iShares Broad Usd InvestmentUSIGETF
13F holders, Q1 2026 (March 31)459holders +16
57new positions
36sold out
4famous investors
$51.31avg. 13F price*
At the end of Q1 2026, 459 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 16 from Q4 2025. 57 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($3.2B), UBS Group AG ($2.9B) and Empower Advisory Group, LLC ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $105.6M |
| Exits | 36 | $41.4M |
All 13F filers, Q4 2025 → Q1 2026: 85,691,541 shares bought and 32,193,952 shares sold, net +53,497,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| Bank of America Corp. | 0.23% | Add +21.9% | 61,669,415 | $3.2B |
| UBS Group AG | 0.51% | Add +1285.3% | 56,079,950 | $2.9B |
| Empower Advisory Group, LLC | 2.71% | Add +7.6% | 20,349,943 | $1.0B |
| Ameriprise Financial Inc. | 0.22% | Add +13.3% | 18,094,724 | $955.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Add +268.4% | 11,610,948 | $594.8M |
| TIAA Wealth Investment Management LLC | 4.42% | — | 11,369,294 | $579.5M |
| Truist Financial Corp. | 0.74% | Add +7.9% | 10,749,955 | $550.7M |
| Assetmark, Inc. | 1.06% | Add +5.3% | 10,174,811 | $521.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.80% | — | 9,139,303 | $468.2M |
| BlackRock, Inc. | 0.01% | Add +4.1% | 8,278,221 | $424.1M |
| Stifel Financial Corp. | 0.33% | Add +5.8% | 7,108,900 | $364.2M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -11.4% | 6,946,627 | $355.9M |
| Allworth Financial LP | 1.22% | Add +1.3% | 5,862,267 | $300.3M |
| North Dakota State Investment Board | 11.61% | No change | 5,241,476 | $268.5M |
| Franklin Resources Inc. | 0.06% | Reduce -0.3% | 4,918,925 | $252.0M |
| LPL Financial LLC | 0.05% | Add +22.9% | 3,464,282 | $177.5M |
| Sei Investments Co. | 0.16% | Add +5.8% | 3,362,627 | $172.3M |
| 1832 Asset Management L.P. | 0.22% | Add +33.8% | 3,181,412 | $163.0M |
| Valmark Advisers, Inc. | 1.84% | Add +2.1% | 3,015,485 | $154.5M |
| Morgan Stanley | 0.01% | Add +1.8% | 2,804,359 | $143.7M |
| Asset Management One Co., Ltd. | 0.42% | Add +16.8% | 2,767,024 | $141.8M |
| Wells Fargo & Company | 0.02% | Add +4.1% | 1,934,400 | $99.1M |
| JPMorgan Chase & Co. | 0.01% | Add +24.2% | 1,800,624 | $91.8M |
| Avidian Wealth Enterprises, LLC | 2.75% | Add +10.8% | 1,692,140 | $86.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 1,583,035 | $81.1M |
| Beacon Pointe Advisors, LLC | 0.41% | Add +5.8% | 1,526,055 | $78.2M |
| Mercer Global Advisors Inc. | 0.09% | Add +14054.4% | 1,218,554 | $62.4M |
| Cetera Investment Advisers | 0.06% | Add +14.9% | 1,122,773 | $57.5M |
| Voya Financial Advisors, Inc. | 4.11% | Reduce -1.6% | 813,206 | $41.2M |
| Jane Street Group, LLC | 0.04% | New | 790,792 | $40.5M |
| MCF Advisors LLC | 1.71% | Reduce -0.4% | 759,792 | $38.9M |
| Liberty Mutual Group Asset Management Inc. | 2.93% | New | 714,850 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -64.1% | 679,845 | $34.8M |
| Trilogy Capital Inc. | 1.53% | Add +3.3% | 670,281 | $34.3M |
| Fulton Breakefield Broenniman LLC | 2.19% | Add +1.3% | 653,841 | $33.5M |
| Crestwood Advisors Group, LLC | 0.56% | Reduce -0.3% | 647,979 | $33.2M |
| Captrust Financial Advisors | 0.06% | Add +6.0% | 614,798 | $31.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +3.6% | 592,736 | $30.4M |
| Diversify Wealth Management, LLC | 0.50% | Add +128.2% | 548,142 | $28.1M |
| New Jersey Better Educational Savings Trust | 42.70% | Reduce -4.8% | 507,693 | $26.0M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 507,366 | $26.0M |
| Santa Clara Valley Transportation Authority | 20.53% | No change | 481,977 | $24.7M |
| Securian Asset Management, Inc. | 0.89% | No change | 439,717 | $22.5M |
| New York Life Investment Management LLC | 0.19% | Add +34.1% | 432,356 | $22.1M |
| Strategic Investment Advisors / MI | 1.51% | Add +82.5% | 426,907 | $21.9M |
