Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 1.4M shares of USIG (ISHARES TR), worth $74.7M as of 2025-Q4. The position was increased (++1629.6% shares). USIG represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$74.7M
Current Shares
1.4M
Total Value Change
+$73.9M
Total Shares Change
+1.4M
Other major holders of USIG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 1.4M |
+1629.6% |
| $74.7M |
| 0.5% |
| $51.74 |
67 |
| 2025-Q3 | Increased | 83,376 | +496.8% | $4.4M | 0.0% | $51.22 | 43 |
| 2025-Q2 | Decreased | 13,971 | -1.6% | $718,668 | 0.0% | $49.67 | 0 |
| 2025-Q1 | Increased | 14,203 | +0.3% | $725,489 | 0.0% | $48.86 | 25 |
| 2024-Q4 | Decreased | 14,153 | -0.9% | $711,613 | 0.0% | $47.89 | 0 |
| 2024-Q3 | Decreased | 14,283 | -2.9% | $751,000 | 0.0% | $49.34 | 0 |
| 2024-Q2 | Decreased | 14,710 | -29.0% | $738,589 | 0.0% | $46.51 | 0 |