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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
338,106
shares
|
$12.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
337,425
shares
|
$12.7 Million
3.25% of portfolio
|
Q2 2025
Added 982.74%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
331,281
shares
|
$12.5 Million
0.89% of portfolio
|
Q2 2025
Added 274.64%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
324,016
shares
|
$12.2 Million
3.54% of portfolio
|
Q2 2025
Added 47.4%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
311,410
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
310,853
shares
|
$11.7 Million
0.12% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
310,219
shares
|
$11.7 Million
1.11% of portfolio
|
Q4 2023
Added 3.09%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
309,413
shares
|
$11.7 Million
0.57% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
305,733
shares
|
$11.5 Million
11.33% of portfolio
|
Q2 2025
Reduced 68.93%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
303,286
shares
|
$11.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
276,400
shares
|
$10.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
275,659
shares
|
$10.4 Million
3.28% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
272,994
shares
|
$10.3 Million
1.24% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
266,113
shares
|
$10 Million
1.13% of portfolio
|
Q3 2022
Added 76.06%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
262,194
shares
|
$9.88 Million
1.42% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
257,100
shares
|
$9.69 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
256,786
shares
|
$9.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
256,358
shares
|
$9.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
253,932
shares
|
$9.57 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
251,467
shares
|
$9.48 Million
4.68% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
245,704
shares
|
$9.26 Million
0.12% of portfolio
|
Q2 2025
Added 4073.67%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
241,047
shares
|
$9.09 Million
4.93% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
238,455
shares
|
$8.99 Million
4.95% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
238,192
shares
|
$8.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
236,694
shares
|
$8.92 Million
0.37% of portfolio
|
Q2 2025
Added 9.58%
|