Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - Exchange Traded Fund (USIG) Institutional Ownership
CUSIP: 464288620
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
455
Shares (Excl. Options)
302,437,583
Price
$51.23
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- USIG
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 302,437,583
- Total 13F value
- $15,518,163,122
- Portfolio coverage rank
- 0.02%
- Share change
- +53,499,581
- Value change
- +$2,743,776,989
- Number of holders
- 455
- Shares outstanding
- 468,243,125
- SEC-reported price per share
- $51.21
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.
- 455 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 442 to 455 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $11,896,472,959 to $15,518,163,122.
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 455 institutions filings for Q1 2026.
Security key
464288620
Latest holder period
Q1 2026
13F holders
455
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 31 Mar 2026, 455 institutional investors reported holding 302,437,583 shares of iSHARES TRUST - Exchange Traded Fund (USIG). This represents 65% 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
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13% | 61,669,415 | +22% | 0.23% | $3,159,324,146 |
| UBS Group AG | 12% | 56,079,950 | +1285% | 0.51% | $2,872,975,839 |
| Empower Advisory Group, LLC | 4.3% | 20,349,943 | +7.6% | 2.7% | $1,042,527,558 |
| AMERIPRISE FINANCIAL INC | 3.9% | 18,094,724 | +13% | 0.22% | $955,226,402 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.5% | 11,610,948 | +268% | 0.12% | $594,828,866 |
| TIAA Wealth Investment Management LLC | 2.4% | 11,369,294 | 0% | 4.4% | $579,492,899 |
| TRUIST FINANCIAL CORP | 2.3% | 10,749,955 | +7.9% | 0.74% | $550,720,219 |
| ASSETMARK, INC | 2.2% | 10,174,811 | +5.3% | 1.1% | $521,255,574 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2% | 9,139,303 | 0% | 1.8% | $468,206,493 |
| BlackRock, Inc. | 1.8% | 8,278,221 | +4.1% | 0.01% | $424,093,238 |
| STIFEL FINANCIAL CORP | 1.5% | 7,108,900 | +5.8% | 0.33% | $364,188,983 |
| ENVESTNET ASSET MANAGEMENT INC | 1.5% | 6,946,627 | -11% | 0.1% | $355,875,709 |
| Allworth Financial LP | 1.3% | 5,862,267 | +1.3% | 1.2% | $300,323,928 |
| North Dakota State Investment Board | 1.1% | 5,241,476 | 0% | 12% | $268,520,815 |
| FRANKLIN RESOURCES INC | 1.1% | 4,918,925 | -0.31% | 0.06% | $251,996,528 |
| LPL Financial LLC | 0.74% | 3,464,282 | +23% | 0.05% | $177,475,147 |
| SEI INVESTMENTS CO | 0.72% | 3,362,627 | +5.8% | 0.16% | $172,265,810 |
| 1832 Asset Management L.P. | 0.68% | 3,181,412 | +34% | 0.22% | $162,983,737 |
| Valmark Advisers, Inc. | 0.64% | 3,015,485 | +2.1% | 1.8% | $154,483,287 |
| MORGAN STANLEY | 0.6% | 2,804,358 | +1.8% | 0.01% | $143,667,274 |
| Asset Management One Co., Ltd. | 0.59% | 2,767,024 | +17% | 0.42% | $141,754,640 |
| WELLS FARGO & COMPANY/MN | 0.41% | 1,934,400 | +4.1% | 0.02% | $99,099,277 |
| JPMORGAN CHASE & CO | 0.38% | 1,800,624 | +24% | 0.01% | $91,777,929 |
| Avidian Wealth Enterprises, LLC | 0.36% | 1,692,140 | +11% | 2.7% | $86,688,329 |
| Bank of New York Mellon Corp | 0.34% | 1,583,035 | +0.9% | 0.01% | $81,098,872 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 302,437,583 | $15,518,163,122 | +$2,743,776,989 | $51.23 | 455 |
| 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 |
| 2020 Q1 | 54,620,474 | $3,061,353,452 | -$76,943,038 | $56.02 | 160 |