Latest Period
Q2 2026
Security Snapshot
iSHARES TRUST - Exchange Traded Fund (USIG) Institutional Ownership
CUSIP: 464288620
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
463
Shares (Excl. Options)
310,633,598
Price
$51.29
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- USIG
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 310,633,598
- Total 13F value
- $15,933,084,105
- Portfolio coverage rank
- 0.02%
- Share change
- +8,139,470
- Value change
- +$417,305,929
- Number of holders
- 463
- Shares outstanding
- 468,243,125
- SEC-reported price per share
- $50.31
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- USIG - iSHARES TRUST - Exchange Traded Fund is tracked under CUSIP 464288620.
- 463 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 458 to 463 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,519,832,347 to $15,933,084,105.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 463 institutions filings for Q2 2026.
Security key
464288620
Latest holder period
Q2 2026
13F holders
463
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288620:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
USIG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 3.2% | $762,524,564 | 14,983,780 | TRUIST FINANCIAL CORP | 30 Sep 2024 |
As of 30 Jun 2026, 463 institutional investors reported holding 310,633,598 shares of iSHARES TRUST - Exchange Traded Fund (USIG). This represents 66% of the company’s total 468,243,125 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 14% | 64,560,210 | +4.7% | 0.21% | $3,311,293,192 |
| UBS Group AG | 13% | 58,744,213 | +4.8% | 0.48% | $3,012,990,685 |
| Empower Advisory Group, LLC | 4.7% | 21,938,094 | +7.8% | 2.7% | $1,125,204,864 |
| AMERIPRISE FINANCIAL INC | 3% | 14,266,966 | -21% | 0.15% | $730,786,497 |
| TIAA Wealth Investment Management LLC | 2.5% | 11,596,236 | +2% | 4% | $597,376,600 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.4% | 11,011,795 | -5.2% | 0.1% | $564,794,966 |
| ASSETMARK, INC | 2.2% | 10,298,259 | +1.2% | 0.91% | $528,197,726 |
| TRUIST FINANCIAL CORP | 2.2% | 10,160,720 | -5.5% | 0.62% | $521,143,320 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.9% | 8,965,515 | -1.9% | 1.6% | $459,841,264 |
| BlackRock, Inc. | 1.9% | 8,824,279 | +6.6% | 0.01% | $452,597,248 |
| STIFEL FINANCIAL CORP | 1.8% | 8,274,513 | +16% | 0.35% | $424,400,062 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 6,437,173 | -7.3% | 0.08% | $330,162,585 |
| Allworth Financial LP | 1.1% | 5,290,436 | -9.8% | 1.2% | $271,346,485 |
| FRANKLIN RESOURCES INC | 1.1% | 4,953,875 | +0.71% | 0.06% | $254,084,249 |
| State of New Jersey Common Pension Fund D | 0.81% | 3,800,000 | 0.67% | $194,902,000 | |
| SEI INVESTMENTS CO | 0.76% | 3,563,725 | +6% | 0.16% | $182,785,250 |
| LPL Financial LLC | 0.75% | 3,519,315 | +1.6% | 0.04% | $180,505,659 |
| Valmark Advisers, Inc. | 0.73% | 3,405,952 | +13% | 1.9% | $174,691,296 |
| 1832 Asset Management L.P. | 0.7% | 3,295,494 | +3.6% | 0.21% | $169,025,887 |
| Asset Management One Co., Ltd. | 0.64% | 3,002,847 | +8.5% | 0.4% | $154,016,023 |
| MORGAN STANLEY | 0.62% | 2,905,095 | +3.6% | 0.01% | $149,002,372 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.51% | 2,389,937 | +96% | 0.15% | $122,579,874 |
| WELLS FARGO & COMPANY/MN | 0.51% | 2,385,989 | +23% | 0.02% | $122,377,390 |
| Bank of New York Mellon Corp | 0.43% | 2,004,216 | +27% | 0.02% | $102,796,275 |
| JPMORGAN CHASE & CO | 0.42% | 1,958,795 | +8.8% | 0.01% | $100,906,855 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 310,633,598 | $15,933,084,105 | +$417,305,929 | $51.29 | 463 |
| 2026 Q1 | 302,470,166 | $15,519,832,347 | +$2,743,803,182 | $51.23 | 458 |
| 2025 Q4 | 229,872,361 | $11,896,472,959 | +$885,102,195 | $51.77 | 442 |
| 2025 Q3 | 208,275,635 | $10,854,934,434 | +$777,860,468 | $52.22 | 416 |
| 2025 Q2 | 193,556,301 | $9,949,744,041 | +$1,067,665,642 | $51.44 | 400 |
| 2025 Q1 | 172,847,003 | $8,814,187,110 | +$426,578,431 | $51.08 | 417 |
| 2024 Q4 | 165,220,799 | $8,312,200,585 | +$442,688,344 | $50.28 | 435 |
| 2024 Q3 | 156,288,343 | $8,214,177,108 | +$392,693,119 | $52.58 | 396 |
| 2024 Q2 | 149,182,993 | $7,493,274,275 | -$1,873,198,499 | $50.21 | 392 |
| 2024 Q1 | 185,827,795 | $9,431,544,002 | +$2,462,260,675 | $50.77 | 373 |
| 2023 Q4 | 137,083,277 | $7,023,826,518 | +$212,111,024 | $51.26 | 376 |
| 2023 Q3 | 132,712,116 | $6,377,895,213 | +$371,835,997 | $48.07 | 337 |
| 2023 Q2 | 122,670,265 | $6,144,418,442 | +$435,627,290 | $50.09 | 326 |
| 2023 Q1 | 113,710,981 | $5,761,880,713 | +$363,309,836 | $50.66 | 308 |
| 2022 Q4 | 106,056,324 | $5,209,637,217 | +$435,153,034 | $49.11 | 282 |
| 2022 Q3 | 96,991,765 | $4,660,362,286 | +$454,292,118 | $48.05 | 252 |
| 2022 Q2 | 87,384,927 | $4,455,947,934 | +$156,063,096 | $50.97 | 263 |
| 2022 Q1 | 84,823,401 | $4,666,329,461 | +$264,961,836 | $55.04 | 281 |
| 2021 Q4 | 78,367,384 | $4,681,072,257 | +$12,159,612 | $59.74 | 284 |
| 2021 Q3 | 77,255,977 | $4,643,258,004 | +$582,602,044 | $60.10 | 255 |
| 2021 Q2 | 67,902,735 | $4,112,213,645 | +$187,904,189 | $60.59 | 238 |
| 2021 Q1 | 66,294,764 | $3,915,100,639 | +$33,309,875 | $59.04 | 237 |
| 2020 Q4 | 65,635,784 | $4,065,164,592 | -$692,805,508 | $61.97 | 246 |
| 2020 Q3 | 72,721,907 | $4,419,986,856 | +$677,667,803 | $60.78 | 209 |
| 2020 Q2 | 61,351,507 | $3,712,634,431 | +$412,266,867 | $60.42 | 182 |