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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions78$540.3M
Exits50$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
Creative Planning 0.01% Add +2.0% 216,530 $8.2M
Trajan Wealth LLC 0.47% Add +5.8% 213,354 $8.0M
Northeast Financial Group, Inc. 2.99% Add +6.8% 206,373 $7.8M
Mechanics Bank Trust Department 1.03% Reduce -4.0% 205,136 $7.7M
San Luis Wealth Advisors LLC 1.60% Add +18.6% 205,129 $7.7M
&partners 0.15% Add +307.6% 199,674 $7.6M
Quantitative Strategies, Inc. 4.01% Add +2.3% 200,729 $7.6M
Principal Securities, Inc. 0.18% Add +176.4% 192,915 $7.3M
Howe & Rusling Inc. 0.61% Reduce -0.5% 189,226 $7.1M
Topel & Distasi Wealth Management, LLC 2.94% Add +2.2% 188,431 $7.1M
Susquehanna International Group, LLP 0.01% New 187,337 $7.1M
Mackenzie Financial Corp. 0.01% Add +3.4% 186,101 $7.0M
Rwa Wealth Partners, LLC 0.09% Reduce -1.9% 181,707 $6.8M
Raymond James Trust N.A. 0.15% Add +1.5% 181,440 $6.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.4% 179,892 $6.8M
Founders Financial Securities LLC 0.62% Reduce -22.8% 177,980 $6.7M
Riversedge Advisors, LLC 1.51% Add +6.8% 177,248 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.4% 174,894 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +37.3% 171,593 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -62.2% 172,114 $6.4M
Forte Asset Management LLC 3.40% Reduce -16.2% 169,341 $6.4M
Tolleson Wealth Management, Inc. 1.21% Reduce -18.0% 168,621 $6.3M
Monument Capital Management 1.75% Reduce -2.0% 167,768 $6.3M
Aveo Capital Partners, LLC 0.66% Reduce -75.1% 164,566 $6.2M
Horizon Investments, LLC 0.16% Reduce -24.1% 166,420 $6.2M
OneDigital Investment Advisors LLC 0.07% Add +105.0% 164,111 $6.2M
Summit Global Investments 0.39% New 160,911 $6.1M
Grove Bank & Trust 0.89% Add +11.2% 159,824 $6.0M
Sigma Planning Corp 0.18% Add +13.2% 159,758 $6.0M
Fifth Third Securities, Inc. 0.57% Add +4.3% 159,488 $6.0M
Donoghue Forlines LLC 1.68% Add +4.1% 156,710 $5.9M
Sanctuary Advisors, LLC 0.04% Add +29.3% 155,532 $5.8M
Single Point Partners, LLC 9.21% Add +14.8% 153,484 $5.8M
Kestra Advisory Services, LLC 0.03% Add +93.0% 149,631 $5.6M
Grey Fox Wealth Advisors, LLC 1.51% Add +30.4% 143,820 $5.4M
Jane Street Group, LLC 0.01% Reduce -95.3% 142,586 $5.4M
David Kennon Inc 2.08% Add +1.9% 140,443 $5.3M
Cornerstone Management, Inc. 1.09% Reduce -0.1% 138,144 $5.2M
Two Sigma Securities, LLC 0.40% Add +238.6% 136,102 $5.1M
Comerica Bank 0.02% Add +3.8% 132,842 $5.0M
Pathstone Holdings, LLC 0.02% Add +38.7% 128,162 $4.8M
Flow Traders U.S. LLC 0.24% Add +151.7% 128,034 $4.8M
UMB Bank, n.a. 0.07% Add +8.7% 127,878 $4.8M
Vise Technologies, Inc. 0.61% Add +1.5% 126,424 $4.8M
Chesapeake Wealth Management 1.60% Add +3.6% 124,811 $4.7M
