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 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -28.7% | 76,526 | $3.9M |
| Columbus Macro, LLC | 0.41% | Reduce -32.7% | 74,762 | $3.8M |
| Prudential PLC | 0.03% | Add +83.7% | 74,180 | $3.8M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -0.4% | 73,458 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.7% | 73,297 | $3.8M |
| Landing Point Financial Group, LLC | 1.81% | Reduce -0.7% | 72,739 | $3.7M |
| US Bancorp \de | 0.00% | Reduce -12.6% | 71,523 | $3.7M |
| Compagnie Lombard Odier SCmA | 0.04% | Add +17.4% | 71,378 | $3.7M |
| K2 Financial Inc. | 2.51% | Add +10.8% | 66,902 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 65,479 | $3.4M |
| Virtue Capital Management, LLC | 0.50% | Reduce -2.8% | 63,962 | $3.3M |
| Gateway Wealth Partners, LLC | 0.12% | New | 60,630 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.4% | 58,300 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.8% | 55,739 | $2.9M |
| NewEdge Wealth, LLC | 0.03% | New | 54,708 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.6% | 53,760 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -19.1% | 53,759 | $2.7M |
| Summit Asset Management, LLC | 0.38% | Add +43.3% | 53,281 | $2.7M |
| Citadel Advisors | 0.00% | New | 52,033 | $2.7M |
| HRT Financial LP | 0.01% | New | 51,950 | $2.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.25% | Add +4.8% | 51,417 | $2.6M |
| Stratos Investment Management, LLC | 0.10% | Add +13.6% | 50,984 | $2.6M |
| Heck Capital Advisors, LLC | 0.19% | Add +49.4% | 50,257 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -0.7% | 49,793 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +2.1% | 47,750 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +3.1% | 46,356 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +1.8% | 46,046 | $2.4M |
| Mather Group, Llc. | 0.02% | Add +9.7% | 45,906 | $2.4M |
| Compass Financial Group, Inc. | 1.04% | Reduce -0.1% | 44,951 | $2.3M |
| 10Elms LLP | 1.53% | Add +16.0% | 43,286 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | Add +323.5% | 40,677 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -28.8% | 40,455 | $2.1M |
| Sovran Advisors, LLC | 0.16% | Add +30.3% | 40,249 | $2.1M |
| World Investment Advisors | 0.03% | Add +8.8% | 38,662 | $2.0M |
| Banco Santander, S.A. | 0.02% | Reduce -26.6% | 37,440 | $1.9M |
| Arista Wealth Management, LLC | 0.23% | No change | 36,839 | $1.9M |
| Creative Planning | 0.00% | Add +2.8% | 36,484 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +211.1% | 36,444 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +34.4% | 36,346 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -3.7% | 35,310 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -59.7% | 34,834 | $1.8M |
| Greenwood Capital Associates LLC | 0.19% | Add +2.6% | 34,526 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.5% | 30,482 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.9% | 30,309 | $1.6M |
| Bellwether Advisors, LLC | 0.26% | Reduce -2.8% | 29,916 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +5.7% | 29,460 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -25.4% | 28,924 | $1.5M |
| Advyzon Investment Management, LLC | 0.13% | Add +2.2% | 28,884 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +1.1% | 28,127 | $1.4M |
| WBH Advisory Inc. | 0.11% | Add +3.3% | 28,010 | $1.4M |
| MMBG Investment Advisors Co. | 0.13% | No change | 27,795 | $1.4M |
| Tolleson Wealth Management, Inc. | 0.21% | Reduce -6.1% | 27,452 | $1.4M |
| Tempo Wealth, LLC | 0.24% | Add +18.3% | 27,099 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.8% | 25,968 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Add +1.5% | 24,898 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.3% | 24,910 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +16.9% | 23,750 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 23,525 | $1.2M |
