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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $144.6M |
| Exits | 48 | $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 |
| Mutual Advisors, LLC | 0.22% | New | 193,905 | $7.1M |
| Elm Partners Management LLC | 0.55% | New | 196,378 | $7.1M |
| Quantitative Strategies, Inc. | 4.06% | Add +5.2% | 196,247 | $7.1M |
| Northeast Financial Group, Inc. | 3.00% | Add +7.0% | 193,144 | $7.0M |
| Howe & Rusling Inc. | 0.63% | Reduce -2.6% | 190,165 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 188,634 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.5% | 186,270 | $6.8M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -2.7% | 185,187 | $6.7M |
| Topel & Distasi Wealth Management, LLC | 2.94% | Add +1.1% | 184,414 | $6.7M |
| American Trust | 0.54% | Add +105.0% | 182,154 | $6.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -1.0% | 180,024 | $6.5M |
| Raymond James Trust N.A. | 0.15% | Add +6.8% | 178,762 | $6.5M |
| Simplicity Wealth,LLC | 0.15% | Add +139.3% | 177,489 | $6.4M |
| Advisory Alpha, LLC | 0.25% | Reduce -6.9% | 174,566 | $6.3M |
| San Luis Wealth Advisors LLC | 1.51% | New | 172,942 | $6.3M |
| Monument Capital Management | 1.83% | Reduce -34.1% | 171,251 | $6.2M |
| Riversedge Advisors, LLC | 1.47% | Add +5.4% | 165,991 | $6.0M |
| ING Groep NV | 0.04% | New | 165,400 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +646.6% | 162,886 | $5.9M |
| Fifth Third Securities, Inc. | 0.51% | Add +96.5% | 152,974 | $5.5M |
| Donoghue Forlines LLC | 1.55% | Reduce -6.7% | 150,476 | $5.5M |
| Betterment LLC | 0.01% | Add +74.0% | 146,959 | $5.3M |
| Grove Bank & Trust | 0.84% | Add +28.5% | 143,753 | $5.2M |
| Sigma Planning Corp | 0.16% | Add +5.3% | 141,137 | $5.1M |
| Cornerstone Management, Inc. | 1.10% | Add +12.8% | 138,287 | $5.0M |
| David Kennon Inc | 2.10% | Add +0.4% | 137,818 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.1% | 135,917 | $4.9M |
| Single Point Partners, LLC | 8.30% | Add +11.0% | 133,667 | $4.8M |
| SWP Financial LLC | 3.18% | New | 132,488 | $4.8M |
| Securian Asset Management, Inc. | 0.14% | No change | 128,286 | $4.7M |
| Comerica Bank | 0.02% | Add +1.3% | 128,046 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 125,012 | $4.5M |
| Vise Technologies, Inc. | 0.79% | Add +18.8% | 124,537 | $4.5M |
| Chesapeake Wealth Management | 1.58% | Add +1.9% | 120,434 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | — | 120,334 | $4.3M |
| National Bank of Canada | 0.01% | Add +1.3% | 118,990 | $4.3M |
| UMB Bank, n.a. | 0.07% | Add +10.0% | 117,638 | $4.3M |
| Hohimer Wealth Management, LLC | 0.99% | Reduce -14.2% | 117,592 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.6% | 115,156 | $4.2M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Reduce -0.1% | 112,023 | $4.1M |
| Grey Fox Wealth Advisors, LLC | 1.41% | Add +8.4% | 110,311 | $4.0M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -4.5% | 108,043 | $3.9M |
| Ellevest, Inc. | 0.23% | Add +8.0% | 107,876 | $3.9M |
| Paragon Advisors, LLC | 1.42% | Add +6.8% | 107,089 | $3.9M |
| Dodds Wealth, LLC | 1.50% | Add +47.2% | 105,495 | $3.8M |
| Blue Edge Capital, LLC | 0.63% | Add +1.8% | 104,642 | $3.8M |
| Manning & Napier Advisors LLC | 0.04% | — | 104,200 | $3.8M |
| Alera Investment Advisors, LLC | 0.41% | New | 94,966 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.2% | 94,758 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Add +3.9% | 92,430 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.6% | 87,174 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +109.4% | 84,570 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +42.9% | 81,311 | $2.9M |
| OneDigital Investment Advisors LLC | 0.04% | Add +37.5% | 80,046 | $2.9M |
| Financial & Tax Architects, LLC | 0.77% | Add +7.9% | 78,729 | $2.9M |
| Brookstone Capital Management | 0.05% | Add +7.3% | 77,219 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.1% | 77,512 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Add +1.7% | 77,204 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 73,119 | $2.7M |
