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 613 institutions that hold shares in the stock, with a total of 486 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
214,414
shares
|
$8.03 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
212,247
shares
|
$7.95 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
208,526
shares
|
$7.81 Million
0.65% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
202,822
shares
|
$7.6 Million
3.99% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
188,503
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
186,861
shares
|
$7 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
185,920
shares
|
$6.96 Million
0.18% of portfolio
|
Q1 2025
Added 232.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
181,440
shares
|
$6.8 Million
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
181,275
shares
|
$6.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
179,571
shares
|
$6.73 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
174,913
shares
|
$6.55 Million
3.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
173,435
shares
|
$6.5 Million
1.23% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
172,595
shares
|
$6.47 Million
0.09% of portfolio
|
Q3 2023
Added 190.53%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
169,312
shares
|
$6.34 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
167,249
shares
|
$6.27 Million
0.2% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
167,151
shares
|
$6.26 Million
0.04% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
163,255
shares
|
$6.12 Million
0.1% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
162,915
shares
|
$6.1 Million
6.58% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
162,411
shares
|
$6.08 Million
1.59% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
162,318
shares
|
$6.08 Million
0.03% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
160,113
shares
|
$6 Million
1.31% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
150,811
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
148,942
shares
|
$5.58 Million
1.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
143,578
shares
|
$5.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
141,106
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 11.12%
|