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 |
| US Bancorp \de | 0.01% | Reduce -6.2% | 81,842 | $4.2M |
| Compound Planning, Inc. | 0.13% | Add +6.4% | 81,723 | $4.2M |
| Keybank National Association | 0.01% | Add +3.1% | 79,369 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.4% | 77,459 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +42.4% | 76,586 | $4.0M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -1.8% | 73,731 | $3.8M |
| Landing Point Financial Group, LLC | 1.89% | Add +8.7% | 73,230 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -12.3% | 66,743 | $3.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +1582.7% | 66,482 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.8% | 66,241 | $3.4M |
| Virtue Capital Management, LLC | 0.52% | New | 65,790 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.0% | 63,211 | $3.3M |
| Compagnie Lombard Odier SCmA | 0.03% | Reduce -0.0% | 60,780 | $3.1M |
| K2 Financial Inc. | 2.42% | Add +13.9% | 60,372 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.9% | 59,742 | $3.1M |
| Mariner, LLC | 0.00% | Add +18.7% | 56,789 | $2.9M |
| Banco Santander, S.A. | 0.02% | Reduce -44.2% | 51,013 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -1.8% | 50,138 | $2.6M |
| Transatlantique Private Wealth LLC | 0.81% | Add +17.4% | 49,843 | $2.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.25% | Add +19.0% | 49,049 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +28.0% | 46,776 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +3.3% | 45,222 | $2.3M |
| Compass Financial Group, Inc. | 1.03% | Add +1.1% | 44,982 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +25444.9% | 44,959 | $2.3M |
| Stratos Investment Management, LLC | 0.09% | Add +3.1% | 44,872 | $2.3M |
| One Capital Management, LLC | 0.07% | Add +541.7% | 42,287 | $2.2M |
| Mather Group, Llc. | 0.02% | Reduce -5.4% | 41,864 | $2.2M |
| Prudential PLC | 0.02% | Add +31.2% | 40,380 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -14.3% | 38,774 | $2.0M |
| 10Elms LLP | 2.02% | Reduce -1.0% | 37,329 | $1.9M |
| Summit Asset Management, LLC | 0.27% | Reduce -2.0% | 37,172 | $1.9M |
| Arista Wealth Management, LLC | 0.23% | No change | 36,839 | $1.9M |
| Bauman Advisory Group, LLC | 1.53% | — | 36,734 | $1.9M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -5.0% | 36,654 | $1.9M |
| World Investment Advisors | 0.03% | Add +303.0% | 35,531 | $1.8M |
| Creative Planning | 0.00% | Add +32.7% | 35,492 | $1.8M |
| Heck Capital Advisors, LLC | 0.13% | Add +35.2% | 33,645 | $1.7M |
| Greenwood Capital Associates LLC | 0.19% | Add +1.6% | 33,634 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +23.9% | 32,045 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +5.0% | 30,896 | $1.6M |
| Bellwether Advisors, LLC | 0.25% | Add +2.8% | 30,776 | $1.6M |
| Tolleson Wealth Management, Inc. | 0.22% | Reduce -8.3% | 29,225 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.6% | 29,182 | $1.5M |
| Advyzon Investment Management, LLC | 0.17% | Add +0.3% | 28,255 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 27,999 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +5.9% | 27,883 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +87.8% | 27,815 | $1.4M |
| MMBG Investment Advisors Co. | 0.12% | No change | 27,795 | $1.4M |
| WBH Advisory Inc. | 0.10% | Reduce -1.8% | 27,129 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 27,053 | $1.4M |
| JGP Wealth Management, LLC | 0.14% | Add +235.7% | 26,625 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.9% | 26,350 | $1.4M |
| TFB Advisors LLC | 0.38% | Add +4.4% | 26,348 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +14.9% | 26,043 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.6% | 24,539 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Add +0.7% | 24,528 | $1.3M |
| Venture Visionary Partners LLC | 0.04% | Add +0.1% | 22,943 | $1.2M |
| Tempo Wealth, LLC | 0.21% | — | 22,903 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +0.1% | 22,258 | $1.2M |
| TMB Capital Partners, LLC | 0.38% | — | 21,608 | $1.1M |
| Waverly Advisors, LLC | 0.01% | No change | 21,528 | $1.1M |
| Triumph Capital Management | 0.24% | Add +14.6% | 21,480 | $1.1M |
| Saiph Capital, LLC | 0.40% | Reduce -4.5% | 21,462 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +10.4% | 20,823 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.2% | 20,320 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Add +11.1% | 19,585 | $1.0M |