| TMB Capital Partners, LLC | 0.40% | Add +7.7% | 23,277 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -2.0% | 22,485 | $1.2M |
| Cumberland Partners Ltd | 0.09% | Add +15.7% | 22,407 | $1.1M |
| JGP Wealth Management, LLC | 0.12% | Reduce -17.6% | 21,935 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +25.6% | 21,771 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +2.4% | 21,313 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.2% | 21,274 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -4.8% | 21,185 | $1.1M |
| Saiph Capital, LLC | 0.40% | Reduce -3.2% | 20,779 | $1.1M |
| Grant Private Wealth Management Inc | 0.56% | New | 20,757 | $1.1M |
| Ascentis Independent Advisors | 0.08% | Add +41.6% | 20,653 | $1.1M |
| Members Trust Co | 0.03% | Add +28.4% | 20,388 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Add +3.0% | 20,182 | $1.0M |
| CAP Partners, LLC | 0.58% | Add +11.7% | 20,028 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +9.0% | 19,680 | $1.0M |
| Gotham Asset Management | 0.00% | Add +124.7% | 19,315 | $990K |
| Fifth Third Securities, Inc. | 0.06% | Add +9.4% | 19,217 | $984K |
| Natixis Advisors, LLC | 0.00% | Add +17.7% | 18,801 | $963K |
| Calamos Advisors LLC | 0.01% | New | 18,690 | $957K |
| Pines Wealth Management, LLC | 0.30% | Add +0.6% | 18,371 | $941K |
| Principal Securities, Inc. | 0.01% | Reduce -3.9% | 17,954 | $920K |
| Diligent Investors, LLC | 0.22% | Reduce -0.9% | 17,393 | $891K |
| Americana Partners, LLC | 0.02% | Reduce -97.9% | 17,308 | $887K |
| Penobscot Investment Management Company, Inc. | 0.07% | Reduce -6.0% | 17,261 | $884K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -39.1% | 17,055 | $874K |
| Aprio Wealth Management, LLC | 0.05% | New | 16,663 | $854K |
| Fisher Asset Management | 0.00% | Add +2.5% | 16,485 | $845K |
| TFB Advisors LLC | 0.44% | Reduce -38.1% | 16,300 | $835K |
| Park Avenue Securities LLC | 0.01% | New | 16,267 | $833K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | New | 15,825 | $811K |
| Seascape Capital Management | 0.23% | No change | 15,575 | $798K |
| Pacific Excel Wealth Advisors, Inc. | 0.83% | Add +67.3% | 15,485 | $793K |
| Koshinski Asset Management, Inc. | 0.05% | Add +38.2% | 15,482 | $793K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 15,285 | $784K |
| FMR LLC | 0.00% | Reduce -3.2% | 14,830 | $760K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +11.5% | 14,637 | $749K |
| Montecito Bank & Trust | 0.12% | No change | 14,627 | $749K |
| Wealthstar Advisors, LLC | 0.44% | Reduce -0.1% | 14,481 | $742K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +5.0% | 14,402 | $738K |
| Laurel Oak Wealth Management, LLC | 0.12% | Reduce -12.3% | 14,334 | $734K |
| MAI Capital Management | 0.00% | Add +17.0% | 14,274 | $731K |
| Focus Partners Wealth | 0.00% | Add +6.5% | 11,774 | $718K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +12.6% | 13,660 | $700K |
| CRA Financial Services, LLC | 0.09% | Add +0.8% | 13,649 | $699K |
| HighTower Advisors, LLC | 0.00% | Add +31.4% | 13,631 | $698K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 13,555 | $694K |
| Croban | 0.32% | Reduce -17.5% | 13,399 | $686K |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 13,371 | $685K |
| Yukon Wealth Management, Inc. | 0.40% | Add +4.2% | 13,040 | $668K |
| Market Street Wealth Management Advisors LLC | 0.11% | No change | 13,040 | $668K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.7% | 12,979 | $665K |
| Brookstone Capital Management | 0.01% | Reduce -9.3% | 12,884 | $660K |
| NTV Asset Management LLC | 0.07% | Add +8.2% | 12,735 | $652K |
