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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $146.5M |
| Exits | 56 | $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 |
| Trajan Wealth LLC | 0.48% | — | 194,182 | $7.1M |
| Petix & Botte Co | 1.75% | Add +820.1% | 192,913 | $7.1M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -7.8% | 190,327 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +93.7% | 189,249 | $6.9M |
| Advisory Alpha, LLC | 0.28% | Reduce -89.8% | 187,548 | $6.9M |
| Quantitative Strategies, Inc. | 3.93% | Add +2.2% | 186,608 | $6.8M |
| Topel & Distasi Wealth Management, LLC | 2.95% | Add +17.6% | 182,430 | $6.7M |
| Mackenzie Financial Corp. | 0.01% | Reduce -6.1% | 181,824 | $6.7M |
| Northeast Financial Group, Inc. | 2.92% | Add +54.1% | 180,421 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.4% | 179,929 | $6.6M |
| Raymond James Trust N.A. | 0.15% | Add +6.4% | 167,423 | $6.1M |
| Nuveen Asset Management, LLC | 0.00% | New | 165,030 | $6.0M |
| Donoghue Forlines LLC | 1.68% | Reduce -9.2% | 161,290 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1785.4% | 160,373 | $5.9M |
| Riversedge Advisors, LLC | 1.42% | Add +8.9% | 157,547 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.5% | 154,532 | $5.7M |
| Townsquare Capital LLC | 0.08% | Add +27.9% | 147,637 | $5.4M |
| Focus Partners Wealth | 0.04% | Add +54.5% | 142,450 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.6% | 138,725 | $5.1M |
| David Kennon Inc | 2.15% | Reduce -1.6% | 137,330 | $5.0M |
| Hohimer Wealth Management, LLC | 1.18% | Reduce -0.2% | 137,079 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +149.4% | 134,058 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -30.6% | 131,950 | $4.8M |
| Securian Asset Management, Inc. | 0.14% | Add +2.6% | 128,286 | $4.7M |
| Comerica Bank | 0.02% | Reduce -5.5% | 126,357 | $4.6M |
| Cornerstone Management, Inc. | 1.00% | Add +8.0% | 122,638 | $4.5M |
| Single Point Partners, LLC | 1.02% | New | 120,426 | $4.4M |
| Friedenthal Financial | 2.69% | New | 119,355 | $4.4M |
| Chesapeake Wealth Management | 1.58% | Add +7.6% | 118,238 | $4.3M |
| National Bank of Canada | 0.01% | Reduce -47.2% | 117,514 | $4.2M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -10.9% | 113,166 | $4.1M |
| Q3 Asset Management | 1.18% | Add +9.7% | 113,030 | $4.1M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Reduce -2.3% | 112,126 | $4.1M |
| Grove Bank & Trust | 0.69% | Add +24.1% | 111,838 | $4.1M |
| Lincoln National Corp. | 0.06% | New | 111,490 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +42.6% | 111,159 | $4.1M |
| UMB Bank, n.a. | 0.06% | Add +16.1% | 106,921 | $3.9M |
| Vise Technologies, Inc. | 0.76% | Add +8.1% | 104,830 | $3.8M |
| MML Investors Services, LLC | 0.02% | Reduce -51.1% | 104,314 | $3.8M |
| Blue Edge Capital, LLC | 0.63% | Add +1.4% | 102,748 | $3.8M |
| Grey Fox Wealth Advisors, LLC | 1.40% | Add +24.8% | 101,752 | $3.7M |
| Paragon Advisors, LLC | 1.48% | Reduce -23.1% | 100,239 | $3.7M |
| Ellevest, Inc. | 0.23% | Add +9.8% | 99,901 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -16.6% | 99,738 | $3.6M |
| HRT Financial LP | 0.02% | Add +121.6% | 91,907 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Add +18.2% | 88,954 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +17.2% | 86,660 | $3.2M |
| Betterment LLC | 0.01% | Add +26.1% | 84,472 | $3.1M |
| CreativeOne Wealth, LLC | 0.12% | Add +46.4% | 79,512 | $2.9M |
| Fifth Third Securities, Inc. | 0.28% | Add +29.0% | 77,837 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +21.5% | 76,487 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Add +0.0% | 75,929 | $2.8M |
| Simplicity Wealth,LLC | 0.06% | Add +630.9% | 74,180 | $2.7M |
| Financial & Tax Architects, LLC | 0.73% | Add +7.1% | 72,963 | $2.7M |
| Brookstone Capital Management | 0.05% | Reduce -0.6% | 71,931 | $2.6M |
