ISHARES BROAD USD INVESTMENT USIG
$51.09
+0.2% 52w: $48.56 – $51.55
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data48.5650.0651.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
454
+13 QoQ
13F value
$15.52B
+30.3% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$259K calls / — puts
Institutional value by quarter
Number of holders
Who owns USIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 61.7M | $3.16B | 0.2% | +21.9% |
| UBS Group AG | Bank broker | 56.1M | $2.87B | 0.5% | +1285.3% |
| Empower Advisory Group, LLC | Wealth advisor | 20.3M | $1.04B | 2.7% | +7.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 18.1M | $955.2M | 0.2% | +13.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 11.6M | $594.8M | 0.1% | +268.4% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 11.4M | $579.5M | 4.4% | — |
| TRUIST FINANCIAL CORP | Diversified mechanical | 10.7M | $550.7M | 0.7% | +7.9% |
| ASSETMARK, INC | Wealth advisor | 10.2M | $521.3M | 1.1% | +5.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 9.1M | $468.2M | 1.8% | — |
| BlackRock, Inc. | Index provider | 8.3M | $424.1M | 0.0% | +4.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.1M | $364.2M | 0.3% | +5.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.9M | $355.9M | 0.1% | -11.4% |
| Allworth Financial LP | Wealth advisor | 5.9M | $300.3M | 1.2% | +1.3% |
| North Dakota State Investment Board | Other | 5.2M | $268.5M | 11.6% | Held |
| FRANKLIN RESOURCES INC | Long only active | 4.9M | $252.0M | 0.1% | -0.3% |
| LPL Financial LLC | Bank broker | 3.5M | $177.5M | 0.0% | +22.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 3.4M | $172.3M | 0.2% | +5.8% |
| 1832 Asset Management L.P. | Other | 3.2M | $163.0M | 0.2% | +33.7% |
| Valmark Advisers, Inc. | Wealth advisor | 3.0M | $154.5M | 1.8% | +2.1% |
| MORGAN STANLEY | Bank broker | 2.8M | $143.7M | 0.0% | +1.8% |
| Asset Management One Co., Ltd. | Other | 2.8M | $141.8M | 0.4% | +16.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $99.1M | 0.0% | +4.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.8M | $91.8M | 0.0% | +24.2% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 1.7M | $86.7M | 2.7% | +10.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $81.1M | 0.0% | +0.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.5M | $78.2M | 0.4% | +5.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.2M | $62.4M | 0.1% | +14054.4% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $57.5M | 0.1% | +14.9% |
| Voya Financial Advisors, Inc. | Wealth advisor | 813.2K | $41.2M | 4.1% | -1.6% |
| JANE STREET GROUP, LLC | Market maker | 790.8K | $40.5M | 0.0% | New |
| MCF Advisors LLC | Wealth advisor | 759.8K | $38.9M | 1.7% | -0.4% |
| Liberty Mutual Group Asset Management Inc. | Other | 714.9K | $36.6M | 2.9% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 679.8K | $34.8M | 0.0% | -64.1% |
| Trilogy Capital Inc. | Wealth advisor | 670.3K | $34.3M | 1.5% | +3.3% |
| FULTON BREAKEFIELD BROENNIMAN LLC | Other | 653.8K | $33.5M | 2.2% | +1.3% |
| Crestwood Advisors Group, LLC | Other | 648.0K | $33.2M | 0.6% | -0.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 614.8K | $31.5M | 0.1% | +6.0% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 592.7K | $30.4M | 0.0% | +3.6% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 548.1K | $28.1M | 0.5% | +128.2% |
| New Jersey Better Educational Savings Trust | Wealth advisor | 507.7K | $26.0M | 42.7% | -4.8% |
| ROYAL BANK OF CANADA | Bank broker | 507.4K | $26.0M | 0.0% | +27.1% |
| Santa Clara Valley Transportation Authority | Wealth advisor | 482.0K | $24.7M | 20.5% | Held |
| SECURIAN ASSET MANAGEMENT, INC | Other | 439.7K | $22.5M | 0.9% | Held |
| New York Life Investment Management LLC | Insurance | 432.4K | $22.1M | 0.2% | +34.1% |
| Strategic Investment Advisors / MI | Wealth advisor | 426.9K | $21.9M | 1.5% | +82.5% |
| Blue Edge Capital, LLC | Wealth advisor | 426.2K | $21.8M | 2.9% | +3.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 405.3K | $20.8M | 0.2% | -0.3% |
| ST GERMAIN D J CO INC | Other | 405.1K | $20.8M | 0.8% | -1.0% |
| Advisors Capital Management, LLC | Other | 382.1K | $19.6M | 0.2% | +7.7% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 369.9K | $19.0M | 0.0% | +41.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding USIG