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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
904,458
shares
|
$33.7 Million
1.7% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
880,517
shares
|
$32.8 Million
0.89% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
864,077
shares
|
$32.2 Million
0.5% of portfolio
|
Q2 2023
Reduced 21.24%
|
|
|
Dsc Meridian Capital LP
New York, NY |
Aug 14, 2024 Q2 2024 |
786,476
shares
|
$29.3 Million
8.99% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
777,858
shares
|
$29 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
701,643
shares
|
$26.2 Million
5.77% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
662,066
shares
|
$24.7 Million
2.85% of portfolio
|
Q2 2024
Reduced 11.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
596,843
shares
|
$22.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
537,899
shares
|
$20 Million
0.03% of portfolio
|
Q2 2024
Added 175.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
519,114
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
501,209
shares
|
$18.7 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Wbi Investments, Inc.
|
Jul 30, 2024 Q2 2024 |
500,961
shares
|
$18.7 Million
4.5% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
467,866
shares
|
$17.4 Million
1.44% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
455,442
shares
|
$17 Million
0.0% of portfolio
|
Q2 2024
Reduced 51.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
436,106
shares
|
$16.3 Million
1.31% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
419,825
shares
|
$15.6 Million
0.17% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
401,948
shares
|
$15 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
392,862
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2024
Added 3052.48%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
377,158
shares
|
$14.1 Million
0.81% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
377,152
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2024
Added 13.01%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
363,799
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
358,283
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
352,262
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.95%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
342,078
shares
|
$12.7 Million
0.07% of portfolio
|
Q2 2024
Added 272.2%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
340,000
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2024
New holding
|