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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
20,174
shares
|
$751,884
0.18% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,132
shares
|
$750,319
0.02% of portfolio
|
Q2 2025
Added 135.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
19,784
shares
|
$737,349
0.04% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
19,722
shares
|
$735,038
0.02% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
19,652
shares
|
$732,430
0.01% of portfolio
|
Q3 2025
Added 74.98%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
19,651
shares
|
$732,392
0.06% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$724,230
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
19,055
shares
|
$710,179
0.01% of portfolio
|
Q3 2025
Reduced 37.79%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
19,037
shares
|
$709,508
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
18,580
shares
|
$692,476
0.02% of portfolio
|
Q3 2025
Added 882.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,264
shares
|
$680,699
0.01% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
17,853
shares
|
$665,381
0.01% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,706
shares
|
$659,902
0.0% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
17,644
shares
|
$657,591
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,525
shares
|
$653,156
0.02% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
17,255
shares
|
$643,093
0.4% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
17,198
shares
|
$640,969
0.12% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,105
shares
|
$637,503
0.01% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,084
shares
|
$636,720
0.03% of portfolio
|
Q3 2025
Added 216.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
17,062
shares
|
$635,900
0.02% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
17,012
shares
|
$634,037
0.01% of portfolio
|
Q4 2025
Reduced 8.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
16,673
shares
|
$621,402
0.0% of portfolio
|
Q3 2025
Added 30.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,312
shares
|
$607,948
0.02% of portfolio
|
Q3 2025
Reduced 30.31%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
16,250
shares
|
$605,637
0.19% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 20, 2026 Q4 2025 |
16,210
shares
|
$604,146
0.07% of portfolio
|
Q3 2025
Added 8.97%
|
|