iShares Broad Usd High YieldUSHYETF
13F holders, Q3 2024 (September 30)501holders +30
78new positions
50sold out
5famous investors
$37.63avg. 13F price*
At the end of Q3 2024, 501 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 30 from Q2 2024. 78 opened new positions and 50 sold out. The largest holders were JPMorgan Chase & Co. ($2.4B), Prudential PLC ($2.3B) and BlackRock, Inc. ($2.0B). 5 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Broad Usd High Yield
- CUSIP
- 46435U853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $540.3M |
| Exits | 50 | $60.3M |
All 13F filers, Q2 2024 → Q3 2024: 157,977,773 shares bought and 27,621,069 shares sold, net +130,356,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| JPMorgan Chase & Co. | 0.19% | Add +3566.0% | 63,967,523 | $2.4B |
| Prudential PLC | 11.39% | Add +256.1% | 59,786,038 | $2.3B |
| BlackRock, Inc. | 0.04% | — | 54,347,858 | $2.0B |
| Northern Trust Corp. | 0.24% | Add +3.8% | 38,890,644 | $1.5B |
| Wells Fargo & Company | 0.32% | Add +42.0% | 34,526,070 | $1.3B |
| Jones Financial Companies LLLP | 0.70% | Add +5.7% | 18,122,184 | $682.8M |
| Raymond James & Associates | 0.31% | Add +2.8% | 13,554,148 | $510.3M |
| Goldman Sachs Group Inc. | 0.10% | Add +310.4% | 13,476,765 | $507.4M |
| Japan Science & Technology Agency | 5.54% | No change | 11,130,157 | $419.1M |
| Thrivent Financial for Lutherans | 0.52% | Add +2.5% | 7,203,476 | $271.2M |
| Ocean Park Asset Management, LLC | 9.69% | Add +13.7% | 5,864,296 | $220.8M |
| Clark Capital Management Group, Inc. | 1.37% | Add +30.0% | 5,300,000 | $199.5M |
| BNP Paribas Financial Markets | 0.19% | Add +107.5% | 5,188,732 | $195.4M |
| Tiaa Trust, National Association | 0.53% | Reduce -73.3% | 4,693,226 | $176.7M |
| Kensington Asset Management, LLC | 9.64% | Add +22.2% | 4,734,160 | $175.8M |
| Bank of America Corp. | 0.01% | Add +9.4% | 4,563,831 | $171.8M |
| Toews Corp. | 21.49% | Reduce -0.6% | 4,257,100 | $160.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.3% | 4,053,805 | $152.6M |
| State of Wisconsin Investment Board | 0.38% | New | 3,992,228 | $150.3M |
| LPL Financial LLC | 0.06% | Add +13.2% | 3,653,540 | $137.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -30.5% | 3,583,654 | $134.9M |
| UBS Group AG | 0.04% | Reduce -1.3% | 3,355,642 | $126.3M |
| Liberty Mutual Group Asset Management Inc. | 13.12% | New | 2,300,000 | $86.6M |
| Morgan Stanley | 0.01% | Add +5.1% | 2,270,119 | $85.5M |
| Counterpoint Mutual Funds LLC | 15.85% | Reduce -6.2% | 2,221,763 | $83.6M |
| Angeles Investment Advisors, LLC | 4.18% | New | 2,171,000 | $81.7M |
| SigFig Wealth Management, LLC | 2.93% | Add +7.2% | 2,141,966 | $80.7M |
| Alaska Permanent Fund Corp | 1.16% | Reduce -40.7% | 2,111,619 | $79.5M |
| Allstate Corp. | 7.12% | No change | 1,988,000 | $74.8M |
| Nepc LLC | 2.15% | No change | 1,894,929 | $71.3M |
| Bricktown Capital, LLC | 13.24% | Add +28.2% | 1,888,389 | $71.1M |
| Roberts Financial Services LLC | 12.36% | Add +2.3% | 1,754,077 | $66.0M |
| Venturi Wealth Management, LLC | 3.40% | Add +79.7% | 1,724,784 | $64.9M |
| Partners Capital Investment Group, LLP | 1.03% | Reduce -1.8% | 1,715,964 | $64.6M |
| Shenkman Capital Management Inc. | 35.27% | New | 1,613,089 | $61.8M |
| Bank of New York Mellon Corp | 0.01% | Add +8.8% | 1,624,873 | $61.2M |
| Rebalance, LLC | 4.43% | Add +2.6% | 1,607,103 | $60.5M |
| One Capital Management, LLC | 1.90% | Add +15.4% | 1,582,681 | $59.6M |
| American Century Companies Inc. | 0.03% | No change | 1,480,560 | $55.7M |
| Assetmark, Inc. | 0.16% | Reduce -0.2% | 1,476,632 | $55.6M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +6.7% | 1,356,933 | $51.1M |
| Osaic Holdings, Inc. | 0.11% | Add +10.7% | 1,299,484 | $48.9M |
| Mercer Global Advisors Inc. | 0.11% | Add +25.3% | 1,287,676 | $48.2M |
| Nuveen Asset Management, LLC | 0.01% | New | 1,279,070 | $48.2M |
| Morningstar Investment Services LLC | 0.48% | Reduce -1.5% | 1,260,875 | $47.5M |