| Cibc World Market Inc. | 0.00% | Add +25.2% | 12,427 | $637K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -0.6% | 12,038 | $617K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +58.3% | 11,890 | $609K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +86.7% | 11,744 | $602K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +86.7% | 11,743 | $602K |
| Breakwater Capital Group | 0.08% | Reduce -1.3% | 11,465 | $587K |
| Alterna Wealth Management, Inc. | 0.44% | Reduce -0.5% | 11,361 | $582K |
| Davidson Trust Co. | 0.25% | Reduce -8.5% | 11,349 | $581K |
| United Advisor Group, LLC | 0.07% | Add +4.9% | 11,208 | $574K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 11,042 | $566K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 10,964 | $562K |
| &partners | 0.00% | Add +69.8% | 10,864 | $561K |
| Summit Financial, LLC | 0.01% | Add +1.1% | 10,927 | $560K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.8% | 10,819 | $554K |
| 1900 Wealth Management LLC | 0.04% | No change | 10,641 | $545K |
| AE Wealth Management LLC | 0.00% | Reduce -30.5% | 10,586 | $542K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +5.4% | 10,561 | $541K |
| Cerity Partners LLC | 0.00% | Reduce -20.7% | 10,500 | $538K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.3% | 10,312 | $528K |
| Investment Management Trust, LLC | 0.51% | — | 10,263 | $526K |
| Oxinas Partners, LLC | 0.24% | New | 10,170 | $521K |
| XTX Topco Ltd | 0.01% | New | 10,108 | $518K |
| Kelly Financial Services LLC | 0.12% | New | 9,968 | $506K |
| Regal Investment Advisors LLC | 0.03% | Add +0.9% | 9,816 | $503K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.8% | 9,602 | $492K |
| Independent Financial Group, LLC | 0.01% | Add +25.0% | 9,537 | $489K |
| Intesa Sanpaolo Wealth Management | 0.12% | New | 9,500 | $487K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.8% | 9,167 | $470K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -97.3% | 9,125 | $467K |
| Accurate Wealth Management, LLC | 0.06% | Add +7.6% | 8,907 | $457K |
| Waystone Advisors LLC | 0.41% | Reduce -1.8% | 8,882 | $455K |
| Benjamin Edwards Inc. | 0.00% | Add +17.4% | 8,702 | $446K |
| Snowden Capital Advisors LLC | 0.01% | Add +24.4% | 8,542 | $438K |
| RHS Financial, LLC | 0.20% | New | 8,399 | $430K |
| EJMK Ventures LLC | 0.24% | Reduce -28.1% | 8,365 | $429K |
| GC Wealth Management RIA, LLC | 0.02% | Add +1.0% | 8,289 | $425K |
| Moors & Cabot, Inc. | 0.02% | Add +2.6% | 8,247 | $422K |
| Valley Financial Group, Inc. | 0.23% | Add +2.9% | 8,231 | $422K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.5% | 8,219 | $421K |
| Corient Private Wealth LP | 0.00% | Reduce -49.5% | 8,293 | $420K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -20.9% | 7,837 | $401K |
| Private Trust Co. NA | 0.04% | Add +10.3% | 7,797 | $399K |
| PFG Advisors | 0.02% | Add +7.3% | 7,797 | $399K |
| Flagstar Securities, Inc. | 0.14% | Reduce -2.0% | 7,770 | $398K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.1% | 7,602 | $389K |
| Two Sigma Securities, LLC | 0.04% | Reduce -22.6% | 7,519 | $385K |
| StoneX Group Inc. | 0.02% | New | 7,295 | $374K |
| Meridian Wealth Management, LLC | 0.01% | New | 7,157 | $367K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.1% | 7,109 | $364K |
| Prospera Financial Services Inc | 0.01% | Add +27.4% | 7,107 | $364K |
| SageView Advisory Group, LLC | 0.01% | Add +1.6% | 7,024 | $360K |
| Spectrum Strategic Capital Management, LLC | 0.19% | Add +0.2% | 6,998 | $359K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -20.1% | 6,953 | $356K |
| Capital Square, LLC | 0.16% | Reduce -61.9% | 6,897 | $355K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Add +26.1% | 6,869 | $352K |
| Signal Advisors Wealth, LLC | 0.02% | Add +2.5% | 6,726 | $345K |
| Lyell Wealth Management, LP | 0.03% | No change | 6,710 | $344K |
| Joule Financial, LLC | 0.10% | New | 6,663 | $341K |
