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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
82,929
shares
|
$3.13 Million
0.25% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
82,539
shares
|
$3.11 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
|
$3.04 Million
0.7% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
80,052
shares
|
$3.02 Million
0.06% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,802
shares
|
$2.97 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
|
$2.96 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
78,215
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,265
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
77,225
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
74,352
shares
|
$2.8 Million
0.55% of portfolio
|
Q2 2025
Added 47.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
74,319
shares
|
$2.8 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
72,952
shares
|
$2.75 Million
1.79% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
72,034
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
70,500
shares
|
$2.66 Million
2.19% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
68,520
shares
|
$2.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
65,751
shares
|
$2.48 Million
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
63,182
shares
|
$2.38 Million
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
61,122
shares
|
$2.3 Million
0.2% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
60,667
shares
|
$2.29 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
60,280
shares
|
$2.27 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
59,964
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
59,243
shares
|
$2.23 Million
0.27% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
59,134
shares
|
$2.23 Million
0.72% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
58,937
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 40.55%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
58,838
shares
|
$2.22 Million
0.29% of portfolio
|
Q2 2025
Reduced 22.59%
|