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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,820
shares
|
$1 Million
0.15% of portfolio
|
Q4 2024
Added 186.84%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
26,447
shares
|
$986,208
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,343
shares
|
$982,330
0.01% of portfolio
|
Q3 2024
Reduced 68.85%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
26,300
shares
|
$980,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
26,266
shares
|
$979,459
0.09% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,123
shares
|
$974,126
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
25,364
shares
|
$945,823
0.31% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
25,176
shares
|
$938,813
0.1% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
24,926
shares
|
$929,490
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
24,890
shares
|
$928,148
0.08% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,465
shares
|
$912,299
0.03% of portfolio
|
Q4 2024
Reduced 73.53%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
24,327
shares
|
$907,153
0.13% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,467
shares
|
$875,084
0.01% of portfolio
|
Q2 2024
Reduced 16.18%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
22,954
shares
|
$855,954
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,538
shares
|
$840,442
0.02% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
22,296
shares
|
$831,417
0.08% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
22,138
shares
|
$825,526
0.05% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,886
shares
|
$816,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
21,876
shares
|
$815,756
0.62% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
21,635
shares
|
$806,769
0.03% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,450
shares
|
$799,870
0.49% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,474
shares
|
$763,475
0.2% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,784
shares
|
$737,745
0.5% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$724,619
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
19,410
shares
|
$723,798
0.01% of portfolio
|
Q2 2024
Reduced 0.77%
|