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Get Institutions for : 
Ishares Broad Usd High Yield Corporate Bond Etf (USHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 416    7
Total shares held : 
 279,955,610  
% of shares held : 
 31.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 54,277,453  
% of shares held change : 
   6.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 3,280,411
 1.17%
 
Increased Positions :
172
 68,170,490
 24.35%
 
Unchanged Positions :
68
 14,230,988
 5.08%
 
Decreased Positions :
127
-16,185,695
-5.78%
 
Closed Positions :
42
-987,753
-0.35%
 
Guru Positions :
1
505,415
 0.18%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 886 - 2024-03-31 16,742,818 $612,620,000 -7,271,607
   AMERIVEST INVESTMENT MANAGEMENT LLC 10 - 2023-06-30 5,934,217 $209,478,000 -287,770
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 386 - 2024-03-31 4,846,130 $177,320,000 -726,721
   THRIVENT FINANCIAL FOR LUTHERANS 75 - 2024-03-31 3,942,696 $144,263,000 -753,430
   ENVESTNET ASSET MANAGEMENT INC 384 - 2024-03-31 3,414,007 $124,919,000 -697,072
   Alaska Permanent Fund Corp 16 - 2024-03-31 3,331,619 $121,904,000 -500,000
   TIAA FSB 48 - 2023-06-30 2,824,235 $99,696,000 -5,816,631
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 130 - 2024-03-31 2,413,137 $88,297,000 -25,098
   GOLDMAN SACHS GROUP INC/ 895 - 2024-03-31 1,635,910 $59,858,000 -79,394
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 111 - 2024-03-31 1,612,689 $59,008,000 -323,463
   MORNINGSTAR INVESTMENT SERVICES, INC. 54 - 2024-03-31 1,296,400 $47,526,000 -1,686,029
   CWM LLC 88 - 2024-03-31 1,236,068 $45,228,000 -8,705
   BANK OF NEW YORK MELLON CORP 1165 - 2024-03-31 1,092,696 $39,982,000 -21,121
   PARTNERS CAPITAL INVESTMENT GROUP LLP 26 - 2024-03-31 946,179 $34,621,000 -434,808
   PFS INVESTMENTS INC. 58 - 2023-06-30 864,077 $30,502,000 -233,067
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 49 - 2024-03-31 586,921 $21,475,000 -22,404
   Schonfeld Strategic Advisors LLC 138 - 2024-03-31 572,774 $20,958,000 -2,826
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 343 - 2024-03-31 505,415 $18,493,000 -26,751,847
   FINANCIAL NETWORK 264 - 2024-03-31 446,855 $16,350,000 -180,166
   COMMONWEALTH EQUITY SERVICES LLC. 577 - 2024-03-31 439,406 $16,078,000 -35,547
   CITIGROUP INC 705 - 2024-03-31 438,307 $16,038,000 -700,557
   DEUTSCHE BANK AG 886 - 2024-03-31 429,343 $15,710,000 -143,449
   SUMITOMO LIFE INSURANCE CO 21 - 2024-03-31 439,400 $15,484,000 -445,900
   ROYAL BANK OF CANADA 1346 - 2024-03-31 363,400 $13,299,000 -14,799
   BB&T CORP 571 - 2024-03-31 322,490 $11,800,000 -232,182
   Cetera Investment Advisers 167 - 2024-03-31 282,365 $10,332,000 -60,783
   ALPS ADVISERS INC 153 - 2024-03-31 263,639 $9,647,000 -3,505
   RWM Asset Management LLC 21 - 2024-03-31 260,892 $9,546,000 -42,174
   HERITAGE WEALTH MANAGEMENT LLC 4 - 2024-03-31 250,313 $9,159,000 -1,151
   American Trust 25 - 2023-12-31 234,593 $8,527,000 -25,124
   FOUNDERS FINANCIAL SECURITIES LLC 32 - 2024-03-31 227,218 $8,314,000 -16,278
   MECHANICS BANK TRUST DEPARTMENT 27 - 2024-03-31 220,111 $8,054,000 -19,949
   HORIZON INVESTMENTS, LLC/SC 61 - 2024-03-31 214,931 $7,770,000 -16,488
   Tolleson Wealth Management Inc. 10 - 2024-03-31 206,275 $7,548,000 -59,709
   Adviser Investments LLC 123 - 2024-03-31 190,327 $6,964,000 -16,111
   Advisory Alpha LLC 48 - 2024-03-31 187,548 $6,865,000 -1,648,650
   MACKENZIE FINANCIAL CORP 506 - 2024-03-31 181,824 $6,653,000 -11,745
   W. E. Donoghue & Co. LLC 6 - 2024-03-31 161,290 $5,902,000 -16,426
   HIGHTOWER ADVISORS, LLC 896 - 2024-03-31 154,532 $5,658,000 -28,325
   Wavelength Capital Management LLC 7 - 2023-09-30 162,915 $5,655,000 -5,500
   David Kennon Inc 15 - 2024-03-31 137,330 $5,025,000 -2,288
   HOHIMER WEALTH MANAGEMENT LLC 15 - 2024-03-31 137,079 $5,016,000 -300
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 762 - 2024-03-31 131,950 $4,828,000 -58,257
   COMERICA BANK 752 - 2024-03-31 126,357 $4,623,000 -7,404
