13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
USIG

ISHARES BROAD USD INVESTMENT

493 institutions still hold ISHARES BROAD USD INVESTMENT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288620·Exchange Traded Fund·493 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13.6B
visible holders
Holders
493
filers reporting
Concentration
24.28%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

493 institutions reported USIG in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 24.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3.3B64.6M0.21%Q2 202602
UBS Group AG
CIK 0001610520
$3.0B58.7M0.38%Q2 202603
Empower Advisory Group, LLC
CIK 0001978885
$1.1B21.9M2.68%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$731M14.3M0.15%Q2 202605
TIAA Wealth Investment Management LLC
CIK 0002124867
$597M11.6M3.99%Q2 202606
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$565M11.0M0.10%Q2 202607
ASSETMARK, INC
CIK 0001344551
$528M10.3M0.91%Q2 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$521M10.2M0.62%Q2 202609
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$460M9.0M1.58%Q2 202610
BlackRock, Inc.
CIK 0002012383
$453M8.8M0.01%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$424M8.3M0.35%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$330M6.4M0.08%Q2 202613
Allworth Financial LP
CIK 0001555170
$271M5.3M1.15%Q2 202614
FRANKLIN RESOURCES INC
CIK 0000038777
$254M5.0M0.06%Q2 202615
State of New Jersey Common Pension Fund D
CIK 0001483066
$195M3.8M0.67%Q2 202616
SEI INVESTMENTS CO
CIK 0000350894
$183M3.6M0.16%Q2 202617
LPL Financial LLC
CIK 0001403438
$181M3.5M0.04%Q2 202618
Valmark Advisers, Inc.
CIK 0001380443
$175M3.4M1.85%Q2 202619
1832 Asset Management L.P.
CIK 0000944388
$169M3.3M0.08%Q2 202620
Asset Management One Co., Ltd.
CIK 0001068855
$154M3.0M0.40%Q2 2026
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