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 528 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 $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
67,064
shares
|
$2.5 Million
0.23% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
66,610
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
66,573
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
65,665
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
65,025
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
64,300
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 93.65%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
64,090
shares
|
$2.39 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
63,988
shares
|
$2.38 Million
0.3% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
62,492
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
61,533
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Added 723.85%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
60,801
shares
|
$2.26 Million
0.51% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
60,553
shares
|
$2.25 Million
0.75% of portfolio
|
Q3 2024
Reduced 42.6%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
58,519
shares
|
$2.18 Million
0.21% of portfolio
|
Q3 2024
Added 38.4%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
57,780
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
57,169
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 68.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
56,230
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
56,197
shares
|
$2.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 68.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
54,811
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
54,755
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
54,672
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
53,735
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.46%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
53,566
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Added 104.68%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
53,145
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2024
Reduced 84.38%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
52,946
shares
|
$1.97 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
52,946
shares
|
$1.97 Million
0.92% of portfolio
|
Q3 2024
Added 2.68%
|