ISHARES TR (USHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
642
Reporting holders
$24.7B
Reported value
0.0%
Held as options
+24
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $3.8B | 102,450,126 | 1.52% | 24q | +7.4%+$261.9M |
| WELLS FARGO & COMPANY/MN | $2.7B | 71,640,220 | 0.43% | 29q | -22.4%-$766.2M |
| PRUDENTIAL PLC | $2.4B | 64,814,347 | 13.07% | 15q | +5.5%+$124.2M |
| BlackRock, Inc. | $1.6B | 42,060,397 | 0.02% | 8q | +83.5%+$708.3M |
| NORTHERN TRUST CORP | $1.2B | 31,773,821 | 0.14% | 22q | -5.7%-$71.1M |
| UBS Group AG | $963.5M | 26,025,924 | 0.12% | 30q | +3.1%+$29.2M |
| GOLDMAN SACHS GROUP INC | $873.5M | 23,595,060 | 0.08% | 26q | +12.8%+$99.1M |
| BANK OF AMERICA CORP /DE/ | $804.3M | 21,726,225 | 0.05% | 30q | +2.1%+$16.3M |
| RAYMOND JAMES FINANCIAL INC | $758.2M | 20,479,608 | 0.21% | 7q | +5.3%+$38.5M |
| MORGAN STANLEY | $604.1M | 16,319,051 | 0.03% | 30q | +29.8%+$138.6M |
| Japan Science & Technology Agency | $530.1M | 14,319,906 | 10.03% | 15q | HELD |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $488.8M | 13,205,000 | 3.06% | 7q | -41.6%-$348.9M |
| TIAA Wealth Investment Management LLC | $420.5M | 11,355,800 | 2.81% | 2q | +0.7%+$2.7M |
| Caisse de depot et placement du Quebec | $372.3M | 10,057,165 | 0.53% | 4q | HELD |
| FMR LLC | $358.5M | 9,683,034 | 0.02% | 28q | +20.4%+$60.7M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $320.1M | 8,646,000 | 3.75% | 5q | +1004.2%+$291.1M |
| Ocean Park Asset Management, LLC | $307.0M | 8,293,739 | 14.79% | 14q | +16.8%+$44.2M |
| ROYAL BANK OF CANADA | $269.9M | 7,291,228 | 0.04% | 30q | +49.5%+$89.3M |
| ENVESTNET ASSET MANAGEMENT INC | $239.1M | 6,458,499 | 0.06% | 31q | +19.9%+$39.7M |
| JANE STREET GROUP, LLC | $222.9M | 6,021,477 | 0.02% | new | NEW |
| LPL Financial LLC | $204.4M | 5,521,305 | 0.05% | 29q | +19.1%+$32.8M |
| PRINCIPAL FINANCIAL GROUP INC | $197.1M | 5,325,021 | 0.10% | 15q | +1.9%+$3.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $195.7M | 5,287,519 | 0.67% | 2q | +23.3%+$37.0M |
| NEPC LLC | $193.6M | 5,230,809 | 3.61% | 12q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $192.9M | 5,210,289 | 0.04% | 3q | -7.8%-$16.4M |
| TOEWS CORP /ADV | $191.2M | 5,163,600 | 27.88% | new | NEW |
| JPMORGAN CHASE & CO | $174.7M | 4,718,882 | 0.01% | 27q | -8.3%-$15.8M |
| SigFig Wealth Management, LLC | $118.6M | 3,203,583 | 3.14% | 17q | +3.7%+$4.2M |
| Counterpoint Mutual Funds LLC | $112.3M | 3,034,468 | 11.11% | 14q | +447.5%+$91.8M |
