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
+$777,833,905
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% $762,524,564 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 2,988,371 $154,757,313 +$19,732,997 $51.77 74
2025 Q3 208,274,226 $10,854,780,653 +$777,833,905 $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