Security Snapshot

iSHARES TRUST - Exchange Traded Fund (USIG) Institutional Ownership

CUSIP: 464288620

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

437

Shares (Excl. Options)

229,678,275

Price

$51.77

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Type / Class
Equity / Exchange Traded Fund
Symbol
USIG
Shares outstanding
468,243,125
Price per share
$51.24
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
229,678,275
Total reported value
$11,886,425,221
% of total 13F portfolios
0.01%
Share change
+17,141,858
Value change
+$884,425,172
Number of holders
437
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • USIG - iSHARES TRUST - Exchange Traded Fund is tracked under CUSIP 464288620.
  • 437 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 437 to 315 between Q4 2025 and Q1 2026.
  • Reported value moved from $11,886,425,221 to $7,583,977,288.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 437 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288620?
CUSIP 464288620 identifies USIG - iSHARES TRUST - Exchange Traded Fund in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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% $762,524,564 14,983,780 TRUIST FINANCIAL CORP 30 Sep 2024

As of 31 Dec 2025, 437 institutional investors reported holding 229,678,275 shares of iSHARES TRUST - Exchange Traded Fund (USIG). This represents 49% 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 43% 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/ 11% 50,586,862 +4.4% 0.19% $2,618,881,844
TIAA TRUST, NATIONAL ASSOCIATION 5.5% 25,593,092 +4.1% 3.2% $1,327,404,159
Empower Advisory Group, LLC 4% 18,917,043 +7.8% 2.6% $979,335,297
AMERIPRISE FINANCIAL INC 3.4% 15,966,674 +39% 0.19% $820,084,775
TRUIST FINANCIAL CORP 2.1% 9,966,966 +6% 0.69% $515,989,804
ASSETMARK, INC 2.1% 9,664,321 +2% 1% $500,321,920
BlackRock, Inc. 1.7% 7,952,604 +1.5% 0.01% $411,706,309
ENVESTNET ASSET MANAGEMENT INC 1.7% 7,837,404 +8.8% 0.12% $405,742,430
STIFEL FINANCIAL CORP 1.4% 6,720,643 +40% 0.31% $347,927,721
Allworth Financial LP 1.2% 5,786,068 +3.1% 1.2% $299,544,753
North Dakota State Investment Board 1.1% 5,241,476 0% 10% $271,351,213
FRANKLIN RESOURCES INC 1.1% 4,934,275 +2.7% 0.06% $255,447,417
UBS Group AG 0.86% 4,048,359 +2.2% 0.04% $209,583,546
SEI INVESTMENTS CO 0.68% 3,178,746 +3% 0.16% $164,562,910
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.67% 3,151,959 0.03% $163,176,917
Valmark Advisers, Inc. 0.63% 2,953,621 +0.84% 1.9% $152,908,936
LPL Financial LLC 0.6% 2,819,083 +10% 0.04% $145,943,879
MORGAN STANLEY 0.59% 2,755,600 -3.9% 0.01% $142,657,459
1832 Asset Management L.P. 0.51% 2,378,706 +1.6% 0.16% $123,145,610
Asset Management One Co., Ltd. 0.51% 2,370,070 -2.5% 0.34% $122,698,524
RAYMOND JAMES FINANCIAL INC 0.4% 1,894,110 +192% 0.03% $98,058,090
WELLS FARGO & COMPANY/MN 0.4% 1,857,698 +4% 0.02% $96,173,003
Bank of New York Mellon Corp 0.34% 1,568,962 +7.9% 0.01% $81,225,167
Avidian Wealth Enterprises, LLC 0.33% 1,527,919 +6.7% 2.9% $79,100,362
JPMORGAN CHASE & CO 0.31% 1,449,857 +1.9% 0.01% $75,059,219

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
2026 Q1 148,105,657 $7,583,977,288 +$1,372,727,071 $51.23 315
2025 Q4 229,678,275 $11,886,425,221 +$884,425,172 $51.77 437
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
2020 Q1 54,620,474 $3,061,353,452 -$76,943,038 $56.02 160
2019 Q4 56,162,395 $3,275,382,387 +$249,511,881 $58.30 159
2019 Q3 53,366,574 $3,110,926,116 +$186,055,927 $58.28 138
2019 Q2 50,156,926 $2,863,723,192 +$512,925,291 $57.07 137
2019 Q1 41,205,835 $2,279,617,506 +$337,122,509 $55.28 137
2018 Q4 35,431,416 $1,876,458,991 +$125,019,535 $52.95 130
2018 Q3 32,848,064 $1,761,142,008 +$1,204,623,844 $53.62 110
2018 Q2 10,355,075 $1,109,350,436 +$31,546,951 $107.13 112
2018 Q1 10,064,483 $1,096,706,042 +$19,460,651 $108.97 115
2017 Q4 9,872,723 $1,105,960,178 -$26,076,120 $112.03 122
2017 Q3 10,069,310 $1,130,084,286 +$23,475,964 $112.23 100
2017 Q2 9,874,478 $1,102,767,574 +$149,844,033 $111.68 108
2017 Q1 8,536,963 $938,248,400 +$381,150,883 $109.91 94
2016 Q4 6,848,952 $747,908,979 +$57,174,062 $109.22 107
2016 Q3 6,304,613 $717,449,073 +$185,276,226 $113.81 107
2016 Q2 4,706,608 $533,444,060 +$68,151,198 $113.35 101
2016 Q1 4,056,224 $447,223,250 -$143,732,004 $110.30 95
2015 Q4 5,395,515 $575,758,342 +$105,698,409 $106.70 89
2015 Q3 4,429,271 $480,547,692 -$82,742,047 $108.46 85
2015 Q2 5,199,140 $564,437,975 -$236,810,769 $108.57 84
2015 Q1 7,322,625 $829,977,871 +$306,312,669 $113.37 95
2014 Q4 4,662,852 $521,249,598 +$37,413,786 $111.81 92
2014 Q3 4,240,244 $468,643,219 -$39,235,812 $110.52 85
2014 Q2 4,653,841 $517,158,752 -$24,694,008 $111.44 80
2014 Q1 4,863,890 $532,524,529 -$76,994,139 $109.51 86
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