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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
61,936
shares
|
$2.27 Million
0.1% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
61,757
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,078
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 881.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
60,819
shares
|
$2.23 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
57,479
shares
|
$2.1 Million
0.27% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
56,459
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
55,484
shares
|
$2.03 Million
0.77% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
55,334
shares
|
$2.03 Million
0.2% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
54,887
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
54,050
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
53,203
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
53,189
shares
|
$1.95 Million
1.7% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
53,145
shares
|
$1.95 Million
0.34% of portfolio
|
Q1 2024
Reduced 84.38%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
52,784
shares
|
$1.93 Million
0.72% of portfolio
|
Q2 2022
Added 7.9%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
52,457
shares
|
$1.92 Million
0.82% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
50,822
shares
|
$1.86 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
50,512
shares
|
$1.85 Million
0.42% of portfolio
|
Q1 2025
Reduced 73.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
49,837
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.78%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
49,020
shares
|
$1.79 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Apr 07, 2025 Q1 2025 |
48,550
shares
|
$1.78 Million
1.15% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
48,138
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
47,804
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
47,065
shares
|
$1.72 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
47,000
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,442
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.76%
|