iShares Broad Usd InvestmentUSIGETF
13F holders, Q2 2026 (June 30)467holders +8
55new positions
50sold out
4famous investors
$51.30avg. 13F price*
At the end of Q2 2026, 467 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 8 from Q1 2026. 55 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($3.3B), UBS Group AG ($3.0B) and Empower Advisory Group, LLC ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $272.8M |
| Exits | 50 | $61.0M |
All 13F filers, Q1 2026 → Q2 2026: 20,573,599 shares bought and 12,445,043 shares sold, net +8,128,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| Bank of America Corp. | 0.21% | Add +4.7% | 64,560,210 | $3.3B |
| UBS Group AG | 0.48% | Add +4.8% | 58,744,213 | $3.0B |
| Empower Advisory Group, LLC | 2.68% | Add +7.8% | 21,938,094 | $1.1B |
| Ameriprise Financial Inc. | 0.15% | Reduce -21.1% | 14,266,966 | $730.8M |
| TIAA Wealth Investment Management LLC | 3.99% | Add +2.0% | 11,596,236 | $597.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -5.2% | 11,011,795 | $564.8M |
| Assetmark, Inc. | 0.91% | Add +1.2% | 10,298,259 | $528.2M |
| Truist Financial Corp. | 0.62% | Reduce -5.5% | 10,160,720 | $521.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.58% | Reduce -1.9% | 8,965,515 | $459.8M |
| BlackRock, Inc. | 0.01% | Add +6.6% | 8,824,279 | $452.6M |
| Stifel Financial Corp. | 0.35% | Add +16.4% | 8,274,513 | $424.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -7.3% | 6,437,173 | $330.2M |
| Allworth Financial LP | 1.15% | Reduce -9.8% | 5,290,436 | $271.3M |
| Franklin Resources Inc. | 0.06% | Add +0.7% | 4,953,875 | $254.1M |
| State of New Jersey Common Pension Fund D | 0.67% | New | 3,800,000 | $194.9M |
| Sei Investments Co. | 0.16% | Add +6.0% | 3,563,725 | $182.8M |
| LPL Financial LLC | 0.04% | Add +1.6% | 3,519,315 | $180.5M |
| Valmark Advisers, Inc. | 1.86% | Add +12.9% | 3,405,952 | $174.7M |
| 1832 Asset Management L.P. | 0.21% | Add +3.6% | 3,295,494 | $169.0M |
| Asset Management One Co., Ltd. | 0.40% | Add +8.5% | 3,002,847 | $154.0M |
| Morgan Stanley | 0.01% | Add +3.6% | 2,905,095 | $149.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +96.1% | 2,389,937 | $122.6M |
| Wells Fargo & Company | 0.02% | Add +23.4% | 2,385,989 | $122.4M |
| Bank of New York Mellon Corp | 0.02% | Add +26.6% | 2,004,216 | $102.8M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 1,958,795 | $100.9M |
| Avidian Wealth Enterprises, LLC | 2.50% | Add +3.9% | 1,757,289 | $90.1M |
| Beacon Pointe Advisors, LLC | 0.36% | Reduce -1.5% | 1,502,940 | $77.1M |
| North Dakota State Investment Board | 3.12% | Reduce -71.4% | 1,499,747 | $76.9M |
| Cetera Investment Advisers | 0.06% | Add +15.4% | 1,296,025 | $66.5M |
| MCF Advisors LLC | 1.52% | Add +9.4% | 831,610 | $42.7M |
| Voya Financial Advisors, Inc. | 3.75% | Add +1.7% | 826,967 | $42.6M |
| Crestwood Advisors Group, LLC | 0.55% | Add +11.3% | 721,501 | $37.0M |
| Liberty Mutual Group Asset Management Inc. | 3.20% | No change | 714,850 | $36.7M |
| Trilogy Capital Inc. | 1.43% | Add +6.4% | 713,361 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 690,017 | $35.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +13.7% | 674,155 | $34.6M |
| Fulton Breakefield Broenniman LLC | 1.97% | Reduce -0.1% | 652,977 | $33.5M |
| Captrust Financial Advisors | 0.05% | Add +2.2% | 628,294 | $32.2M |
| Diversify Advisory Services, LLC | 0.52% | New | 616,934 | $31.1M |
| Diversify Wealth Management, LLC | 0.52% | Add +12.6% | 616,934 | $31.1M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 554,822 | $28.5M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +47.7% | 546,405 | $28.0M |
| New Jersey Better Educational Savings Trust | 41.90% | No change | 507,693 | $26.0M |
| Santa Clara Valley Transportation Authority | 20.09% | Add +4.9% | 505,717 | $25.9M |
| Strategic Investment Advisors / MI | 1.35% | Add +2.2% | 436,367 | $22.4M |
