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 |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
186,861
shares
|
$6.84 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
185,920
shares
|
$6.8 Million
0.18% of portfolio
|
Q1 2025
Added 232.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
181,440
shares
|
$6.64 Million
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
181,275
shares
|
$6.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
179,571
shares
|
$6.57 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
178,780
shares
|
$6.54 Million
1.49% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
174,913
shares
|
$6.4 Million
3.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
173,435
shares
|
$6.35 Million
1.23% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
172,595
shares
|
$6.32 Million
0.09% of portfolio
|
Q3 2023
Added 190.53%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
169,312
shares
|
$6.2 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
167,249
shares
|
$6.12 Million
0.2% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
167,151
shares
|
$6.12 Million
0.04% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
162,915
shares
|
$5.96 Million
6.58% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
162,411
shares
|
$5.94 Million
1.59% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
162,318
shares
|
$5.94 Million
0.03% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
161,967
shares
|
$5.93 Million
1.85% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
161,896
shares
|
$5.93 Million
0.11% of portfolio
|
Q1 2025
Added 64.3%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
160,512
shares
|
$5.87 Million
0.1% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
159,481
shares
|
$5.84 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ninety One Uk LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
150,811
shares
|
$5.52 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
148,942
shares
|
$5.45 Million
1.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
143,578
shares
|
$5.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
142,667
shares
|
$5.22 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
141,106
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
134,217
shares
|
$4.91 Million
0.42% of portfolio
|
Q4 2024
Added 6.16%
|