| Dodds Wealth, LLC | 1.07% | Add +60.9% | 71,679 | $2.6M |
| SWS Partners | 0.78% | Add +0.7% | 70,903 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -26.2% | 69,392 | $2.5M |
| Merit Financial Group, LLC | 0.06% | Add +353.0% | 69,394 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +108.9% | 67,342 | $2.5M |
| PFG Investments, LLC | 0.15% | Add +494.6% | 67,098 | $2.5M |
| Pointe Capital Management LLC | 1.49% | Add +12.0% | 66,375 | $2.4M |
| Principal Securities, Inc. | 0.07% | Add +42.5% | 65,063 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -10.8% | 63,061 | $2.3M |
| 1607 Capital Partners, LLC | 0.19% | No change | 63,000 | $2.3M |
| Premier Path Wealth Partners, LLC | 0.43% | Add +74.0% | 64,436 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +27.5% | 58,233 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -29.3% | 56,899 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -28.6% | 56,140 | $2.1M |
| Consolidated Portfolio Review Corp | 0.53% | Reduce -1.8% | 55,544 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +12.8% | 54,250 | $2.0M |
| New England Asset Management Inc. | 0.31% | Reduce -84.4% | 53,145 | $1.9M |
| Vicus Capital | 0.18% | Add +27.0% | 52,928 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -3.1% | 52,396 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +62.0% | 50,407 | $1.8M |
| Counterweight Ventures, LLC | 1.48% | Add +56.5% | 50,136 | $1.8M |
| Unison Advisors LLC | 0.18% | Add +3.2% | 50,017 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.2% | 47,392 | $1.7M |
| M&T Bank Corp | 0.01% | Add +5.4% | 47,168 | $1.7M |
| Hilltop Holdings Inc. | 0.19% | Reduce -23.5% | 46,509 | $1.7M |
| Leeward Financial Partners, LLC | 0.71% | Add +8.3% | 46,003 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Add +18.7% | 44,920 | $1.6M |
| Verus Capital Partners, LLC | 0.18% | Add +11.2% | 44,306 | $1.6M |
| Clarity Capital Partners LLC | 1.06% | Add +5.8% | 43,898 | $1.6M |
| Millennium Management | 0.00% | New | 43,848 | $1.6M |
| Level Four Advisory Services, LLC | 0.09% | No change | 43,717 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +39.5% | 43,016 | $1.6M |
| PPM America Inc. | 10.51% | New | 43,000 | $1.6M |
| High Net Worth Advisory Group LLC | 0.48% | Add +0.3% | 42,016 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Reduce -6.8% | 40,874 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +42.6% | 40,385 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -20.9% | 39,182 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -20.9% | 39,182 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.45% | Reduce -1.4% | 39,129 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 38,317 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.21% | Add +318.1% | 38,189 | $1.4M |
| PAX Financial Group, LLC | 0.28% | Add +4.0% | 37,462 | $1.4M |
| Gotham Asset Management | 0.02% | Add +24.9% | 37,319 | $1.4M |
| Naples Global Advisors, LLC | 0.14% | Reduce -14.2% | 36,741 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.3% | 36,316 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -27.4% | 36,314 | $1.3M |
| Cedar Brook Financial Partners, LLC | 0.26% | Add +26.0% | 36,167 | $1.3M |
| WealthCare Investment Partners, LLC | 0.63% | Add +9.5% | 35,642 | $1.3M |
| Charles Schwab Trust Co | 0.12% | Reduce -0.9% | 35,357 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -0.1% | 35,246 | $1.3M |
| Gibbs Wealth Management | 0.74% | — | 35,150 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +714.9% | 34,438 | $1.3M |
| Saxon Interests, Inc. | 0.60% | Reduce -2.6% | 34,429 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.9% | 31,610 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.6% | 31,350 | $1.1M |
| CAP Partners, LLC | 0.99% | Reduce -11.3% | 30,733 | $1.1M |
