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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
41,083
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
41,063
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
40,678
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
39,889
shares
|
$1.5 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
39,340
shares
|
$1.48 Million
0.77% of portfolio
|
Q2 2025
Reduced 61.91%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
38,950
shares
|
$1.47 Million
1.08% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
38,767
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 423.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
36,340
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
36,271
shares
|
$1.37 Million
0.37% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,105
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
35,879
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
34,791
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
34,656
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
34,639
shares
|
$1.31 Million
0.94% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,185
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
33,759
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
33,472
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
33,407
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
32,534
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
32,190
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
31,929
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
31,592
shares
|
$1.19 Million
0.56% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
31,534
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 45.38%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
31,427
shares
|
$1.18 Million
0.37% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
31,196
shares
|
$1.18 Million
0.75% of portfolio
|
Q2 2025
Added 24.51%
|