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USIGUSIG
23 quarters

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

Allworth Financial LP holds 5.3M shares of USIG (ISHARES TR), worth $271.3M as of 2026-Q2. The position was decreased (-9.8% shares). USIG represents 1.2% of Allworth Financial LP's portfolio.

Current Value

$271.3M

Current Shares

5.3M

Total Value Change

+$271.3M

Total Shares Change

+5.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.3M
-9.8%
$271.3M1.2%$50.88
0
2026-Q1
Increased
5.9M
+1.3%
$300.3M1.2%$50.22
49
2025-Q4
Increased
5.8M
+3.1%
$299.5M1.2%$50.36
50
2025-Q3
Increased
5.6M
+2.8%
$293M1.3%$50.01
50
2025-Q2
Increased
5.5M
+1.8%
$280.8M1.3%$48.69
49
2025-Q1
Increased
5.4M
+1.6%
$271.3M1.5%$47.80
49
2024-Q4
Increased
5.3M
+13.3%
$265.9M1.5%$46.69
55
2024-Q3
Increased
4.7M
+2.2%
$245M1.5%$48.09
49
2024-Q2
Increased
4.6M
+4.7%
$231.2M1.5%$45.41
51
2024-Q1
Increased
4.4M
+5.5%
$221.1M1.6%$45.41
51
2023-Q4
Increased
4.1M
+4.0%
$211.5M1.6%$45.52
50
2023-Q3
Increased
4M
+3.8%
$190.8M1.6%$42.08
50
2023-Q2
Increased
3.8M
+5.6%
$191.5M1.6%$43.40
51
2023-Q1
Increased
3.6M
+3.2%
$183.5M1.8%$43.46
50
2022-Q4
Increased
3.5M
+3.3%
$172.3M1.9%$41.88
50
2022-Q3
Increased
3.4M
+56.2%
$163.1M2.1%$40.50
74
2022-Q2
Increased
2.2M
+5.2%
$110.8M1.5%$42.63
50
2022-Q1
Increased
2.1M
+522.1%
$113.7M1.5%$45.73
76
2021-Q4
Increased
332,185
+15.0%
$19.8M0.3%$49.44
39
2021-Q3
Increased
288,761
+60.8%
$17.4M0.3%$49.37
49
2021-Q2
New
179,617
-
$10.9M0.2%$49.49
46
2020-Q1
Exited
0
-100.0%
$00.0%$44.23
0
2019-Q4
New
24
-
$1,0000.0%$45.79
17

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

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