| Two Sigma Securities, LLC | 0.05% | New | 30,304 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +29.8% | 30,186 | $1.1M |
| Kathmere Capital Management, LLC | 0.12% | New | 29,468 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.7% | 28,477 | $1.0M |
| RVW Wealth, LLC | 0.11% | Reduce -9.8% | 28,407 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -1.2% | 27,997 | $1.0M |
| Wetzel Investment Advisors, Inc. | 0.60% | Add +3.2% | 28,404 | $1.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 28,042 | $1.0M |
| Defined Wealth Management, LLC | 0.68% | Reduce -0.1% | 25,774 | $943K |
| Strategic Advocates LLC | 0.36% | Add +4.1% | 25,226 | $923K |
| Spectrum Wealth Counsel, LLC | 0.11% | Reduce -15.5% | 24,597 | $900K |
| Goldstone Financial Group, LLC | 0.20% | Reduce -25.9% | 24,016 | $879K |
| BTS Asset Management, Inc. | 0.72% | New | 23,635 | $865K |
| Family Asset Management, LLC | 0.54% | Reduce -10.5% | 23,500 | $860K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +6.0% | 23,220 | $850K |
| Apollon Wealth Management, LLC | 0.03% | Add +4.1% | 23,067 | $844K |
| Condor Capital Management | 0.08% | No change | 22,764 | $833K |
| CGN Advisors LLC | 0.10% | Reduce -28.7% | 22,593 | $827K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.6% | 21,817 | $798K |
| Occidental Asset Management, LLC | 0.14% | Reduce -0.4% | 20,865 | $763K |
| Fiducient Advisors LLC | 0.15% | No change | 20,721 | $758K |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -22.3% | 20,005 | $732K |
| Avior Wealth Management, LLC | 0.03% | Add +62.8% | 19,663 | $719K |
| Braun-Bostich & Associates Inc. | 0.60% | Add +75.3% | 19,570 | $716K |
| Advisory Services Network, LLC | 0.02% | Add +357.8% | 19,561 | $716K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | New | 19,069 | $698K |
| IFG Advisory, LLC | 0.05% | New | 18,992 | $695K |
| DAVENPORT & Co LLC | 0.00% | Add +79.6% | 18,891 | $691K |
| Brighton Jones LLC | 0.02% | Add +74.0% | 18,239 | $667K |
| Hexagon Capital Partners LLC | 0.15% | Add +43.9% | 18,234 | $667K |
| International Assets Investment Management, LLC | 0.07% | Add +21.2% | 18,417 | $667K |
| Mariner, LLC | 0.00% | Add +30.7% | 17,773 | $650K |
| Provident Wealth Management, LLC | 0.24% | Add +11.5% | 17,591 | $644K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +11.0% | 17,091 | $625K |
| Ethos Financial Group, LLC | 0.12% | Reduce -3.6% | 17,090 | $625K |
| Independent Wealth Network Inc. | 0.29% | Add +1.3% | 16,621 | $608K |
| Titleist Asset Management, LLC | 0.11% | Reduce -21.6% | 16,603 | $608K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 16,500 | $604K |
| RFG Advisory, LLC | 0.02% | Reduce -41.4% | 16,213 | $593K |
| Patten Group, Inc. | 0.14% | Reduce -5.6% | 16,006 | $586K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 16,000 | $585K |
| DHK Financial Advisors, Inc. | 0.41% | No change | 15,852 | $580K |
| Narus Financial Partners, LLC | 0.24% | Add +2.9% | 15,562 | $569K |
| Modera Wealth Management, LLC | 0.01% | Add +1.1% | 15,207 | $556K |
| Compound Planning, Inc. | 0.05% | Add +1.6% | 14,997 | $549K |
| Winch Advisory Services, LLC | 0.17% | Add +309.8% | 14,912 | $546K |
| Lido Advisors, LLC | 0.00% | Add +8.0% | 14,471 | $530K |
| Genesee Capital Advisors, LLC | 0.29% | Reduce -6.1% | 14,261 | $522K |
| L & S Advisors Inc | 0.06% | Reduce -9.6% | 12,894 | $472K |
| Wakefield Asset Management LLLP | 0.16% | Add +1.5% | 12,816 | $469K |
| Portside Wealth Group, LLC | 0.09% | Reduce -9.7% | 12,780 | $468K |
| NSI Retail Advisors, LLC | 0.07% | Reduce -8.0% | 12,650 | $463K |
| CSM Advisors, LLC | 0.03% | Reduce -8.0% | 12,650 | $463K |
| Legacy Edge Advisors, LLC | 0.10% | Add +18.6% | 12,606 | $461K |
| Principal Financial Group Inc. | 0.00% | Reduce -35.8% | 12,462 | $456K |
| Avaii Wealth Management, LLC | 0.27% | Reduce -1.3% | 12,383 | $453K |
| Argent Trust Co | 0.02% | Add +6.1% | 12,024 | $440K |
