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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,450
shares
|
$803,517
0.49% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
21,037
shares
|
$788,046
0.07% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
20,784
shares
|
$778,568
0.49% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,665
shares
|
$774,110
0.02% of portfolio
|
Q1 2025
Added 47.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,348
shares
|
$762,236
0.05% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,140
shares
|
$754,444
0.06% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,905
shares
|
$745,641
0.04% of portfolio
|
Q1 2025
Added 251.0%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
19,892
shares
|
$745,154
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
19,570
shares
|
$733,092
0.2% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$727,922
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
19,413
shares
|
$727,210
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
19,179
shares
|
$718,445
0.03% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
19,058
shares
|
$713,912
0.3% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
18,946
shares
|
$709,717
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
18,010
shares
|
$674,654
0.02% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
17,688
shares
|
$662,592
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
17,190
shares
|
$643,937
0.1% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
16,740
shares
|
$627,080
0.24% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,146
shares
|
$604,829
0.05% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,000
shares
|
$599,360
0.03% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
15,931
shares
|
$596,775
0.09% of portfolio
|
Q1 2025
Added 48.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
15,742
shares
|
$589,695
0.0% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
15,234
shares
|
$570,665
0.18% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
14,929
shares
|
$559,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
14,875
shares
|
$557,217
0.09% of portfolio
|
Q3 2024
New holding
|