| Allspring Global Investments Holdings, LLC | $111.4M | 3,018,362 | 0.17% | 3q | -1.2%-$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $109.2M | 2,950,968 | 0.07% | 24q | +110.6%+$57.4M |
| ALLSTATE CORP | $105.3M | 2,843,829 | 1.05% | 23q | +143.1%+$62.0M |
| TRUIST FINANCIAL CORP | $101.1M | 2,731,157 | 0.12% | 23q | +474.9%+$83.5M |
| One Capital Management, LLC | $96.2M | 2,610,139 | 2.67% | 11q | HELD |
| ASSETMARK, INC | $93.4M | 2,522,363 | 0.16% | 27q | +5.8%+$5.1M |
| Cerity Partners LLC | $81.8M | 2,210,463 | 0.10% | 18q | +12.7%+$9.2M |
| 1832 Asset Management L.P. | $81.7M | 2,207,160 | 0.04% | 15q | +2.9%+$2.3M |
| Kensington Asset Management, LLC | $79.3M | 2,140,983 | 4.32% | 11q | -3.5%-$2.9M |
| Elo Mutual Pension Insurance Co | $77.6M | 2,096,382 | 1.00% | 3q | -44.0%-$61.0M |
| NEOS Investment Management LLC | $71.4M | 1,940,278 | 0.26% | new | NEW |
| REBALANCE, LLC | $70.6M | 1,907,564 | 3.70% | 15q | +9.7%+$6.3M |
| Ninety One UK Ltd | $69.1M | 1,867,507 | 0.15% | 6q | -18.6%-$15.8M |
| Bank of New York Mellon Corp | $60.5M | 1,635,033 | 0.01% | 23q | -10.3%-$7.0M |
| Bricktown Capital, LLC | $59.4M | 1,605,073 | 10.74% | 15q | +3.5%+$2.0M |
| Liberty Mutual Group Asset Management Inc. | $55.0M | 1,485,000 | 4.80% | 3q | HELD |
| SHENKMAN CAPITAL MANAGEMENT INC | $51.5M | 1,363,449 | 7.15% | 8q | -20.1%-$13.0M |
| Gerber Kawasaki Wealth & Investment Management | $51.0M | 1,377,743 | 1.36% | 10q | +18.0%+$7.8M |
| Baird Financial Group, Inc. | $50.7M | 1,369,649 | 0.07% | 23q | +9.3%+$4.3M |
| FACTORY MUTUAL INSURANCE CO | $50.2M | 1,355,000 | 0.47% | 6q | HELD |
| Wealthfront Advisers LLC | $50.1M | 1,354,616 | 0.10% | 15q | +14.1%+$6.2M |
| SUMITOMO LIFE INSURANCE CO | $48.1M | 1,300,000 | 0.79% | 13q | +112.9%+$25.5M |
| OSAIC HOLDINGS, INC. | $47.5M | 1,282,817 | 0.06% | 26q | +15.8%+$6.5M |
| US BANCORP \DE\ | $45.8M | 1,237,359 | 0.05% | 30q | +21.8%+$8.2M |
| Koss-Olinger Consulting, LLC | $43.8M | 1,183,714 | 3.38% | 9q | -5.8%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.8M | 1,183,111 | 0.01% | 26q | +5.4%+$2.3M |
| Sixth Street Partners Management Company, L.P. | $43.8M | 1,183,111 | 0.01% | new | NEW |
| DSC Meridian Capital LP | $43.7M | 1,181,455 | 10.24% | 9q | +8.9%+$3.6M |
| AMERICAN CENTURY COMPANIES INC | $42.2M | 1,140,833 | 0.02% | 26q | -36.5%-$24.3M |
| New York Life Investment Management LLC | $41.4M | 1,118,656 | 0.29% | 22q | +17.4%+$6.2M |
| Prime Capital Investment Advisors, LLC | $41.3M | 1,115,267 | 0.40% | 13q | +3.0%+$1.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $40.9M | 1,104,392 | 0.65% | new | NEW |
