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 |
|---|---|---|---|---|---|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
390,232
shares
|
$14.5 Million
3.67% of portfolio
|
Q3 2025
Added 20.44%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
386,100
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
373,668
shares
|
$13.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
371,463
shares
|
$13.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
355,370
shares
|
$13.2 Million
3.37% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
342,881
shares
|
$12.8 Million
0.56% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Shenkman Capital Management Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
320,900
shares
|
$12 Million
17.63% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
316,316
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
313,438
shares
|
$11.7 Million
1.33% of portfolio
|
Q4 2025
Added 16.74%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
310,219
shares
|
$11.6 Million
1.01% of portfolio
|
Q4 2023
Added 3.09%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
299,078
shares
|
$11.1 Million
0.75% of portfolio
|
Q4 2025
Added 8.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
296,968
shares
|
$11.1 Million
0.39% of portfolio
|
Q4 2025
Added 11.09%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
296,944
shares
|
$11.1 Million
1.48% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
286,153
shares
|
$10.7 Million
0.06% of portfolio
|
Q4 2025
Added 43.91%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
285,972
shares
|
$10.7 Million
3.2% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
282,763
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
272,994
shares
|
$10.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
266,113
shares
|
$9.92 Million
1.13% of portfolio
|
Q3 2022
Added 76.06%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
260,794
shares
|
$9.72 Million
0.13% of portfolio
|
Q3 2025
Reduced 74.0%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
244,987
shares
|
$9.13 Million
5.2% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
244,725
shares
|
$9.12 Million
1.35% of portfolio
|
Q3 2025
Added 120.94%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
241,047
shares
|
$8.98 Million
4.93% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
239,576
shares
|
$8.93 Million
0.01% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
237,760
shares
|
$8.86 Million
4.04% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
233,503
shares
|
$8.7 Million
0.61% of portfolio
|
Q3 2025
Added 11.98%
|
|