ISHARES TR (USIG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
450
Reporting holders
$16.0B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $3.3B | 64,560,210 | 0.21% | 31q | +4.7%+$148.3M |
| UBS Group AG | $3.0B | 58,744,213 | 0.38% | 31q | +4.8%+$136.7M |
| Empower Advisory Group, LLC | $1.1B | 21,938,094 | 2.68% | 14q | +7.8%+$81.5M |
| AMERIPRISE FINANCIAL INC | $730.8M | 14,266,966 | 0.15% | 31q | -60.6%-$1.1B |
| TIAA Wealth Investment Management LLC | $597.4M | 11,596,236 | 3.99% | 2q | +2.0%+$11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $564.8M | 11,011,795 | 0.10% | 3q | -5.2%-$30.7M |
| ASSETMARK, INC | $528.2M | 10,298,259 | 0.91% | 31q | +1.2%+$6.3M |
| TRUIST FINANCIAL CORP | $521.1M | 10,160,720 | 0.62% | 31q | -5.5%-$30.2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $459.8M | 8,965,515 | 1.58% | 2q | -1.9%-$8.9M |
| BlackRock, Inc. | $452.6M | 8,824,279 | 0.01% | 8q | +6.6%+$28.0M |
| STIFEL FINANCIAL CORP | $424.4M | 8,274,513 | 0.35% | 25q | +16.4%+$59.8M |
| ENVESTNET ASSET MANAGEMENT INC | $330.2M | 6,437,173 | 0.08% | 31q | -7.3%-$26.1M |
| Allworth Financial LP | $271.3M | 5,290,436 | 1.15% | 21q | -9.8%-$29.3M |
| FRANKLIN RESOURCES INC | $254.1M | 4,953,875 | 0.06% | 8q | +0.7%+$1.8M |
| State of New Jersey Common Pension Fund D | $194.9M | 3,800,000 | 0.67% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $184.7M | 3,601,590 | 0.11% | 5q | +195.6%+$122.2M |
| SEI INVESTMENTS CO | $182.8M | 3,563,725 | 0.16% | 24q | +6.0%+$10.3M |
| LPL Financial LLC | $180.5M | 3,519,315 | 0.04% | 31q | +1.6%+$2.8M |
| Valmark Advisers, Inc. | $174.7M | 3,405,952 | 1.85% | 18q | +12.9%+$20.0M |
| 1832 Asset Management L.P. | $169.0M | 3,295,494 | 0.08% | 23q | +3.6%+$5.9M |
| Asset Management One Co., Ltd. | $154.0M | 3,002,847 | 0.40% | 31q | +8.5%+$12.1M |
| MORGAN STANLEY | $149.0M | 2,905,095 | 0.01% | 35q | +3.6%+$5.2M |
| WELLS FARGO & COMPANY/MN | $122.4M | 2,385,989 | 0.02% | 31q | -38.3%-$76.1M |
| Bank of New York Mellon Corp | $102.8M | 2,004,216 | 0.02% | 31q | +26.6%+$21.6M |
| JPMORGAN CHASE & CO | $100.9M | 1,958,795 | 0.01% | 31q | +8.8%+$8.1M |
| Avidian Wealth Enterprises, LLC | $90.1M | 1,757,289 | 2.49% | 27q | +3.9%+$3.3M |
| Beacon Pointe Advisors, LLC | $77.1M | 1,502,940 | 0.36% | 15q | -1.5%-$1.2M |
| North Dakota State Investment Board | $76.9M | 1,499,747 | 3.12% | 3q | -71.4%-$191.9M |
| Cetera Investment Advisers | $66.5M | 1,296,025 | 0.06% | 23q | +15.4%+$8.9M |
| MCF Advisors LLC | $42.7M | 831,610 | 1.52% | 18q | +9.5%+$3.7M |