| Capital Asset Advisory Services LLC | $38.9M | 1,051,627 | 1.41% | 15q | +2.6%+$1.0M |
| STIFEL FINANCIAL CORP | $38.6M | 1,043,544 | 0.03% | 24q | +3.9%+$1.5M |
| KING STREET CAPITAL MANAGEMENT, L.P. | $37.0M | 999,000 | 19.50% | new | NEW |
| Roberts Financial Services LLC | $36.9M | 997,955 | 10.82% | 31q | +2.3%+$839.8K |
| Cetera Investment Advisers | $36.2M | 978,459 | 0.03% | 23q | -8.5%-$3.4M |
| First Command Advisory Services, Inc. | $34.4M | 930,168 | 0.20% | 8q | +13.8%+$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.2M | 896,486 | 0.00% | 6q | +1117.5%+$30.5M |
| BARINGS LLC | $32.8M | 886,891 | 0.58% | 5q | -28.3%-$13.0M |
| Chandler Asset Management, Inc. | $31.3M | 846,780 | 4.42% | 2q | +7.5%+$2.2M |
| Prestige Wealth Management Group LLC | $30.3M | 818,912 | 5.50% | 15q | +6824.1%+$29.9M |
| State of New Jersey Common Pension Fund D | $29.6M | 800,000 | 0.10% | 5q | HELD |
| Financial Management Professionals, Inc. | $26.1M | 703,698 | 2.47% | 6q | +764789.1%+$26.0M |
| Santa Clara Valley Transportation Authority | $25.9M | 699,249 | 20.05% | 8q | +5.9%+$1.4M |
| Stockman Wealth Management, Inc. | $25.7M | 694,160 | 2.66% | 2q | +6.8%+$1.6M |
| PRUDENTIAL FINANCIAL INC | $25.4M | 685,069 | 0.03% | 20q | HELD |
| MANNING & NAPIER ADVISORS LLC | $24.5M | 661,379 | 0.31% | 9q | +37.4%+$6.7M |
| Baker Avenue Asset Management, LP | $24.4M | 659,551 | 0.46% | 11q | +4.8%+$1.1M |
| Clearstead Advisors, LLC | $23.3M | 628,181 | 0.22% | 26q | +9329.3%+$23.0M |
| Equitable Holdings, Inc. | $23.0M | 622,914 | 0.14% | 26q | +16.7%+$3.3M |
| NOMURA ASSET MANAGEMENT CO LTD | $22.9M | 619,568 | 0.05% | 7q | +32.9%+$5.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.8M | 616,162 | 0.01% | 29q | HELD |
| Keeler Thomas Management LLC | $22.5M | 608,569 | 7.99% | 5q | +2.0%+$444.0K |
| Alaska Permanent Fund Corp | $21.2M | 576,619 | 1.47% | 2q | HELD |
| Allegiance Financial Group Advisory Services LLC | $21.1M | 568,995 | 3.65% | 15q | +11.0%+$2.1M |
| Optiver Holding B.V. | $20.4M | 550,418 | 0.01% | new | NEW |
| &PARTNERS | $20.1M | 542,963 | 0.08% | 10q | -19.5%-$4.9M |
| Wedmont Private Capital | $19.6M | 531,621 | 0.54% | 19q | +10.1%+$1.8M |
| AMERIPRISE FINANCIAL INC | $19.1M | 516,260 | 0.00% | 27q | -47.7%-$17.4M |
| 1607 Capital Partners, LLC | $18.5M | 500,400 | 1.61% | 8q | -65.0%-$34.3M |
| CVS HEALTH Corp | $17.7M | 478,100 | 7.86% | 3q | +37.3%+$4.8M |
| ALLIANCEBERNSTEIN L.P. | $17.4M | 473,656 | 0.01% | 16q | -1.9%-$335.4K |
