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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
219,521
shares
|
$8.18 Million
0.08% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
216,530
shares
|
$8.07 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
213,354
shares
|
$7.95 Million
0.47% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
206,373
shares
|
$7.69 Million
2.89% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
205,136
shares
|
$7.64 Million
1.04% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
205,129
shares
|
$7.64 Million
1.6% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
200,729
shares
|
$7.48 Million
4.01% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
199,674
shares
|
$7.44 Million
0.15% of portfolio
|
Q3 2024
Added 307.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
192,915
shares
|
$7.19 Million
0.18% of portfolio
|
Q3 2024
Added 176.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
189,226
shares
|
$7.05 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
188,431
shares
|
$7.02 Million
2.94% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
187,337
shares
|
$6.98 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
186,101
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
182,154
shares
|
$6.79 Million
0.57% of portfolio
|
Q2 2024
Added 104.99%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
181,707
shares
|
$6.77 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
181,440
shares
|
$6.76 Million
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
179,892
shares
|
$6.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
177,980
shares
|
$6.63 Million
0.63% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
177,248
shares
|
$6.6 Million
1.62% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
174,894
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
172,595
shares
|
$6.43 Million
0.09% of portfolio
|
Q3 2023
Added 190.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
172,114
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
171,593
shares
|
$6.39 Million
0.02% of portfolio
|
Q3 2024
Added 37.26%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
169,341
shares
|
$6.31 Million
3.46% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
168,621
shares
|
$6.28 Million
1.21% of portfolio
|
Q3 2024
Reduced 17.96%
|