iShares Broad Usd High YieldUSHYETF

13F holders, Q2 2024 (June 30)
471holders +19
65new positions
48sold out
4famous investors
$36.26avg. 13F price*

At the end of Q2 2024, 471 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 19 from Q1 2024. 65 opened new positions and 48 sold out. The largest holders were Northern Trust Corp. ($1.4B), BlackRock Inc. ($986.0M) and Wells Fargo & Company ($882.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions65$144.6M
Exits48$126.5M

All 13F filers, Q1 2024 → Q2 2024: 49,360,425 shares bought and 13,039,793 shares sold, net +36,320,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 471 holders

Northern Trust Corp. 0.23% Add +1.4% 37,459,375 $1.4B
BlackRock Inc. 0.02% Add +62.3% 27,177,015 $986.0M
Wells Fargo & Company 0.23% Reduce -0.6% 24,312,787 $882.1M
Tiaa Trust, National Association 1.97% Add +166.8% 17,569,430 $638.2M
Jones Financial Companies LLLP 0.72% Add +5.3% 17,149,287 $622.2M
Prudential PLC 4.23% Add +28.8% 16,790,409 $609.2M
Raymond James & Associates 0.31% Add +2.8% 13,190,503 $478.6M
Japan Science & Technology Agency 5.61% No change 11,130,157 $403.8M
Thrivent Financial for Lutherans 0.52% Add +78.3% 7,030,475 $255.1M
Ocean Park Asset Management, LLC 8.88% Add +3.0% 5,158,900 $187.2M
Charles Schwab Investment Management Inc. 0.04% Add +6.4% 5,156,767 $187.1M
Toews Corp. 25.65% Add +35.2% 4,282,100 $155.4M
Bank of America Corp. 0.01% Add +1.4% 4,172,862 $151.4M
Clark Capital Management Group, Inc. 1.09% Add +96.4% 4,075,671 $147.9M
Kensington Asset Management, LLC 15.17% Reduce -25.0% 3,874,790 $140.6M
Alaska Permanent Fund Corp 1.95% Add +6.9% 3,561,619 $131.4M
1832 Asset Management L.P. 0.24% Add +49.2% 3,600,093 $130.6M
Envestnet Asset Management Inc. 0.04% Add +1.3% 3,457,382 $125.4M
UBS Group AG 0.04% Add +1.8% 3,399,614 $123.3M
Goldman Sachs Group Inc. 0.02% Add +100.7% 3,283,618 $119.1M
LPL Financial LLC 0.06% Add +4.2% 3,226,820 $117.1M
Jane Street Group, LLC 0.12% Add +67.4% 3,005,137 $109.0M
BNP Paribas Financial Markets 0.10% Add +24.3% 2,500,069 $90.7M
Counterpoint Mutual Funds LLC 20.03% Reduce -36.2% 2,367,880 $85.9M
Morgan Stanley 0.01% Reduce -50.6% 2,160,173 $78.4M
SigFig Wealth Management, LLC 2.73% Add +3.1% 1,998,720 $72.5M
Allstate Corp. 5.85% Add +15.1% 1,988,000 $72.1M
Nepc LLC 2.27% Add +3.0% 1,894,929 $68.7M
Partners Capital Investment Group, LLP 1.07% Add +84.7% 1,747,565 $63.5M
JPMorgan Chase & Co. 0.01% Reduce -31.1% 1,744,869 $63.3M
Roberts Financial Services LLC 12.51% Add +5.6% 1,715,425 $62.2M
Rebalance, LLC 4.57% Add +16.5% 1,566,062 $56.8M
Bank of New York Mellon Corp 0.01% Add +36.6% 1,492,763 $54.2M
American Century Companies Inc. 0.03% No change 1,480,560 $53.7M
Assetmark, Inc. 0.17% Reduce -8.3% 1,479,156 $53.7M
Bricktown Capital, LLC 10.88% No change 1,473,016 $53.4M
One Capital Management, LLC 1.69% Add +48.9% 1,370,848 $49.7M
Morningstar Investment Services LLC 0.51% Reduce -1.2% 1,280,285 $46.5M
Raymond James Financial Services Advisors, Inc. 0.07% Add +5.8% 1,271,211 $46.1M
Koss-Olinger Consulting, LLC 4.15% New 1,237,438 $44.9M
Cerity Partners LLC 0.12% Add +17.4% 1,182,485 $42.9M
Cwm, LLC 0.20% Reduce -5.0% 1,174,606 $42.6M
Osaic Holdings, Inc. 0.10% Add +41.2% 1,173,739 $42.6M
Wealthfront Advisers LLC 0.13% Reduce -3.2% 1,045,416 $37.9M
Mercer Global Advisors Inc. 0.10% Reduce -2.4% 1,027,394 $37.3M