| Blue Edge Capital, LLC | 2.62% | Reduce -0.0% | 426,139 | $21.9M |
| Securian Asset Management, Inc. | 0.79% | Reduce -2.1% | 430,517 | $21.8M |
| St Germain D J Co. Inc. | 0.77% | Add +2.6% | 415,596 | $21.3M |
| Advisors Capital Management, LLC | 0.23% | Add +7.0% | 408,723 | $21.0M |
| McKinley Carter Wealth Services, Inc. | 1.06% | Add +11.5% | 399,288 | $20.5M |
| New York Life Investment Management LLC | 0.14% | Reduce -8.8% | 394,542 | $20.2M |
| Cosner Financial Group, LLC | 10.00% | Add +4.0% | 379,687 | $19.5M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -9.8% | 365,404 | $18.7M |
| Susquehanna International Group, LLP | 0.02% | Add +340.8% | 350,520 | $18.0M |
| Pallas Capital Advisors LLC | 0.53% | Add +4.3% | 338,709 | $17.4M |
| Modern Wealth Management, LLC | 0.20% | Add +17.4% | 327,457 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +7.1% | 287,652 | $14.8M |
| Tiaa Trust, National Association | 0.86% | Add +1.2% | 284,211 | $14.6M |
| Prudential PLC | 0.10% | Add +280.0% | 281,860 | $14.5M |
| Rational Advisors, Inc. | 1.39% | New | 281,728 | $14.4M |
| Destination Wealth Management | 0.34% | Add +1.1% | 279,770 | $14.3M |
| Shelter Mutual Insurance Co | 2.86% | No change | 263,974 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Add +2.1% | 242,928 | $12.5M |
| HSBC Holdings PLC | 0.01% | Add +7.1% | 233,879 | $12.0M |
| Westover Capital Advisors, LLC | 1.85% | Reduce -1.2% | 217,402 | $11.2M |
| One Capital Management, LLC | 0.28% | No change | 199,428 | $10.2M |
| Sigma Planning Corp | 0.26% | Add +2.2% | 199,125 | $10.2M |
| Allstate Corp. | 0.10% | New | 198,315 | $10.2M |
| SIMA Wealth Partners, LLC | 7.18% | Add +2.0% | 197,581 | $10.1M |
| Premier Path Wealth Partners, LLC | 1.16% | Add +7.1% | 196,794 | $10.1M |
| Glassy Mountain Advisors, Inc. | 2.75% | Add +3.9% | 195,683 | $10.0M |
| Harbor Capital Advisors, Inc. | 0.68% | Add +2902.0% | 193,660 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 187,320 | $9.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.1% | 184,811 | $9.5M |
| Dakota Wealth Management | 0.18% | Add +34.2% | 180,895 | $9.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 179,591 | $9.2M |
| Simplicity Wealth,LLC | 0.29% | Add +5.8% | 169,089 | $8.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -53.3% | 166,298 | $8.5M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +256.7% | 164,247 | $8.4M |
| IVC Wealth Advisors LLC | 3.25% | Add +4.2% | 162,344 | $8.3M |
| Fifth Third Bancorp | 0.01% | Add +0.1% | 154,178 | $7.9M |
| NewEdge Advisors, LLC | 0.02% | Add +89.5% | 149,249 | $7.7M |
| Triumph Capital Management | 1.35% | Add +7.4% | 145,500 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 141,923 | $7.2M |
| Archford Capital Strategies, LLC | 0.71% | Add +4.3% | 136,004 | $7.0M |
| Smartleaf Asset Management LLC | 0.23% | No change | 135,350 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.7% | 130,820 | $6.7M |
| Trivant Custom Portfolio Group, LLC | 3.56% | Reduce -1.4% | 130,399 | $6.7M |
| Venture Visionary Partners LLC | 0.18% | Add +467.1% | 127,522 | $6.5M |
| Aprio Wealth Management, LLC | 0.32% | Add +654.9% | 125,787 | $6.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.2% | 126,130 | $6.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +18.1% | 124,308 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +17.1% | 114,416 | $5.9M |
| Napier Financial, LLC | 1.19% | Add +0.8% | 111,352 | $5.7M |
| Financial Avengers, Inc. | 2.34% | Add +8.7% | 110,014 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +260.3% | 109,201 | $5.6M |
| US Bancorp \de | 0.01% | Add +51.8% | 108,541 | $5.6M |
| Fjell Capital, LLC | 3.79% | Add +5.0% | 108,370 | $5.6M |
| Wealthspire Retirement, LLC | 0.30% | Add +0.4% | 108,163 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -6.0% | 104,710 | $5.4M |
