iSHARES TRUST - Exchange Traded Fund (USIG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
USIG
Shares outstanding
468,243,125
Price per share
$51.77
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
208,274,226
Total reported value
$10,854,780,653
% of total 13F portfolios
0.03%
Share change
+14,945,413
Value change
+$777,833,901
Number of holders
416
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Exchange Traded Fund (USIG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 3.2% $745,293,217 14,983,780 TRUIST FINANCIAL CORP 30 Sep 2024

As of 30 Sep 2025, 416 institutional investors reported holding 208,274,226 shares of iSHARES TRUST - Exchange Traded Fund (USIG). This represents 44% of the company’s total 468,243,125 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Fund (USIG) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 10% 48,457,545 +11% 0.19% $2,530,452,982
TIAA TRUST, NATIONAL ASSOCIATION 5.3% 24,591,007 +6.1% 3.1% $1,284,142,363
Empower Advisory Group, LLC 3.7% 17,550,488 +6.3% 2.5% $916,486,468
AMERIPRISE FINANCIAL INC 2.5% 11,508,464 +15% 0.13% $579,811,412
ASSETMARK, INC 2% 9,471,024 +31% 1.1% $494,576,891
TRUIST FINANCIAL CORP 2% 9,399,697 +3.5% 0.67% $490,852,158
BlackRock, Inc. 1.7% 7,831,682 +11% 0.01% $408,970,434
ENVESTNET ASSET MANAGEMENT INC 1.5% 7,201,661 +3.5% 0.11% $376,070,762
Allworth Financial LP 1.2% 5,610,266 +2.8% 1.3% $292,968,066
FRANKLIN RESOURCES INC 1% 4,806,225 -3.6% 0.06% $250,981,070
STIFEL FINANCIAL CORP 1% 4,791,698 +7.2% 0.23% $250,222,861
UBS Group AG 0.85% 3,961,387 +5.9% 0.04% $206,863,629
SEI INVESTMENTS CO 0.66% 3,085,007 +2.4% 0.17% $161,102,320
Valmark Advisers, Inc. 0.63% 2,929,124 +5.4% 2% $152,958,850
MORGAN STANLEY 0.61% 2,866,492 +14% 0.01% $149,688,267
LPL Financial LLC 0.55% 2,557,666 +64% 0.04% $133,561,274
Asset Management One Co., Ltd. 0.52% 2,430,935 +9.8% 0.37% $126,943,426
1832 Asset Management L.P. 0.5% 2,342,010 -35% 0.21% $122,299,762
Japan Science & Technology Agency 0.46% 2,150,000 -43% 2% $112,273,000
WELLS FARGO & COMPANY/MN 0.38% 1,786,836 +166% 0.02% $93,308,565
Bank of New York Mellon Corp 0.31% 1,453,634 -1.7% 0.01% $75,908,725
Avidian Wealth Enterprises, LLC 0.31% 1,432,442 +5.3% 2.8% $74,802,144
JPMORGAN CHASE & CO 0.3% 1,422,206 +3.3% 0% $74,267,761
Sensible Financial Planning & Management, LLC. 0.3% 1,407,927 +1.1% 13% $73,521,932
Merit Financial Group, LLC 0.26% 1,235,503 +2.7% 0.59% $64,517,975

Institutional Holders of iSHARES TRUST - Exchange Traded Fund (USIG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 391,899 $20,309,489 +$486,793 $51.77 20
2025 Q3 208,274,226 $10,854,780,653 +$777,833,901 $52.22 416
2025 Q2 193,556,301 $9,949,744,041 +$1,067,666,043 $51.44 400
2025 Q1 172,847,003 $8,814,187,110 +$426,681,463 $51.08 417
2024 Q4 165,197,401 $8,311,091,627 +$443,114,375 $50.28 431
2024 Q3 156,271,146 $8,213,272,867 +$392,393,808 $52.58 395
2024 Q2 148,839,537 $7,476,029,340 -$1,874,194,268 $50.21 387
2024 Q1 185,834,248 $9,431,833,399 +$2,449,635,069 $50.77 370
2023 Q4 373,221 $19,104,818 +$1,098,494 $51.26 8
2023 Q3 128,458,174 $6,173,408,567 +$369,085,821 $48.07 327
2023 Q2 120,800,926 $6,050,783,287 +$411,012,937 $50.09 318
2023 Q1 113,460,159 $5,749,175,380 +$363,568,527 $50.66 300
2022 Q4 105,913,860 $5,202,640,817 +$428,561,202 $49.11 277
2022 Q3 94,776,712 $4,553,876,634 +$433,955,148 $48.05 245
2022 Q2 87,370,061 $4,455,190,224 +$166,329,398 $50.97 259
2022 Q1 84,749,064 $4,662,237,363 +$355,866,907 $55.04 275
2021 Q4 78,297,475 $4,676,896,411 +$11,742,603 $59.74 280
2021 Q3 77,158,207 $4,637,380,397 +$582,427,260 $60.10 253
2021 Q2 67,806,605 $4,106,389,183 +$187,811,929 $60.59 236
2021 Q1 66,200,240 $3,909,520,600 +$27,896,252 $59.04 235
2020 Q4 65,631,579 $4,064,903,004 -$676,850,133 $61.97 242
2020 Q3 72,717,922 $4,419,744,322 +$687,454,577 $60.78 206
2020 Q2 60,813,982 $3,680,157,316 +$405,005,944 $60.42 179
2020 Q1 54,616,533 $3,061,132,678 -$76,897,660 $56.02 158
2019 Q4 53,734,800 $3,133,497,627 +$295,822,888 $58.30 154
2019 Q3 53,362,803 $3,110,706,355 +$186,056,022 $58.28 136
2019 Q2 50,153,155 $2,863,507,890 +$512,903,059 $57.07 135
2019 Q1 41,202,450 $2,279,430,138 +$337,120,799 $55.28 135
2018 Q4 35,428,117 $1,876,284,342 +$124,053,058 $52.95 129
2018 Q3 32,845,128 $1,760,984,639 +$1,204,412,865 $53.62 109
2018 Q2 10,353,607 $1,109,193,140 +$31,594,034 $107.13 111
2018 Q1 10,063,015 $1,096,546,075 +$19,439,492 $108.97 115
2017 Q4 9,871,508 $1,105,824,050 -$26,076,114 $112.03 121
2017 Q3 10,068,095 $1,129,947,976 +$23,747,958 $112.23 100
2017 Q2 9,873,263 $1,102,631,908 +$144,705,860 $111.68 107
2017 Q1 8,536,963 $938,248,400 +$381,150,861 $109.91 94
2016 Q4 6,848,952 $747,908,979 +$57,173,299 $109.22 107
2016 Q3 6,260,808 $712,464,073 +$187,017,425 $113.81 106
2016 Q2 4,647,502 $526,744,060 +$67,428,989 $113.35 100
2016 Q1 4,055,855 $447,182,250 -$143,719,146 $110.30 94
2015 Q4 5,391,005 $575,277,342 +$106,382,331 $106.71 88
2015 Q3 4,419,686 $479,370,692 -$82,873,581 $108.46 83
2015 Q2 5,199,140 $564,437,975 -$236,810,782 $108.57 84
2015 Q1 7,322,625 $829,977,871 +$304,993,367 $113.37 95
2014 Q4 4,662,852 $521,249,598 +$37,413,794 $111.81 92
2014 Q3 4,240,244 $468,643,219 -$39,235,811 $110.52 85
2014 Q2 4,640,905 $517,144,337 -$34,913,333 $111.44 79
2014 Q1 4,863,890 $532,524,529 -$63,258,129 $109.51 86