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 653 institutions that hold shares in the stock, with a total of 544 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,802
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
78,475
shares
|
$2.94 Million
0.51% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
76,021
shares
|
$2.85 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
75,147
shares
|
$2.82 Million
0.36% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
74,319
shares
|
$2.79 Million
1.21% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
72,157
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2025
Added 207.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
70,825
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
70,535
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
69,028
shares
|
$2.59 Million
0.76% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
68,042
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
66,231
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
64,749
shares
|
$2.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 38.73%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
63,969
shares
|
$2.4 Million
1.61% of portfolio
|
Q3 2025
Added 48.85%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
63,794
shares
|
$2.39 Million
0.83% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
63,241
shares
|
$2.37 Million
0.11% of portfolio
|
Q3 2025
Added 125.38%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
63,055
shares
|
$2.36 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
63,010
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
62,813
shares
|
$2.35 Million
1.85% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
60,043
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
59,577
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
58,749
shares
|
$2.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
56,963
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
56,292
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
54,894
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
54,463
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.89%
|