| Center For Asset Management LLC | 2.34% | Add +0.6% | 102,768 | $5.3M |
| Banque Transatlantique SA | 0.11% | New | 102,109 | $5.2M |
| Erickson Financial Group, LLC | 2.80% | Reduce -1.9% | 101,738 | $5.2M |
| Bauman Advisory Group, LLC | 2.71% | Add +17.4% | 99,882 | $5.1M |
| Kraft, Davis & Associates, LLC | 1.06% | Reduce -42.3% | 99,757 | $5.1M |
| Aire Advisors, LLC | 0.82% | Add +5.3% | 98,432 | $5.0M |
| Fairlight Advisors | 4.08% | — | 97,672 | $5.0M |
| Compagnie Lombard Odier SCmA | 0.05% | Add +18.5% | 84,608 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -7.3% | 78,065 | $4.0M |
| Keybank National Association | 0.01% | Reduce -6.9% | 75,270 | $3.9M |
| Columbus Macro, LLC | 0.37% | Add +0.5% | 75,158 | $3.9M |
| Bank of Montreal | 0.00% | Add +12.5% | 73,693 | $3.8M |
| Checchi Capital Advisers, LLC | 0.24% | Reduce -0.9% | 72,778 | $3.7M |
| K2 Financial Inc. | 2.56% | Add +6.3% | 71,133 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -14.7% | 65,251 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.1% | 63,691 | $3.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +15.7% | 62,172 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 59,517 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +24.3% | 59,362 | $3.0M |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -4.3% | 58,053 | $3.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.24% | Add +6.8% | 54,939 | $2.8M |
| Compound Planning, Inc. | 0.07% | Reduce -34.2% | 54,383 | $2.8M |
| 10Elms LLP | 1.24% | Add +24.6% | 53,929 | $2.8M |
| Summit Asset Management, LLC | 0.35% | No change | 53,281 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 52,305 | $2.7M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.0% | 50,875 | $2.6M |
| Stratos Investment Management, LLC | 0.09% | Reduce -0.6% | 50,685 | $2.6M |
| GLOBALT Investments LLC / GA | 0.08% | Reduce -5.0% | 47,312 | $2.4M |
| Mather Group, Llc. | 0.02% | Add +2.3% | 46,973 | $2.4M |
| Compass Financial Group, Inc. | 0.99% | Add +2.1% | 45,894 | $2.4M |
| Creative Planning | 0.00% | Add +22.5% | 44,703 | $2.3M |
| Sovran Advisors, LLC | 0.17% | Add +11.5% | 44,868 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +19.0% | 43,268 | $2.2M |
| Quadrature Capital Ltd | 0.02% | New | 39,688 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.7% | 39,415 | $2.0M |
| MML Investors Services, LLC | 0.00% | Add +8.7% | 37,866 | $1.9M |
| World Investment Advisors | 0.03% | Reduce -2.1% | 37,834 | $1.9M |
| Banco Santander, S.A. | 0.01% | No change | 37,440 | $1.9M |
| Arista Wealth Management, LLC | 0.20% | No change | 36,839 | $1.9M |
| Greenwood Capital Associates LLC | 0.18% | Add +3.5% | 35,732 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.4% | 34,822 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -14.9% | 34,407 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32748.0% | 33,505 | $1.7M |
| Coppell Advisory Solutions LLC | 0.14% | New | 64 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | — | 32,537 | $1.7M |
| Bellwether Advisors, LLC | 0.23% | Add +1.1% | 30,236 | $1.6M |
| Advyzon Investment Management, LLC | 0.11% | Add +2.6% | 29,637 | $1.5M |
| Sowell Financial Services LLC | 0.05% | Reduce -2.1% | 28,830 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.4% | 28,525 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -1.1% | 27,832 | $1.4M |
| MMBG Investment Advisors Co. | 0.11% | No change | 27,795 | $1.4M |
| TMB Capital Partners, LLC | 0.44% | Add +18.1% | 27,496 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.5% | 26,616 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +23.6% | 26,196 | $1.3M |
| Tempo Wealth, LLC | 0.20% | Reduce -3.1% | 26,254 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | New | 26,223 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.18% | Reduce -4.7% | 26,154 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +8.9% | 25,862 | $1.3M |
