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 604 institutions that hold shares in the stock, with a total of 471 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
45,592
shares
|
$1.68 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
|
$1.68 Million
0.49% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
44,871
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 356.42%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
44,182
shares
|
$1.63 Million
1.27% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
43,974
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
43,777
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,249
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
42,630
shares
|
$1.57 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,933
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 91.6%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
41,640
shares
|
$1.54 Million
1.38% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
41,147
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
40,805
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
40,021
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
39,105
shares
|
$1.44 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,962
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 71.74%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38,950
shares
|
$1.44 Million
1.21% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
36,772
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
36,594
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,828
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,051
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2025
Added 263.15%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
34,665
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2025
Added 469.59%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
34,253
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
34,095
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 178.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
33,727
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
33,603
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.24%
|