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Security record

USIG

iShares Broad USD Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds

48.77 0.0% mkt cap $17.11B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
68Tracked holders
+2Δ holders
251.33MShares held
$12.89BReported value
+5New positions
−3Exits
Rising Conviction score 59/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.0% · share flow +2.6% · net new positions +2.9% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 68 +2 251.33M $12.89B +5 −3
Q1 2026 67 +3 245.03M $12.58B +6 −3
Q4 2025 63 -1 165.17M $8.54B — −1
Q3 2025 8 +1 13.94M $728.20M +1 —
Q2 2025 4 -1 7.15M $367.92M — −1
Q1 2025 3 0 34.32K $1.75M +1 −1
Q4 2024 3 0 139.03K $6.99M +1 −1
Q3 2024 3 +1 123.94K $6.52M +1 —
Q2 2024 2 — 150.54K $7.56M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 64.56M +4.7% $3.31B 0.2% ▲ Add 3 SEC ↗ ×3
2 UBS Group AG 58.74M +4.8% $3.01B 0.5% ▲ Add 3 SEC ↗ ×3
3 Empower Advisory Group, LLC 21.94M +7.8% $1.13B 2.7% ▲ Add 3 SEC ↗
4 Ameriprise Financial Inc 14.27M -21.1% $730.79M 0.1% ▼ Trim 3 SEC ↗ ×4
5 UBS AM, a distinct business unit of… 11.01M -5.2% $564.79M 0.1% ▼ Trim 3 SEC ↗
6 Assetmark, Inc 10.30M +1.2% $528.20M 0.9% ▲ Add 3 SEC ↗
7 Truist Financial Corp 10.16M -5.5% $521.14M 0.6% ▼ Trim 3 SEC ↗ ×3
8 BlackRock ✦ (passive) 8.82M +6.6% $452.60M 0.0% ▲ Add 5 SEC ↗ ×7
9 Stifel Financial Corp 8.27M +16.4% $424.40M 0.4% ▲ Add 3 SEC ↗ ×5
10 Envestnet Asset Management Inc 6.44M -7.3% $330.16M 0.1% ▼ Trim 3 SEC ↗
11 Franklin Resources Inc 4.95M +0.7% $254.08M 0.1% ▲ Add 3 SEC ↗
12 Sei Investments Co 3.56M +6.0% $182.79M 0.2% ▲ Add 3 SEC ↗
13 LPL Financial LLC 3.52M +1.6% $180.51M 0.0% ▲ Add 3 SEC ↗
14 1832 Asset Management L.P. 3.30M +3.6% $169.03M 0.2% ▲ Add 3 SEC ↗
15 Asset Management One Co., Ltd. 3.00M +8.5% $154.02M 0.4% ▲ Add 3 SEC ↗
16 Morgan Stanley ✦ 2.91M +3.6% $149.00M 0.0% ▲ Add 4 SEC ↗ ×2
17 Mercer Global Advisors Inc /Adv 2.39M +96.1% $122.58M 0.2% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 2.39M +23.4% $122.38M 0.0% ▲ Add 3 SEC ↗ ×4
19 Bank of New York Mellon Corp 2.00M +26.6% $102.80M 0.0% ▲ Add 3 SEC ↗ ×6
20 JPMorgan Chase ✦ 1.96M +8.8% $100.91M 0.0% ▲ Add 4 SEC ↗ ×7
21 Cetera Investment Advisers 1.30M +15.4% $66.47M 0.1% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 690.02K +1.5% $35.39M 0.0% ▲ Add 3 SEC ↗ ×3
23 Mirae Asset Global Investments Co.… 674.15K +13.7% $34.58M 0.1% ▲ Add 3 SEC ↗
24 Captrust Financial Advisors 628.29K +2.2% $32.23M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 554.82K +9.3% $28.46M 0.0% ▲ Add 3 SEC ↗ ×6
26 State Farm Mutual Automobile… 546.40K +47.7% $28.03M 0.0% ▲ Add 3 SEC ↗
27 Susquehanna International Group, Llp 350.52K +340.8% $17.98M 0.0% ▲ Add 2 SEC ↗
28 Hsbc Holdings Plc 233.88K +7.1% $12.00M 0.0% ▲ Add 3 SEC ↗ ×2
29 Commonwealth Equity Services, Llc 187.32K +11.7% $9.61M 0.0% ▲ Add 3 SEC ↗
30 Rockefeller Capital Management L.P. 184.81K +4.1% $9.48M 0.0% ▲ Add 3 SEC ↗ ×3