| WBH Advisory Inc. | 0.09% | Reduce -7.7% | 25,842 | $1.3M |
| JGP Wealth Management, LLC | 0.12% | Add +17.0% | 25,658 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -0.7% | 24,718 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -19.9% | 24,427 | $1.3M |
| Cumberland Partners Ltd | 0.08% | Add +6.9% | 23,957 | $1.2M |
| Gotham Asset Management | 0.00% | Add +23.9% | 23,924 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Add +200.7% | 23,363 | $1.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +5.3% | 22,931 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +55.1% | 22,705 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +4.8% | 22,290 | $1.1M |
| FMR LLC | 0.00% | Add +44.9% | 21,487 | $1.1M |
| Pines Wealth Management, LLC | 0.32% | Add +16.8% | 21,454 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +13.1% | 21,265 | $1.1M |
| Csenge Advisory Group | 0.04% | Add +7.4% | 21,129 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 20,556 | $1.1M |
| Members Trust Co | 0.03% | Reduce -0.8% | 20,219 | $1.0M |
| Saiph Capital, LLC | 0.31% | Reduce -2.8% | 20,191 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -62.4% | 19,571 | $1.0M |
| Fifth Third Securities, Inc. | 0.06% | Add +1.2% | 19,441 | $997K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -12.4% | 18,667 | $957K |
| Principal Securities, Inc. | 0.01% | Add +1.8% | 18,268 | $937K |
| Summit Financial, LLC | 0.01% | Add +64.7% | 17,999 | $923K |
| Integrated Wealth Concepts LLC | 0.01% | Add +37.8% | 17,885 | $917K |
| Old Mission Capital LLC | 0.02% | Reduce -26.3% | 17,346 | $890K |
| Vise Technologies, Inc. | 0.01% | New | 17,345 | $890K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -0.1% | 17,251 | $885K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.5% | 17,062 | $875K |
| Diligent Investors, LLC | 0.19% | Reduce -3.9% | 16,710 | $857K |
| Principal Financial Group Inc. | 0.00% | New | 16,668 | $855K |
| TFB Advisors LLC | 0.37% | Add +1.4% | 16,531 | $848K |
| Prepared Retirement Institute LLC | 0.36% | New | 16,500 | $846K |
| Calamos Advisors LLC | 0.00% | Reduce -12.5% | 16,354 | $839K |
| Private Advisor Group, LLC | 0.00% | Add +44.9% | 15,884 | $815K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.0% | 15,638 | $802K |
| Seascape Capital Management | 0.19% | No change | 15,575 | $799K |
| Northern Trust Corp. | 0.00% | Add +15.0% | 15,378 | $789K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -3.4% | 15,295 | $784K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 15,104 | $775K |
| Oxinas Partners, LLC | 0.30% | Add +46.8% | 14,928 | $766K |
| Montecito Bank & Trust | 0.11% | Add +0.8% | 14,737 | $756K |
| Brookstone Capital Management | 0.01% | Add +13.7% | 14,643 | $751K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.6% | 14,630 | $750K |
| Investment Advisory Group, LLC | 0.16% | New | 14,556 | $747K |
| MAI Capital Management | 0.00% | Add +1.4% | 14,469 | $742K |
| Laurel Oak Wealth Management, LLC | 0.11% | Add +0.5% | 14,409 | $739K |
| Wealthstar Advisors, LLC | 0.37% | Reduce -0.8% | 14,366 | $737K |
| Fisher Asset Management | 0.00% | Reduce -13.9% | 14,191 | $728K |
| Innova Wealth Partners | 0.29% | New | 13,717 | $704K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.2% | 13,692 | $702K |
| CRA Financial Services, LLC | 0.08% | No change | 13,649 | $700K |
| Burke & Herbert Bank & Trust Co. | 0.17% | New | 13,412 | $688K |
| Market Street Wealth Management Advisors LLC | 0.10% | No change | 13,040 | $669K |
| Croban | 0.29% | Reduce -2.9% | 13,011 | $667K |
| Independent Wealth Network Inc. | 0.17% | New | 12,871 | $660K |
| NTV Asset Management LLC | 0.06% | No change | 12,735 | $653K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -7.0% | 12,698 | $651K |
