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 669 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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
35,792
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
35,574
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
35,390
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
34,971
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 42.3%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
34,676
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
33,260
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2025
Added 3.65%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
33,199
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
32,953
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
32,780
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,209
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
32,203
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
31,331
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 38580.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
31,329
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
31,074
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2025
Added 19.8%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
30,951
shares
|
$1.15 Million
0.7% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
30,798
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,414
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2020
Reduced 56.07%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,880
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,855
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 185.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
28,772
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
28,472
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
28,425
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
28,417
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2025
Added 43.46%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
28,383
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
28,317
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.37%
|
|