| Emergent Wealth Advisors, LLC | 0.38% | New | 11,911 | $436K |
| IFP Advisors, Inc | 0.02% | Add +14.7% | 11,625 | $425K |
| AE Wealth Management LLC | 0.00% | Reduce -81.8% | 11,481 | $420K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -0.1% | 11,463 | $419K |
| Koshinski Asset Management, Inc. | 0.04% | New | 11,437 | $418K |
| Adams Wealth Management | 0.10% | Reduce -5.8% | 11,188 | $409K |
| CPA Asset Management Group, LLC | 0.23% | Add +6.0% | 11,176 | $409K |
| HHM Wealth Advisors, LLC | 0.07% | No change | 11,098 | $406K |
| Centaurus Financial, Inc. | 0.03% | New | 11,047 | $404K |
| Sheridan Capital Management, LLC | 0.30% | No change | 11,036 | $404K |
| Beacon Financial Group | 0.05% | Reduce -1.3% | 10,808 | $395K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.9% | 10,596 | $388K |
| Neumann Capital Management, LLC | 0.14% | Add +7.1% | 10,550 | $386K |
| Prospera Financial Services Inc | 0.01% | Add +60.4% | 10,403 | $381K |
| WCG Wealth Advisors LLC | 0.03% | New | 10,305 | $377K |
| Summit Financial, LLC | 0.02% | Reduce -13.2% | 10,279 | $376K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -43.6% | 9,866 | $361K |
| Atlanta Consulting Group Advisors, LLC | 0.12% | — | 9,846 | $360K |
| USAdvisors Wealth Management, LLC | 0.13% | No change | 9,706 | $356K |
| Harbour Investments, Inc. | 0.01% | Add +3.1% | 9,533 | $349K |
| Private Trust Co. NA | 0.04% | Add +168.3% | 9,502 | $348K |
| Dunhill Financial, LLC | 0.25% | Reduce -2.6% | 9,324 | $341K |
| HUB Investment Partners, LLC | 0.02% | Add +0.1% | 9,302 | $340K |
| Bragg Financial Advisors, Inc | 0.02% | Add +31.9% | 9,180 | $336K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -3.4% | 8,911 | $326K |
| Rothschild Wealth LLC | 0.11% | — | 8,843 | $324K |
| Swmg, LLC | 0.14% | Reduce -5.9% | 8,753 | $320K |
| Wilson & Boucher Capital Management, LLC | 0.24% | Reduce -4.5% | 8,400 | $307K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -17.9% | 8,391 | $307K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.4% | 8,342 | $305K |
| My Legacy Advisors, LLC | 0.10% | No change | 8,314 | $304K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.0% | 8,136 | $298K |
| Raymond James Trust Co. of NH | 2.94% | Add +23.1% | 8,089 | $296K |
| Aire Advisors, LLC | 0.07% | Add +0.7% | 8,012 | $293K |
| Allworth Financial LP | 0.00% | Add +3136.8% | 7,995 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,969 | $292K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -14.4% | 7,923 | $290K |
| Norden Group LLC | 0.06% | New | 7,724 | $283K |
| Captrust Financial Advisors | 0.00% | New | 7,696 | $282K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -29.1% | 7,594 | $278K |
| IRON Financial LLC | 0.15% | No change | 7,453 | $273K |
| Richardson Financial Services Inc. | 0.19% | Reduce -29.8% | 7,431 | $272K |
| FDx Advisors, Inc. | 0.04% | Reduce -78.8% | 7,361 | $269K |
| Continuum Advisory, LLC | 0.04% | Reduce -36.0% | 7,397 | $268K |
| Cannon Financial Strategists, Inc. | 0.05% | Reduce -5.8% | 7,261 | $266K |
| Capital Analysts, LLC | 0.01% | Add +216.8% | 7,134 | $261K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.0% | 7,076 | $259K |
| Moors & Cabot, Inc. | 0.01% | New | 7,055 | $258K |
| Covestor Ltd | 0.16% | Add +10.6% | 7,026 | $257K |
| G&S Capital LLC | 0.11% | Add +0.9% | 6,806 | $249K |
| Commerce Bank | 0.00% | Add +5.4% | 6,772 | $248K |
| Mattern Wealth Management LLC | 0.06% | New | 6,703 | $245K |
| Capital Investment Advisors, LLC | 0.01% | Add +12.0% | 6,388 | $234K |
| Regal Investment Advisors LLC | 0.02% | Reduce -15.5% | 6,360 | $233K |
| HBW Advisory Services LLC | 0.04% | No change | 6,363 | $231K |
| TAGStone Capital, Inc. | 0.13% | Add +1.2% | 6,273 | $230K |
| Imprint Wealth LLC | 0.05% | New | 6,206 | $225K |
| &partners | 0.03% | New | 6,033 | $221K |