| Savant Capital, LLC | 0.00% | New | 12,840 | $649K |
| Focus Partners Wealth | 0.00% | Add +4.6% | 12,316 | $632K |
| Intesa Sanpaolo Wealth Management | 0.12% | Add +27.8% | 12,136 | $622K |
| Renaissance Technologies | 0.00% | New | 12,100 | $621K |
| SBI Securities Co., Ltd. | 0.01% | Add +73.0% | 12,027 | $617K |
| United Advisor Group, LLC | 0.07% | Add +7.3% | 12,024 | $617K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Reduce -12.2% | 11,905 | $611K |
| Landing Point Financial Group, LLC | 0.21% | Reduce -83.7% | 11,832 | $607K |
| Davidson Trust Co. | 0.23% | Add +1.0% | 11,459 | $588K |
| Alterna Wealth Management, Inc. | 0.33% | No change | 11,361 | $583K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +1.0% | 11,156 | $572K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +1.2% | 10,948 | $562K |
| 1900 Wealth Management LLC | 0.03% | Add +2.3% | 10,887 | $558K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.0% | 10,721 | $550K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.2% | 10,606 | $544K |
| Breakwater Capital Group | 0.07% | Reduce -7.9% | 10,556 | $541K |
| Park Avenue Securities LLC | 0.00% | Reduce -37.1% | 10,238 | $525K |
| Atria Investments, Inc | 0.01% | New | 10,152 | $521K |
| Americana Partners, LLC | 0.01% | Reduce -41.6% | 10,101 | $518K |
| Waystone Advisors LLC | 0.38% | Add +11.7% | 9,919 | $509K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.0% | 9,893 | $507K |
| &partners | 0.00% | Reduce -9.3% | 9,856 | $501K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.8% | 9,538 | $489K |
| Diversified Enterprises, LLC | 0.02% | Add +14.8% | 9,433 | $484K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +1.2% | 9,277 | $476K |
| AE Wealth Management LLC | 0.00% | Reduce -12.7% | 9,244 | $474K |
| PFG Advisors | 0.02% | Add +15.3% | 8,988 | $461K |
| Kelly Financial Services LLC | 0.10% | Reduce -9.9% | 8,983 | $461K |
| Lanark Financial, Inc. | 0.03% | Add +474.0% | 8,983 | $461K |
| Cerity Partners LLC | 0.00% | Reduce -17.9% | 8,624 | $442K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -82.0% | 8,354 | $428K |
| Cibc World Market Inc. | 0.00% | Reduce -32.8% | 8,353 | $428K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -28.9% | 8,350 | $428K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -28.9% | 8,350 | $428K |
| Moors & Cabot, Inc. | 0.02% | Add +0.5% | 8,288 | $425K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.6% | 8,235 | $422K |
| Valley Financial Group, Inc. | 0.21% | Add +0.1% | 8,235 | $422K |
| Meridian Wealth Management, LLC | 0.01% | Add +14.8% | 8,215 | $421K |
| Betterment LLC | 0.00% | Reduce -97.8% | 8,084 | $415K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -33.8% | 7,975 | $409K |
| Lifeworks Advisors, LLC | 0.04% | New | 7,930 | $407K |
| Benjamin Edwards Inc. | 0.00% | Reduce -9.2% | 7,899 | $405K |
| Corient Private Wealth LP | 0.00% | Reduce -5.2% | 7,866 | $403K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.1% | 7,849 | $403K |
| Signal Advisors Wealth, LLC | 0.02% | Add +14.1% | 7,677 | $394K |
| Avantax Planning Partners, Inc. | 0.01% | Add +12.6% | 7,407 | $380K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -17.4% | 7,361 | $373K |
| Private Trust Co. NA | 0.03% | Reduce -8.1% | 7,167 | $368K |
| Root Financial Partners, LLC | 0.01% | Add +29.7% | 7,150 | $367K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -58.7% | 7,048 | $361K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.1% | 7,028 | $361K |
| Hohimer Wealth Management, LLC | 0.04% | New | 7,013 | $360K |
| Spectrum Strategic Capital Management, LLC | 0.18% | Reduce -0.1% | 6,994 | $359K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.9% | 6,959 | $357K |
| Yukon Wealth Management, Inc. | 0.10% | Reduce -47.4% | 6,861 | $352K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -81.3% | 6,829 | $350K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -25.3% | 6,817 | $350K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -1.3% | 6,783 | $348K |
