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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
87,633
shares
|
$3.16 Million
1.02% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
86,208
shares
|
$3.1 Million
0.39% of portfolio
|
Q1 2025
Added 26.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
86,140
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Added 217.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
84,010
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
83,070
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
80,305
shares
|
$2.89 Million
0.13% of portfolio
|
Q4 2024
Added 49.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
80,164
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,170
shares
|
$2.85 Million
0.05% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
78,437
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
78,201
shares
|
$2.82 Million
1.35% of portfolio
|
Q4 2024
Added 47.7%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
78,102
shares
|
$2.81 Million
0.94% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
76,004
shares
|
$2.74 Million
0.42% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
75,598
shares
|
$2.72 Million
0.18% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
75,377
shares
|
$2.71 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
74,120
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 172.99%
|
|
|
Shenkman Capital Management Inc
New York, NY |
Feb 10, 2025 Q4 2024 |
72,850
shares
|
$2.62 Million
5.83% of portfolio
|
Q4 2024
Reduced 95.48%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
72,623
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
72,416
shares
|
$2.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
71,161
shares
|
$2.56 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
69,318
shares
|
$2.5 Million
1.8% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
68,515
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
68,037
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
65,590
shares
|
$2.36 Million
0.12% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
65,506
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
65,102
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Added 12.67%
|