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 530 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
52,861
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.99%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
52,784
shares
|
$1.98 Million
0.72% of portfolio
|
Q2 2022
Added 7.9%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
52,494
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
51,528
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
48,990
shares
|
$1.84 Million
1.09% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Oct 15, 2024 Q3 2024 |
48,550
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
48,442
shares
|
$1.82 Million
0.69% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,333
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
47,781
shares
|
$1.79 Million
0.52% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
47,334
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Added 196.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
47,163
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Added 82.53%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
45,592
shares
|
$1.71 Million
1.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
44,882
shares
|
$1.68 Million
0.47% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
43,778
shares
|
$1.64 Million
1.18% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
43,777
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
43,592
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,249
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
41,586
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
41,143
shares
|
$1.54 Million
0.7% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
40,012
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Added 150.08%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
38,586
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
38,399
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 78.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
38,133
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
35,696
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
35,376
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
Added 10.62%
|