# ISHARES TR (USIG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USIG/

- Reporting holders: 15
- Reported value: $104.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $90.6M | 1,859,065 | 2.5% | 28 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $6.5M | 133,976 | 0.2% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.8M | 58,262 | 0.0% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.6M | 33,830 | 0.1% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $717.8K | 14,737 | 0.1% | 13 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $563.7K | 11,572 | 0.2% | 11 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $492.0K | 10,100 | 0.1% | 10 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $414.9K | 8,517 | 0.1% | 23 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $343.2K | 7,046 | 0.3% | 1 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $230.7K | 4,737 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $200.4K | 4,115 | 0.0% | 9 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $16.5K | 338 | 0.0% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $9.0K | 184 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $3.4K | 69 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.9K | 38 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $104.6M |
| Q2 2026 | 469 | $16.3B |
| Q1 2026 | 458 | $16.6B |
| Q4 2025 | 446 | $11.9B |
| Q3 2025 | 423 | $10.9B |
| Q2 2025 | 405 | $10.0B |
| Q1 2025 | 424 | $8.9B |
| Q4 2024 | 438 | $8.3B |
| Q3 2024 | 399 | $8.3B |
| Q2 2024 | 395 | $7.6B |
| Q1 2024 | 375 | $9.7B |
| Q4 2023 | 378 | $7.2B |