| SWS Partners | 0.79% | Add +2.9% | 72,945 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +205.5% | 70,931 | $2.6M |
| Principal Securities, Inc. | 0.07% | Add +7.3% | 69,789 | $2.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.8% | 68,119 | $2.5M |
| Gibbs Wealth Management | 0.99% | Add +92.4% | 67,613 | $2.5M |
| Ashton Thomas Securities, LLC | 0.58% | — | 139,656 | $2.4M |
| Pointe Capital Management LLC | 1.45% | Reduce -2.7% | 64,566 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -12.2% | 60,906 | $2.2M |
| Vicus Capital | 0.19% | Add +11.6% | 59,058 | $2.1M |
| Kathmere Capital Management, LLC | 0.23% | Add +99.4% | 58,761 | $2.1M |
| Consolidated Portfolio Review Corp | 0.49% | Add +3.9% | 57,723 | $2.1M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -27.4% | 57,728 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +12.6% | 56,761 | $2.1M |
| Level Four Advisory Services, LLC | 0.09% | Add +29.7% | 56,687 | $2.1M |
| Verdence Capital Advisors LLC | 0.18% | New | 56,170 | $2.0M |
| Counterweight Ventures, LLC | 1.50% | Add +9.5% | 54,900 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -61.5% | 53,353 | $1.9M |
| New England Asset Management Inc. | 0.34% | No change | 53,145 | $1.9M |
| Unison Advisors LLC | 0.24% | Add +6.0% | 52,994 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -6.8% | 52,323 | $1.9M |
| New Wave Wealth Advisors LLC | 1.01% | — | 51,565 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 50,870 | $1.8M |
| Focus Partners Wealth | 0.01% | Reduce -64.5% | 50,605 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +29.0% | 50,542 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +29.0% | 50,542 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -9.4% | 49,171 | $1.8M |
| &partners | 0.08% | Add +712.1% | 48,993 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.0% | 48,328 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +32.8% | 48,216 | $1.7M |
| Verus Capital Partners, LLC | 0.18% | Add +8.3% | 47,980 | $1.7M |
| Octavia Wealth Advisors, LLC | 0.23% | Add +23.1% | 47,004 | $1.7M |
| PAX Financial Group, LLC | 0.33% | Add +24.7% | 46,704 | $1.7M |
| Leeward Financial Partners, LLC | 0.69% | Add +1.1% | 46,510 | $1.7M |
| Clarity Capital Partners LLC | 0.95% | Reduce -2.9% | 42,624 | $1.5M |
| High Net Worth Advisory Group LLC | 0.47% | Add +0.7% | 42,302 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Add +3.5% | 42,284 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.48% | Add +7.0% | 41,889 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.1% | 41,234 | $1.5M |
| Two Sigma Securities, LLC | 0.07% | Add +32.6% | 40,195 | $1.5M |
| Braun-Bostich & Associates Inc. | 1.07% | Add +103.2% | 39,757 | $1.4M |
| Gotham Asset Management | 0.02% | Add +1.2% | 37,777 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 37,760 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.7% | 37,667 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -28.1% | 37,657 | $1.4M |
| WealthCare Investment Partners, LLC | 0.63% | Add +5.0% | 37,417 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -23.1% | 36,268 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +0.2% | 35,313 | $1.3M |
| Charles Schwab Trust Co | 0.12% | Reduce -0.6% | 35,138 | $1.3M |
| Saxon Interests, Inc. | 0.60% | Add +0.6% | 34,647 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -23.9% | 34,171 | $1.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -27.0% | 33,957 | $1.2M |
| TFB Advisors LLC | 0.39% | New | 33,236 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -5.8% | 32,440 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +6.0% | 31,981 | $1.2M |
| Goldstone Financial Group, LLC | 0.23% | Add +32.5% | 31,821 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +85.8% | 31,748 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.1% | 31,328 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.8% | 30,087 | $1.1M |