| Secure Asset Management, LLC | 0.05% | Add +0.5% | 5,890 | $216K |
| United Asset Strategies, Inc. | 0.02% | Reduce -1.2% | 5,859 | $214K |
| Bigelow Investment Advisors, LLC | 0.11% | Add +0.0% | 5,852 | $214K |
| Unique Wealth Strategies, LLC | 0.10% | Reduce -25.2% | 5,844 | $214K |
| SVB Wealth LLC | 0.00% | Reduce -19.6% | 5,833 | $213K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -31.2% | 5,830 | $213K |
| Boyd Watterson Asset Management LLC | 0.07% | Reduce -10.0% | 5,626 | $206K |
| Twin City Private Wealth, LLC | 0.20% | — | 5,606 | $205K |
| Davidson Trust Co. | 0.12% | New | 5,589 | $205K |
| BSW Wealth Partners | 0.03% | New | 5,565 | $204K |
| SG Americas Securities, LLC | 0.00% | New | 5,469 | $200K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +0.7% | 5,364 | $196K |
| Bessemer Group Inc. | 0.00% | Add +1266.0% | 5,150 | $188K |
| Concord Wealth Partners | 0.03% | Add +899.0% | 4,985 | $182K |
| Beacon Capital Management, LLC | 0.03% | Reduce -18.0% | 4,537 | $166K |
| Fifth Third Bancorp | 0.00% | Add +88.3% | 4,322 | $158K |
| Realta Investment Advisors | 0.03% | New | 3,910 | $143K |
| Private Ocean, LLC | 0.01% | New | 3,510 | $128K |
| Highline Wealth Partners LLC | 0.05% | New | 3,046 | $111K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.1% | 3,025 | $109K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.1% | 2,646 | $97K |
| Tucker Asset Management LLC | 0.02% | Add +910.5% | 2,597 | $95K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1953.7% | 2,485 | $91K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 2,499 | $90K |
| Blair William & Co. | 0.00% | Add +1.5% | 2,463 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.7% | 2,311 | $85K |
| Financial Management Professionals, Inc. | 0.01% | Add +1973.2% | 2,239 | $82K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -6.0% | 2,001 | $73K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -46.1% | 1,873 | $69K |
| Horizon Financial Services, LLC | 0.04% | Reduce -99.2% | 1,800 | $66K |
| Investors Research Corp | 0.02% | No change | 1,784 | $65K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -62.6% | 1,775 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,659 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +956.8% | 1,564 | $57K |
| Castleview Partners, LLC | 0.03% | Add +0.5% | 1,564 | $57K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $57K |
| Bromfield Sneider Wealth Advisors | 0.03% | No change | 1,530 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.7% | 1,550 | $56K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,452 | $53K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $52K |
| Elevation Wealth Partners, LLC | 0.03% | Add +3.5% | 1,401 | $51K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -95.8% | 1,374 | $50K |
| Pacifica Partners Inc. | 0.02% | New | 1,340 | $49K |
| Cutler Group LLC / CA | 0.02% | Reduce -7.1% | 1,300 | $47K |
| Tyler-Stone Wealth Management | 0.02% | Reduce -22.4% | 1,256 | $46K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -27.9% | 1,238 | $45K |
| NBT Bank, N.A. | 0.00% | Reduce -90.5% | 600 | $42K |
| GoalVest Advisory LLC | 0.01% | Reduce -35.6% | 1,088 | $40K |
| NFSG Corp | 0.02% | No change | 1,000 | $37K |
| CVA Family Office, LLC | 0.01% | No change | 1,000 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | New | 989 | $36K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 882 | $32K |
| Headlands Technologies LLC | 0.01% | New | 846 | $31K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 834 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | New | 717 | $26K |
| Spire Wealth Management | 0.00% | Reduce -3.6% | 675 | $25K |
| MCF Advisors LLC | 0.00% | No change | 666 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $21K |
| Key Financial Inc | 0.01% | No change | 570 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 538 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -0.8% | 512 | $19K |
