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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
   WELLS FARGO & CO/MN 91 - 2023-12-31 24,258,535 $881,798,000 -191,990
   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
   BANK OF AMERICA CORP /DE/ 686 - 2023-12-31 3,882,002 $141,111,000 -7,509,038
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 76 - 2023-12-31 1,936,152 $70,379,000 -91,337
   Advisory Alpha LLC - 2023-12-31 1,836,198 $66,749,000 -196,579
   CWM LLC 88 - 2024-03-31 1,236,068 $45,228,000 -8,705
   CITIGROUP INC 365 - 2023-12-31 1,138,864 $41,398,000 -8,880
   BANK OF NEW YORK MELLON CORP 1165 - 2024-03-31 1,092,696 $39,982,000 -21,121
   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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 49 - 2023-12-31 609,325 $22,149,000 -7,651
   COMMONWEALTH EQUITY SERVICES LLC. 577 - 2024-03-31 439,406 $16,078,000 -35,547
   BCJ Capital Management LLC 17 - 2023-12-31 436,198 $15,856,000 -210,927
   SUMITOMO LIFE INSURANCE CO 21 - 2024-03-31 439,400 $15,484,000 -445,900
   NEUBERGER BERMAN GROUP LLC 752 - 2023-12-31 305,579 $11,108,000 -152
   ALPS ADVISERS INC 141 - 2023-12-31 267,144 $9,711,000 -2,455
   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
   FMR LLC 1853 - 2023-12-31 209,534 $7,617,000 -229,680
   MACKENZIE FINANCIAL CORP 488 - 2023-12-31 193,569 $7,036,000 -3,507
   Adviser Investments LLC - 2024-03-31 190,327 $6,964,000 -16,111
   HIGHTOWER ADVISORS, LLC 842 - 2023-12-31 182,857 $6,638,000 -166,926
   HOWE & RUSLING INC 52 - 2023-12-31 177,925 $6,468,000 -79,981
   Wavelength Capital Management LLC 7 - 2023-09-30 162,915 $5,655,000 -5,500
   David Kennon Inc - 2023-12-31 139,618 $5,075,000 -33,820
   COMERICA BANK 702 - 2023-12-31 133,761 $4,862,000 -4,742
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 762 - 2024-03-31 131,950 $4,828,000 -58,257
   MONETA GROUP INVESTMENT ADVISORS INC 113 - 2023-12-31 126,984 $4,616,000 -11,709
   Cornerstone Management Inc. 19 - 2023-12-31 113,519 $4,126,000 -2,376
   MCKINLEY CARTER WEALTH SERVICES, INC. 75 - 2024-03-31 112,126 $4,103,000 -2,622
   Chesapeake Wealth Management 16 - 2023-12-31 109,902 $3,995,000 -5,133
   Blue Edge Capital LLC 47 - 2023-12-31 101,366 $3,685,000 -36
   Paragon Advisors LLC 15 - 2024-03-31 100,239 $3,668,000 -30,093
   Vise Technologies Inc. 33 - 2023-12-31 97,008 $3,526,000 -46,070
   Atria Wealth Solutions Inc. 416 - 2023-12-31 94,042 $3,418,000 -3,996
   Goss Wealth Management LLC 514 - 2023-12-31 80,486 $2,924,000 -92,334
   Robertson Stephens Wealth Management LLC 108 - 2023-12-31 78,599 $2,857,000 -58,199
   Brookstone Capital Management 315 - 2024-03-31 71,931 $2,632,000 -446
   Financial & Tax Architects LLC - 2023-12-31 68,108 $2,476,000 -624
   Betterment LLC 121 - 2023-12-31 67,011 $2,436,000 -3,374
   JANE STREET GROUP LLC 2241 - 2023-12-31 64,909 $2,359,000 -396,802
   Sowell Financial Services LLC - 2024-03-31 63,061 $2,307,000 -7,641
   AE Wealth Management LLC 848 - 2023-12-31 63,044 $2,302,000 -11,243
   HILLTOP HOLDINGS INC. 115 - 2023-12-31 60,831 $2,211,000 -42,092
   Consolidated Portfolio Review Corp 55 - 2024-03-31 55,544 $2,032,000 -1,007
   Stratos Wealth Partners LTD. 467 - 2024-03-31 47,392 $1,734,000 -592
   Aurum Wealth Management Group LLC 72 - 2024-03-31 40,874 $1,496,000 -3,001
   OAK HARBOR WEALTH PARTNERS LLC 64 - 2024-03-31 39,129 $1,432,000 -564
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 11 - 2023-12-31 39,117 $1,422,000 -2,452,500
   NAPLES GLOBAL ADVISORS LLC - 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 - 2024-03-31 31,610 $1,157,000 -933
   CAP Partners LLC 27 - 2024-03-31 30,733 $1,125,000 -3,932
   PEAPACK GLADSTONE FINANCIAL CORP 383 - 2023-12-31 30,897 $1,123,000 -318
   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
   Family Asset Management LLC 40 - 2023-12-31 26,260 $955,000 -1,500
   DEFINED WEALTH MANAGEMENT LLC 40 - 2024-03-31 25,774 $943,000 -40
   SAX WEALTH ADVISORS LLC 75 - 2023-12-31 25,731 $935,000 -3,201
   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
   DiMeo Schneider & Associates L.L.C. 58 - 2023-12-31 20,721 $753,000 -10,714
   WEALTHSOURCE PARTNERS LLC 245 - 2023-12-31 19,432 $706,000 -10,667
   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
   Merit Financial Group LLC 459 - 2023-12-31 15,320 $557,000 -56,536
   Genesee Capital Advisors LLC 69 - 2024-03-31 14,261 $522,000 -926
   L & S ADVISORS INC 161 - 2023-12-31 14,261 $518,000 -919
   CSM Advisors LLC 112 - 2023-12-31 13,750 $500,000 -2,500
   NSI Retail Advisors LLC 27 - 2023-12-31 13,750 $500,000 -2,500
   MARINER WEALTH ADVISORS, LLC 1933 - 2023-12-31 13,594 $494,000 -2,780
   Lido Advisors LLC 768 - 2023-12-31 13,395 $487,000 -17,038
   Portside Wealth Group LLC 220 - 2024-03-31 12,780 $468,000 -1,375
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 12,462 $456,000 -6,938
   AVAII WEALTH MANAGEMENT LLC - 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
   Venture Visionary Partners LLC 384 - 2023-12-31 10,796 $392,000 -553
   BRIGHTON JONES LLC 383 - 2023-12-31 10,485 $381,000 -855
   Summit Financial LLC 295 - 2024-03-31 10,279 $376,000 -1,569
   Sentinus LLC 134 - 2023-06-30 9,855 $348,000 -210
   Dunhill Financial LLC 31 - 2023-12-31 9,577 $348,000 -118,292
   TCG Advisory Services LLC 285 - 2023-12-31 9,290 $338,000 -357
   SWMG LLC 73 - 2023-12-31 9,302 $338,000 -5,794
   Baltimore-Washington Financial Advisors Inc. 107 - 2023-12-31 9,257 $336,000 -1,441
   Wilson & Boucher Capital Management LLC - 2024-03-31 8,400 $307,000 -400
   Strategic Blueprint LLC 489 - 2024-03-31 8,136 $298,000 -515
   Kohmann Bosshard Financial Services LLC 163 - 2024-03-31 7,594 $278,000 -3,121
   REGAL INVESTMENT ADVISORS, LLC 439 - 2023-12-31 7,527 $274,000 -5
  100 Records found
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