National Bank of Canada 0.01% Add +2.2% 121,562 $4.6M
Ellevest, Inc. 0.24% Add +8.7% 117,208 $4.4M
McKinley Carter Wealth Services, Inc. 0.27% Add +4.5% 117,080 $4.4M
Hohimer Wealth Management, LLC 0.94% Reduce -0.9% 116,517 $4.4M
Q3 Asset Management 0.99% New 112,204 $4.2M
Paragon Advisors, LLC 1.36% Add +3.6% 110,975 $4.2M
Blue Edge Capital, LLC 0.62% Add +0.6% 105,262 $4.0M
Ashton Thomas Securities, LLC 0.75% Reduce -26.3% 102,998 $3.9M
CreativeOne Wealth, LLC 0.13% Add +77.4% 102,435 $3.9M
HSBC Holdings PLC 0.00% Reduce -48.8% 102,135 $3.8M
Alera Investment Advisors, LLC 0.42% Add +1.2% 96,115 $3.6M
Edgestream Partners, L.P. 0.16% New 94,485 $3.6M
Moneta Group Investment Advisors LLC 0.05% Reduce -14.7% 92,220 $3.5M
Mutual Advisors, LLC 0.10% Reduce -52.3% 92,442 $3.4M
Focus Partners Wealth 0.01% Add +313.9% 209,481 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +66.0% 88,550 $3.3M
Financial & Tax Architects, LLC 0.83% Add +9.3% 86,023 $3.2M
Wetzel Investment Advisors, Inc. 1.55% Add +178.6% 81,576 $3.1M
Signature Estate & Investment Advisors LLC 0.07% Add +14.8% 81,402 $3.1M
MML Investors Services, LLC 0.01% Reduce -14.4% 81,085 $3.1M
Mgo One Seven LLC 0.13% Add +805.4% 80,627 $3.0M
Wedbush Securities Inc. 0.11% New 78,009 $2.9M
Brookstone Capital Management 0.04% Add +0.1% 77,278 $2.9M
Kathmere Capital Management, LLC 0.27% Add +28.7% 75,648 $2.8M
Gibbs Wealth Management 0.91% Add +10.8% 74,933 $2.8M
Guggenheim Capital LLC 0.02% Reduce -6.1% 72,472 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -38.4% 70,943 $2.7M
SWS Partners 0.81% Reduce -6.8% 67,945 $2.6M
Counterweight Ventures, LLC 1.79% Add +22.5% 67,253 $2.5M
Vicus Capital 0.22% Add +13.6% 67,064 $2.5M
Oppenheimer & Co. Inc. 0.04% Reduce -23.6% 66,610 $2.5M
Merit Financial Group, LLC 0.06% Reduce -2.3% 66,573 $2.5M
Concurrent Investment Advisors, LLC 0.07% Add +15.7% 65,665 $2.5M
Verdence Capital Advisors LLC 0.20% Add +15.8% 65,025 $2.4M
Sumitomo Life Insurance Co. 0.05% Reduce -93.7% 64,300 $2.4M
Balefire, LLC 0.81% New 64,090 $2.4M
Octavia Wealth Advisors, LLC 0.30% Add +36.1% 63,988 $2.4M
Level Four Advisory Services, LLC 0.10% Add +10.2% 62,492 $2.3M
Consolidated Portfolio Review Corp 0.51% Add +5.3% 60,801 $2.3M
Dodds Wealth, LLC 0.75% Reduce -42.6% 60,553 $2.3M
Marcum Wealth, LLC 0.20% Add +38.4% 58,519 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +14.3% 57,780 $2.2M
Orion Portfolio Solutions, LLC 0.02% Add +14.3% 57,780 $2.2M
Hilltop Holdings Inc. 0.14% Add +68.4% 57,169 $2.2M
Integrated Advisors Network LLC 0.10% Add +14.4% 56,230 $2.1M
Simplicity Wealth,LLC 0.20% Reduce -68.3% 56,197 $2.1M
Stratos Wealth Partners, LTD. 0.03% Add +13.4% 54,811 $2.1M
Unison Advisors LLC 0.25% Add +3.3% 54,755 $2.1M
Natixis Advisors, LLC 0.00% Add +13.4% 54,672 $2.1M