| Mission Wealth Management, LP | 0.00% | Add +7.1% | 6,773 | $347K |
| Lido Advisors, LLC | 0.00% | Add +13.9% | 6,726 | $345K |
| Flow Traders U.S. LLC | 0.01% | Reduce -84.2% | 6,441 | $330K |
| Meadow Creek Wealth Advisors LLC | 0.20% | Reduce -1.1% | 6,393 | $328K |
| Commerce Bank | 0.00% | Add +8.3% | 6,391 | $328K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.1% | 6,389 | $328K |
| Lyell Wealth Management, LP | 0.02% | Reduce -5.2% | 6,360 | $326K |
| EJMK Ventures LLC | 0.14% | Reduce -27.5% | 6,062 | $311K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 6,171 | $310K |
| IPG Investment Advisors LLC | 0.04% | No change | 6,027 | $309K |
| Fort Point Capital Partners LLC | 0.03% | Add +37.1% | 5,902 | $303K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -9.0% | 5,712 | $293K |
| True North Advisors, LLC | 0.03% | Add +1.2% | 5,681 | $291K |
| Synergy Investment Management, LLC | 0.07% | Add +1.5% | 5,646 | $289K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -7.9% | 5,577 | $286K |
| Ledyard National Bank | 0.02% | Add +10.6% | 5,555 | $285K |
| Independent Financial Group, LLC | 0.01% | Reduce -42.0% | 5,534 | $284K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +9.7% | 5,481 | $281K |
| Advisory Services Network, LLC | 0.00% | Add +239.9% | 5,455 | $280K |
| Noesis Capital Mangement Corp. | 0.03% | No change | 5,419 | $278K |
| TD Capital Management LLC | 0.02% | No change | 5,350 | $274K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -30.0% | 5,323 | $273K |
| Fortis Advisors, LLC | 0.13% | New | 5,300 | $272K |
| Stewardship Advisors, LLC | 0.06% | Add +3.2% | 5,257 | $270K |
| Richardson Financial Services Inc. | 0.15% | Add +55.0% | 5,237 | $269K |
| Hippocratic Financial Advisors, LLC | 0.10% | New | 5,157 | $265K |
| Petra Financial Advisors Inc. | 0.12% | New | 5,146 | $264K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.7% | 5,118 | $263K |
| Evergreen Capital Management LLC | 0.00% | No change | 5,116 | $262K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +0.1% | 5,093 | $261K |
| Merited Wealth, LLC | 0.18% | Reduce -22.5% | 4,988 | $256K |
| Cassady Wealth & Retirement Planning, LLC | 0.12% | Add +3.9% | 4,964 | $255K |
| Sterling Investment Counsel, LLC | 0.06% | Reduce -3.7% | 4,943 | $254K |
| Daiwa Securities Group Inc. | 0.00% | Add +3198.7% | 4,915 | $252K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 4,982 | $251K |
| Central Valley Advisors, LLC | 0.06% | Add +1.2% | 4,732 | $243K |
| Sonata Capital Group Inc. | 0.08% | No change | 4,725 | $242K |
| James Investment Research, Inc. | 0.02% | No change | 4,690 | $241K |
| Flynn Zito Capital Management, LLC | 0.06% | Add +0.0% | 4,608 | $236K |
| CoreCap Advisors, LLC | 0.01% | Add +17.9% | 4,443 | $228K |
| PFG Investments, LLC | 0.01% | New | 4,421 | $227K |
| National Philanthropic Trust | 0.00% | New | 4,406 | $226K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.2% | 4,363 | $224K |
| Global Assets Advisory, LLC | 0.05% | New | 4,262 | $217K |
| Clearbridge Investments, LLC | 0.00% | New | 4,166 | $214K |
| Country Trust Bank | 0.00% | New | 4,139 | $212K |
| Essex Bank | 0.05% | Add +2.5% | 4,094 | $210K |
| Lynx Investment Advisory | 0.07% | New | 4,088 | $210K |
| Truvestments Capital LLC | 0.03% | Add +0.7% | 3,848 | $197K |
| IFG Advisory, LLC | 0.01% | New | 3,513 | $180K |
| Eastern Bank | 0.00% | No change | 3,433 | $176K |
| North Star Investment Management Corp. | 0.01% | Add +1.2% | 3,354 | $172K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,071 | $158K |
| Golden State Wealth Management, LLC | 0.01% | Add +110.0% | 2,949 | $151K |
| Wolff Wiese Magana LLC | 0.07% | No change | 2,899 | $149K |
| Blue Trust, Inc. | 0.00% | Add +19.1% | 2,806 | $144K |
