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 673 institutions that hold shares in the stock, with a total of 563 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
43,777
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
43,769
shares
|
$1.63 Million
0.14% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,249
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
43,202
shares
|
$1.61 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
42,431
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
42,344
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2025
Reduced 20.61%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
41,605
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
41,531
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
40,793
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2025
Added 14.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
40,279
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 82.64%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
39,950
shares
|
$1.49 Million
1.02% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
39,807
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
39,601
shares
|
$1.48 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
39,540
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
38,089
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
37,361
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 83.93%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
37,345
shares
|
$1.39 Million
0.95% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
36,803
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 23046.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36,715
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
36,696
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
36,526
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
36,425
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,105
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
35,820
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
35,792
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|