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 579 institutions that hold shares in the stock, with a total of 440 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 |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
266,113
shares
|
$9.58 Million
1.13% of portfolio
|
Q3 2022
Added 76.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
264,068
shares
|
$9.51 Million
1.46% of portfolio
|
Q4 2024
Added 1353.0%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
263,579
shares
|
$9.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 41.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
261,397
shares
|
$9.41 Million
0.45% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
251,424
shares
|
$9.05 Million
4.73% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
249,563
shares
|
$8.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
249,504
shares
|
$8.98 Million
1.54% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
241,177
shares
|
$8.68 Million
0.11% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
241,047
shares
|
$8.68 Million
4.93% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
236,595
shares
|
$8.52 Million
0.09% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
235,767
shares
|
$8.49 Million
0.48% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
227,812
shares
|
$8.2 Million
0.08% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
224,984
shares
|
$8.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
224,348
shares
|
$8.08 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
223,704
shares
|
$8.06 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
218,839
shares
|
$7.88 Million
0.73% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 15, 2025 Q1 2025 |
217,250
shares
|
$7.82 Million
1.51% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
216,357
shares
|
$7.79 Million
2.92% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
215,969
shares
|
$7.78 Million
4.71% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
215,735
shares
|
$7.77 Million
0.01% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
215,004
shares
|
$7.74 Million
8.95% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
211,943
shares
|
$7.63 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
211,675
shares
|
$7.62 Million
1.09% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
210,678
shares
|
$7.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
210,000
shares
|
$7.56 Million
0.01% of portfolio
|
Q4 2024
New holding
|