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 |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
108,031
shares
|
$4.07 Million
2.12% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
107,798
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
105,686
shares
|
$3.98 Million
0.58% of portfolio
|
Q2 2025
Reduced 47.89%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
104,903
shares
|
$3.95 Million
0.27% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
103,580
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 123.03%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
102,143
shares
|
$3.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
99,072
shares
|
$3.73 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
98,772
shares
|
$3.72 Million
0.37% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
97,897
shares
|
$3.69 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
97,813
shares
|
$3.69 Million
0.28% of portfolio
|
Q2 2025
Added 206.88%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
97,104
shares
|
$3.66 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
96,115
shares
|
$3.62 Million
0.43% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
92,968
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
92,624
shares
|
$3.49 Million
1.34% of portfolio
|
Q2 2025
Added 360.22%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
92,525
shares
|
$3.49 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
90,863
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
90,078
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
88,600
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
88,503
shares
|
$3.34 Million
2.0% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
87,478
shares
|
$3.3 Million
0.38% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
86,440
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2025
Added 59.93%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
85,703
shares
|
$3.23 Million
0.91% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
84,315
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
83,251
shares
|
$3.14 Million
0.93% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
82,957
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2025
Added 13.46%
|