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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 :
2
27,257,262
 9.74%
 
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
   NORTHERN TRUST CORP 74 - 2023-12-31 36,250,721 $1,317,714,000 2,708,258
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 63 - 2023-12-31 27,257,262 $990,802,000 1,414,856
   WELLS FARGO & CO/MN 91 - 2023-12-31 24,258,535 $881,798,000 -191,990
   BLACKROCK INC. 632 - 2023-12-31 24,014,425 $872,924,000 19,716,050
   JONES FINANCIAL COMPANIES LLLP 26 - 2023-12-31 15,689,009 $570,295,000 15,620,508
   RAYMOND JAMES & ASSOCIATES 51 - 2023-12-31 12,490,766 $454,039,000 269,057
   Japan Science & Technology Agency 7 - 2023-12-31 11,130,157 $404,581,000 0
   PRUDENTIAL CORP PLC 5 - 2023-12-31 11,008,444 $400,157,000 1,001,334
   AMERIVEST INVESTMENT MANAGEMENT LLC 10 - 2023-06-30 5,934,217 $209,478,000 -287,770
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 317 - 2023-12-31 5,572,851 $202,573,000 -1,072,877
   Kensington Asset Management LLC - 2023-12-31 5,109,500 $185,730,000 5,109,500
   Wright Fund Managment LLC - 2023-12-31 5,010,100 $182,117,000 1,732,083
   THRIVENT FINANCIAL FOR LUTHERANS 45 - 2023-12-31 4,696,126 $170,704,000 772,468
   ENVESTNET ASSET MANAGEMENT INC 299 - 2023-12-31 4,111,079 $149,438,000 1,379,694
   BANK OF AMERICA CORP /DE/ 686 - 2023-12-31 3,882,002 $141,111,000 -7,509,038
   Counterpoint Mutual Funds LLC 1 - 2024-03-31 3,709,536 $135,732,000 2,243,593
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,627,681 $131,866,000 825,462
   MORGAN STANLEY 1008 - 2023-12-31 3,461,964 $125,842,000 1,941,674
   Alaska Permanent Fund Corp 16 - 2024-03-31 3,331,619 $121,904,000 -500,000
   TOEWS CORP /ADV 1 - 2024-03-31 3,167,800 $115,910,000 30,000
   LPL FINANCIAL CORP 256 - 2023-12-31 3,089,893 $112,318,000 574,886
   UBS Group AG 388 - 2023-12-31 3,065,412 $111,428,000 107,180
   MORNINGSTAR INVESTMENT SERVICES, INC. 46 - 2023-12-31 2,982,429 $108,799,000 1,397,896
   TIAA FSB 48 - 2023-06-30 2,824,235 $99,696,000 -5,816,631
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 128 - 2023-12-31 2,438,235 $88,630,000 528,390
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 76 - 2023-12-31 1,936,152 $70,379,000 -91,337
   SigFig Wealth Management LLC 14 - 2023-12-31 1,862,478 $67,701,000 27,862
   Advisory Alpha LLC - 2023-12-31 1,836,198 $66,749,000 -196,579
   ALLSTATE CORP 7 - 2023-12-31 1,728,000 $62,813,000 0
   GOLDMAN SACHS GROUP INC/ 867 - 2023-12-31 1,715,304 $62,351,000 712,796
   BNP PARIBAS ARBITRAGE SA 197 - 2023-12-31 1,710,277 $62,169,000 1,162,457
   ALLSTATE INVESTMENT MANAGEMENT CO 13 *New 2022-12-31 1,728,000 $59,668,000 1,728,000
   VANGUARD GROUP INC 2114 - 2023-12-31 1,621,778 $58,952,000 37,259
   J P MORGAN CHASE & CO 1059 - 2023-12-31 1,491,312 $54,209,000 644,886
   AMERICAN CENTURY COMPANIES INC 476 - 2023-12-31 1,480,560 $53,818,000 49,421
   ERTS Wealth Advisors LLC - 2023-12-31 1,450,799 $52,737,000 -82,197
   PARTNERS CAPITAL INVESTMENT GROUP LLP 22 - 2023-12-31 1,380,987 $50,199,000 48,726
   Bricktown Capital LLC - 2023-12-31 1,377,766 $50,082,000 -304,000
   REBALANCE LLC 8 - 2023-12-31 1,329,819 $48,339,000 60,231
   CWM LLC 88 - 2024-03-31 1,236,068 $45,228,000 -8,705
   NEPC LLC 13 - 2023-12-31 1,162,121 $42,243,000 114,220
   CITIGROUP INC 365 - 2023-12-31 1,138,864 $41,398,000 -8,880
   BANK OF NEW YORK MELLON CORP 1188 - 2023-12-31 1,113,817 $40,487,000 220,130
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 282 - 2023-12-31 1,107,224 $40,248,000 119,208
   Wealthfront Advisers LLC 54 - 2024-03-31 1,080,022 $39,518,000 147,513
   US BANCORP 223 - 2023-12-31 925,496 $33,642,000 173,914
   Venturi Wealth Management LLC - 2023-12-31 905,598 $32,919,000 -567,795
   SUMITOMO LIFE INSURANCE CO 11 - 2023-12-31 885,300 $32,181,000 55,400
   Capital Asset Advisory Services LLC 15 - 2024-03-31 878,199 $31,721,000 25,653