| Blue Edge Capital, LLC | 2.90% | Add +3.5% | 426,168 | $21.8M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -0.3% | 405,311 | $20.8M |
| St Germain D J Co. Inc. | 0.82% | Reduce -1.0% | 405,122 | $20.8M |
| Advisors Capital Management, LLC | 0.23% | Add +7.8% | 382,114 | $19.6M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +41.0% | 369,902 | $19.0M |
| Cosner Financial Group, LLC | 10.28% | Add +1.8% | 365,167 | $18.7M |
| Betterment LLC | 0.04% | Add +4.5% | 361,816 | $18.5M |
| McKinley Carter Wealth Services, Inc. | 1.06% | Add +21.0% | 358,233 | $18.4M |
| Merit Financial Group, LLC | 0.14% | Reduce -73.1% | 356,337 | $18.3M |
| Pallas Capital Advisors LLC | 0.63% | Reduce -11.2% | 324,821 | $16.6M |
| Tiaa Trust, National Association | 0.87% | Reduce -98.9% | 280,801 | $14.4M |
| Modern Wealth Management, LLC | 0.24% | Add +12.1% | 278,900 | $14.2M |
| Destination Wealth Management | 0.37% | Add +4.1% | 276,626 | $14.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.8% | 268,496 | $13.8M |
| Shelter Mutual Insurance Co | 3.01% | Reduce -3.7% | 263,974 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Reduce -3.3% | 237,969 | $12.2M |
| Westover Capital Advisors, LLC | 2.07% | Reduce -0.2% | 220,081 | $11.3M |
| HSBC Holdings PLC | 0.01% | Add +26.3% | 218,453 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Add +2.6% | 217,080 | $11.1M |
| One Capital Management, LLC | 0.28% | Add +371.6% | 199,428 | $10.2M |
| Sigma Planning Corp | 0.28% | Add +3.1% | 194,886 | $10.0M |
| SIMA Wealth Partners, LLC | 7.56% | Add +8.8% | 193,640 | $9.9M |
| Glassy Mountain Advisors, Inc. | 3.00% | Add +3.9% | 188,348 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Add +5.1% | 185,742 | $9.5M |
| Premier Path Wealth Partners, LLC | 1.23% | Reduce -15.1% | 183,736 | $9.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.5% | 177,496 | $9.1M |
| Kraft, Davis & Associates, LLC | 1.89% | Add +73.7% | 172,840 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.2% | 167,719 | $8.6M |
| Simplicity Wealth,LLC | 0.46% | Add +6.3% | 159,877 | $8.2M |
| IVC Wealth Advisors LLC | 3.47% | Add +2.6% | 155,854 | $8.0M |
| Fifth Third Bancorp | 0.01% | Add +1591.3% | 154,061 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.8% | 141,533 | $7.2M |
| Triumph Capital Management | 1.43% | Add +530.6% | 135,462 | $6.9M |
| Dakota Wealth Management | 0.15% | Add +41.8% | 134,825 | $6.9M |
| Smartleaf Asset Management LLC | 0.25% | Add +39.9% | 135,350 | $6.9M |
| Trivant Custom Portfolio Group, LLC | 3.72% | Reduce -24.4% | 132,280 | $6.8M |
| Archford Capital Strategies, LLC | 0.76% | Add +1.8% | 130,410 | $6.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +25.5% | 118,784 | $6.0M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -19.3% | 111,343 | $5.7M |
| Napier Financial, LLC | 1.30% | Reduce -2.6% | 110,483 | $5.7M |
| Wealthspire Retirement, LLC | 0.33% | Add +1.8% | 107,709 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.7% | 105,235 | $5.4M |
| Erickson Financial Group, LLC | 3.33% | Add +4.8% | 103,718 | $5.3M |
| Fjell Capital, LLC | 4.07% | Add +10.6% | 103,219 | $5.3M |
| Cwm, LLC | 0.01% | Reduce -11.3% | 102,334 | $5.2M |
| Center For Asset Management LLC | 2.60% | Add +6.7% | 102,193 | $5.2M |
| Financial Avengers, Inc. | 2.37% | Add +12.5% | 101,248 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.9% | 97,742 | $5.0M |
| Aire Advisors, LLC | 0.88% | Add +3.4% | 93,487 | $4.8M |
| Bauman Advisory Group, LLC | 3.05% | Add +131.5% | 85,043 | $4.4M |
| M&T Bank Corp | 0.01% | Reduce -0.5% | 84,197 | $4.3M |
| Compound Planning, Inc. | 0.13% | Add +1.1% | 82,626 | $4.2M |
| Keybank National Association | 0.02% | Add +1.8% | 80,822 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | New | 79,520 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 78,765 | $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.