HighTower Advisors, LLC 0.00% Reduce -60.5% 53,735 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +104.7% 53,566 $2.0M
New England Asset Management Inc. 0.33% No change 53,145 $2.0M
New Wave Wealth Advisors LLC 0.92% Add +2.7% 52,946 $2.0M
Heritage Oak Wealth Advisors LLC 0.92% New 52,946 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -35.0% 52,861 $2.0M
Verus Capital Partners, LLC 0.19% Add +9.4% 52,494 $2.0M
World Investment Advisors 0.06% Add +589.9% 51,528 $1.9M
Clarity Capital Partners LLC 1.09% Add +14.9% 48,990 $1.8M
State of Wisconsin - Board of Commissioners of Public Lands 1.12% Reduce -93.8% 48,550 $1.8M
Leeward Financial Partners, LLC 0.69% Add +4.2% 48,442 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 48,333 $1.8M
Cordgrass Capital Advisors, LLC 0.52% Add +14.1% 47,781 $1.8M
Great Valley Advisor Group, Inc. 0.04% Add +196.9% 47,334 $1.8M
Atria Investments, Inc 0.02% Add +82.5% 47,163 $1.8M
High Net Worth Advisory Group LLC 0.47% Add +6.1% 44,882 $1.7M
Braun-Bostich & Associates Inc. 1.15% Add +10.1% 43,778 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +39.1% 43,592 $1.6M
Goldstone Financial Group, LLC 0.27% Add +30.7% 41,586 $1.6M
WealthCare Investment Partners, LLC 0.67% Add +10.0% 41,143 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Add +150.1% 40,012 $1.5M
Park Avenue Securities LLC 0.02% Reduce -6.4% 38,586 $1.5M
Advisory Alpha, LLC 0.05% Reduce -78.0% 38,399 $1.4M
Gotham Asset Management 0.01% Add +0.9% 38,133 $1.4M
Exchange Traded Concepts, LLC 0.03% New 35,696 $1.3M
Patriot Investment Management Group, Inc. 0.10% Add +10.6% 35,376 $1.3M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -6.8% 35,116 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -7.5% 34,931 $1.3M
Ausdal Financial Partners, Inc. 0.14% Add +9.2% 34,658 $1.3M
M&T Bank Corp 0.00% Reduce -5.1% 34,426 $1.3M
Litman Gregory Wealth Management LLC 0.11% Reduce -3.8% 33,980 $1.3M
Lake Street Advisors Group, LLC 0.06% New 33,677 $1.3M
Sunbelt Securities, Inc. 0.12% Add +833.5% 33,233 $1.3M
TFB Advisors LLC 0.37% Reduce -0.0% 33,228 $1.3M
Valeo Financial Advisors, LLC 0.04% New 32,500 $1.2M
Legacy Edge Advisors, LLC 0.20% Add +30.8% 32,488 $1.2M
Citadel Advisors 0.00% Add +201.4% 31,247 $1.2M
Private Advisor Group, LLC 0.01% Add +2.9% 30,948 $1.2M
Mission Wealth Management, LP 0.03% Reduce -11.1% 30,379 $1.1M
Fiducient Advisors LLC 0.13% Add +119.2% 30,002 $1.1M
Good Life Advisors, LLC 0.07% New 28,828 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -52.9% 28,687 $1.1M
Charles Schwab Trust Co 0.09% Reduce -18.6% 28,593 $1.1M
DAVENPORT & Co LLC 0.01% Add +25.2% 28,501 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.1% 27,152 $1.0M
Millennium Management 0.00% Add +26.1% 27,151 $1.0M
Spectrum Wealth Counsel, LLC 0.12% Add +35.8% 27,027 $1.0M
