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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
23,898
shares
|
$900,715
0.76% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
23,870
shares
|
$899,660
0.08% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
23,686
shares
|
$892,725
0.05% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,467
shares
|
$884,471
0.01% of portfolio
|
Q2 2024
Reduced 16.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
23,453
shares
|
$883,943
0.03% of portfolio
|
Q2 2025
Added 104.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
23,408
shares
|
$882,247
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
23,317
shares
|
$878,817
0.23% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
22,939
shares
|
$864,570
0.12% of portfolio
|
Q2 2025
Added 100.17%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
22,191
shares
|
$836,378
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
22,054
shares
|
$831,215
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
21,981
shares
|
$828,463
0.49% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
21,817
shares
|
$822,282
0.07% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,582
shares
|
$813,425
0.0% of portfolio
|
Q2 2025
Reduced 88.55%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,450
shares
|
$808,450
0.49% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
21,037
shares
|
$792,884
0.07% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,639
shares
|
$777,883
0.03% of portfolio
|
Q2 2025
Added 49.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
20,349
shares
|
$766,953
0.02% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,140
shares
|
$759,076
0.06% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,132
shares
|
$758,775
0.02% of portfolio
|
Q2 2025
Added 135.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,126
shares
|
$758,548
0.0% of portfolio
|
Q2 2025
Added 27.85%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
20,004
shares
|
$753,950
0.19% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$732,392
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
19,392
shares
|
$730,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
19,179
shares
|
$722,856
0.03% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
19,058
shares
|
$718,296
0.3% of portfolio
|
Q2 2025
Added 1.72%
|