Security record · archived quarter
USIG
iShares Broad USD Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
68Tracked holders
+2Δ holders
251.33MShares held
$12.89BReported value
+5New positions
−3Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 64.56M | +4.7% | $3.31B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 64.56M | +4.7% | $3.31B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 64.56M | +4.7% | $3.31B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 58.74M | +4.8% | $3.01B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 58.74M | +4.8% | $3.01B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 58.74M | +4.8% | $3.01B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 7 | Empower Advisory Group, LLC | 21.94M | +7.8% | $1.13B | 2.7% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 14.27M | -21.1% | $730.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 14.27M | -21.1% | $730.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 14.27M | -21.1% | $730.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 14.27M | -21.1% | $730.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS AM, a distinct business unit of… | 11.01M | -5.2% | $564.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 10.30M | +1.2% | $528.20M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 10.16M | -5.5% | $521.14M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 10.16M | -5.5% | $521.14M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 10.16M | -5.5% | $521.14M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 8.82M | +6.6% | $452.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Stifel Financial Corp | 8.27M | +16.4% | $424.40M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 8.27M | +16.4% | $424.40M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 8.27M | +16.4% | $424.40M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.27M | +16.4% | $424.40M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 8.27M | +16.4% | $424.40M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 6.44M | -7.3% | $330.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Franklin Resources Inc | 4.95M | +0.7% | $254.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Sei Investments Co | 3.56M | +6.0% | $182.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 32 | LPL Financial LLC | 3.52M | +1.6% | $180.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | 1832 Asset Management L.P. | 3.30M | +3.6% | $169.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 34 | Asset Management One Co., Ltd. | 3.00M | +8.5% | $154.02M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.91M | +3.6% | $149.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.91M | +3.6% | $149.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 2.39M | +96.1% | $122.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 2.39M | +23.4% | $122.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 2.39M | +23.4% | $122.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 2.39M | +23.4% | $122.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 2.39M | +23.4% | $122.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 2.00M | +26.6% | $102.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.96M | +8.8% | $100.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Cetera Investment Advisers | 1.30M | +15.4% | $66.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Raymond James Financial Inc | 690.02K | +1.5% | $35.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Raymond James Financial Inc | 690.02K | +1.5% | $35.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Raymond James Financial Inc | 690.02K | +1.5% | $35.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Mirae Asset Global Investments Co.… | 674.15K | +13.7% | $34.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Captrust Financial Advisors | 628.29K | +2.2% | $32.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 554.82K | +9.3% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | State Farm Mutual Automobile… | 546.40K | +47.7% | $28.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 350.52K | +340.8% | $17.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 233.88K | +7.1% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 233.88K | +7.1% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Commonwealth Equity Services, Llc | 187.32K | +11.7% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 184.81K | +4.1% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 184.81K | +4.1% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 184.81K | +4.1% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Baird Financial Group, Inc. | 179.59K | -3.3% | $9.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 179.59K | -3.3% | $9.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fifth Third Bancorp | 154.18K | +0.1% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 141.92K | +0.3% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 130.82K | -39.7% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 130.82K | -39.7% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 130.82K | -39.7% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 130.82K | -39.7% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 126.13K | +6.2% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 109.20K | +260.3% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 109.20K | +260.3% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Us Bancorp \De\ | 108.54K | +51.8% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Us Bancorp \De\ | 108.54K | +51.8% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 73.69K | +12.5% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 73.69K | +12.5% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 73.69K | +12.5% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 73.69K | +12.5% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Northwestern Mutual Wealth… | 52.30K | -6.2% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Creative Planning | 44.70K | +22.5% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Jones Financial Companies Lllp | 43.27K | +19.0% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Mml Investors Services, Llc | 37.87K | +8.7% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Mariner, LLC | 34.41K | -14.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Pictet Asset Management Holding SA | 28.52K | -1.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Gotham Asset Management ✦ | 23.92K | +23.9% | $1.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Fidelity (FMR) ✦ | 21.49K | +44.9% | $1.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 19.57K | -62.4% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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 ·
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