Sowell Financial Services LLC 0.05% Reduce -3.3% 26,968 $1.0M
Westfuller Advisors, LLC 0.71% — 26,447 $996K
Avantax Advisory Services, Inc. 0.01% Reduce -68.8% 26,343 $992K
Polen Capital Management LLC 0.00% New 26,300 $990K
Naples Global Advisors, LLC 0.09% Reduce -9.4% 26,266 $989K
Engineers Gate Manager LP 0.02% New 26,123 $984K
Flagship Harbor Advisors, LLC 0.05% Add +2.1% 25,783 $971K
RVW Wealth, LLC 0.09% No change 25,174 $948K
Benjamin Edwards Inc. 0.01% New 24,926 $938K
Winch Advisory Services, LLC 0.26% Add +11.5% 24,804 $934K
Titleist Asset Management, LLC 0.13% Add +4.4% 24,327 $916K
Independent Wealth Network Inc. 0.39% Add +19.7% 23,441 $883K
Condor Capital Management 0.08% Reduce -0.1% 22,954 $864K
Apollon Wealth Management, LLC 0.02% Reduce -6.3% 22,538 $849K
Twele Capital Management, Inc. 0.17% Add +54.9% 21,947 $826K
CAP Partners, LLC 0.62% Add +2.7% 21,876 $824K
Strategic Advocates LLC 0.29% Reduce -14.7% 21,832 $822K
Neumann Capital Management, LLC 0.27% Add +12.1% 21,750 $819K
Compound Planning, Inc. 0.05% Reduce -13.4% 21,657 $815K
Family Asset Management, LLC 0.49% Reduce -1.4% 21,450 $808K
Brighton Jones LLC 0.03% Reduce -4.7% 21,436 $807K
CGN Advisors LLC 0.08% Add +1.0% 21,023 $792K
Petix & Botte Co 0.20% Reduce -2.4% 20,442 $770K
Defined Wealth Management, LLC 0.48% Add +2.3% 19,741 $743K
Portside Wealth Group, LLC 0.13% Add +18.3% 19,520 $735K
Arkadios Wealth Advisors 0.04% Add +92.2% 19,110 $720K
Hexagon Capital Partners LLC 0.14% Reduce -0.9% 18,763 $706K
Windsor Capital Management, LLC 0.20% Add +62.9% 18,734 $705K
Advisory Services Network, LLC 0.01% No change 19,410 $704K
Avior Wealth Management, LLC 0.03% Reduce -4.8% 18,672 $703K
Ethos Financial Group, LLC 0.11% Add +9.3% 18,174 $684K
BTG Pactual Asset Management US LLC 0.10% Add +2.7% 18,551 $678K
Provident Wealth Management, LLC 0.22% Reduce -2.2% 17,392 $655K
PFG Investments, LLC 0.04% Add +17.9% 16,967 $639K
First PREMIER Bank 0.16% New 16,800 $633K
Modera Wealth Management, LLC 0.01% Reduce -3.1% 16,737 $630K
Argent Trust Co 0.03% Add +25.0% 16,582 $624K
Kestra Investment Management, LLC 0.03% New 16,439 $619K
Mariner, LLC 0.00% Add +0.7% 16,222 $611K
Summit Financial, LLC 0.02% Reduce -18.7% 15,831 $596K
Euro Pacific Asset Management, LLC 0.10% New 14,875 $557K
Bank of Montreal 0.00% Add +4.8% 14,497 $546K
MMBG Investment Advisors Co. 0.06% New 14,440 $544K
Primoris Wealth Advisors, LLC 0.39% Reduce -2.0% 14,400 $542K
Chicago Partners Investment Group LLC 0.02% Reduce -45.0% 14,502 $538K
Corient Private Wealth LP 0.00% Add +0.9% 14,269 $537K
Wakefield Asset Management LLLP 0.17% Add +8.4% 14,198 $535K
Strategic Blueprint, LLC 0.03% Add +100.7% 14,023 $528K
Genesee Capital Advisors, LLC 0.25% Reduce -5.9% 13,740 $517K
Prospera Financial Services Inc 0.01% Reduce -1.6% 13,394 $504K