| Voya Financial Advisors, Inc. | $42.6M | 826,967 | 3.75% | 11q | +1.7%+$708.9K |
| Crestwood Advisors Group, LLC | $37.0M | 721,501 | 0.55% | 11q | +11.3%+$3.8M |
| Liberty Mutual Group Asset Management Inc. | $36.7M | 714,850 | 3.20% | 2q | HELD |
| Trilogy Capital Inc. | $36.6M | 713,361 | 1.42% | 17q | +6.4%+$2.2M |
| RAYMOND JAMES FINANCIAL INC | $35.4M | 690,017 | 0.01% | 7q | +1.5%+$521.7K |
| Mirae Asset Global Investments Co., Ltd. | $34.6M | 674,155 | 0.05% | 23q | -43.1%-$26.2M |
| FULTON BREAKEFIELD BROENNIMAN LLC | $33.5M | 652,977 | 1.97% | 13q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $32.2M | 628,294 | 0.05% | 11q | +2.2%+$692.2K |
| Diversify Advisory Services, LLC | $31.1M | 616,934 | 0.52% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $31.1M | 616,934 | 0.52% | 9q | +12.6%+$3.5M |
| ROYAL BANK OF CANADA | $28.5M | 554,822 | 0.00% | 31q | +9.4%+$2.4M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $28.0M | 546,405 | 0.02% | 7q | +47.7%+$9.1M |
| New Jersey Better Educational Savings Trust | $26.0M | 507,693 | 41.90% | 9q | HELD |
| Santa Clara Valley Transportation Authority | $25.9M | 505,717 | 20.09% | 8q | +4.9%+$1.2M |
| Strategic Investment Advisors / MI | $22.4M | 436,367 | 1.35% | 12q | +2.2%+$485.2K |
| Blue Edge Capital, LLC | $21.9M | 426,139 | 2.62% | 7q | +3.5%+$732.7K |
| SECURIAN ASSET MANAGEMENT, INC | $21.8M | 430,517 | 0.78% | 31q | -2.1%-$466.8K |
| ST GERMAIN D J CO INC | $21.3M | 415,596 | 0.77% | 11q | +2.6%+$537.2K |
| Advisors Capital Management, LLC | $21.0M | 408,723 | 0.22% | 10q | +7.0%+$1.4M |
| McKinley Carter Wealth Services, Inc. | $20.5M | 399,288 | 1.06% | 23q | +11.5%+$2.1M |
| New York Life Investment Management LLC | $20.2M | 394,542 | 0.14% | 22q | -8.7%-$1.9M |
| Cosner Financial Group, LLC | $19.5M | 379,687 | 10.00% | 12q | +4.0%+$744.7K |
| OneDigital Investment Advisors LLC | $18.7M | 365,404 | 0.16% | 16q | -9.8%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.0M | 350,520 | 0.00% | 2q | +340.8%+$13.9M |
| Pallas Capital Advisors LLC | $17.4M | 338,709 | 0.53% | 12q | +4.3%+$712.3K |
| Merit Financial Group, LLC | $17.1M | 332,596 | 0.05% | 16q | -6.7%-$1.2M |
| Modern Wealth Management, LLC | $16.8M | 327,457 | 0.20% | 11q | +17.4%+$2.5M |
| Steward Partners Investment Advisory, LLC | $14.8M | 287,652 | 0.08% | 31q | +7.1%+$982.5K |
| TIAA TRUST, NATIONAL ASSOCIATION | $14.6M | 284,211 | 0.86% | 12q | +1.2%+$174.9K |
| PRUDENTIAL PLC | $14.5M | 281,860 | 0.08% | 6q | +280.0%+$10.7M |
