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 |
|---|---|---|---|---|---|
|
Sws Partners
|
May 19, 2025 Q1 2025 |
87,633
shares
|
$3.21 Million
1.06% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
87,629
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
86,935
shares
|
$3.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
86,208
shares
|
$3.16 Million
0.39% of portfolio
|
Q1 2025
Added 26.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
84,087
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
81,923
shares
|
$3 Million
2.78% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
81,329
shares
|
$2.98 Million
0.27% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,802
shares
|
$2.88 Million
0.03% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
78,102
shares
|
$2.86 Million
0.94% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
77,849
shares
|
$2.85 Million
0.27% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
77,417
shares
|
$2.83 Million
1.07% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
77,265
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
76,719
shares
|
$2.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
76,004
shares
|
$2.78 Million
0.42% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
75,908
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
75,158
shares
|
$2.75 Million
1.92% of portfolio
|
Q1 2025
Added 213.68%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
74,573
shares
|
$2.73 Million
1.23% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
74,463
shares
|
$2.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
73,113
shares
|
$2.68 Million
0.04% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
72,416
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
70,585
shares
|
$2.58 Million
1.86% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
69,016
shares
|
$2.53 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
67,841
shares
|
$2.48 Million
0.62% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
65,590
shares
|
$2.4 Million
0.12% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
64,670
shares
|
$2.37 Million
1.29% of portfolio
|
Q1 2025
Added 530.99%
|