| Cumberland Partners Ltd | 0.06% | Add +7.0% | 19,372 | $1.0M |
| Principal Securities, Inc. | 0.01% | Add +2.2% | 18,676 | $967K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +4.6% | 18,361 | $951K |
| Pines Wealth Management, LLC | 0.31% | Add +0.8% | 18,264 | $946K |
| Capital Square, LLC | 0.48% | Add +25.8% | 18,107 | $937K |
| Csenge Advisory Group | 0.04% | Add +3.9% | 18,058 | $935K |
| CAP Partners, LLC | 0.53% | Add +9.6% | 17,935 | $928K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -54.7% | 17,568 | $909K |
| Diligent Investors, LLC | 0.22% | Reduce -6.1% | 17,552 | $909K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 17,337 | $898K |
| Corient Private Wealth LP | 0.00% | Add +48.3% | 16,404 | $849K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 16,340 | $846K |
| Croban | 0.41% | Reduce -4.4% | 16,240 | $841K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -3.5% | 16,092 | $833K |
| Fisher Asset Management | 0.00% | Add +15.4% | 16,075 | $832K |
| Natixis Advisors, LLC | 0.00% | Add +4.8% | 15,969 | $827K |
| Members Trust Co | 0.03% | No change | 15,881 | $822K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.0% | 21,308 | $814K |
| Seascape Capital Management | 0.23% | Add +3.0% | 15,575 | $806K |
| FMR LLC | 0.00% | Add +4.5% | 15,327 | $793K |
| AE Wealth Management LLC | 0.00% | Add +32.7% | 15,230 | $788K |
| Northern Trust Corp. | 0.00% | Add +6.5% | 14,835 | $768K |
| Montecito Bank & Trust | 0.12% | Reduce -1.3% | 14,627 | $757K |
| Ascentis Independent Advisors | 0.12% | Add +13.3% | 14,582 | $755K |
| Wealthstar Advisors, LLC | 0.41% | Reduce -3.4% | 14,495 | $750K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -21.6% | 14,219 | $736K |
| Brookstone Capital Management | 0.01% | Add +4.2% | 14,204 | $735K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +9.3% | 13,713 | $710K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 13,555 | $702K |
| CRA Financial Services, LLC | 0.09% | No change | 13,543 | $701K |
| Cerity Partners LLC | 0.00% | Reduce -3.0% | 13,235 | $685K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.2% | 13,123 | $679K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -1.6% | 13,040 | $675K |
| Yukon Wealth Management, Inc. | 0.37% | Add +10.4% | 12,516 | $647K |
| Davidson Trust Co. | 0.27% | Reduce -8.0% | 12,398 | $642K |
| Pictet North America Advisors SA | 0.06% | Add +21.2% | 12,280 | $636K |
| MAI Capital Management | 0.00% | Add +33.3% | 12,197 | $631K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 12,131 | $628K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -7.6% | 12,114 | $627K |
| Apollon Financial, LLC | 0.09% | New | 11,872 | $615K |
| NTV Asset Management LLC | 0.06% | Reduce -5.4% | 11,765 | $609K |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.4% | 11,716 | $607K |
| EJMK Ventures LLC | 0.37% | — | 11,632 | $602K |
| Breakwater Capital Group | 0.08% | Reduce -34.3% | 11,617 | $601K |
| Alterna Wealth Management, Inc. | 0.49% | No change | 11,413 | $591K |
| Koshinski Asset Management, Inc. | 0.04% | Add +5.9% | 11,199 | $580K |
| Focus Partners Wealth | 0.00% | Add +40.5% | 11,058 | $573K |
| Arwa LLC | 0.33% | — | 10,968 | $568K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.1% | 10,890 | $564K |
| Summit Financial, LLC | 0.01% | Reduce -18.3% | 10,804 | $559K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.6% | 10,736 | $556K |
| United Advisor Group, LLC | 0.07% | Reduce -8.8% | 10,689 | $553K |
| 1900 Wealth Management LLC | 0.04% | Reduce -0.9% | 10,641 | $551K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.2% | 10,614 | $549K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.0% | 10,378 | $537K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -71.2% | 10,130 | $524K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -6.8% | 10,016 | $519K |
| Cibc World Market Inc. | 0.00% | Add +80.3% | 9,927 | $514K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -4.4% | 9,914 | $513K |
| Atria Investments, Inc | 0.01% | Reduce -8.6% | 9,802 | $507K |
| Regal Investment Advisors LLC | 0.03% | Add +86.7% | 9,730 | $504K |
| Two Sigma Securities, LLC | 0.07% | Add +64.8% | 9,716 | $503K |
| Flow Traders U.S. LLC | 0.02% | New | 9,604 | $497K |