| Koss-Olinger Consulting, LLC | 4.09% | Add +1.1% | 1,251,597 | $47.1M |
| Cerity Partners LLC | 0.10% | Add +4.1% | 1,231,013 | $46.3M |
| 1832 Asset Management L.P. | 0.08% | Reduce -66.7% | 1,197,747 | $45.1M |
| Wealthfront Advisers LLC | 0.14% | Add +13.6% | 1,187,908 | $44.7M |
| Manning & Napier Advisors LLC | 0.49% | Add +1032.9% | 1,180,489 | $44.4M |
| Cwm, LLC | 0.19% | Reduce -2.4% | 1,146,453 | $43.2M |
| Prudential Financial Inc. | 0.05% | Add +89.4% | 1,018,609 | $38.4M |
| US Bancorp \de | 0.05% | Reduce -2.5% | 998,730 | $37.6M |
| Prime Capital Investment Advisors, LLC | 0.53% | Add +4.0% | 980,014 | $36.9M |
| Axxcess Wealth Management, LLC | 0.86% | Add +2.8% | 904,878 | $34.1M |
| Capital Asset Advisory Services LLC | 1.69% | Add +2.3% | 904,458 | $33.7M |
| DSC Meridian Capital LP | 26.79% | Add +0.5% | 790,228 | $29.8M |
| Cetera Investment Advisers | 0.06% | Reduce -7.2% | 721,715 | $27.2M |
| NEOS Investment Management LLC | 0.80% | New | 710,000 | $26.6M |
| Prestige Wealth Management Group LLC | 5.44% | Reduce -0.6% | 697,554 | $26.3M |
| FMR LLC | 0.00% | Add +14.1% | 691,254 | $26.0M |
| Royal Bank of Canada | 0.01% | Add +85.8% | 665,605 | $25.1M |
| Stifel Financial Corp. | 0.03% | Add +6.1% | 632,984 | $23.8M |
| Santa Clara Valley Transportation Authority | 22.15% | — | 614,225 | $23.1M |
| Trek Financial, LLC | 1.64% | Add +33.6% | 582,602 | $21.9M |
| Deutsche Bank AG | 0.01% | Add +52.4% | 536,664 | $20.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.9% | 519,114 | $19.5M |
| Baker Avenue Asset Management, LP | 0.62% | Add +3.0% | 516,378 | $19.4M |
| Phillips Financial Management, LLC | 1.38% | Add +1.3% | 473,726 | $17.8M |
| HRT Financial LP | 0.08% | Add +32.3% | 452,636 | $17.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +17.9% | 444,473 | $16.7M |
| Equitable Holdings, Inc. | 0.16% | Add +4.3% | 437,940 | $16.5M |
| Citigroup Inc. | 0.01% | Add +4.0% | 418,200 | $15.7M |
| Clearstead Advisors, LLC | 0.22% | Add +3010.2% | 381,461 | $14.4M |
| Alliancebernstein L.P. | 0.00% | Add +52.9% | 374,146 | $14.1M |
| Wedmont Private Capital | 0.80% | Add +6.5% | 377,158 | $14.0M |
| Nisa Investment Advisors, LLC | 0.08% | New | 340,000 | $12.8M |
| First Command Advisory Services, Inc. | 0.12% | New | 336,342 | $12.7M |
| Allegiance Financial Group Advisory Services LLC | 4.21% | Add +6.2% | 321,345 | $12.1M |
| Rakuten Investment Management, Inc. | 0.07% | Add +3.9% | 317,541 | $12.0M |
| JTC Employer Solutions Trustee Ltd | 0.76% | No change | 310,219 | $11.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.80% | Reduce -2.9% | 309,800 | $11.7M |
| Y.D. More Investments Ltd | 1.21% | New | 307,063 | $11.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.8% | 293,290 | $11.0M |
| Sage Advisory Services, Ltd.Co. | 3.08% | No change | 302,099 | $11.0M |
| Fisher Asset Management | 0.00% | Reduce -22.0% | 283,882 | $10.7M |
| Alps Advisors Inc. | 0.07% | Reduce -1.7% | 266,369 | $10.0M |
| Townsquare Capital LLC | 0.12% | Add +5.5% | 263,594 | $9.9M |
| Baird Financial Group, Inc. | 0.02% | Add +39.7% | 263,518 | $9.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -33.5% | 261,437 | $9.8M |
| BTS Asset Management, Inc. | 9.16% | Add +1078.8% | 255,101 | $9.6M |
| FC Advisory LLC | 3.22% | Add +4.8% | 254,691 | $9.6M |
| Avidian Wealth Enterprises, LLC | 0.43% | Add +3.8% | 248,783 | $9.4M |
| Truist Financial Corp. | 0.01% | Reduce -24.4% | 247,105 | $9.3M |
| American Trust | 0.76% | Add +35.2% | 246,199 | $9.3M |
| Betterment LLC | 0.02% | Add +67.2% | 245,743 | $9.3M |
| Heritage Family Offices, LLP | 4.72% | Add +0.8% | 242,974 | $9.1M |
| Destiny Wealth Partners, LLC | 1.54% | Reduce -1.2% | 233,426 | $8.8M |
| New York Life Investment Management LLC | 0.08% | Add +3.9% | 220,589 | $8.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.0% | 219,521 | $8.3M |
"% 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.