31 Baird Financial Group, Inc. 179.59K -3.3% $9.21M 0.0% ▼ Trim 3 SEC ↗ ×2
32 Fifth Third Bancorp 154.18K +0.1% $7.91M 0.0% ▲ Add 3 SEC ↗
33 Wealth Enhancement Advisory… 141.92K +0.3% $7.20M 0.0% ▲ Add 3 SEC ↗
34 Osaic Holdings, Inc. 130.82K -39.7% $6.71M 0.0% ▼ Trim 3 SEC ↗ ×4
35 TD Waterhouse Canada Inc. 126.13K +6.2% $6.43M 0.0% ▲ Add 3 SEC ↗
36 Goldman Sachs Group ✦ 109.20K +260.3% $5.60M 0.0% ▲ Add 4 SEC ↗ ×2
37 Us Bancorp \De\ 108.54K +51.8% $5.57M 0.0% ▲ Add 3 SEC ↗ ×2
38 Bank Of Montreal /Can/ 73.69K +12.5% $3.78M 0.0% ▲ Add 3 SEC ↗ ×4
39 Northwestern Mutual Wealth… 52.30K -6.2% $2.68M 0.0% ▼ Trim 3 SEC ↗
40 Creative Planning 44.70K +22.5% $2.29M 0.0% ▲ Add 3 SEC ↗
41 Jones Financial Companies Lllp 43.27K +19.0% $2.23M 0.0% ▲ Add 3 SEC ↗
42 Mml Investors Services, Llc 37.87K +8.7% $1.94M 0.0% ▲ Add 3 SEC ↗
43 Mariner, LLC 34.41K -14.9% $1.76M 0.0% ▼ Trim 3 SEC ↗
44 Pictet Asset Management Holding SA 28.52K -1.4% $1.46M 0.0% ▼ Trim 3 SEC ↗
45 Gotham Asset Management ✦ 23.92K +23.9% $1.23M 0.0% ▲ Add 4 SEC ↗
46 Fidelity (FMR) ✦ 21.49K +44.9% $1.10M 0.0% ▲ Add 5 SEC ↗
47 Citadel Advisors ✦ 19.57K -62.4% $1.00M 0.0% ▼ Trim 2 SEC ↗
48 Principal Financial Group Inc 16.67K New $854,795 0.0% New 1 SEC ↗
49 Northern Trust Corp 15.38K +15.0% $788,738 0.0% ▲ Add 3 SEC ↗ ×2
50 Fisher Asset Management ✦ 14.19K -13.9% $727,869 0.0% ▼ Trim 9 SEC ↗
51 DZ BANK AG Deutsche Zentral… 12.70K -7.0% $651,280 0.0% ▼ Trim 3 SEC ↗
52 Focus Partners Wealth 12.32K +4.6% $631,715 0.0% ▲ Add 3 SEC ↗
53 Renaissance Technologies ✦ 12.10K New $620,609 0.0% New 1 SEC ↗
54 HighTower Advisors, LLC 10.61K -22.2% $543,976 0.0% ▼ Trim 3 SEC ↗
55 Corient Private Wealth LP 8.76K +5.7% $449,403 0.0% ▲ Add 3 SEC ↗
56 Cerity Partners LLC 8.62K -17.9% $442,322 0.0% ▼ Trim 3 SEC ↗ ×2
57 Cibc World Market Inc. 8.35K -32.8% $428,425 0.0% ▼ Trim 3 SEC ↗
58 Pnc Financial Services Group, Inc. 6.83K -81.3% $350,259 0.0% ▼ Trim 3 SEC ↗ ×2
59 Lido Advisors, LLC 6.73K +13.9% $344,977 0.0% ▲ Add 3 SEC ↗
60 CIBC Bancorp USA Inc. 5.58K -7.9% $286,045 0.0% ▼ Trim 2 SEC ↗ ×2
61 Daiwa Securities Group Inc. 4.92K +3198.7% $252,090 0.0% ▲ Add 3 SEC ↗
62 Quantinno Capital Management LP 4.36K -2.2% $223,824 0.0% ▼ Trim 2 SEC ↗
63 Clearbridge Investments, LLC 4.17K New $213,674 0.0% New 1 SEC ↗
64 Qube Research & Technologies Ltd 3.07K New $157,512 0.0% New 1 SEC ↗
65 Blair William & Co/Il 2.60K -0.8% $133,611 0.0% ▼ Trim 3 SEC ↗
66 National Bank Of Canada /Fi/ 2.57K +267.3% $131,817 0.0% ▲ Add 3 SEC ↗ ×2
67 Nomura Asset Management Co Ltd 200 0.0% $10,258 0.0% Held 3 SEC ↗
68 Citigroup Inc 117 New $6,001 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Jane Street Group, Llc $40.51M was 0.0%
Hrt Financial Lp $2.66M was 0.0%
Harris Associates (Oakmark) $2,562 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 452 holders, 300.37M shares, $15.38B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API