| Curi Capital, LLC | 0.01% | New | 9,455 | $489K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.9% | 9,345 | $484K |
| Pacific Excel Wealth Advisors, Inc. | 0.91% | — | 9,256 | $479K |
| Fifth Third Bancorp | 0.00% | Reduce -7.2% | 9,109 | $472K |
| Wescott Financial Advisory Group, LLC | 0.04% | Reduce -0.6% | 9,097 | $471K |
| Waystone Advisors LLC | 0.40% | — | 9,043 | $468K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.8% | 8,707 | $451K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -11.8% | 8,704 | $451K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -61.8% | 8,609 | $446K |
| Gotham Asset Management | 0.00% | Add +98.8% | 8,598 | $445K |
| Larry Mathis Financial Planning, LLC | 0.38% | — | 8,334 | $431K |
| Accurate Wealth Management, LLC | 0.05% | Add +16.9% | 8,277 | $430K |
| Diversified Enterprises, LLC | 0.03% | Add +73.3% | 8,263 | $428K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -41.3% | 8,208 | $425K |
| Focus Financial Network, Inc. | 0.01% | New | 8,154 | $422K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 8,041 | $416K |
| Valley Financial Group, Inc. | 0.23% | Reduce -30.7% | 7,997 | $414K |
| Flagstar Securities, Inc. | 0.14% | Add +4.4% | 7,927 | $410K |
| Cambridge Financial Group, LLC | 0.14% | Reduce -20.1% | 7,851 | $408K |
| Independent Financial Group, LLC | 0.01% | Add +15.9% | 7,632 | $395K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +13.8% | 7,516 | $389K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +71.8% | 7,510 | $389K |
| Benjamin Edwards Inc. | 0.00% | New | 7,414 | $384K |
| PFG Advisors | 0.02% | Reduce -51.0% | 7,270 | $376K |
| Private Trust Co. NA | 0.03% | Add +0.1% | 7,070 | $366K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.4% | 7,030 | $364K |
| Spectrum Strategic Capital Management, LLC | 0.19% | New | 6,984 | $362K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 6,912 | $358K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.3% | 6,865 | $355K |
| Lyell Wealth Management, LP | 0.03% | No change | 6,710 | $347K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -11.5% | 6,562 | $340K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +80.5% | 6,510 | $337K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -9.5% | 6,481 | $336K |
| &partners | 0.00% | New | 6,399 | $331K |
| National Philanthropic Trust | 0.00% | New | 6,335 | $328K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -75.0% | 6,290 | $326K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -75.0% | 6,290 | $326K |
| IPG Investment Advisors LLC | 0.05% | Reduce -1.8% | 6,046 | $313K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +12.9% | 6,011 | $311K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,963 | $310K |
| Blair William & Co. | 0.00% | Add +47.4% | 5,982 | $310K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +1.3% | 5,916 | $306K |
| Mission Wealth Management, LP | 0.01% | Reduce -12.2% | 5,833 | $302K |
| Prospera Financial Services Inc | 0.00% | Reduce -5.7% | 5,577 | $289K |
| True North Advisors, LLC | 0.04% | Add +1.6% | 5,571 | $288K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.9% | 5,516 | $286K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,461 | $283K |
| ShoreHaven Wealth Partners, LLC | 0.10% | Reduce -0.4% | 5,446 | $282K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 5,419 | $281K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 5,339 | $279K |
| Southland Equity Partners LLC | 0.05% | No change | 5,368 | $278K |
| TD Capital Management LLC | 0.02% | No change | 5,350 | $277K |
| Synergy Investment Management, LLC | 0.10% | Reduce -19.8% | 5,336 | $276K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +4.0% | 5,158 | $267K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,116 | $265K |
| Ledyard National Bank | 0.02% | New | 5,022 | $260K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,982 | $259K |
| Merited Wealth, LLC | 0.24% | — | 5,000 | $259K |
| Impact Capital Partners LLC | 0.08% | New | 4,914 | $254K |
| Stewardship Advisors, LLC | 0.06% | Add +5.9% | 4,732 | $245K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,725 | $245K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.6% | 4,712 | $244K |
| James Investment Research, Inc. | 0.03% | No change | 4,690 | $243K |
| Root Financial Partners, LLC | 0.01% | Reduce -3.9% | 4,644 | $240K |
