Who Owns ISHARES TR (USHY)? -- Institutional Holders (2026-06-30)

343 institutions reported holding $3.13B of ISHARES TR (USHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Japan Science & Technology Agency ($530.1M), Ocean Park Asset Management, LLC ($307.0M), ENVESTNET ASSET MANAGEMENT INC ($239.1M), PRINCIPAL FINANCIAL GROUP INC ($197.1M), Polianta Ltd ($179.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Japan Science & Technology Agency$530.1M14.3MHold
2Ocean Park Asset Management, LLC$307.0M8.3MNew
3ENVESTNET ASSET MANAGEMENT INC$239.1M6.5MAdded
4PRINCIPAL FINANCIAL GROUP INC$197.1M5.3MAdded
5Polianta Ltd$179.0M4.8MHold
6iA Global Asset Management Inc.$169.8M4.6MNew
7SigFig Wealth Management, LLC$118.6M3.2MAdded
8Counterpoint Mutual Funds LLC$112.3M3.0MAdded
9TRUIST FINANCIAL CORP$101.1M2.7MAdded
10ASSETMARK, INC$93.4M2.5MAdded
11Cambridge Investment Research Advisors, Inc.$89.5M2.4MAdded
12REBALANCE, LLC$70.6M1.9MAdded
13Ninety One UK Ltd$69.1M1.9MTrimmed
14Bricktown Capital, LLC$59.4M1.6MAdded
15FACTORY MUTUAL INSURANCE CO$50.2M1.4MHold
16AXXCESS WEALTH MANAGEMENT, LLC$40.9M1.1MNew
17State of New Jersey Common Pension Fund D$29.6M800,000Hold
18Financial Management Professionals, Inc.$26.1M703,698Added
19Baker Avenue Asset Management, LP$24.4M659,551Added
20Keeler Thomas Management LLC$22.5M608,569Added
21Alaska Permanent Fund Corp$21.2M576,619Hold
22Allegiance Financial Group Advisory Services LLC$21.1M568,995Added
23Wedmont Private Capital$19.6M531,621Added
24Greystone Financial Group, LLC$17.1M461,319New
25PHILLIPS FINANCIAL MANAGEMENT, LLC$16.8M453,959Trimmed

Source: SEC Form 13F filings · as of 2026-06-30