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 610 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
49,837
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.78%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Apr 07, 2025 Q1 2025 |
48,550
shares
|
$1.82 Million
1.15% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
48,138
shares
|
$1.8 Million
0.16% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
47,504
shares
|
$1.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
47,065
shares
|
$1.76 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
47,000
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,442
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
45,592
shares
|
$1.71 Million
1.04% of portfolio
|
Q2 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
44,871
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 356.42%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
44,370
shares
|
$1.66 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
43,974
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
43,777
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,249
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
42,976
shares
|
$1.61 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
|
$1.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
42,630
shares
|
$1.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
41,640
shares
|
$1.56 Million
1.38% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
41,147
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
40,805
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
40,021
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
39,340
shares
|
$1.47 Million
0.77% of portfolio
|
Q2 2025
Reduced 61.91%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
39,105
shares
|
$1.46 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,962
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 71.74%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38,950
shares
|
$1.46 Million
1.21% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
36,340
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.17%
|