| MRP Capital Investments, LLC | 1.00% | New | 29,567 | $1.1M |
| Wetzel Investment Advisors, Inc. | 0.62% | Add +3.1% | 29,285 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -21.1% | 29,006 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -55.8% | 27,879 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.6% | 27,722 | $1.0M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -6.0% | 26,367 | $969K |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +37.2% | 26,170 | $949K |
| Atria Investments, Inc | 0.01% | New | 25,839 | $937K |
| Strategic Advocates LLC | 0.37% | Add +1.5% | 25,601 | $929K |
| Flagship Harbor Advisors, LLC | 0.06% | Add +53.1% | 25,255 | $916K |
| RVW Wealth, LLC | 0.09% | Reduce -11.4% | 25,174 | $913K |
| Compound Planning, Inc. | 0.07% | Add +66.8% | 25,009 | $907K |
| Legacy Edge Advisors, LLC | 0.17% | Add +97.1% | 24,848 | $901K |
| Apollon Wealth Management, LLC | 0.03% | Add +4.3% | 24,049 | $872K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -16.2% | 23,467 | $851K |
| Titleist Asset Management, LLC | 0.13% | Add +40.3% | 23,293 | $845K |
| Condor Capital Management | 0.08% | Add +0.9% | 22,966 | $833K |
| DAVENPORT & Co LLC | 0.01% | Add +20.5% | 22,765 | $826K |
| Old Mission Capital LLC | 0.02% | Reduce -91.8% | 22,643 | $821K |
| Brighton Jones LLC | 0.03% | Add +23.3% | 22,495 | $816K |
| Winch Advisory Services, LLC | 0.23% | Add +49.2% | 22,254 | $807K |
| Family Asset Management, LLC | 0.51% | Reduce -7.4% | 21,751 | $789K |
| BTS Asset Management, Inc. | 0.73% | Reduce -8.4% | 21,640 | $785K |
| Millennium Management | 0.00% | Reduce -50.9% | 21,537 | $781K |
| CAP Partners, LLC | 0.63% | Reduce -30.7% | 21,300 | $773K |
| Petix & Botte Co | 0.22% | Reduce -89.2% | 20,938 | $760K |
| CGN Advisors LLC | 0.09% | Reduce -7.9% | 20,816 | $755K |
| Balyasny Asset Management L.P. | 0.00% | New | 20,452 | $742K |
| IFG Advisory, LLC | 0.05% | Add +7.3% | 20,370 | $739K |
| Spectrum Wealth Counsel, LLC | 0.09% | Reduce -19.1% | 19,903 | $722K |
| Headlands Technologies LLC | 0.08% | Add +2221.6% | 19,641 | $713K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.3% | 19,607 | $711K |
| Independent Wealth Network Inc. | 0.33% | Add +17.8% | 19,582 | $710K |
| Summit Financial, LLC | 0.03% | Add +89.3% | 19,463 | $706K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.8% | 19,410 | $704K |
| Neumann Capital Management, LLC | 0.24% | Add +83.9% | 19,400 | $704K |
| Defined Wealth Management, LLC | 0.49% | Reduce -25.1% | 19,299 | $700K |
| Hexagon Capital Partners LLC | 0.15% | Add +3.9% | 18,939 | $687K |
| BTG Pactual Asset Management US LLC | 0.16% | — | 18,067 | $655K |
| International Assets Investment Management, LLC | 0.06% | Reduce -2.9% | 17,891 | $649K |
| Provident Wealth Management, LLC | 0.24% | Add +1.1% | 17,780 | $645K |
| Occidental Asset Management, LLC | 0.11% | Reduce -16.9% | 17,346 | $629K |
| Modera Wealth Management, LLC | 0.01% | Add +13.6% | 17,280 | $627K |
| Ethos Financial Group, LLC | 0.11% | Reduce -2.7% | 16,635 | $604K |
| Portside Wealth Group, LLC | 0.11% | Add +29.1% | 16,496 | $598K |
| Mariner, LLC | 0.00% | Reduce -9.4% | 16,109 | $584K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 16,000 | $580K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 15,943 | $578K |
| Narus Financial Partners, LLC | 0.23% | Add +1.7% | 15,827 | $574K |
| Primoris Wealth Advisors, LLC | 0.43% | New | 14,700 | $533K |
| Emergent Wealth Advisors, LLC | 0.43% | Add +23.1% | 14,661 | $532K |
| Genesee Capital Advisors, LLC | 0.26% | Add +2.4% | 14,597 | $530K |
| PFG Investments, LLC | 0.04% | Reduce -78.6% | 14,387 | $522K |
| Harbour Investments, Inc. | 0.02% | Add +49.1% | 14,218 | $516K |
| Twele Capital Management, Inc. | 0.12% | New | 14,167 | $514K |
| Corient Private Wealth LP | 0.00% | New | 14,139 | $513K |
| Bank of Montreal | 0.00% | Reduce -98.3% | 13,835 | $504K |
| Fiducient Advisors LLC | 0.07% | Reduce -34.0% | 13,687 | $497K |