| WR Wealth Planners, LLC | 0.01% | New | 492 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 473 | $17K |
| Raleigh Capital Management Inc. | 0.01% | New | 445 | $16K |
| Register Financial Advisors LLC | 0.01% | New | 440 | $16K |
| SRH Advisors, LLC | 0.01% | New | 437 | $16K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +1.2% | 436 | $16K |
| Heritage Wealth Advisors | 0.00% | New | 359 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 335 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | New | 305 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 297 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -65.1% | 291 | $11K |
| Pflug Koory, LLC | 0.00% | No change | 277 | $10K |
| Stephens Consulting, LLC | 0.00% | Add +1.5% | 275 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -27.6% | 255 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 253 | $9K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 240 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 236 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 234 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 223 | $8K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -23.5% | 212 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 200 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.4% | 196 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -99.0% | 178 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| Western Pacific Wealth Management, LP | 0.00% | New | 167 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.2% | 169 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 139 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 103 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 125 | $5K |
| Centennial Bank | 0.00% | No change | 123 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 116 | $4K |
| Blue Trust, Inc. | 0.00% | New | 110 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Future Financial Wealth Managment LLC | 0.00% | New | 103 | $4K |
| Gradient Investments LLC | 0.00% | Add +625.0% | 87 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 86 | $3K |
| Winthrop Capital Management, LLC | 0.00% | New | 75 | $3K |
| Avion Wealth | 0.00% | No change | 58 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 80 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 79 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 78 | $3K |
| Archer Investment Corp | 0.00% | No change | 61 | $2K |
| CNB Bank | 0.00% | New | 60 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -24.7% | 55 | $2K |
| Robinswood Financial LLC | 0.00% | New | 52 | $2K |
| WealthShield Partners, LLC | 0.00% | Add +2.2% | 46 | $2K |
| St Germain D J Co. Inc. | 0.00% | Reduce -63.6% | 44 | $2K |
| First Manhattan Co. Llc. | 0.00% | No change | 41 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 40 | $1K |
| LRI Investments, LLC | 0.00% | — | 39 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 31 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Sachetta, LLC | 0.00% | No change | 28 | $1K |
| Kelly Financial Services LLC | 0.00% | No change | 25 | $923 |
| Franklin Resources Inc. | 0.00% | Reduce -11.1% | 24 | $878 |
| First Pacific Financial | 0.00% | New | 21 | $769 |
| Aspire Private Capital, LLC | 0.00% | No change | 16 | $585 |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $476 |
| Tidemark, LLC | 0.00% | Reduce -90.0% | 9 | $329 |
| NorthRock Partners, LLC | 0.00% | No change | 5 | $183 |
| Oakworth Capital, Inc. | 0.00% | New | 4 | $146 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $146 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $37 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $0 |
| Simplex Trading, LLC | 0.00% | New | 7 | $0 |
"% 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.