US Bancorp \de 0.05% Add +10.0% 1,024,788 $37.2M
Sumitomo Life Insurance Co. 0.84% Add +130.3% 1,012,100 $36.3M
Venturi Wealth Management, LLC 2.06% Add +5.3% 959,676 $34.8M
Prime Capital Investment Advisors, LLC 0.51% Reduce -1.3% 942,286 $34.2M
Capital Asset Advisory Services LLC 1.74% Add +0.7% 884,445 $32.1M
Axxcess Wealth Management, LLC 0.87% Add +0.8% 880,517 $31.9M
DSC Meridian Capital LP 23.45% New 786,476 $28.5M
State of Wisconsin - Board of Commissioners of Public Lands 6.83% No change 782,666 $28.4M
Cetera Investment Advisers 0.07% Reduce -3.9% 777,858 $28.2M
Prestige Wealth Management Group LLC 5.50% Reduce -3.0% 701,643 $25.5M
Aveo Capital Partners, LLC 2.72% Reduce -11.9% 662,066 $24.0M
FMR LLC 0.00% Reduce -0.1% 605,904 $22.0M
Stifel Financial Corp. 0.02% Add +2.4% 596,843 $21.7M
Prudential Financial Inc. 0.03% Add +176.0% 537,899 $19.5M
Baker Avenue Asset Management, LP 0.62% Reduce -0.3% 501,209 $18.2M
Wbi Investments, LLC 4.40% New 500,961 $18.2M
Commonwealth Equity Services, LLC 0.03% Add +10.6% 485,777 $17.6M
Phillips Financial Management, LLC 1.40% Add +5.0% 467,866 $17.0M
Ameriprise Financial Inc. 0.00% Reduce -51.2% 455,442 $16.5M
Trek Financial, LLC 1.26% Reduce -10.3% 436,106 $15.8M
Equitable Holdings, Inc. 0.16% Add +1.9% 419,825 $15.2M
Citigroup Inc. 0.01% Reduce -8.3% 401,948 $14.6M
Principal Financial Group Inc. 0.01% Add +3052.5% 392,862 $14.3M
Loomis Sayles & Co. L P 0.02% Add +13.0% 377,152 $13.7M
Fisher Asset Management 0.01% Reduce -28.0% 363,799 $13.2M
Royal Bank of Canada 0.00% Reduce -1.4% 358,283 $13.0M
Wedmont Private Capital 0.82% Add +7.3% 354,004 $13.0M
Deutsche Bank AG 0.01% Reduce -17.9% 352,262 $12.8M
HRT Financial LP 0.07% Add +272.2% 342,078 $12.4M
Truist Financial Corp. 0.02% Add +1.3% 326,801 $11.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.90% Reduce -6.0% 318,900 $11.5M
Neuberger Berman Group LLC 0.01% Reduce -0.7% 311,388 $11.3M
JTC Employer Solutions Trustee Ltd 0.75% No change 310,219 $11.3M
Rakuten Investment Management, Inc. 0.07% Reduce -3.6% 305,541 $11.1M
Allegiance Financial Group Advisory Services LLC 4.20% Add +14.2% 302,594 $11.0M
Sage Advisory Services, Ltd.Co. 3.08% Reduce -1.5% 302,099 $11.0M
Alps Advisors Inc. 0.07% Add +2.8% 270,929 $9.8M
Deane Retirement Strategies, Inc. 4.83% Add +0.1% 259,483 $9.4M
Townsquare Capital LLC 0.12% Add +69.2% 249,864 $9.1M
Alliancebernstein L.P. 0.00% Add +219.9% 244,668 $8.9M
FC Advisory LLC 3.23% Add +0.1% 243,054 $8.8M
Heritage Wealth Management, LLC 4.85% Reduce -3.7% 241,047 $8.7M
Heritage Family Offices, LLP 4.85% — 241,047 $8.7M
Avidian Wealth Enterprises, LLC 0.42% Add +7.2% 239,574 $8.7M
Destiny Wealth Partners, LLC 1.54% Reduce -9.5% 236,167 $8.6M
Founders Financial Securities LLC 0.79% Add +1.4% 230,416 $8.4M
Horizon Investments, LLC 0.22% Add +2.0% 219,243 $7.9M
Mechanics Bank Trust Department 1.11% Reduce -2.9% 213,791 $7.8M
Creative Planning 0.01% Reduce -0.7% 212,268 $7.7M
New York Life Investment Management LLC 0.08% Add +4.8% 212,240 $7.7M
Steward Partners Investment Advisory, LLC 0.08% Add +8.5% 210,997 $7.7M
Tolleson Wealth Management, Inc. 1.47% Reduce -0.4% 205,529 $7.5M
Forte Asset Management LLC 4.33% Add +3.8% 202,175 $7.3M
Trajan Wealth LLC 0.47% Add +3.9% 201,727 $7.3M
HSBC Holdings PLC 0.00% Add +99.8% 199,292 $7.2M

"% 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 471 holders