| Prospera Financial Services Inc | 0.01% | Add +30.8% | 13,610 | $494K |
| Adams Wealth Management | 0.11% | Add +19.5% | 13,368 | $485K |
| CacheTech Inc. | 0.11% | — | 13,368 | $485K |
| Lido Advisors, LLC | 0.00% | Reduce -8.3% | 13,269 | $481K |
| Argent Trust Co | 0.02% | Add +10.3% | 13,262 | $481K |
| Wakefield Asset Management LLLP | 0.17% | Add +2.2% | 13,101 | $475K |
| RFG Advisory, LLC | 0.02% | Reduce -19.6% | 13,043 | $473K |
| L & S Advisors Inc | 0.06% | Add +0.1% | 12,902 | $468K |
| Realta Investment Advisors | 0.09% | Add +228.2% | 12,833 | $466K |
| Avaii Wealth Management, LLC | 0.25% | Add +1.0% | 12,504 | $454K |
| Clearstead Advisors, LLC | 0.01% | Add +305.4% | 12,265 | $445K |
| NSI Retail Advisors, LLC | 0.08% | Reduce -3.2% | 12,250 | $444K |
| CSM Advisors, LLC | 0.03% | Reduce -3.2% | 12,250 | $444K |
| IFP Advisors, Inc | 0.02% | Add +0.9% | 11,728 | $425K |
| Windsor Capital Management, LLC | 0.13% | New | 11,499 | $417K |
| Venture Visionary Partners LLC | 0.02% | Add +5.3% | 11,160 | $405K |
| AE Wealth Management LLC | 0.00% | Reduce -3.2% | 11,118 | $403K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -3.0% | 11,098 | $403K |
| Berkshire Asset Management LLC | 0.02% | New | 11,066 | $401K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -3.9% | 11,020 | $400K |
| Sheridan Capital Management, LLC | 0.29% | Reduce -1.3% | 10,890 | $393K |
| Beacon Financial Group | 0.04% | No change | 10,808 | $392K |
| Asset Allocation Strategies LLC | 0.13% | New | 10,617 | $385K |
| CPA Asset Management Group, LLC | 0.20% | Reduce -5.7% | 10,545 | $383K |
| Sequent Planning LLC | 0.13% | New | 10,447 | $377K |
| Citadel Advisors | 0.00% | Reduce -98.3% | 10,366 | $376K |
| Arkadios Wealth Advisors | 0.02% | New | 9,943 | $361K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Reduce -0.8% | 9,768 | $354K |
| USAdvisors Wealth Management, LLC | 0.12% | No change | 9,706 | $352K |
| Norden Group LLC | 0.07% | Add +25.0% | 9,653 | $350K |
| Private Trust Co. NA | 0.04% | Reduce -3.1% | 9,209 | $334K |
| Rothschild Wealth LLC | 0.11% | Add +4.0% | 9,192 | $333K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.0% | 9,008 | $327K |
| Cresset Asset Management, LLC | 0.00% | New | 8,991 | $326K |
| Swmg, LLC | 0.14% | Add +2.3% | 8,958 | $325K |
| Mgo One Seven LLC | 0.02% | New | 8,905 | $323K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -10.1% | 8,867 | $322K |
| Dunhill Financial, LLC | 0.19% | Reduce -8.0% | 8,574 | $311K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.8% | 8,544 | $310K |
| Diversify Wealth Management, LLC | 0.04% | — | 8,459 | $307K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 8,400 | $305K |
| My Legacy Advisors, LLC | 0.10% | No change | 8,314 | $302K |
| Davidson Trust Co. | 0.21% | Add +48.1% | 8,279 | $300K |
| Raymond James Trust Co. of NH | 2.79% | Add +2.3% | 8,276 | $300K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -10.8% | 8,191 | $297K |
| Capital Analysts, LLC | 0.01% | Add +7.6% | 7,674 | $278K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -3.8% | 7,622 | $277K |
| Continuum Advisory, LLC | 0.04% | Add +1.9% | 7,538 | $273K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 7,537 | $273K |
| World Investment Advisors | 0.02% | New | 7,469 | $271K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -16.3% | 7,461 | $271K |
| IRON Financial LLC | 0.15% | No change | 7,453 | $270K |
| Covestor Ltd | 0.17% | Add +6.0% | 7,447 | $270K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,413 | $269K |
| CW Advisors, LLC | 0.00% | New | 7,323 | $266K |
| Richardson Financial Services Inc. | 0.19% | Reduce -2.0% | 7,282 | $264K |
| FDx Advisors, Inc. | 0.07% | Reduce -1.5% | 7,251 | $263K |
| Moors & Cabot, Inc. | 0.01% | No change | 7,055 | $256K |
| Strategic Blueprint, LLC | 0.02% | Reduce -14.1% | 6,986 | $253K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,849 | $248K |
| Financial Network Wealth Advisors LLC | 0.18% | New | 6,821 | $247K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -10.4% | 6,807 | $247K |
