iSHARES TRUST - Exchange Traded Fund (USIG)

Historical Holders 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 as of 30 Sep 2025
208,250,481
Total reported value
$10,853,451,423
% of total 13F portfolios
0.03%
Share change
+14,921,918
Value change
+$776,618,704
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
415
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, iSHARES TRUST - Exchange Traded Fund (USIG) has 415 institutional shareholders filing 13F forms. They hold 208,250,481 shares. of 468,243,125 outstanding shares (44%) .

Top 25 institutional shareholders own 39% of the company.

Filer Ownership Nb Shares 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 (% of par) Investors
2025 Q4 248,924 $12,907,682 -$1,422,590 5,177% 13
2025 Q3 208,250,481 $10,853,451,423 +$776,618,704 5,222% 415
2025 Q2 193,556,301 $9,949,744,041 +$1,067,666,043 5,144% 400
2025 Q1 172,847,003 $8,814,187,110 +$426,681,463 5,108% 417
2024 Q4 165,197,401 $8,311,091,627 +$443,114,375 5,028% 431
2024 Q3 156,271,146 $8,213,272,867 +$392,393,808 5,258% 395
2024 Q2 148,839,537 $7,476,029,340 -$1,874,194,268 5,021% 387
2024 Q1 185,834,248 $9,431,833,399 +$2,449,635,069 5,077% 370
2023 Q4 373,221 $19,104,818 +$1,098,494 5,125.99% 8
2023 Q3 128,458,174 $6,173,408,567 +$369,085,821 4,807% 327
2023 Q2 120,800,926 $6,050,783,287 +$411,012,937 5,009% 318
2023 Q1 113,460,159 $5,749,175,380 +$363,568,527 5,066% 300
2022 Q4 105,913,860 $5,202,640,817 +$428,561,202 4,911% 277
2022 Q3 94,776,712 $4,553,876,634 +$433,955,148 4,804.98% 245
2022 Q2 87,370,061 $4,455,190,224 +$166,329,398 5,096.97% 259
2022 Q1 84,749,064 $4,662,237,363 +$355,866,907 5,503.95% 275
2021 Q4 78,297,475 $4,676,896,411 +$11,742,603 5,973.96% 280
2021 Q3 77,158,207 $4,637,380,397 +$582,427,260 6,009.97% 253
2021 Q2 67,806,605 $4,106,389,183 +$187,811,929 6,058.97% 236
2021 Q1 66,200,240 $3,909,520,600 +$27,896,252 5,904.04% 235
2020 Q4 65,631,579 $4,064,903,004 -$676,850,133 6,196.92% 242
2020 Q3 72,717,922 $4,419,744,322 +$687,454,577 6,077.99% 206
2020 Q2 60,813,982 $3,680,157,316 +$405,005,944 6,042% 179
2020 Q1 54,616,533 $3,061,132,678 -$76,897,660 5,601.97% 158
2019 Q4 53,734,800 $3,133,497,627 +$295,822,888 5,829.98% 154
2019 Q3 53,362,803 $3,110,706,355 +$186,056,022 5,828.01% 136
2019 Q2 50,153,155 $2,863,507,890 +$512,903,059 5,706.94% 135
2019 Q1 41,202,450 $2,279,430,138 +$337,120,799 5,528% 135
2018 Q4 35,428,117 $1,876,284,342 +$124,053,058 5,294.94% 129
2018 Q3 32,845,128 $1,760,984,639 +$1,204,412,865 5,361.92% 109
2018 Q2 10,353,607 $1,109,193,140 +$31,594,034 10,712.91% 111
2018 Q1 10,063,015 $1,096,546,075 +$19,439,492 10,897% 115
2017 Q4 9,871,508 $1,105,824,050 -$26,076,114 11,203% 121
2017 Q3 10,068,095 $1,129,947,976 +$23,747,958 11,223% 100
2017 Q2 9,873,263 $1,102,631,908 +$144,705,860 11,167.81% 107
2017 Q1 8,536,963 $938,248,400 +$381,150,861 10,991.03% 94
2016 Q4 6,848,952 $747,908,979 +$57,173,299 10,921.97% 107
2016 Q3 6,260,808 $712,464,073 +$187,017,425 11,380.93% 106
2016 Q2 4,647,502 $526,744,060 +$67,428,989 11,334.92% 100
2016 Q1 4,055,855 $447,182,250 -$143,719,146 11,030.01% 94
2015 Q4 5,391,005 $575,277,342 +$106,382,331 10,670.52% 88
2015 Q3 4,419,686 $479,370,692 -$82,873,581 10,845.65% 83
2015 Q2 5,199,140 $564,437,975 -$236,810,782 10,856.98% 84
2015 Q1 7,322,625 $829,977,871 +$304,993,367 11,336.98% 95
2014 Q4 4,662,852 $521,249,598 +$37,413,794 11,180.72% 92
2014 Q3 4,240,244 $468,643,219 -$39,235,811 11,051.73% 85
2014 Q2 4,640,905 $517,144,337 -$34,913,333 11,143.82% 79
2014 Q1 4,863,890 $532,524,529 -$63,258,129 10,951.09% 86