USIG — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (USIG)? 19 institutions reported holding $104.56M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($90.6M), Venture Visionary Partners LLC ($6.5M), Farther Finance Advisors, LLC ($2.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $90.6M | 1.9M | Added |
| 2 | Venture Visionary Partners LLC | $6.5M | 133,976 | Added |
| 3 | Farther Finance Advisors, LLC | $2.8M | 58,262 | Trimmed |
| 4 | Acropolis Investment Management, LLC | $1.6M | 33,830 | New |
| 5 | Montecito Bank & Trust | $717,839 | 14,737 | Hold |
| 6 | DAVIDSON TRUST CO | $563,668 | 11,572 | Added |
| 7 | Breakwater Capital Group | $491,986 | 10,100 | Trimmed |
| 8 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $414,863 | 8,517 | Trimmed |
| 9 | Miller Global Investments, LLC | $343,211 | 7,046 | New |
| 10 | Echo45 Advisors LLC | $230,739 | 4,737 | New |
| 11 | CoreCap Advisors, LLC | $200,442 | 4,115 | Trimmed |
| 12 | Investors Research Corp | $16,464 | 338 | Hold |
| 13 | TOTH FINANCIAL ADVISORY CORP | $8,963 | 184 | New |
| 14 | Davis Capital Management | $3,361 | 69 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $1,851 | 38 | New |
| 16 | EASTERN BANK | $0 | 0 | Exited |
| 17 | COLTON GROOME FINANCIAL ADVISORS, LLC | $0 | 0 | Exited |
| 18 | Pacifica Partners Inc. | $0 | 0 | Exited |
| 19 | Olistico Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30