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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
95,645
shares
|
$3.58 Million
0.88% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
93,124
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
92,624
shares
|
$3.47 Million
1.34% of portfolio
|
Q2 2025
Added 360.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
92,034
shares
|
$3.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.88%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
90,000
shares
|
$3.37 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
88,600
shares
|
$3.32 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
88,427
shares
|
$3.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 83.65%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
87,629
shares
|
$3.28 Million
0.08% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
87,478
shares
|
$3.28 Million
0.38% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
86,935
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
86,440
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Added 59.93%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
85,703
shares
|
$3.21 Million
0.91% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
84,087
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
82,929
shares
|
$3.11 Million
0.25% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
82,539
shares
|
$3.09 Million
0.26% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
80,654
shares
|
$3.02 Million
0.7% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
80,052
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,802
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
78,475
shares
|
$2.94 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
78,102
shares
|
$2.93 Million
0.94% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
77,265
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
76,719
shares
|
$2.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
75,908
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
75,158
shares
|
$2.82 Million
1.92% of portfolio
|
Q1 2025
Added 213.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
74,463
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.11%
|