBC Holdings PLC | 0.01% | Add +88.8% | 172,998 | $9.0M |
| IVC Wealth Advisors LLC | 3.42% | Add +2.3% | 151,898 | $7.9M |
| Simplicity Wealth,LLC | 0.46% | Add +19.4% | 150,342 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.9% | 138,415 | $7.2M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -12.3% | 137,908 | $7.1M |
| Kensington Asset Management, LLC | 0.35% | New | 129,603 | $6.7M |
| Archford Capital Strategies, LLC | 0.77% | Add +41.0% | 128,136 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.5M |
| Comerica Bank | 0.03% | Reduce -0.7% | 123,582 | $6.4M |
| Cwm, LLC | 0.02% | Add +12.9% | 115,398 | $6.0M |
| Napier Financial, LLC | 1.47% | — | 113,433 | $5.9M |
| Columbus Macro, LLC | 0.63% | Reduce -12.2% | 111,048 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +3.9% | 107,281 | $5.6M |
| Wealthspire Retirement, LLC | 0.33% | Add +1.5% | 105,824 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.2% | 101,521 | $5.3M |
| Kraft, Davis & Associates, LLC | 1.16% | Add +7.9% | 99,525 | $5.2M |
| Erickson Financial Group, LLC | 3.14% | Add +9.0% | 98,917 | $5.1M |
| Smartleaf Asset Management LLC | 0.19% | Add +120.3% | 96,728 | $5.0M |
| Center For Asset Management LLC | 2.59% | Reduce -8.5% | 95,809 | $5.0M |
| Dakota Wealth Management | 0.09% | New | 95,073 | $4.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +5.3% | 94,673 | $4.9M |
| Fjell Capital, LLC | 3.70% | Add +12.6% | 93,318 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +696.3% | 93,193 | $4.8M |
| Aire Advisors, LLC | 0.86% | Reduce -0.3% | 90,431 | $4.7M |
| Financial Avengers, Inc. | 1.91% | Add +23.6% | 90,019 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +16.3% | 86,464 | $4.5M |
| M&T Bank Corp | 0.01% | Reduce -7.1% | 84,641 | $4.4M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.