| RATIONAL ADVISORS, INC. | $14.4M | 281,728 | 1.33% | new | NEW |
| Destination Wealth Management | $14.3M | 279,770 | 0.34% | 31q | +1.1%+$161.3K |
| Shelter Mutual Insurance Co | $13.5M | 263,974 | 2.86% | 22q | HELD |
| Robertson Stephens Wealth Management, LLC | $12.5M | 242,928 | 0.31% | 8q | +2.1%+$254.3K |
| HSBC HOLDINGS PLC | $12.0M | 233,879 | 0.01% | 25q | +7.1%+$791.2K |
| Westover Capital Advisors, LLC | $11.2M | 217,402 | 1.85% | 14q | -1.2%-$137.4K |
| One Capital Management, LLC | $10.2M | 199,428 | 0.28% | 4q | HELD |
| Sigma Planning Corp | $10.2M | 199,125 | 0.26% | 11q | +2.2%+$217.4K |
| ALLSTATE CORP | $10.2M | 198,315 | 0.10% | new | NEW |
| SIMA Wealth Partners, LLC | $10.1M | 197,581 | 7.18% | 4q | +2.0%+$202.1K |
| Premier Path Wealth Partners, LLC | $10.1M | 196,794 | 1.16% | 11q | +7.1%+$669.7K |
| Glassy Mountain Advisors, Inc. | $10.0M | 195,683 | 2.75% | 13q | +3.9%+$376.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 187,320 | 0.01% | 31q | +11.7%+$1.0M |
| Rockefeller Capital Management L.P. | $9.5M | 184,811 | 0.01% | 30q | +4.1%+$375.2K |
| Dakota Wealth Management | $9.3M | 180,895 | 0.18% | 3q | +34.2%+$2.4M |
| Baird Financial Group, Inc. | $9.2M | 179,591 | 0.01% | 11q | -3.3%-$315.5K |
| Simplicity Wealth,LLC | $8.7M | 169,089 | 0.29% | 15q | +5.8%+$472.5K |
| EverSource Wealth Advisors, LLC | $8.4M | 164,247 | 0.28% | 19q | +256.7%+$6.1M |
| IVC Wealth Advisors LLC | $8.3M | 162,344 | 3.25% | 23q | +4.2%+$332.9K |
| FIFTH THIRD BANCORP | $7.9M | 154,178 | 0.01% | 31q | HELD |
| NewEdge Advisors, LLC | $7.7M | 149,249 | 0.02% | new | NEW |
| Triumph Capital Management | $7.5M | 145,500 | 1.35% | 9q | +7.4%+$514.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.2M | 141,923 | 0.01% | 18q | HELD |
| Archford Capital Strategies, LLC | $7.0M | 136,004 | 0.71% | 4q | +4.3%+$286.9K |
| Smartleaf Asset Management LLC | $7.0M | 135,350 | 0.23% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $6.7M | 130,820 | 0.01% | 26q | -39.7%-$4.4M |
| Trivant Custom Portfolio Group, LLC | $6.7M | 130,399 | 3.56% | 14q | -1.4%-$96.5K |
| Venture Visionary Partners LLC | $6.5M | 127,522 | 0.18% | 27q | +467.1%+$5.4M |
| Aprio Wealth Management, LLC | $6.5M | 125,787 | 0.32% | 2q | +654.9%+$5.6M |
| TD Waterhouse Canada Inc. | $6.4M | 126,130 | 0.02% | 14q | +6.2%+$374.6K |
| Sanctuary Advisors, LLC | $6.4M | 124,308 | 0.03% | 9q | +18.1%+$978.3K |
| Concurrent Investment Advisors, LLC | $5.9M | 114,416 | 0.05% | 5q | +17.1%+$855.2K |
| Napier Financial, LLC | $5.7M | 111,352 | 1.19% | 3q | +0.8%+$44.6K |
