Purchases and Sales Made in Q4 2025 in Ishares Tr Broad Usd High Yiel (USHY)
This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD HIGH YIEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
4.88MNew |
$181M - $184M
|
4.88M
$182M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170K+ 6.67% |
$6.31M - $6.41M
|
2.71M
$101M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
111K+ 12.26% |
$4.14M - $4.21M
|
1.02M
$38M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
92.6K+ 26.67% |
$3.44M - $3.5M
|
440K
$16.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
87.3K+ 43.91% |
$3.25M - $3.3M
|
286K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
50.6KNew |
$1.88M - $1.91M
|
50.6K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
44.9K+ 16.74% |
$1.67M - $1.7M
|
313K
$11.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 3.84% |
$1.59M - $1.62M
|
1.16M
$43.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
40.2K+ 2.55% |
$1.5M - $1.52M
|
1.62M
$60.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29.6K+ 11.09% |
$1.1M - $1.12M
|
297K
$11.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.1K+ 2.5% |
$933K - $948K
|
1.03M
$38.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
24K+ 117.36% |
$892K - $906K
|
44.4K
$1.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.5K+ 8.53% |
$874K - $889K
|
299K
$11.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
19.3K+ 4.56% |
$716K - $728K
|
442K
$16.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.6KNew |
$656K - $667K
|
17.6K
$658K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
13.8K+ 14.92% |
$515K - $523K
|
107K
$3.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
12.5K+ 19.48% |
$463K - $471K
|
76.4K
$2.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
12.3K+ 14.91% |
$456K - $464K
|
94.6K
$3.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 9.06% |
$384K - $390K
|
124K
$4.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.77KNew |
$363K - $369K
|
9.77K
$364K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.34K+ 14.64% |
$347K - $353K
|
73.1K
$2.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
9.16KNew |
$340K - $346K
|
9.16K
$341K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
8.71K+ 3.14% |
$324K - $329K
|
286K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.61K+ 43.46% |
$320K - $325K
|
28.4K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.8K+ 38.69% |
$290K - $295K
|
28K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.71K+ 4.8% |
$287K - $292K
|
168K
$6.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.36KNew |
$274K - $278K
|
7.36K
$274K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
7.24KNew |
$269K - $273K
|
7.24K
$270K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.95K+ 2811.74% |
$258K - $263K
|
7.19K
$268K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.8KNew |
$253K - $257K
|
6.8K
$253K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
6.71KNew |
$250K - $254K
|
6.71K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 7.05% |
$244K - $248K
|
99.6K
$3.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.02KNew |
$224K - $228K
|
6.02K
$224K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.63KNew |
$209K - $213K
|
5.63K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.58KNew |
$208K - $211K
|
5.58K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.49K+ 9.64% |
$204K - $208K
|
62.5K
$2.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.45KNew |
$203K - $206K
|
5.45K
$203K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.09K+ 14.24% |
$189K - $192K
|
40.8K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.81K+ 3.56% |
$142K - $144K
|
111K
$4.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.73KNew |
$139K - $141K
|
3.73K
$139K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.49K+ 34.43% |
$130K - $132K
|
13.6K
$508K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.2K+ 8.17% |
$119K - $121K
|
42.4K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.9K+ 6.57% |
$108K - $109K
|
46.9K
$1.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.8K+ 3.02% |
$104K - $106K
|
95.4K
$3.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.65K+ 6.43% |
$98.4K - $100K
|
43.8K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.59K+ 3.99% |
$96.2K - $97.8K
|
67.3K
$2.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.46K+ 1.49% |
$91.5K - $93K
|
168K
$6.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.94KNew |
$72K - $73.2K
|
1.94K
$72.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 32.61% |
$71.9K - $73.1K
|
7.86K
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.93KNew |
$71.7K - $72.9K
|
1.93K
$71.9K
|
|