   AXXCESS WEALTH MANAGEMENT LLC 20 - 2023-12-31 849,923 $30,895,000 -22,510
   PFS INVESTMENTS INC. 58 - 2023-06-30 864,077 $30,502,000 -233,067
   Advisor Group Holdings Inc. 350 - 2023-12-31 824,075 $29,956,000 -195,460
   HPM Partners LLC - 2023-12-31 800,436 $29,096,000 747,111
   Prime Capital Investment Advisors LLC - 2023-12-31 785,319 $28,546,000 180,747
   State of Wisconsin - Board of Commissioners of Pub 5 - 2023-12-31 782,666 $28,450,000 0
   MERCER GLOBAL ADVISORS INC /ADV 157 - 2023-12-31 772,452 $28,079,000 61,631
   Aveo Capital Partners LLC 4 - 2023-12-31 709,678 $25,797,000 701,498
   AMERIPRISE FINANCIAL INC 1120 - 2023-12-31 690,521 $25,098,000 458,460
   Prestige Wealth Management Group LLC 2 - 2023-12-31 654,628 $23,796,000 -33,678
   FINANCIAL NETWORK 160 - 2023-12-31 627,021 $22,792,000 477,272
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 49 - 2023-12-31 609,325 $22,149,000 -7,651
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 115 *New 2023-12-31 583,650 $21,216,000 583,650
   Schonfeld Strategic Advisors LLC 134 *New 2023-12-31 575,600 $20,923,000 575,600
   DEUTSCHE BANK AG 790 - 2023-12-31 572,792 $20,821,000 297,728
   STIFEL FINANCIAL CORP 505 - 2023-12-31 565,444 $20,554,000 535,029
   BB&T CORP 397 - 2023-12-31 554,672 $20,162,000 174,075
   BAKER AVENUE ASSET MANAGEMENT, LP 33 *New 2023-12-31 482,965 $17,556,000 482,965
   COMMONWEALTH EQUITY SERVICES LLC. 503 - 2023-12-31 474,953 $17,265,000 38,335
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 444,041 $16,141,000 19,201
   BCJ Capital Management LLC 17 - 2023-12-31 436,198 $15,856,000 -210,927
   Benchmark Investment Advisors LLC 17 *New 2023-12-31 436,198 $15,856,000 436,198
   Equitable Holdings Inc. 103 - 2023-12-31 402,985 $14,648,000 50
   ROYAL BANK OF CANADA 1286 - 2023-12-31 378,199 $13,747,000 11,494
   Cetera Investment Advisers 185 - 2023-12-31 343,148 $12,473,000 12,004
   Financiere des Professionnels - Fonds dinvestissem 21 *New 2024-03-31 339,200 $12,411,000 339,200
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 7 - 2023-12-31 340,145 $12,364,000 145
   Wedmont Private Capital 20 - 2024-03-31 329,795 $11,972,000 20,387
   JTC Employer Solutions Trusteee Ltd 14 - 2024-03-31 310,219 $11,368,000 0
   NEUBERGER BERMAN GROUP LLC 752 - 2023-12-31 305,579 $11,108,000 -152
   SAGE ADVISORY SERVICES, LTD.CO. 15 - 2023-12-31 287,467 $10,449,000 -88,822
   ALPS ADVISERS INC 141 - 2023-12-31 267,144 $9,711,000 -2,455
   Tolleson Wealth Management Inc. 9 - 2023-12-31 265,984 $9,669,000 21,315
   LOOMIS SAYLES & CO L P 323 - 2023-12-31 262,879 $9,556,000 62,724
   RWM Asset Management LLC 21 - 2024-03-31 260,892 $9,546,000 -42,174
   Monument Capital Management 5 - 2024-03-31 259,880 $9,509,000 103,546
   Deane Retirement Strategies Inc. 3 - 2024-03-31 259,084 $9,478,000 412
   HERITAGE WEALTH MANAGEMENT LLC 3 - 2023-12-31 251,464 $9,141,000 -428,296
   FC Advisory LLC 10 - 2023-12-31 236,985 $8,614,000 -603
   American Trust 25 - 2023-12-31 234,593 $8,527,000 -25,124
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 232,286 $8,444,000 23,153
   HORIZON INVESTMENTS, LLC/SC 57 - 2023-12-31 231,419 $8,361,000 3,785
   FOUNDERS FINANCIAL SECURITIES LLC 32 - 2024-03-31 227,218 $8,314,000 -16,278
   NATIONAL BANK OF CANADA /FI/ 538 - 2023-12-31 222,708 $8,064,000 9,835
   MECHANICS BANK TRUST DEPARTMENT 27 - 2024-03-31 220,111 $8,054,000 -19,949
   MML INVESTORS SERVICES LLC 453 - 2023-12-31 213,474 $7,760,000 40,998
   HORIZON FINANCIAL SERVICES LLC 4 - 2023-12-31 213,395 $7,757,000 -22,949
   FMR LLC 1853 - 2023-12-31 209,534 $7,617,000 -229,680
   Adviser Investments LLC 108 - 2023-12-31 206,438 $7,504,000 -19,569
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 233 - 2023-12-31 195,415 $7,103,000 6,304
   MACKENZIE FINANCIAL CORP 488 - 2023-12-31 193,569 $7,036,000 -3,507
  100 Records found
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