L & S Advisors Inc 0.06% Add +2.6% 13,234 $498K
Lido Advisors, LLC 0.00% Reduce -1.2% 13,106 $493K
Harbour Investments, Inc. 0.01% Reduce -9.2% 12,904 $486K
Adams Wealth Management 0.10% Reduce -6.1% 12,553 $473K
CacheTech Inc. 0.10% Reduce -6.1% 12,553 $473K
NorthCrest Asset Manangement, LLC 0.01% New 12,469 $469K
Farnam Financial LLC 0.51% — 12,433 $468K
RFG Advisory, LLC 0.01% Reduce -5.8% 12,289 $463K
AQR Capital Management 0.00% New 12,149 $457K
Swmg, LLC 0.19% Add +36.9% 12,259 $457K
Atlanta Consulting Group Advisors, LLC 0.11% Add +23.8% 12,094 $455K
Balyasny Asset Management L.P. 0.00% Reduce -42.4% 11,784 $444K
AE Wealth Management LLC 0.00% Add +3.5% 11,504 $433K
Norden Group LLC 0.05% Add +16.6% 11,259 $424K
Venture Visionary Partners LLC 0.02% No change 11,160 $420K
Syntegra Private Wealth Group, LLC 0.05% Add +0.1% 11,028 $415K
1607 Capital Partners, LLC 0.04% New 11,000 $414K
Vantage Financial Partners, LLC 0.10% New 10,957 $413K
Sheridan Capital Management, LLC 0.29% No change 10,890 $410K
Beacon Financial Group 0.04% Reduce -0.4% 10,763 $405K
Berkshire Asset Management LLC 0.02% No change 11,066 $401K
Captrust Financial Advisors 0.00% New 10,627 $400K
IFP Advisors, Inc 0.01% Reduce -10.0% 10,560 $398K
CPA Asset Management Group, LLC 0.19% No change 10,545 $397K
Moors & Cabot, Inc. 0.02% Add +49.0% 10,511 $396K
Choreo, LLC 0.01% New 10,428 $392K
Narus Financial Partners, LLC 0.13% Reduce -37.8% 9,845 $371K
USAdvisors Wealth Management, LLC 0.13% No change 9,706 $365K
Occidental Asset Management, LLC 0.06% Reduce -46.1% 9,350 $352K
Koshinski Asset Management, Inc. 0.03% Reduce -15.8% 9,340 $352K
Private Trust Co. NA 0.04% Add +0.8% 9,282 $349K
Rothschild Wealth LLC 0.10% Reduce -1.6% 9,045 $341K
Brooklyn FI, LLC 0.12% Add +47.6% 8,886 $335K
Foundations Investment Advisors, LLC 0.01% Add +3.9% 8,881 $334K
GYL Financial Synergies, LLC 0.03% No change 8,867 $334K
Kingsview Wealth Management, LLC 0.01% Add +29.0% 8,836 $333K
Mattern Wealth Management LLC 0.07% Add +30.0% 8,673 $327K
Peak Planning Group, LLC 0.14% New 8,657 $326K
Wilson & Boucher Capital Management, LLC 0.22% No change 8,400 $316K
My Legacy Advisors, LLC 0.12% No change 8,314 $313K
Continuum Advisory, LLC 0.04% Add +11.4% 8,401 $312K
Raymond James Trust Co. of NH 2.57% No change 8,276 $312K
Covestor Ltd 0.20% Add +10.7% 8,247 $311K
Dynamic Advisor Solutions LLC 0.01% Add +8.4% 8,035 $303K
Capital Analysts, LLC 0.01% Add +4.6% 8,025 $302K
Davidson Trust Co. 0.15% Reduce -4.0% 7,950 $299K
Diversified Portfolios, Inc. 0.03% Add +4.5% 7,795 $293K
Diversify Wealth Management, LLC 0.03% Reduce -10.4% 7,577 $281K
IRON Financial LLC 0.15% No change 7,453 $281K
Lifeworks Advisors, LLC 0.06% New 7,430 $280K
CW Advisors, LLC 0.00% Add +0.6% 7,369 $277K
Ameritas Advisory Services, LLC 0.01% New 7,358 $277K
