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 |
|---|---|---|---|---|---|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
202,822
shares
|
$7.3 Million
3.99% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
202,818
shares
|
$7.3 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
196,200
shares
|
$7.07 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
193,424
shares
|
$6.97 Million
1.7% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
192,429
shares
|
$6.93 Million
0.61% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
190,627
shares
|
$6.86 Million
3.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
190,487
shares
|
$6.86 Million
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
189,066
shares
|
$6.81 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
182,592
shares
|
$6.58 Million
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
181,440
shares
|
$6.53 Million
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
172,595
shares
|
$6.22 Million
0.09% of portfolio
|
Q3 2023
Added 190.53%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
171,953
shares
|
$6.19 Million
3.43% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
171,659
shares
|
$6.18 Million
1.29% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
167,151
shares
|
$6.02 Million
0.04% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
165,652
shares
|
$5.97 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
163,973
shares
|
$5.9 Million
0.2% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
162,915
shares
|
$5.87 Million
6.58% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
160,529
shares
|
$5.78 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
160,512
shares
|
$5.78 Million
0.1% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
159,481
shares
|
$5.74 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
155,679
shares
|
$5.61 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
152,350
shares
|
$5.49 Million
1.54% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,412
shares
|
$5.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
145,317
shares
|
$5.23 Million
1.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
142,814
shares
|
$5.14 Million
2.29% of portfolio
|
Q4 2024
Added 1.69%
|