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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
107,079
shares
|
$3.99 Million
0.12% of portfolio
|
Q3 2025
Reduced 27.7%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
106,711
shares
|
$3.98 Million
1.6% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
106,605
shares
|
$3.97 Million
0.72% of portfolio
|
Q4 2025
Added 14.92%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
101,244
shares
|
$3.77 Million
0.68% of portfolio
|
Q3 2025
Added 1023.44%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
99,620
shares
|
$3.71 Million
0.37% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
99,534
shares
|
$3.71 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
97,805
shares
|
$3.65 Million
0.7% of portfolio
|
Q4 2025
Added 1.94%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
96,862
shares
|
$3.61 Million
0.25% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
96,621
shares
|
$3.6 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
96,216
shares
|
$3.59 Million
0.09% of portfolio
|
Q3 2025
Added 1170.35%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
96,115
shares
|
$3.58 Million
0.43% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
95,401
shares
|
$3.56 Million
0.8% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
95,197
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
94,561
shares
|
$3.52 Million
1.98% of portfolio
|
Q4 2025
Added 14.91%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
94,313
shares
|
$3.52 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
94,267
shares
|
$3.51 Million
0.29% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
93,972
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
93,717
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
91,173
shares
|
$3.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 72.48%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
87,497
shares
|
$3.26 Million
1.21% of portfolio
|
Q4 2025
Reduced 8.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
86,884
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
80,090
shares
|
$2.98 Million
0.61% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,802
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
77,369
shares
|
$2.88 Million
1.06% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
76,429
shares
|
$2.85 Million
1.87% of portfolio
|
Q4 2025
Added 19.48%
|
|