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 653 institutions that hold shares in the stock, with a total of 544 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
33,472
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
33,199
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
32,953
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
32,780
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,209
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
32,089
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
31,331
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 38580.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
31,329
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
31,319
shares
|
$1.17 Million
0.72% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
30,798
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,414
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2020
Reduced 56.07%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,880
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
29,225
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,855
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 185.04%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
28,472
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
28,425
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
28,383
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
28,317
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
27,267
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,977
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
26,932
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Reduced 98.0%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
25,939
shares
|
$966,746
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
25,917
shares
|
$965,926
0.04% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
25,515
shares
|
$950,944
0.53% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
25,486
shares
|
$949,863
0.0% of portfolio
|
Q3 2025
Added 0.05%
|