| Financial Avengers, Inc. | $5.6M | 110,014 | 2.34% | 14q | +8.7%+$449.6K |
| GOLDMAN SACHS GROUP INC | $5.6M | 109,201 | 0.00% | 25q | +260.3%+$4.0M |
| US BANCORP \DE\ | $5.6M | 108,541 | 0.01% | 31q | +51.8%+$1.9M |
| Fjell Capital, LLC | $5.6M | 108,370 | 3.79% | 7q | +5.0%+$264.2K |
| Wealthspire Retirement, LLC | $5.5M | 108,163 | 0.30% | 11q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $5.4M | 104,710 | 0.07% | 11q | -6.0%-$340.2K |
| Center For Asset Management LLC | $5.3M | 102,768 | 2.34% | 18q | +0.6%+$29.5K |
Showing the largest 100 of 465 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 450 | $16.0B | 311,630,444 | 55 | 183 | 115 | 0.0% |
| Q1 2026 | 441 | $16.5B | 321,916,599 | 56 | 179 | 107 | 0.0% |
| Q4 2025 | 428 | $11.9B | 229,413,709 | 42 | 163 | 102 | 0.0% |
| Q3 2025 | 404 | $10.9B | 209,224,797 | 59 | 148 | 114 | 0.0% |
| Q2 2025 | 384 | $10.0B | 194,251,222 | 41 | 163 | 100 | 0.0% |
| Q1 2025 | 401 | $8.8B | 173,339,609 | 39 | 154 | 120 | 0.0% |
| Q4 2024 | 419 | $8.3B | 164,835,594 | 44 | 150 | 105 | 0.0% |
| Q3 2024 | 377 | $8.1B | 154,961,045 | 40 | 129 | 112 | 0.0% |
| Q2 2024 | 372 | $7.4B | 147,397,735 | 53 | 147 | 98 | 0.0% |
| Q1 2024 | 349 | $9.6B | 188,378,163 | 42 | 137 | 96 | 0.0% |
| Q4 2023 | 349 | $7.0B | 135,915,777 | 51 | 109 | 98 | 0.1% |
| Q3 2023 | 311 | $6.2B | 128,525,706 | 39 | 122 | 76 | 0.0% |
| Q2 2023 | 296 | $6.0B | 119,378,771 | 43 | 108 | 80 | 0.0% |
| Q1 2023 | 274 | $5.6B | 110,198,436 | 53 | 93 | 84 | 0.1% |
| Q4 2022 | 241 | $5.0B | 102,008,214 | 46 | 67 | 87 | 0.1% |
| Q3 2022 | 256 | $4.7B | 97,000,992 | 33 | 82 | 77 | 0.0% |
| Q2 2022 | 267 | $4.5B | 87,413,810 | 29 | 58 | 113 | 0.0% |
| Q1 2022 | 283 | $4.7B | 85,305,178 | 42 | 84 | 94 | 0.0% |
| Q4 2021 | 290 | $4.7B | 78,569,336 | 29 | 100 | 73 | 0.0% |
| Q3 2021 | 258 | $4.6B | 77,267,337 | 39 | 87 | 70 | 0.0% |
| Q2 2021 | 244 | $4.1B | 67,922,648 | 27 | 85 | 76 | 0.0% |
| Q1 2021 | 240 | $3.9B | 66,438,031 | 28 | 85 | 73 | 0.0% |
| Q4 2020 | 249 | $4.1B | 65,645,477 | 31 | 81 | 59 | 0.0% |
| Q3 2020 | 214 | $4.4B | 72,778,599 | 37 | 88 | 36 | 0.0% |
| Q2 2020 | 182 | $3.7B | 61,340,056 | 42 | 62 | 41 | 0.0% |
| Q1 2020 | 162 | $3.1B | 54,630,847 | 28 | 42 | 54 | 0.0% |
| Q4 2019 | 160 | $3.3B | 56,162,090 | 23 | 57 | 29 | 0.0% |
| Q3 2019 | 140 | $3.1B | 53,546,642 | 12 | 57 | 32 | 0.0% |
| Q2 2019 | 141 | $2.9B | 50,171,201 | 23 | 55 | 25 | 0.0% |
| Q1 2019 | 141 | $2.3B | 41,227,375 | 22 | 45 | 41 | 0.0% |
| Q4 2018 | 132 | $1.9B | 35,442,220 | 3 | 6 | 2 | 0.0% |