USIG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding464
Shares held310,693,660
Reported value$15.9bn
Quarter flows61 new, 192 added, 125 trimmed, 55 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/64,560,210$3.3bn0.2%
UBS Group AG58,744,213$3.0bn0.4%
Empower Advisory Group, LLC21,938,094$1.1bn2.7%
AMERIPRISE FINANCIAL INC14,266,966$730.8m0.1%
TIAA Wealth Investment Management LLC11,596,236$597.4m4.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,011,795$564.8m0.1%
ASSETMARK, INC10,298,259$528.2m0.9%
TRUIST FINANCIAL CORP10,160,720$521.1m0.6%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC8,965,515$459.8m1.6%
BlackRock, Inc.8,824,279$452.6m0.0%
STIFEL FINANCIAL CORP8,274,513$424.4m0.4%
ENVESTNET ASSET MANAGEMENT INC6,437,173$330.2m0.1%
Allworth Financial LP5,290,436$271.3m1.2%
FRANKLIN RESOURCES INC4,953,875$254.1m0.1%
State of New Jersey Common Pension Fund D3,800,000$194.9m0.7%
SEI INVESTMENTS CO3,563,725$182.8m0.2%
LPL Financial LLC3,519,315$180.5m0.0%
Valmark Advisers, Inc.3,405,952$174.7m1.9%
1832 Asset Management L.P.3,295,494$169.0m0.1%
Asset Management One Co., Ltd.3,002,847$154.0m0.4%
MORGAN STANLEY2,905,095$149.0m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,389,937$122.6m0.2%
WELLS FARGO & COMPANY/MN2,385,989$122.4m0.0%
Bank of New York Mellon Corp2,004,216$102.8m0.0%
JPMORGAN CHASE & CO1,958,795$100.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USIG"). USIG price history · All 13F data

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