| Avantax Planning Partners, Inc. | 0.01% | Add +20.5% | 6,579 | $337K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -75.1% | 6,557 | $336K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -0.3% | 6,461 | $331K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.9% | 6,451 | $330K |
| Merited Wealth, LLC | 0.27% | Add +28.7% | 6,435 | $330K |
| Mission Wealth Management, LP | 0.01% | Add +8.4% | 6,323 | $324K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -27.9% | 6,276 | $322K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.3% | 6,100 | $315K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,056 | $310K |
| IPG Investment Advisors LLC | 0.05% | Reduce -0.3% | 6,027 | $309K |
| Arwa LLC | 0.15% | Reduce -45.4% | 5,990 | $308K |
| Lido Advisors, LLC | 0.00% | Add +10.6% | 5,904 | $302K |
| Commerce Bank | 0.00% | New | 5,900 | $302K |
| Kestra Investment Management, LLC | 0.01% | Reduce -99.4% | 5,837 | $299K |
| True North Advisors, LLC | 0.03% | Add +0.8% | 5,613 | $288K |
| Synergy Investment Management, LLC | 0.09% | Add +4.3% | 5,563 | $285K |
| Root Financial Partners, LLC | 0.01% | Add +18.7% | 5,512 | $282K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 5,419 | $278K |
| Southland Equity Partners LLC | 0.05% | No change | 5,368 | $275K |
| TD Capital Management LLC | 0.02% | No change | 5,350 | $274K |
| Sterling Investment Counsel, LLC | 0.07% | New | 5,133 | $263K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,116 | $262K |
| Stewardship Advisors, LLC | 0.06% | Add +7.6% | 5,092 | $261K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -1.4% | 5,088 | $261K |
| Facet Wealth, Inc. | 0.00% | New | 5,079 | $260K |
| Nixon Peabody Trust Co. | 0.02% | New | 5,046 | $259K |
| Ledyard National Bank | 0.02% | No change | 5,022 | $257K |
| Cambridge Financial Group, LLC | 0.09% | Reduce -36.3% | 4,999 | $256K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -16.9% | 4,998 | $256K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,982 | $255K |
| Wedmont Private Capital | 0.01% | New | 4,899 | $252K |
| Cassady Wealth & Retirement Planning, LLC | 0.13% | Add +4.2% | 4,779 | $245K |
| Sonata Capital Group Inc. | 0.09% | No change | 4,725 | $242K |
| James Investment Research, Inc. | 0.03% | No change | 4,690 | $240K |
| Central Valley Advisors, LLC | 0.07% | New | 4,677 | $240K |
| Flynn Zito Capital Management, LLC | 0.08% | New | 4,606 | $236K |
| Quantinno Capital Management LP | 0.00% | New | 4,460 | $228K |
| Fort Point Capital Partners LLC | 0.03% | Add +4.2% | 4,306 | $221K |
| Obsidian Cio, LLC | 0.19% | New | 4,119 | $211K |
| Independent Advisor Alliance | 0.00% | New | 4,099 | $210K |
| IHT Wealth Management, LLC | 0.00% | Reduce -9.7% | 4,059 | $208K |
| Essex Bank | 0.05% | New | 3,993 | $205K |
| Second Line Capital, LLC | 0.04% | New | 3,931 | $201K |
| Truvestments Capital LLC | 0.04% | Reduce -13.3% | 3,823 | $196K |
| Asset Dedication, LLC | 0.01% | Add +1265.3% | 3,782 | $194K |
| CoreCap Advisors, LLC | 0.01% | Add +92.4% | 3,768 | $193K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 3,633 | $186K |
| Eastern Bank | 0.00% | No change | 3,433 | $176K |
| Richardson Financial Services Inc. | 0.11% | Add +4.5% | 3,378 | $173K |
| North Star Investment Management Corp. | 0.01% | Add +0.8% | 3,314 | $170K |
| Wolff Wiese Magana LLC | 0.08% | No change | 2,899 | $149K |
| Gables Capital Management Inc. | 0.06% | No change | 2,651 | $136K |
| Blair William & Co. | 0.00% | Reduce -56.1% | 2,625 | $134K |
| Blue Trust, Inc. | 0.00% | Add +48.8% | 2,357 | $121K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,227 | $114K |
| REAP Financial Group, LLC | 0.02% | Add +0.1% | 2,162 | $111K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 2,117 | $108K |
| WPG Advisers, LLC | 0.08% | Reduce -2.2% | 2,075 | $106K |
| Rossby Financial, LCC | 0.02% | Add +41480.0% | 2,079 | $106K |
