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 503 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
2,111,619
shares
|
$78.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 40.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
1,998,720
shares
|
$74.5 Million
2.72% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
1,988,000
shares
|
$74.1 Million
5.99% of portfolio
|
Q2 2024
Added 15.05%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,894,929
shares
|
$70.6 Million
2.27% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
1,888,389
shares
|
$70.4 Million
13.24% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,754,077
shares
|
$65.4 Million
12.37% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,747,565
shares
|
$65.1 Million
1.21% of portfolio
|
Q2 2024
Added 84.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,744,869
shares
|
$65 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.12%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,728,000
shares
|
$64.4 Million
1.82% of portfolio
|
Q4 2022
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,607,103
shares
|
$59.9 Million
4.43% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
1,480,560
shares
|
$55.2 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,479,156
shares
|
$55.1 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
1,370,848
shares
|
$51.1 Million
1.81% of portfolio
|
Q2 2024
Added 48.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,356,933
shares
|
$50.6 Million
0.07% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,280,285
shares
|
$47.7 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,251,597
shares
|
$46.6 Million
4.12% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,182,485
shares
|
$44.1 Million
0.11% of portfolio
|
Q2 2024
Added 17.36%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
1,180,489
shares
|
$44 Million
0.49% of portfolio
|
Q3 2024
Added 1032.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,173,739
shares
|
$43.7 Million
0.1% of portfolio
|
Q2 2024
Added 41.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,146,453
shares
|
$42.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
1,045,416
shares
|
$39 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
1,027,394
shares
|
$38.3 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
998,730
shares
|
$37.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
959,676
shares
|
$35.8 Million
2.22% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
942,286
shares
|
$35.1 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.27%
|