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 528 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,510
shares
|
$130,712
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,479
shares
|
$129,557
0.01% of portfolio
|
Q2 2023
Reduced 93.92%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,280
shares
|
$122,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
3,270
shares
|
$121,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,083
shares
|
$114,810
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,718
shares
|
$101,218
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,592
shares
|
$96,526
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,544
shares
|
$94,738
0.03% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,515
shares
|
$93,658
0.05% of portfolio
|
Q3 2024
Reduced 70.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,411
shares
|
$89,785
0.0% of portfolio
|
Q3 2024
Reduced 39.53%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,381
shares
|
$88,668
0.0% of portfolio
|
Q3 2024
Added 606.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,345
shares
|
$87,327
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,178
shares
|
$81,108
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,162
shares
|
$80,512
0.01% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,837
shares
|
$68,409
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,784
shares
|
$66,436
0.02% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,743
shares
|
$64,909
0.03% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,684
shares
|
$62,712
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,661
shares
|
$61,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,606
shares
|
$59,807
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,591
shares
|
$59,248
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,564
shares
|
$58,243
0.01% of portfolio
|
Q1 2024
Added 956.76%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,560
shares
|
$58,094
0.0% of portfolio
|
Q2 2023
Reduced 49.84%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,530
shares
|
$56,977
0.03% of portfolio
|
Q4 2022
Reduced 67.99%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$55,860
0.02% of portfolio
|
Q3 2024
Added 50.0%
|