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 607 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
20,784
shares
|
$774,827
0.49% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,665
shares
|
$770,391
0.02% of portfolio
|
Q1 2025
Added 47.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,348
shares
|
$758,573
0.05% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,140
shares
|
$750,819
0.06% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
20,126
shares
|
$750,297
0.33% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,905
shares
|
$742,058
0.04% of portfolio
|
Q1 2025
Added 251.0%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
19,892
shares
|
$741,573
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
19,570
shares
|
$729,569
0.2% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$724,424
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
19,413
shares
|
$723,716
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
19,102
shares
|
$712,122
0.1% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
18,946
shares
|
$706,306
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
18,736
shares
|
$698,478
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
18,010
shares
|
$671,412
0.02% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
17,688
shares
|
$659,408
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
17,190
shares
|
$640,843
0.1% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
16,971
shares
|
$632,678
0.26% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,146
shares
|
$601,922
0.05% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,000
shares
|
$596,480
0.03% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
15,931
shares
|
$593,907
0.09% of portfolio
|
Q1 2025
Added 48.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
15,742
shares
|
$586,861
0.0% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
15,234
shares
|
$567,923
0.18% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
14,929
shares
|
$556,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 09, 2025 Q1 2025 |
14,875
shares
|
$554,540
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
14,856
shares
|
$553,831
0.2% of portfolio
|
Q2 2025
Reduced 23.71%
|