13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
USIG

ISHARES BROAD USD INVESTMENT

490 institutions still hold ISHARES BROAD USD INVESTMENT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288620·Exchange Traded Fund·490 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$13.5B
68.0% inst. owned
of float
Holders
490
+37 QoQ
filers reporting
Activity
+41 / −6
+923 added · −699 reduced
this quarter
Concentration
23.40%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

490 institutions reported USIG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.4% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3.2B61.7M0.23%Q1 202602
UBS Group AG
CIK 0001610520
$2.9B56.1M0.43%Q1 202603
Empower Advisory Group, LLC
CIK 0001978885
$1.0B20.3M2.71%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$955M18.1M0.22%Q1 202605
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$595M11.6M0.12%Q1 202606
TIAA Wealth Investment Management LLC
CIK 0002124867
$579M11.4M4.42%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$551M10.7M0.74%Q1 202608
ASSETMARK, INC
CIK 0001344551
$500M9.7M1.02%Q4 202509
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$468M9.1M1.80%Q1 202610
BlackRock, Inc.
CIK 0002012383
$424M8.3M0.01%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$364M7.1M0.33%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$356M6.9M0.10%Q1 202613
Allworth Financial LP
CIK 0001555170
$300M5.9M1.22%Q1 202614
North Dakota State Investment Board
CIK 0002064039
$269M5.2M11.61%Q1 202615
FRANKLIN RESOURCES INC
CIK 0000038777
$252M4.9M0.06%Q1 202616
LPL Financial LLC
CIK 0001403438
$177M3.5M0.05%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$172M3.4M0.16%Q1 202618
1832 Asset Management L.P.
CIK 0000944388
$163M3.2M0.15%Q1 202619
Valmark Advisers, Inc.
CIK 0001380443
$154M3.0M1.84%Q1 202620
MORGAN STANLEY
CIK 0000895421
$144M2.8M0.01%Q1 2026
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