Institutional Ownership Ishares Tr Broad Usd High Yiel (USHY)
This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY). We have compiled data on the 626 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
57,534
shares
|
$2.17 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
56,679
shares
|
$2.14 Million
0.82% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
53,145
shares
|
$2 Million
0.33% of portfolio
|
Q1 2024
Reduced 84.38%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
52,784
shares
|
$1.99 Million
0.72% of portfolio
|
Q2 2022
Added 7.9%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
50,621
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.1%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Aug 11, 2025 Q2 2025 |
48,550
shares
|
$1.83 Million
1.17% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
48,138
shares
|
$1.81 Million
0.16% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
47,963
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 98.97%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
47,793
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 100.78%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
47,504
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
47,000
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
46,253
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
45,836
shares
|
$1.73 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
45,592
shares
|
$1.72 Million
1.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
44,370
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
44,030
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
43,907
shares
|
$1.65 Million
1.46% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
43,777
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
43,660
shares
|
$1.65 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,249
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
43,064
shares
|
$1.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 88.23%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
42,976
shares
|
$1.62 Million
1.09% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
42,731
shares
|
$1.61 Million
0.31% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
42,630
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
41,448
shares
|
$1.56 Million
0.34% of portfolio
|
Q2 2025
Added 5.99%
|