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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
18,980
shares
|
$715,356
0.11% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
18,647
shares
|
$702,805
0.06% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
18,383
shares
|
$692,855
0.02% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
18,133
shares
|
$683,432
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,730
shares
|
$668,243
0.04% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,265
shares
|
$650,717
0.02% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
17,185
shares
|
$647,702
0.01% of portfolio
|
Q2 2025
Added 1001.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,105
shares
|
$644,687
0.01% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
16,740
shares
|
$630,930
0.24% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
16,000
shares
|
$603,040
0.03% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
15,790
shares
|
$595,125
0.02% of portfolio
|
Q2 2025
Added 39.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,773
shares
|
$594,484
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
15,713
shares
|
$592,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
15,707
shares
|
$591,996
0.18% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,537
shares
|
$585,589
0.02% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
14,875
shares
|
$560,638
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
14,856
shares
|
$559,922
0.2% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,800
shares
|
$557,812
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
14,587
shares
|
$549,784
0.2% of portfolio
|
Q2 2025
Reduced 71.3%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,503
shares
|
$546,618
0.07% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
14,440
shares
|
$544,243
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,274
shares
|
$537,987
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,240
shares
|
$536,705
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,221
shares
|
$535,989
0.18% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
14,200
shares
|
$535,198
0.13% of portfolio
|
Q4 2024
Reduced 15.48%
|