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 |
|---|---|---|---|---|---|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
8,276
shares
|
$308,529
2.57% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,272
shares
|
$308,380
0.0% of portfolio
|
Q1 2025
Reduced 34.6%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
8,039
shares
|
$299,693
0.14% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
7,907
shares
|
$294,772
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
7,675
shares
|
$286,124
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,641
shares
|
$284,856
0.07% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,457
shares
|
$277,996
0.01% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
7,453
shares
|
$277,847
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,410
shares
|
$276,244
0.0% of portfolio
|
Q1 2025
Reduced 81.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
7,306
shares
|
$272,367
0.03% of portfolio
|
Q4 2024
Added 37.07%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
7,296
shares
|
$271,994
0.05% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
7,257
shares
|
$270,540
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
7,100
shares
|
$264,688
0.19% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,061
shares
|
$263,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,004
shares
|
$261,109
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
6,997
shares
|
$260,848
0.03% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
6,889
shares
|
$256,821
0.01% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
6,779
shares
|
$252,721
0.07% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,750
shares
|
$251,640
0.0% of portfolio
|
Q1 2025
Reduced 39.0%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
6,735
shares
|
$251,080
0.23% of portfolio
|
Q3 2024
Reduced 77.22%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
6,717
shares
|
$250,409
0.13% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
6,708
shares
|
$250,074
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,700
shares
|
$249,776
0.06% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
6,617
shares
|
$246,681
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,614
shares
|
$246,569
0.03% of portfolio
|
Q1 2025
New holding
|