Moloney Securities Asset Management, LLC 0.04% New 7,061 $266K
Richardson Financial Services Inc. 0.17% No change 7,282 $264K
Aire Advisors, LLC 0.06% Add +7.6% 7,007 $264K
Emergent Wealth Advisors, LLC 0.19% Reduce -52.3% 6,996 $263K
FDx Advisors, Inc. 0.07% Reduce -4.2% 6,950 $262K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -9.0% 6,936 $261K
Financial Network Wealth Advisors LLC 0.22% Add +1.6% 6,933 $261K
Bragg Financial Advisors, Inc 0.01% Reduce -16.2% 6,866 $259K
Kohmann Bosshard Financial Services, LLC 0.03% Add +0.3% 6,831 $257K
Snowden Capital Advisors LLC 0.01% Add +1.3% 6,761 $255K
MRP Capital Investments, LLC 0.24% Reduce -77.2% 6,735 $254K
Maia Wealth LLC 0.06% New 6,785 $252K
TAGStone Capital, Inc. 0.12% Add +1.7% 6,490 $244K
Wrapmanager Inc. 0.06% New 6,426 $242K
Patten Group, Inc. 0.05% Reduce -3.0% 6,405 $241K
Beacon Capital Management, LLC 0.03% Add +53.2% 6,250 $235K
Global Retirement Partners, LLC 0.01% Add +6.1% 6,224 $234K
United Advisor Group, LLC 0.05% New 6,130 $231K
SWP Financial LLC 0.14% Reduce -95.5% 6,034 $227K
Icon Wealth Advisors, LLC 0.02% New 6,022 $227K
FWG Investments, LLC. 0.20% New 6,003 $226K
Alpha Financial Partners LLC 0.16% New 5,919 $223K
Ehrlich Financial Group 0.16% New 5,919 $223K
HUB Investment Partners, LLC 0.01% Add +0.3% 5,867 $221K
Ascentis Independent Advisors 0.03% New 5,856 $220K
Harbour Capital Advisors, LLC 0.05% New 5,784 $215K
Secure Asset Management, LLC 0.04% New 5,667 $213K
Nations Financial Group Inc, /Ia/ 0.02% New 5,664 $213K
Integrated Wealth Concepts LLC 0.00% Reduce -37.3% 5,650 $213K
Commerce Bank 0.00% Reduce -16.9% 5,623 $212K
Saxon Interests, Inc. 0.10% Reduce -83.9% 5,580 $210K
G&S Capital LLC 0.09% Add +1.1% 5,569 $210K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -89.4% 5,567 $210K
United Asset Strategies, Inc. 0.02% Reduce -4.0% 5,535 $208K
Noesis Capital Mangement Corp. 0.04% New 5,484 $206K
Concourse Financial Group Securities, Inc. 0.01% Reduce -83.1% 5,469 $206K
Milestone Asset Management, LLC 0.05% New 5,457 $205K
Twin City Private Wealth, LLC 0.18% New 5,414 $204K
Sound Income Strategies, LLC 0.01% Add +1220.8% 5,402 $203K
HBW Advisory Services LLC 0.03% New 5,395 $203K
Bigelow Investment Advisors, LLC 0.09% Reduce -9.8% 5,376 $202K
Insigneo Advisory Services, LLC 0.02% New 5,330 $201K
Geneos Wealth Management Inc. 0.01% Add +93.9% 5,131 $193K
Concord Wealth Partners 0.03% Add +0.1% 4,989 $188K
Boyd Watterson Asset Management LLC 0.05% Reduce -7.2% 4,781 $180K
NBT Bank, N.A. 0.01% Add +2976.3% 3,630 $137K
Aptus Capital Advisors, LLC 0.00% Reduce -9.7% 3,570 $134K
Eastern Bank 0.00% New 3,270 $123K
GW&K Investment Management, LLC 0.00% No change 3,280 $123K
Blair William & Co. 0.00% Reduce -6.0% 3,083 $116K
Allworth Financial LP 0.00% Reduce -42.6% 2,718 $102K
