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Position history for ASSETMARK, INCASSETMARK, INC's holdings in ISHARES TR

ASSETMARK, INC holds 10.3M shares of USIG (ISHARES TR), worth $528.2M as of 2026-Q2. The position was increased (+1.2% shares). USIG represents 0.9% of ASSETMARK, INC's portfolio.

Current Value

$528.2M

Current Shares

10.3M

Total Value Change

+$213.5M

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10.3M
+1.2%
$528.2M0.9%$50.88
45
2026-Q1
Increased
10.2M
+5.3%
$521.3M1.1%$50.22
52
2025-Q4
Increased
9.7M
+2.0%
$500.3M1.0%$50.36
50
2025-Q3
Increased
9.5M
+31.2%
$494.6M1.1%$50.01
63
2025-Q2
Increased
7.2M
+0.9%
$371.4M0.9%$48.69
44
2025-Q1
Decreased
7.2M
-8.2%
$365.5M1.0%$47.80
0
2024-Q4
Increased
7.8M
+30.2%
$391.7M1.1%$46.69
62
2024-Q3
Increased
6M
+2.4%
$314.7M0.9%$48.09
45

Other major holders of USIG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG

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