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 |
|---|---|---|---|---|---|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
2,221,763
shares
|
$82.8 Million
16.98% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,171,000
shares
|
$80.9 Million
4.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,141,966
shares
|
$79.8 Million
2.93% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
2,111,619
shares
|
$78.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 40.71%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
1,988,000
shares
|
$74.1 Million
7.36% of portfolio
|
Q2 2024
Added 15.05%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
1,894,929
shares
|
$70.6 Million
2.15% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
1,888,389
shares
|
$70.3 Million
13.24% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,754,077
shares
|
$65.3 Million
12.37% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,728,000
shares
|
$64.4 Million
1.82% of portfolio
|
Q4 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,724,784
shares
|
$64.2 Million
3.68% of portfolio
|
Q3 2024
Added 79.73%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
1,715,964
shares
|
$63.9 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Shenkman Capital Management Inc
New York, NY |
Nov 12, 2024 Q3 2024 |
1,613,089
shares
|
$60.1 Million
44.68% of portfolio
|
Q3 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,607,103
shares
|
$59.9 Million
4.43% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,582,681
shares
|
$59 Million
2.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,480,560
shares
|
$55.2 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,476,632
shares
|
$55 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,356,933
shares
|
$50.5 Million
0.07% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,299,484
shares
|
$48.4 Million
0.12% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,287,676
shares
|
$48 Million
0.11% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,279,070
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,260,875
shares
|
$47 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,251,597
shares
|
$46.6 Million
4.12% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,231,013
shares
|
$45.9 Million
0.1% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,197,747
shares
|
$44.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 66.73%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,187,908
shares
|
$44.2 Million
0.14% of portfolio
|
Q3 2024
Added 13.63%
|