Bessemer Group Inc. 0.00% Reduce -49.7% 2,592 $98K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -47.9% 2,544 $95K
Dunhill Financial, LLC 0.05% Reduce -70.7% 2,515 $95K
First Horizon Advisors, Inc. 0.00% Reduce -39.5% 2,411 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Add +606.5% 2,381 $90K
Farther Finance Advisors, LLC 0.00% Reduce -5.3% 2,345 $88K
ORG Partners LLC 0.01% Reduce -1.9% 2,178 $82K
AdvisorNet Financial, Inc 0.01% Add +14.6% 2,162 $81K
Wilmington Savings Fund Society, FSB 0.00% New 1,959 $74K
Robinswood Financial LLC 0.03% No change 1,931 $73K
Bell Investment Advisors, Inc 0.01% Add +1.7% 1,837 $69K
Investors Research Corp 0.01% No change 1,784 $67K
Olistico Wealth, LLC 0.04% No change 1,684 $63K
GeoWealth Management, LLC 0.00% New 1,661 $63K
Empirical Asset Management, LLC 0.02% Reduce -10.2% 12,335 $61K
Operose Advisors LLC 0.02% New 1,606 $60K
EverSource Wealth Advisors, LLC 0.00% Reduce -6.5% 1,591 $60K
Capital Investment Advisory Services, LLC 0.01% No change 1,564 $59K
Whittier Trust Co. 0.00% No change 1,560 $59K
NorthRock Partners, LLC 0.00% New 1,523 $57K
NFSG Corp 0.02% Add +50.0% 1,500 $56K
Elevation Wealth Partners, LLC 0.02% Add +1.7% 1,450 $55K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,422 $54K
Castleview Partners, LLC 0.03% Add +77.3% 1,383 $52K
Transcendent Capital Group LLC 0.03% New 1,292 $49K
Pinnacle Bancorp, Inc. 0.01% Add +429.1% 1,238 $47K
Fifth Third Bancorp 0.00% Add +35.8% 1,173 $44K
CoreCap Advisors, LLC 0.00% Add +1126.1% 1,079 $41K
HHM Wealth Advisors, LLC 0.01% No change 1,025 $39K
GPS Wealth Strategies Group, LLC 0.01% Add +6.1% 1,022 $38K
Pacifica Partners Inc. 0.02% No change 1,000 $38K
Headlands Technologies LLC 0.00% Reduce -95.1% 958 $36K
O'shaughnessy Asset Management, LLC 0.00% Add +73.7% 945 $35K
Key Financial Inc 0.01% No change 930 $35K
Avion Wealth 0.01% Add +1477.6% 915 $34K
TD Capital Management LLC 0.00% Add +1.3% 857 $32K
Marquette Asset Management, LLC 0.00% New 818 $31K
Whittier Trust Co. of Nevada Inc. 0.00% No change 812 $31K
Proffitt & Goodson Inc. 0.01% New 810 $30K
Bokf, NA 0.00% No change 795 $30K
Fortitude Family Office, LLC 0.01% New 708 $27K
CIBC Private Wealth Group LLC 0.00% Add +59.8% 687 $26K
Farmers & Merchants Investments Inc. 0.00% Reduce -23.9% 671 $25K
Coppell Advisory Solutions LLC 0.00% Reduce -4.2% 636 $24K
Blume Capital Management, Inc. 0.01% New 613 $23K
Cullen/Frost Bankers, Inc. 0.00% Reduce -92.3% 584 $22K
Realta Investment Advisors 0.01% Reduce -95.5% 582 $22K
Glen Eagle Advisors, LLC 0.00% No change 576 $22K
Cape Investment Advisory, Inc. 0.01% Add +20.3% 568 $21K
Front Row Advisors LLC 0.01% New 550 $21K
Tucker Asset Management LLC 0.00% Reduce -3.6% 541 $20K
Arax Advisory Partners 0.00% No change 507 $19K
Raleigh Capital Management Inc. 0.01% Add +2.6% 465 $18K