| Colonial Trust Co / SC | 0.01% | Add +1.1% | 2,013 | $103K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -0.6% | 1,883 | $96K |
| Vanguard Advisers Inc. | 0.00% | — | 1,775 | $91K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.0% | 1,737 | $89K |
| Pacifica Partners Inc. | 0.03% | No change | 1,710 | $88K |
| DHJJ Financial Advisors, Ltd. | 0.03% | New | 1,627 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 1,605 | $82K |
| Archer Investment Corp | 0.02% | No change | 1,590 | $81K |
| Lanark Financial, Inc. | 0.01% | Add +100.9% | 1,565 | $80K |
| Independence Bank of Kentucky | 0.01% | Reduce -3.9% | 1,559 | $80K |
| Golden State Wealth Management, LLC | 0.01% | Add +20.0% | 1,404 | $72K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.5% | 1,367 | $70K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +6.0% | 1,334 | $68K |
| Lloyd Advisory Services, LLC. | 0.02% | Add +2238.6% | 1,333 | $68K |
| Kingdom Financial Group LLC. | 0.02% | Add +152.0% | 1,333 | $68K |
| American National Bank & Trust | 0.01% | No change | 1,300 | $67K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,251 | $64K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $64K |
| Rossmore Private Capital | 0.01% | No change | 1,208 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.5% | 1,107 | $57K |
| CENTRAL TRUST Co | 0.00% | No change | 1,055 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.4% | 1,027 | $53K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 975 | $50K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 939 | $48K |
| Strive Financial Group ,LLC | 0.03% | Reduce -5.8% | 937 | $48K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 900 | $46K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -67.9% | 882 | $45K |
| Hamrick Investment Counsel, llc | 0.02% | No change | 844 | $43K |
| AlphaCore Capital LLC | 0.00% | New | 789 | $40K |
| Thompson Investment Management, Inc. | 0.00% | No change | 719 | $37K |
| National Bank of Canada | 0.00% | Reduce -53.7% | 700 | $36K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3147.6% | 682 | $35K |
| Creative Capital Management Investments LLC | 0.01% | New | 666 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +0.2% | 605 | $31K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +29.2% | 598 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -78.3% | 590 | $30K |
| Dunhill Financial, LLC | 0.01% | New | 570 | $29K |
| Rialto Wealth Management, LLC | 0.01% | New | 566 | $29K |
| International Assets Investment Management, LLC | 0.00% | Add +3.8% | 526 | $27K |
| NorthAvenue LLC | 0.02% | No change | 523 | $27K |
| Wellington-Altus USA Inc. | 0.02% | No change | 500 | $26K |
| Winthrop Capital Management, LLC | 0.01% | No change | 485 | $25K |
| Addison Advisors LLC | 0.01% | No change | 486 | $25K |
| United Financial Planning Group LLC | 0.01% | Add +18.9% | 466 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 463 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 456 | $23K |
| Gen-Wealth Partners Inc | 0.01% | No change | 453 | $23K |
| Key Financial Inc | 0.00% | Reduce -12.8% | 448 | $23K |
| Delos Wealth Advisors, LLC | 0.01% | Add +45.3% | 443 | $23K |
| Signaturefd, LLC | 0.00% | New | 411 | $21K |
| Piscataqua Savings Bank | 0.01% | No change | 396 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 389 | $20K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 354 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 352 | $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% | No change | 320 | $16K |
| Signature Equity Partners, LLC | 0.01% | Add +11.7% | 314 | $16K |
| Salem Investment Counselors Inc. | 0.00% | New | 307 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.3% | 284 | $15K |
| BankPlus Trust Department | 0.00% | No change | 274 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 256 | $13K |