   MONETA GROUP INVESTMENT ADVISORS INC 113 - 2023-12-31 126,984 $4,616,000 -11,709
   NATIONAL BANK OF CANADA /FI/ 717 - 2024-03-31 117,514 $4,246,000 -105,194
   MCKINLEY CARTER WEALTH SERVICES, INC. 75 - 2024-03-31 112,126 $4,103,000 -2,622
   MML INVESTORS SERVICES LLC 758 - 2024-03-31 104,314 $3,817,000 -109,160
   Paragon Advisors LLC 15 - 2024-03-31 100,239 $3,668,000 -30,093
   HSBC HOLDINGS PLC 991 - 2024-03-31 99,738 $3,649,000 -19,774
   Brookstone Capital Management 315 - 2024-03-31 71,931 $2,632,000 -446
   Atria Wealth Solutions Inc. 557 - 2024-03-31 69,392 $2,539,000 -24,650
   Sowell Financial Services LLC 196 - 2024-03-31 63,061 $2,307,000 -7,641
   Goss Wealth Management LLC 664 - 2024-03-31 56,899 $2,082,000 -23,587
   Robertson Stephens Wealth Management LLC 150 - 2024-03-31 56,140 $2,054,000 -22,459
   Consolidated Portfolio Review Corp 55 - 2024-03-31 55,544 $2,032,000 -1,007
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 77 - 2024-03-31 53,145 $1,945,000 -287,000
   Stratos Wealth Partners LTD. 467 - 2024-03-31 47,392 $1,734,000 -592
   HILLTOP HOLDINGS INC. 144 - 2024-03-31 46,509 $1,702,000 -14,322
   Aurum Wealth Management Group LLC 72 - 2024-03-31 40,874 $1,496,000 -3,001
   Orion Portfolio Solutions LLC 812 - 2024-03-31 39,182 $1,434,000 -10,351
   OAK HARBOR WEALTH PARTNERS LLC 64 - 2024-03-31 39,129 $1,432,000 -564
   NAPLES GLOBAL ADVISORS LLC 182 - 2024-03-31 36,741 $1,344,000 -6,055
   JANNEY MONTGOMERY SCOTT LLC 1352 - 2024-03-31 36,316 $1,329,000 -7,610
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1138 - 2024-03-31 36,314 $1,329,000 -13,714
   Charles Schwab Trust Co 74 - 2024-03-31 35,357 $1,294,000 -317
   LITMAN GREGORY ASSET MANAGEMENT LLC 63 - 2024-03-31 35,246 $1,290,000 -33
   SAXON INTERESTS INC. 43 - 2024-03-31 34,429 $1,260,000 -906
   Private Advisor Group LLC 1094 - 2024-03-31 31,610 $1,157,000 -933
   CAP Partners LLC 27 - 2024-03-31 30,733 $1,125,000 -3,932
   RVW Wealth LLC 66 - 2024-03-31 28,407 $1,039,000 -3,098
   BENJAMIN F. EDWARDS & COMPANY INC. 500 - 2024-03-31 27,997 $1,024,000 -335
   DEFINED WEALTH MANAGEMENT LLC 40 - 2024-03-31 25,774 $943,000 -40
   Spectrum Wealth Counsel LLC 84 - 2024-03-31 24,597 $900,000 -4,518
   Family Asset Management LLC 46 - 2024-03-31 23,500 $860,000 -2,760
   Garrett Investment Advisors LLC 155 - 2024-03-31 22,593 $827,000 -9,080
   Occidental Asset Management LLC 114 - 2024-03-31 20,865 $763,000 -77
   SAX WEALTH ADVISORS LLC 90 - 2024-03-31 20,005 $732,000 -5,726
   WEALTHSOURCE PARTNERS LLC 245 - 2023-12-31 19,432 $706,000 -10,667
   Ethos Financial Group LLC 103 - 2024-03-31 17,090 $625,000 -647
   TITLEIST ASSET MANAGEMENT LLC 131 - 2024-03-31 16,603 $608,000 -4,576
   RFG Advisory Group LLC 472 - 2024-03-31 16,213 $593,000 -11,448
   Patten Group Inc. 156 - 2024-03-31 16,006 $586,000 -945
   Genesee Capital Advisors LLC 69 - 2024-03-31 14,261 $522,000 -926
   L & S ADVISORS INC 182 - 2024-03-31 12,894 $472,000 -1,367
   Portside Wealth Group LLC 220 - 2024-03-31 12,780 $468,000 -1,375
   CSM Advisors LLC 112 - 2024-03-31 12,650 $463,000 -1,100
   NSI Retail Advisors LLC 29 - 2024-03-31 12,650 $463,000 -1,100
   PRINCIPAL FINANCIAL GROUP INC 2001 - 2024-03-31 12,462 $456,000 -6,938
   AVAII WEALTH MANAGEMENT LLC 71 - 2024-03-31 12,383 $453,000 -168
   FINANCIAL ARCHITECTS INC 222 - 2023-06-30 12,503 $441,000 -807
   Adams Wealth Management 79 - 2023-12-31 11,879 $432,000 -7,869
   AE Wealth Management LLC 858 - 2024-03-31 11,481 $420,000 -51,563
   Syntegra Private Wealth Group LLC 85 - 2024-03-31 11,463 $419,000 -9
   BEACON FINANCIAL GROUP 234 - 2024-03-31 10,808 $395,000 -140
   Venture Visionary Partners LLC 414 - 2024-03-31 10,596 $388,000 -200
   Summit Financial LLC 295 - 2024-03-31 10,279 $376,000 -1,569
   GYL Financial Synergies LLC 279 - 2024-03-31 9,866 $361,000 -7,617
   Dunhill Financial LLC 37 - 2024-03-31 9,324 $341,000 -253
   Diversified Portfolios Inc. 112 - 2024-03-31 8,911 $326,000 -312
  100 Records found
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