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 |
|---|---|---|---|---|---|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
162,915
shares
|
$6.14 Million
6.58% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
162,151
shares
|
$6.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
160,113
shares
|
$6.03 Million
1.31% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
159,100
shares
|
$6 Million
3.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
150,811
shares
|
$5.68 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
148,390
shares
|
$5.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
148,112
shares
|
$5.58 Million
0.16% of portfolio
|
Q2 2025
Added 644.58%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
147,998
shares
|
$5.58 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
147,003
shares
|
$5.54 Million
0.16% of portfolio
|
Q2 2025
Added 35.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
142,422
shares
|
$5.37 Million
0.23% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
138,724
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
131,310
shares
|
$4.95 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
130,201
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
128,330
shares
|
$4.84 Million
1.62% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
127,608
shares
|
$4.81 Million
1.26% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
126,886
shares
|
$4.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
126,250
shares
|
$4.76 Million
0.19% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
125,135
shares
|
$4.72 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
124,090
shares
|
$4.68 Million
0.0% of portfolio
|
Q2 2025
Added 282.91%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
120,433
shares
|
$4.54 Million
0.18% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
115,938
shares
|
$4.37 Million
0.78% of portfolio
|
Q1 2025
Reduced 47.02%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
114,193
shares
|
$4.3 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
111,414
shares
|
$4.2 Million
0.1% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
110,765
shares
|
$4.17 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
110,283
shares
|
$4.16 Million
1.72% of portfolio
|
Q2 2025
Reduced 22.7%
|