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 532 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
116,517
shares
|
$4.34 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
105,262
shares
|
$3.93 Million
0.64% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
105,184
shares
|
$3.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 91.09%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
102,998
shares
|
$3.84 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
102,435
shares
|
$3.82 Million
0.14% of portfolio
|
Q3 2024
Added 77.44%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
102,135
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.75%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
98,538
shares
|
$3.67 Million
0.08% of portfolio
|
Q4 2024
Added 176.05%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
96,115
shares
|
$3.58 Million
0.43% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
94,485
shares
|
$3.52 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
92,220
shares
|
$3.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
91,639
shares
|
$3.42 Million
0.86% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
89,073
shares
|
$3.32 Million
1.67% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,550
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 65.97%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
88,219
shares
|
$3.29 Million
2.02% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
81,402
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
81,085
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
80,627
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2024
Added 805.41%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,170
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
78,009
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
77,466
shares
|
$2.89 Million
0.05% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
75,377
shares
|
$2.81 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
72,472
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
70,943
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
68,302
shares
|
$2.55 Million
0.31% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
67,945
shares
|
$2.53 Million
0.83% of portfolio
|
Q3 2024
Reduced 6.85%
|