| Greystone Financial Group, LLC | $17.1M | 461,319 | 4.77% | new | NEW |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $16.8M | 453,959 | 1.23% | 31q | -8.2%-$1.5M |
| Trajan Wealth LLC | $16.6M | 449,370 | 0.63% | 10q | +7.6%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.5M | 419,032 | 0.02% | 29q | -1.4%-$217.5K |
| Nuveen, LLC | $15.4M | 409,081 | 0.00% | 3q | HELD |
| Summit Wealth Group, LLC | $15.1M | 408,392 | 3.08% | 7q | +3.0%+$438.4K |
| VIEWPOINT INVESTMENT PARTNERS CORP | $14.5M | 392,600 | 5.02% | 2q | +49.4%+$4.8M |
| CHOREO, LLC | $14.1M | 381,671 | 0.16% | 2q | +1.6%+$226.1K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 642 | $24.7B | 666,330,705 | 74 | 288 | 163 | 0.0% |
| Q1 2026 | 618 | $23.8B | 646,057,983 | 75 | 250 | 183 | 0.0% |
| Q4 2025 | 634 | $21.3B | 570,452,684 | 90 | 260 | 145 | 0.0% |
| Q3 2025 | 567 | $20.1B | 532,757,252 | 77 | 234 | 145 | 0.0% |
| Q2 2025 | 544 | $19.2B | 510,604,086 | 74 | 199 | 167 | 0.0% |
| Q1 2025 | 526 | $16.0B | 434,378,148 | 74 | 186 | 163 | 0.0% |
| Q4 2024 | 512 | $15.5B | 420,767,360 | 69 | 221 | 120 | 0.0% |
| Q3 2024 | 466 | $18.9B | 503,406,948 | 70 | 203 | 121 | 0.0% |
| Q2 2024 | 436 | $10.3B | 283,857,948 | 59 | 190 | 119 | 0.0% |
| Q1 2024 | 412 | $9.5B | 260,029,405 | 52 | 167 | 117 | 0.0% |
| Q4 2023 | 410 | $10.0B | 276,262,542 | 56 | 144 | 121 | 0.0% |
| Q3 2023 | 366 | $7.5B | 217,295,961 | 48 | 153 | 102 | 0.0% |
| Q2 2023 | 347 | $7.2B | 203,432,756 | 44 | 144 | 104 | 0.0% |
| Q1 2023 | 343 | $6.7B | 187,659,098 | 56 | 131 | 103 | 0.0% |
| Q4 2022 | 318 | $5.7B | 164,749,275 | 62 | 107 | 91 | 0.0% |
| Q3 2022 | 336 | $5.6B | 165,673,997 | 47 | 115 | 120 | 0.1% |
| Q2 2022 | 344 | $5.3B | 151,648,189 | 46 | 119 | 117 | 0.0% |
| Q1 2022 | 342 | $5.1B | 131,830,077 | 54 | 125 | 97 | 0.0% |
| Q4 2021 | 354 | $6.2B | 151,664,365 | 44 | 159 | 67 | 0.0% |
| Q3 2021 | 316 | $5.7B | 137,323,827 | 43 | 134 | 82 | 0.0% |
| Q2 2021 | 314 | $5.5B | 131,910,806 | 60 | 148 | 55 | 0.0% |
| Q1 2021 | 282 | $4.8B | 117,404,530 | 61 | 113 | 68 | 0.0% |
| Q4 2020 | 246 | $4.9B | 118,693,423 | 56 | 89 | 49 | 0.0% |
| Q3 2020 | 198 | $4.0B | 102,074,070 | 53 | 87 | 31 | 0.0% |
| Q2 2020 | 161 | $3.3B | 86,318,356 | 45 | 58 | 39 | 0.0% |
| Q1 2020 | 160 | $2.7B | 77,059,396 | 54 | 62 | 28 | 0.0% |
| Q4 2019 | 126 | $2.3B | 56,040,190 | 40 | 48 | 18 | 0.0% |
| Q3 2019 | 90 | $2.2B | 53,139,960 | 35 | 34 | 13 | 0.0% |
| Q2 2019 | 62 | $1.1B | 28,003,872 | 27 | 29 | 3 | 0.0% |
| Q1 2019 | 42 | $649.8M | 13,455,751 | 22 | 13 | 5 | 0.0% |
| Q4 2018 | 22 | $188.2M | 4,106,206 | 2 | 1 | 0 | 0.0% |