| Caldwell Trust Co | 0.00% | No change | 256 | $13K |
| FAS Wealth Partners, Inc. | 0.00% | Add +25.6% | 250 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -71.2% | 249 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -34.6% | 204 | $10K |
| Virtus Advisers, LLC | 0.00% | Add +50.4% | 200 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 186 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -7.6% | 182 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 174 | $9K |
| Axiom Investment Management LLC | 0.01% | — | 168 | $9K |
| Evolution Wealth Management Inc. | 0.01% | Add +124.7% | 164 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -7.5% | 160 | $8K |
| Activest Wealth Management | 0.00% | New | 160 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -46.0% | 160 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 151 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 150 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -44.6% | 150 | $8K |
| Daiwa Securities Group Inc. | 0.00% | Add +86.3% | 149 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -57.7% | 148 | $8K |
| Trust Co. of Toledo NA | 0.00% | No change | 135 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 125 | $6K |
| Nemes Rush Group LLC | 0.00% | Add +963.6% | 117 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -46.3% | 102 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 98 | $5K |
| Motco | 0.00% | Reduce -44.0% | 98 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 98 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 93 | $5K |
| Bayban | 0.00% | No change | 86 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Add +166.7% | 80 | $4K |
| Bell Investment Advisors, Inc | 0.00% | New | 79 | $4K |
| Capital Analysts, LLC | 0.00% | Reduce -93.6% | 76 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $4K |
| Spire Wealth Management | 0.00% | Reduce -13.3% | 65 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 62 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 58 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 58 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 51 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $3K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 50 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 48 | $2K |
| Networth Advisors, LLC | 0.00% | No change | 47 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -21.4% | 44 | $2K |
| HM Payson & Co. | 0.00% | New | 41 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -34.4% | 40 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 40 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 30 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 29 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 26 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 26 | $1K |
| PayPay Securities Corp | 0.04% | Reduce -22.6% | 24 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -22.6% | 24 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 21 | $1K |
| Hurley Capital, LLC | 0.00% | New | 20 | $1K |
| Coston, McIsaac & Partners | 0.00% | Reduce -93.8% | 20 | $1K |
| Burk Holdings LLC | 0.00% | New | 19 | $973 |
| Curio Wealth, LLC | 0.00% | New | 17 | $871 |
| Vision Retirement, LLC | 0.00% | No change | 17 | $871 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 16 | $820 |
| Duncker Streett & Co. Inc. | 0.00% | New | 11 | $564 |
| Realta Investment Advisors | 0.00% | No change | 10 | $512 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $359 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $186 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $70 |
| BlueCrest Capital Management Ltd | 0.00% | New | 1 | $51 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.6% | 1 | $43 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.