| Commerce Bank | 0.00% | Reduce -0.1% | 6,765 | $245K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.6% | 6,677 | $242K |
| Mattern Wealth Management LLC | 0.06% | Reduce -0.5% | 6,673 | $242K |
| Patten Group, Inc. | 0.06% | Reduce -58.8% | 6,601 | $239K |
| Aire Advisors, LLC | 0.05% | Reduce -18.7% | 6,512 | $236K |
| TAGStone Capital, Inc. | 0.13% | Add +1.8% | 6,384 | $232K |
| Regal Investment Advisors LLC | 0.01% | Reduce -4.3% | 6,085 | $221K |
| Brooklyn FI, LLC | 0.09% | New | 6,021 | $218K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.8% | 6,018 | $218K |
| Oliver Luxxe Assets LLC | 0.05% | New | 6,017 | $218K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -27.9% | 6,010 | $218K |
| Bigelow Investment Advisors, LLC | 0.10% | Add +1.9% | 5,961 | $216K |
| Unique Wealth Strategies, LLC | 0.10% | No change | 5,844 | $214K |
| Global Retirement Partners, LLC | 0.01% | Add +121.7% | 5,865 | $213K |
| HUB Investment Partners, LLC | 0.01% | Reduce -37.1% | 5,850 | $212K |
| SVB Wealth LLC | 0.01% | No change | 5,833 | $212K |
| One Wealth Map LLC | 0.13% | New | 5,716 | $210K |
| United Asset Strategies, Inc. | 0.02% | Reduce -1.6% | 5,763 | $209K |
| BSW Wealth Partners | 0.03% | Add +2.2% | 5,689 | $206K |
| G&S Capital LLC | 0.09% | Reduce -19.0% | 5,510 | $202K |
| Bessemer Group Inc. | 0.00% | No change | 5,150 | $187K |
| Boyd Watterson Asset Management LLC | 0.05% | Reduce -8.4% | 5,153 | $187K |
| Concord Wealth Partners | 0.03% | No change | 4,985 | $181K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -9.0% | 4,883 | $177K |
| Allworth Financial LP | 0.00% | Reduce -40.7% | 4,739 | $174K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,716 | $171K |
| Beacon Capital Management, LLC | 0.03% | Reduce -10.1% | 4,079 | $148K |
| First Horizon Advisors, Inc. | 0.00% | Add +190.2% | 3,987 | $145K |
| Aptus Capital Advisors, LLC | 0.00% | Add +59.1% | 3,955 | $143K |
| Sunbelt Securities, Inc. | 0.01% | Add +187.6% | 3,560 | $129K |
| Private Ocean, LLC | 0.01% | No change | 3,510 | $127K |
| GW&K Investment Management, LLC | 0.00% | New | 3,280 | $119K |
| Blair William & Co. | 0.00% | Add +33.1% | 3,278 | $119K |
| Empirical Asset Management, LLC | 0.04% | New | 13,742 | $110K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.5% | 2,646 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.9% | 2,477 | $89K |
| ORG Partners LLC | 0.01% | New | 2,220 | $80K |
| Robinswood Financial LLC | 0.03% | Add +3613.5% | 1,931 | $70K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 1,886 | $68K |
| Bell Investment Advisors, Inc | 0.01% | Add +1.8% | 1,807 | $66K |
| Investors Research Corp | 0.02% | No change | 1,784 | $65K |
| Gradient Investments LLC | 0.00% | Add +1941.4% | 1,776 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.8% | 1,702 | $63K |
| Olistico Wealth, LLC | 0.04% | New | 1,684 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,564 | $57K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.8% | 1,426 | $52K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $52K |
| Register Financial Advisors LLC | 0.02% | Add +190.4% | 1,278 | $46K |
| Tyler-Stone Wealth Management | 0.02% | Add +1.4% | 1,274 | $46K |
| Highline Wealth Partners LLC | 0.02% | Reduce -58.5% | 1,264 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -90.8% | 1,025 | $37K |
| NFSG Corp | 0.01% | No change | 1,000 | $36K |
| Pacifica Partners Inc. | 0.02% | Reduce -25.4% | 1,000 | $36K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +79.0% | 963 | $35K |
| Key Financial Inc | 0.01% | Add +63.2% | 930 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 882 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -80.0% | 864 | $31K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 846 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +71.7% | 812 | $29K |
| Bokf, NA | 0.00% | New | 795 | $29K |
| Great Lakes Retirement, Inc. | 0.00% | New | 784 | $28K |