| Integrity Investment Advisors, LLC | 0.13% | New | 4,600 | $238K |
| Cassady Wealth & Retirement Planning, LLC | 0.15% | — | 4,588 | $238K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 4,494 | $233K |
| Truvestments Capital LLC | 0.04% | Reduce -7.9% | 4,407 | $228K |
| Pursuit Wealth Management LLC | 0.20% | — | 4,395 | $228K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,222 | $222K |
| Global Assets Advisory, LLC | 0.06% | No change | 4,262 | $221K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -1.9% | 4,134 | $215K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.3% | 3,904 | $202K |
| ORG Partners LLC | 0.04% | Reduce -0.1% | 3,844 | $199K |
| Sound Income Strategies, LLC | 0.01% | Add +198.7% | 3,629 | $188K |
| Eastern Bank | 0.00% | New | 3,433 | $178K |
| North Star Investment Management Corp. | 0.01% | Add +1.6% | 3,289 | $170K |
| Richardson Financial Services Inc. | 0.05% | Add +0.2% | 3,233 | $167K |
| Wolff Wiese Magana LLC | 0.08% | No change | 2,899 | $150K |
| Harbour Investments, Inc. | 0.00% | Add +3.3% | 2,756 | $143K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +9.8% | 2,748 | $142K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,719 | $141K |
| Gables Capital Management Inc. | 0.06% | New | 2,651 | $137K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.1% | 2,227 | $115K |
| REAP Financial Group, LLC | 0.02% | Reduce -9.2% | 2,159 | $112K |
| WPG Advisers, LLC | 0.08% | Add +0.1% | 2,122 | $110K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 2,117 | $110K |
| TCTC Holdings, LLC | 0.00% | No change | 2,055 | $106K |
| Colonial Trust Co / SC | 0.01% | Add +0.8% | 1,991 | $103K |
| CoreCap Advisors, LLC | 0.00% | Add +164.2% | 1,958 | $101K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.6% | 1,911 | $99K |
| Legacy Wealth Managment, LLC | 0.05% | Add +1775.3% | 1,894 | $98K |
| Pacifica Partners Inc. | 0.04% | No change | 1,710 | $89K |
| Independence Bank of Kentucky | 0.01% | Reduce -26.0% | 1,622 | $84K |
| Archer Investment Corp | 0.02% | No change | 1,590 | $82K |
| Blue Trust, Inc. | 0.00% | Add +4.4% | 1,584 | $82K |
| National Bank of Canada | 0.00% | Reduce -50.9% | 1,512 | $78K |
| American National Bank & Trust | 0.01% | New | 1,300 | $68K |
| Centennial Bank | 0.03% | New | 1,271 | $66K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,259 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | Add +381.9% | 1,253 | $65K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $64K |
| Rossmore Private Capital | 0.01% | Reduce -8.0% | 1,208 | $63K |
| Capital Analysts, LLC | 0.00% | Reduce -12.2% | 1,181 | $61K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.1% | 1,170 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.2% | 1,112 | $58K |
| CENTRAL TRUST Co | 0.00% | No change | 1,055 | $55K |
| Wellington Grp LLC | 0.02% | — | 1,003 | $52K |
| Strive Financial Group ,LLC | 0.03% | — | 995 | $52K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 975 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 900 | $47K |
| Geneos Wealth Management Inc. | 0.00% | No change | 890 | $46K |
| IFP Advisors, Inc | 0.00% | Add +74.8% | 865 | $45K |
| Hamrick Investment Counsel, llc | 0.03% | — | 844 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 779 | $40K |
| Thompson Investment Management, Inc. | 0.00% | No change | 719 | $37K |
| Toronto Dominion Bank | 0.00% | New | 699 | $36K |
| YANKCOM Partnership | 0.01% | New | 622 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +0.3% | 604 | $31K |
| Atomic Invest LLC | 0.02% | — | 540 | $28K |
| Kingdom Financial Group LLC. | 0.01% | New | 529 | $27K |
| Stone House Investment Management, LLC | 0.00% | New | 527 | $27K |
| NorthAvenue LLC | 0.02% | — | 523 | $27K |
| Key Financial Inc | 0.00% | Add +678.8% | 514 | $27K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 510 | $26K |
| International Assets Investment Management, LLC | 0.00% | New | 507 | $26K |
| Wellington-Altus USA Inc. | 0.02% | — | 500 | $26K |
| Addison Advisors LLC | 0.01% | Reduce -60.1% | 486 | $25K |
| Winthrop Capital Management, LLC | 0.01% | No change | 485 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 463 | $24K |
| Bay Harbor Wealth Management, LLC | 0.01% | New | 463 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -25.0% | 456 | $24K |
| Gen-Wealth Partners Inc | 0.01% | No change | 453 | $23K |