Bank & Trust Co 0.01% No change 464 $17K
Caldwell Trust Co 0.00% New 400 $15K
Spire Wealth Management 0.00% Reduce -43.6% 371 $14K
Carmichael Hill & Associates, Inc. 0.01% Reduce -16.4% 371 $14K
Bogart Wealth, LLC 0.00% No change 294 $11K
Stephens Consulting, LLC 0.00% Add +1.8% 284 $11K
Pflug Koory, LLC 0.00% — 277 $10K
Activest Wealth Management 0.00% Add +1.6% 252 $9K
Cornerstone Planning Group LLC 0.00% Add +0.8% 243 $9K
PFG Private Wealth Management, LLC 0.01% No change 240 $9K
Lanark Financial, Inc. 0.00% No change 253 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 227 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 225 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 223 $8K
Duncker Streett & Co. Inc. 0.00% No change 213 $8K
Alaska Wealth Advisors, LLC 0.00% Reduce -0.5% 200 $8K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -72.4% 175 $7K
Simplex Trading, LLC 0.00% New 187 $7K
Archer Investment Corp 0.00% Add +198.4% 182 $7K
Piscataqua Savings Bank 0.01% No change 168 $6K
Blue Trust, Inc. 0.00% Add +35.5% 149 $5K
Wolff Wiese Magana LLC 0.00% Reduce -12.6% 139 $5K
Federation des caisses Desjardins du Quebec 0.00% New 130 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 116 $4K
Mather Group, Llc. 0.00% New 115 $4K
Independence Bank of Kentucky 0.00% Add +40.5% 111 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 109 $4K
PSI Advisors, LLC 0.00% No change 86 $3K
St. Johns Investment Management Company, LLC 0.00% New 83 $3K
Winthrop Capital Management, LLC 0.00% No change 84 $3K
Rosenberg Matthew Hamilton 0.00% No change 78 $3K
Carolinas Wealth Consulting LLC 0.00% New 77 $3K
CNB Bank 0.00% No change 60 $2K
Parallel Advisors, LLC 0.00% Reduce -67.4% 56 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 50 $2K
Ascentis Wealth Management, LLC 0.00% — 45 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 40 $1K
LRI Investments, LLC 0.00% No change 39 $1K
Uncommon Cents Investing LLC 0.00% New 38 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 31 $1K
Richard W. Paul & Associates, LLC 0.00% No change 31 $1K
Transamerica Financial Advisors, LLC 0.00% New 2 $1K
Sandy Spring Bank 0.00% New 24 $904
Hollencrest Capital Management 0.00% New 20 $753
Aspire Private Capital, LLC 0.00% No change 16 $602
Creative Financial Designs Inc. 0.00% Reduce -93.6% 15 $565
Global Trust Asset Management, LLC 0.00% No change 13 $489
Darwin Wealth Management, LLC 0.00% New 12 $452
Signaturefd, LLC 0.00% Reduce -94.5% 8 $301
Asset Management One Co., Ltd. 0.00% New 5 $188
Larson Financial Group LLC 0.00% No change 4 $151
Earned Wealth Advisors, LLC 0.00% New 3 $113
Asset Dedication, LLC 0.00% Reduce -97.3% 2 $76
Salomon & Ludwin, LLC 0.00% No change 1 $38

"% 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.