Security record · archived quarter
USIG
iShares Broad USD Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
67Tracked holders
+3Δ holders
245.03MShares held
$12.58BReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +30.0% ·
net new positions +4.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 272.91K | $13.29M | n/a | −1 |
| Q2 2026 | 67 | +2 | 251.32M | $12.89B | +5 | −4 |
| Q1 2026 | 67 | +3 | 245.03M | $12.58B | +6 | −3 |
| Q4 2025 | 63 | -1 | 165.17M | $8.54B | n/a | −1 |
| Q3 2025 | 8 | +1 | 13.94M | $728.20M | +1 | n/a |
| Q2 2025 | 4 | -1 | 7.15M | $367.92M | n/a | −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 | n/a |
| Q2 2024 | 2 | n/a | 150.54K | $7.56M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 61.67M | +21.9% | $3.16B | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | UBS Group AG | 56.08M | +1285.2% | $2.87B | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Empower Advisory Group, LLC | 20.35M | +7.6% | $1.04B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 18.09M | +13.3% | $955.23M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | UBS AM, a distinct business unit of… | 11.61M | +268.4% | $594.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 10.75M | +7.9% | $550.72M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Assetmark, Inc | 10.17M | +5.3% | $521.26M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.28M | +4.1% | $424.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 9 | Stifel Financial Corp | 7.11M | +5.8% | $364.19M | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Envestnet Asset Management Inc | 6.95M | -11.4% | $355.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Franklin Resources Inc | 4.92M | -0.3% | $252.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 3.46M | +22.9% | $177.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Sei Investments Co | 3.36M | +5.8% | $172.27M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | 1832 Asset Management L.P. | 3.18M | +33.8% | $162.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.80M | +1.8% | $143.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Asset Management One Co., Ltd. | 2.77M | +16.8% | $141.75M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.93M | +4.1% | $99.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | JPMorgan Chase ✦ | 1.80M | +24.2% | $91.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Bank of New York Mellon Corp | 1.58M | +0.9% | $81.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 20 | Mercer Global Advisors Inc /Adv | 1.22M | +14054.4% | $62.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 1.12M | +14.9% | $57.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 790.79K | New | $40.51M | 0.0% | New | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 679.85K | -64.1% | $34.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 614.80K | +6.0% | $31.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Mirae Asset Global Investments Co.… | 592.74K | +3.6% | $30.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 507.37K | +27.1% | $25.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 27 | State Farm Mutual Automobile… | 369.90K | +41.0% | $18.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 218.45K | -36.9% | $11.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Osaic Holdings, Inc. | 217.08K | +2.6% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Baird Financial Group, Inc. | 185.74K | +5.1% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 177.50K | -1.5% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Commonwealth Equity Services, Llc | 167.72K | +21.2% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 154.06K | +1591.3% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 141.53K | -20.8% | $7.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 118.78K | +25.5% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 102.33K | -11.3% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 79.52K | New | $4.07M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 71.52K | -12.6% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Bank Of Montreal /Can/ | 65.48K | -1.9% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Northwestern Mutual Wealth… | 55.74K | -11.8% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 52.03K | New | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 42 | Hrt Financial Lp | 51.95K | New | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 43 | Mariner, LLC | 40.45K | -28.8% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Creative Planning | 36.48K | +2.8% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 36.44K | +211.1% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Jones Financial Companies Lllp | 36.35K | +34.4% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 34.83K | -59.7% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 30.31K | -88.9% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Pictet Asset Management Holding SA | 28.92K | -25.4% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 19.32K | +124.7% | $989,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fisher Asset Management ✦ | 16.48K | +2.5% | $844,526 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 14.83K | -3.2% | $759,721 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Focus Partners Wealth | 11.77K | +6.5% | $718,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | DZ BANK AG Deutsche Zentral… | 13.66K | +12.6% | $699,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 13.63K | +31.4% | $698,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 13.37K | -9.9% | $684,996 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Cibc World Market Inc. | 12.43K | +25.2% | $636,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Cerity Partners LLC | 10.50K | -20.7% | $537,913 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Corient Private Wealth LP | 8.29K | -75.8% | $419,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | CIBC Bancorp USA Inc. | 6.06K | n/a | $310,249 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Lido Advisors, LLC | 5.90K | +10.6% | $302,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Quantinno Capital Management LP | 4.46K | New | $228,486 | 0.0% | New | 1 | SEC ↗ |
| 63 | Blair William & Co/Il | 2.62K | -56.1% | $134,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 700 | -53.7% | $35,847 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Nomura Asset Management Co Ltd | 200 | 0.0% | $10,246 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Daiwa Securities Group Inc. | 149 | +86.2% | $7,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Harris Associates (Oakmark) ✦ | 50 | New | $2,562 | 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
| Jane Street Group, Llc | $40.51M | 0.0% |
| Susquehanna International… | $4.07M | 0.0% |
| Citadel Advisors | $2.67M | 0.0% |
| Hrt Financial Lp | $2.66M | 0.0% |
| Quantinno Capital Management… | $228,486 | 0.0% |
| Harris Associates (Oakmark) | $2,562 | 0.0% |
Exited
| Toronto Dominion Bank | $36,187 | was 0.0% |
| Allspring Global Investments… | $1,712 | was 0.0% |
| Bnp Paribas Financial Markets | $1,657 | 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: Q1 2026 ·
Methodology ·
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