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 530 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
117,208
shares
|
$4.4 Million
0.25% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
117,080
shares
|
$4.39 Million
0.27% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
116,517
shares
|
$4.37 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
112,204
shares
|
$4.21 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
110,975
shares
|
$4.16 Million
1.52% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
105,262
shares
|
$3.95 Million
0.64% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
102,998
shares
|
$3.87 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
102,435
shares
|
$3.84 Million
0.14% of portfolio
|
Q3 2024
Added 77.44%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
102,135
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.75%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
96,115
shares
|
$3.61 Million
0.43% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
94,485
shares
|
$3.55 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
92,442
shares
|
$3.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
92,220
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,550
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
Added 65.97%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
86,023
shares
|
$3.23 Million
0.83% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
81,576
shares
|
$3.06 Million
1.58% of portfolio
|
Q3 2024
Added 178.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
81,402
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
81,085
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
80,627
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2024
Added 805.41%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
78,009
shares
|
$2.93 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
77,278
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
75,648
shares
|
$2.84 Million
0.28% of portfolio
|
Q3 2024
Added 28.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
72,472
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
70,943
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
67,945
shares
|
$2.55 Million
0.83% of portfolio
|
Q3 2024
Reduced 6.85%
|