| Compass Financial Management LLC | 0.02% | — | 2,846 | $144K |
| Gables Capital Management Inc. | 0.05% | No change | 2,651 | $136K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 2,605 | $134K |
| National Bank of Canada | 0.00% | Add +267.3% | 2,571 | $132K |
| Arax Advisory Partners | 0.00% | Add +10108.3% | 2,450 | $126K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +79.5% | 2,246 | $115K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,227 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Add +107.6% | 2,132 | $109K |
| REAP Financial Group, LLC | 0.02% | Reduce -1.6% | 2,128 | $109K |
| Vanguard Advisers Inc. | 0.00% | Add +19.4% | 2,119 | $109K |
| WPG Advisers, LLC | 0.06% | Add +1.6% | 2,109 | $108K |
| Fiduciary Financial Advisors | 0.01% | New | 1,934 | $99K |
| Colonial Trust Co / SC | 0.01% | Reduce -15.7% | 1,697 | $87K |
| Pacifica Partners Inc. | 0.03% | No change | 1,710 | $87K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,702 | $87K |
| Continuum Advisory, LLC | 0.01% | New | 1,568 | $80K |
| Archer Investment Corp | 0.02% | Reduce -1.4% | 1,567 | $80K |
| Independence Bank of Kentucky | 0.01% | Reduce -9.6% | 1,410 | $72K |
| SouthState Bank Corp | 0.00% | Add +761.9% | 1,379 | $71K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.9% | 1,338 | $69K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,334 | $68K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -2.1% | 1,305 | $67K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $64K |
| Rossmore Private Capital | 0.01% | No change | 1,208 | $62K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.7% | 1,005 | $52K |
| Cape Investment Advisory, Inc. | 0.01% | New | 993 | $51K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 975 | $50K |
| International Assets Investment Management, LLC | 0.00% | Add +82.7% | 961 | $49K |
| Silver Grove Financial Group, Inc. | 0.03% | Reduce -3.3% | 908 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 900 | $46K |
| Towne Trust Company, N.A | 0.01% | New | 885 | $45K |
| Hamrick Investment Counsel, llc | 0.03% | Add +2.4% | 864 | $44K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.6% | 825 | $42K |
| Asset Dedication, LLC | 0.00% | Reduce -78.8% | 800 | $41K |
| Strive Financial Group ,LLC | 0.02% | Reduce -15.7% | 790 | $40K |
| AlphaCore Capital LLC | 0.00% | No change | 789 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -56.0% | 765 | $39K |
| Rossby Financial, LCC | 0.01% | Reduce -64.5% | 739 | $38K |
| Aptus Capital Advisors, LLC | 0.00% | Add +372.0% | 708 | $36K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 682 | $35K |
| Larson Financial Group LLC | 0.00% | Add +9628.6% | 681 | $35K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +12.2% | 671 | $34K |
| Creative Capital Management Investments LLC | 0.01% | No change | 666 | $34K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -13.9% | 619 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +0.3% | 607 | $31K |
| Dunhill Financial, LLC | 0.01% | Add +5.6% | 602 | $31K |
| Rialto Wealth Management, LLC | 0.01% | No change | 566 | $29K |
| NorthAvenue LLC | 0.02% | No change | 523 | $27K |
| Delos Wealth Advisors, LLC | 0.01% | Add +16.5% | 516 | $26K |
| Wellington-Altus USA Inc. | 0.02% | No change | 500 | $26K |
| Canton Hathaway, LLC | 0.00% | New | 490 | $25K |
| 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 +1.1% | 471 | $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 |
| IFP Advisors, Inc | 0.00% | Add +69.5% | 422 | $22K |
| 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 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 352 | $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 |
| Salem Investment Counselors Inc. | 0.00% | No change | 307 | $16K |
| Trust Co. of Vermont | 0.00% | — | 307 | $16K |
