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 |
|---|---|---|---|---|---|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
64,001
shares
|
$2.3 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
63,793
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
61,365
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
61,310
shares
|
$2.21 Million
0.36% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,078
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Added 881.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
59,800
shares
|
$2.15 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
58,844
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
57,650
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
56,798
shares
|
$2.05 Million
0.27% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
55,863
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
55,255
shares
|
$1.99 Million
0.83% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
54,036
shares
|
$1.95 Million
0.18% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
53,145
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2024
Reduced 84.38%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
52,784
shares
|
$1.9 Million
0.72% of portfolio
|
Q2 2022
Added 7.9%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
51,431
shares
|
$1.85 Million
0.68% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
51,014
shares
|
$1.84 Million
0.97% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
49,113
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
Added 738.68%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Apr 07, 2025 Q1 2025 |
48,550
shares
|
$1.75 Million
1.15% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
48,138
shares
|
$1.73 Million
0.16% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
47,804
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
47,189
shares
|
$1.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
47,000
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
46,509
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 63.18%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
45,592
shares
|
$1.64 Million
1.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
45,570
shares
|
$1.64 Million
0.49% of portfolio
|
Q1 2025
Added 2.63%
|