iShares Broad Usd High YieldUSHYETF

13F holders, Q1 2024 (March 31)
452holders
5famous investors
$36.69avg. 13F price*

At the end of Q1 2024, 452 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings. The largest holders were Northern Trust Corp. ($1.4B), Wells Fargo & Company ($895.1M) and BlackRock Inc. ($612.6M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Broad Usd High Yield
CUSIP
46435U853
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 452Q1 2024Q2 2024: 471Q2 2024Q3 2024: 501Q3 2024Q4 2024: 548Q4 2024Q1 2025: 560Q1 2025Q2 2025: 577Q2 2025Q3 2025: 595Q3 2025Q4 2025: 664Q4 2025Q1 2026: 656Q1 2026Q2 2026: 675Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions59$146.5M
Exits56$178.7M

Ownership 452 holders

Northern Trust Corp. 0.23% Add +1.9% 36,936,460 $1.4B
Wells Fargo & Company 0.24% Add +0.8% 24,464,223 $895.1M
BlackRock Inc. 0.01% Reduce -30.3% 16,742,818 $612.6M
Jones Financial Companies LLLP 0.81% Add +3.8% 16,281,083 $595.7M
Prudential PLC 3.93% Add +18.4% 13,040,014 $477.1M
Raymond James & Associates 0.32% Add +2.7% 12,832,409 $469.5M
Japan Science & Technology Agency 5.06% No change 11,130,157 $407.3M
Tiaa Trust, National Association 0.74% Add +81.5% 6,585,459 $241.0M
Kensington Asset Management, LLC 9.45% Add +1.1% 5,164,550 $189.0M
Ocean Park Asset Management, LLC 8.63% No change 5,010,100 $183.3M
Charles Schwab Investment Management Inc. 0.04% Reduce -13.0% 4,846,130 $177.3M
Morgan Stanley 0.01% Add +26.3% 4,370,932 $159.9M
Bank of America Corp. 0.01% Add +6.0% 4,114,755 $150.6M
Thrivent Financial for Lutherans 0.29% Reduce -16.0% 3,942,696 $144.3M
Counterpoint Mutual Funds LLC 33.27% Add +153.1% 3,709,536 $135.7M
Envestnet Asset Management Inc. 0.05% Reduce -17.0% 3,414,007 $124.9M
UBS Group AG 0.04% Add +9.0% 3,340,529 $122.2M
Alaska Permanent Fund Corp 1.79% Reduce -13.1% 3,331,619 $121.9M
Toews Corp. 20.16% Add +1.0% 3,167,800 $115.9M
LPL Financial LLC 0.06% Add +0.3% 3,098,166 $113.4M
JPMorgan Chase & Co. 0.01% Add +69.9% 2,533,299 $92.7M
1832 Asset Management L.P. 0.16% Reduce -1.0% 2,413,137 $88.3M
Clark Capital Management Group, Inc. 0.57% Add +2830.4% 2,074,773 $75.9M
BNP Paribas Financial Markets 0.09% Add +17.6% 2,011,974 $73.6M
SigFig Wealth Management, LLC 2.60% Add +4.0% 1,937,860 $70.9M
Nepc LLC 2.32% Add +58.3% 1,839,406 $67.3M
Jane Street Group, LLC 0.09% Add +2665.7% 1,795,169 $65.7M
Allstate Corp. 4.49% No change 1,728,000 $63.2M
Endurance Services Ltd 11.72% New 1,658,000 $60.7M
Goldman Sachs Group Inc. 0.01% Reduce -4.6% 1,635,910 $59.9M
Roberts Financial Services LLC 12.14% Add +12.0% 1,624,910 $59.5M
Assetmark, Inc. 0.19% Reduce -16.7% 1,612,689 $59.0M
American Century Companies Inc. 0.03% No change 1,480,560 $54.2M
Bricktown Capital, LLC 10.91% Add +6.9% 1,473,016 $53.9M
Rebalance, LLC 4.04% Add +1.1% 1,344,604 $49.2M
Morningstar Investment Services LLC 0.52% Reduce -56.5% 1,296,400 $47.5M
Cwm, LLC 0.22% Reduce -0.7% 1,236,068 $45.2M
Raymond James Financial Services Advisors, Inc. 0.07% Add +8.5% 1,201,290 $44.0M
Bank of New York Mellon Corp 0.01% Reduce -1.9% 1,092,696 $40.0M
Wealthfront Advisers LLC 0.14% Add +15.8% 1,080,022 $39.5M
Mercer Global Advisors Inc. 0.11% Add +36.3% 1,052,793 $38.5M
Cerity Partners LLC 0.10% Add +25.9% 1,007,610 $36.8M
Prime Capital Investment Advisors, LLC 0.49% Add +21.5% 954,362 $34.9M
Partners Capital Investment Group, LLP 1.04% Reduce -31.5% 946,179 $34.6M
Ameriprise Financial Inc. 0.01% Add +35.1% 932,658 $34.1M
