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USIG
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Position history for Allworth Financial LP's holdings in ISHARES TR

Allworth Financial LP holds 5.9M shares of USIG (ISHARES TR), worth $300.3M as of 2026-Q1. The position was increased (+1.3% shares). USIG represents 1.2% of Allworth Financial LP's portfolio.

Current Value

$300.3M

Current Shares

5.9M

Total Value Change

+$69.1M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.9M
+1.3%
$300.3M1.2%$51.98
49
2025-Q4
Increased
5.8M
+3.1%
$299.5M1.2%$51.74
50
2025-Q3
Increased
5.6M
+2.8%
$293M1.3%$51.22
50
2025-Q2
Increased
5.5M
+1.8%
$280.8M1.3%$49.67
49
2025-Q1
Increased
5.4M
+1.6%
$271.3M1.5%$48.86
49
2024-Q4
Increased
5.3M
+13.3%
$265.9M1.5%$47.89
55
2024-Q3
Increased
4.7M
+2.2%
$245M1.5%$49.34
49
2024-Q2
Increased
4.6M
+4.7%
$231.2M1.5%$46.51
51

Other major holders of USIG: BANK OF AMERICA CORP /DE/, UBS Group AG, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

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