| Piscataqua Savings Bank | 0.01% | No change | 396 | $21K |
| United Financial Planning Group LLC | 0.01% | Add +110.8% | 392 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 389 | $20K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 387 | $20K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -5.8% | 354 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 352 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $18K |
| Investors Research Corp | 0.00% | No change | 338 | $17K |
| Arlington Trust Co LLC | 0.00% | New | 320 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | Add +52.9% | 312 | $16K |
| Coston, McIsaac & Partners | 0.00% | New | 321 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.6% | 303 | $16K |
| Trust Co. of Vermont | 0.00% | Reduce -64.9% | 307 | $16K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -5.9% | 305 | $16K |
| SouthState Bank Corp | 0.00% | New | 296 | $15K |
| Signature Equity Partners, LLC | 0.01% | — | 281 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 277 | $14K |
| BankPlus Trust Department | 0.00% | No change | 274 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -64.6% | 271 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 265 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 256 | $13K |
| Caldwell Trust Co | 0.00% | No change | 256 | $13K |
| Kozak & Associates, Inc. | 0.00% | New | 238 | $12K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | New | 199 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 197 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -42.9% | 190 | $10K |
| DecisionPoint Financial, LLC | 0.00% | New | 187 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 186 | $10K |
| Motco | 0.00% | New | 175 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 174 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -92.1% | 173 | $9K |
| Olistico Wealth, LLC | 0.00% | New | 151 | $8K |
| Bogart Wealth, LLC | 0.00% | Reduce -10.2% | 150 | $8K |
| Trust Co. of Toledo NA | 0.00% | No change | 135 | $7K |
| Virtus Advisers, LLC | 0.00% | Add +79.7% | 133 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 125 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 98 | $5K |
| EPG Wealth Management LLC | 0.00% | Reduce -10.1% | 98 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 93 | $5K |
| Bayban | 0.00% | — | 86 | $4K |
| Daiwa Securities Group Inc. | 0.00% | No change | 80 | $4K |
| Spire Wealth Management | 0.00% | No change | 75 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 73 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $4K |
| WestEnd Advisors, LLC | 0.00% | Reduce -1.6% | 62 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 61 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 58 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 58 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 57 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -44.0% | 56 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 51 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 48 | $2K |
| Networth Advisors, LLC | 0.00% | — | 47 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 40 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 44 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 33 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 32 | $2K |
| PayPay Securities Corp | 0.05% | Add +29.2% | 31 | $2K |
| Arax Advisory Partners | 0.00% | New | 31 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 30 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 26 | $1K |
| Affinity Wealth LLC | 0.00% | New | 23 | $1K |
| New Millennium Group LLC | 0.00% | No change | 23 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 21 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +5.0% | 21 | $1K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -95.9% | 17 | $880 |
| Vision Retirement, LLC | 0.00% | — | 17 | $880 |
| Nemes Rush Group LLC | 0.00% | No change | 11 | $569 |
| Realta Investment Advisors | 0.00% | No change | 10 | $518 |
| Quent Capital, LLC | 0.00% | No change | 9 | $466 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $362 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $259 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $186 |
| TD Private Client Wealth LLC | 0.00% | Add +0.0% | 1 | $70 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.