US Bancorp \de 0.05% Add +0.7% 931,989 $34.1M
One Capital Management, LLC 1.22% Add +463.0% 920,955 $33.7M
Venturi Wealth Management, LLC 2.14% Add +0.6% 911,394 $33.3M
Axxcess Wealth Management, LLC 0.91% Add +2.8% 873,393 $32.0M
American Trust 2.67% Reduce -62.1% 88,859 $31.9M
Capital Asset Advisory Services LLC 1.82% Add +3.0% 878,199 $31.7M
Osaic Holdings, Inc. 0.07% Add +0.9% 831,197 $30.4M
Cetera Investment Advisers 0.07% Add +135.9% 809,506 $29.6M
Bank of Montreal 0.01% Add +70887.6% 793,641 $29.0M
State of Wisconsin - Board of Commissioners of Public Lands 6.81% No change 782,666 $28.6M
Aveo Capital Partners, LLC 2.97% Add +5.8% 751,157 $27.2M
Prestige Wealth Management Group LLC 5.71% Add +10.4% 723,018 $26.5M
Citadel Advisors 0.02% New 619,986 $22.7M
FMR LLC 0.00% Add +189.4% 606,309 $22.2M
Charles Schwab Investment Advisory, Inc. 0.03% Reduce -3.7% 586,921 $21.5M
Stifel Financial Corp. 0.02% Add +3.1% 582,761 $21.3M
Schonfeld Strategic Advisors LLC 0.17% Reduce -0.5% 572,774 $21.0M
Fisher Asset Management 0.01% Reduce -98.2% 505,415 $18.5M
Baker Avenue Asset Management, LP 0.71% Add +4.1% 502,550 $18.4M
Trek Financial, LLC 1.41% Add +11.5% 486,192 $17.8M
Phillips Financial Management, LLC 1.34% Add +0.3% 445,595 $16.3M
Commonwealth Equity Services, LLC 0.03% Reduce -7.5% 439,406 $16.1M
Citigroup Inc. 0.02% Reduce -61.5% 438,307 $16.0M
Deutsche Bank AG 0.01% Reduce -25.0% 429,343 $15.7M
Sumitomo Life Insurance Co. 0.40% Reduce -50.4% 439,400 $15.5M
Equitable Holdings, Inc. 0.17% Add +2.2% 411,775 $15.1M
Royal Bank of Canada 0.00% Reduce -3.9% 363,400 $13.3M
Financiere des Professionnels - Fonds d'investissement inc. 1.00% New 339,200 $12.4M
Loomis Sayles & Co. L P 0.02% Add +27.0% 333,745 $12.2M
Wedmont Private Capital 0.87% Add +6.6% 329,795 $12.0M
Truist Financial Corp. 0.02% Reduce -41.9% 322,490 $11.8M
Rakuten Investment Management, Inc. 0.09% Reduce -20.7% 316,941 $11.6M
Neuberger Berman Group LLC 0.01% Add +2.6% 313,546 $11.5M
JTC Employer Solutions Trustee Ltd 0.72% No change 310,219 $11.4M
Sage Advisory Services, Ltd.Co. 3.06% Add +6.7% 306,723 $11.2M
Old Mission Capital LLC 0.25% New 275,300 $10.1M
Allegiance Financial Group Advisory Services LLC 3.97% Add +14.1% 264,928 $9.7M
Alps Advisors Inc. 0.07% Reduce -1.3% 263,639 $9.6M
Destiny Wealth Partners, LLC 1.71% Reduce -13.9% 260,892 $9.5M
Monument Capital Management 2.74% Add +66.2% 259,880 $9.5M
Deane Retirement Strategies, Inc. 4.81% Add +0.2% 259,084 $9.5M
Heritage Wealth Management, LLC 4.66% Reduce -0.5% 250,313 $9.2M
FC Advisory LLC 3.27% Add +2.5% 242,807 $8.9M
Renaissance Technologies 0.01% New 239,800 $8.8M
Founders Financial Securities LLC 0.87% Reduce -6.7% 227,218 $8.3M
Avidian Wealth Enterprises, LLC 0.44% Add +74.4% 223,596 $8.2M
Mechanics Bank Trust Department 1.18% Reduce -8.3% 220,111 $8.1M
Creative Planning 0.01% Add +11.3% 213,859 $7.8M
Horizon Investments, LLC 0.20% Reduce -7.1% 214,931 $7.8M
Tolleson Wealth Management, Inc. 1.48% Reduce -22.4% 206,275 $7.5M
New York Life Investment Management LLC 0.07% Add +3.6% 202,547 $7.4M
Howe & Rusling Inc. 0.68% Add +9.8% 195,333 $7.1M
Prudential Financial Inc. 0.01% Add +42.7% 194,908 $7.1M
Forte Asset Management LLC 4.32% Add +6.6% 194,743 $7.1M
Steward Partners Investment Advisory, LLC 0.08% Add +206.0% 194,422 $7.1M

"% of holder's portfolio" is USHY's weight in each manager's 13F, not the share of iShares Broad Usd High Yield the manager owns.

Show all 452 holders