| 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 +1.2% | 253 | $13K |
| Sittner & Nelson, LLC | 0.00% | New | 240 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 239 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 200 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| Virtus Advisers, LLC | 0.00% | Reduce -10.0% | 180 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 174 | $9K |
| Axiom Investment Management LLC | 0.01% | No change | 168 | $9K |
| TOP Private Wealth LLC. | 0.01% | — | 164 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 164 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -72.9% | 160 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 151 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 150 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 148 | $8K |
| Trust Co. of Toledo NA | 0.00% | No change | 135 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Add +202.3% | 133 | $7K |
| Vima LLC | 0.01% | — | 130 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 125 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 117 | $6K |
| Citigroup Inc. | 0.00% | New | 117 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 98 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 98 | $5K |
| Motco | 0.00% | No change | 98 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 93 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | New | 93 | $5K |
| Networth Advisors, LLC | 0.00% | Add +85.1% | 87 | $4K |
| Bayban | 0.00% | No change | 86 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 82 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 80 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -70.4% | 84 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 76 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 74 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 69 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $4K |
| Spire Wealth Management | 0.00% | No change | 65 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -95.2% | 64 | $3K |
| WestEnd Advisors, LLC | 0.00% | Add +1.6% | 63 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 58 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 55 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 50 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 48 | $2K |
| Activest Wealth Management | 0.00% | Reduce -70.0% | 48 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $2K |
| HM Payson & Co. | 0.00% | No change | 41 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 40 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 37 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 35 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 32 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 26 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -4.2% | 23 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 20 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 20 | $1K |
| Horizon Financial Services, LLC | 0.00% | New | 18 | $923 |
| Meramec Financial Planners, LLC | 0.00% | New | 15 | $756 |
| Sunrise Financial Services, LLC | 0.00% | New | 14 | $718 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.8% | 11 | $592 |
| Realta Investment Advisors | 0.00% | No change | 10 | $513 |
| Indiana Trust & Investment Management Co | 0.00% | New | 8 | $410 |
| Signaturefd, LLC | 0.00% | Reduce -98.8% | 5 | $256 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $188 |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 2 | $103 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.4% | 1 | $71 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $70 |
| BlueCrest Capital Management Ltd | 0.00% | No change | 1 | $51 |
| Kozak & Associates, Inc. | 0.00% | No change | 1 | $43 |
| Rothschild Investment LLC | 0.00% | Reduce -99.5% | 1 | $37 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.