| Castleview Partners, LLC | 0.02% | Reduce -50.1% | 780 | $28K |
| Horizon Financial Services, LLC | 0.02% | Reduce -57.6% | 763 | $28K |
| Family Firm, Inc. | 0.01% | New | 731 | $27K |
| MCF Advisors LLC | 0.00% | No change | 666 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | — | 664 | $24K |
| Spire Wealth Management | 0.00% | Reduce -2.5% | 658 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +275.7% | 635 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $21K |
| Tucker Asset Management LLC | 0.00% | Reduce -78.4% | 561 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +177.6% | 544 | $20K |
| Triad Wealth Partners, LLC | 0.01% | New | 543 | $20K |
| Arax Advisory Partners | 0.00% | New | 507 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -7.8% | 472 | $17K |
| Bank & Trust Co | 0.01% | — | 464 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.8% | 453 | $16K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +1.8% | 444 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -56.5% | 430 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +60.4% | 409 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 337 | $12K |
| Colonial Trust Co / SC | 0.00% | New | 301 | $11K |
| Bogart Wealth, LLC | 0.00% | New | 294 | $11K |
| Bangor Savings Bank | 0.00% | New | 288 | $10K |
| Stephens Consulting, LLC | 0.00% | Add +1.4% | 279 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 253 | $9K |
| Activest Wealth Management | 0.00% | New | 248 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.2% | 241 | $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 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +27.5% | 227 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 225 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 223 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | New | 213 | $8K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -5.2% | 201 | $7K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.0% | 172 | $6K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| Princeton Global Asset Management LLC | 0.00% | New | 160 | $6K |
| Wolff Wiese Magana LLC | 0.00% | Add +14.4% | 159 | $6K |
| Signaturefd, LLC | 0.00% | New | 146 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 143 | $5K |
| Trust Co. of Vermont | 0.00% | New | 132 | $5K |
| Strategic Financial Concepts, LLC | 0.00% | New | 168,916 | $5K |
| NBT Bank, N.A. | 0.00% | Reduce -80.3% | 118 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 116 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 110 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -73.7% | 88 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 86 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 84 | $3K |
| Winthrop Capital Management, LLC | 0.00% | Add +12.0% | 84 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 80 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 79 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 78 | $3K |
| Asset Dedication, LLC | 0.00% | Add +3600.0% | 74 | $3K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 64 | $2K |
| Archer Investment Corp | 0.00% | No change | 61 | $2K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| Avion Wealth | 0.00% | No change | 58 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 50 | $2K |
| WealthShield Partners, LLC | 0.00% | Add +2.2% | 47 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 40 | $1K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 31 | $1K |
| Summit Securities Group LLC | 0.00% | New | 24 | $1K |
| Kelly Financial Services LLC | 0.00% | Add +4.0% | 26 | $931 |
| West Branch Capital LLC | 0.00% | New | 18 | $654 |
| Aspire Private Capital, LLC | 0.00% | No change | 16 | $580 |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $472 |
| Oakworth Capital, Inc. | 0.00% | No change | 4 | $145 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $145 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $36 |
"% 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.