USHY — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns USHY? 43 Institutions Hold $217M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (USHY)? 43 institutions reported holding $216.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($125.4M), Insight Wealth Strategies, LLC ($22.4M), Wedmont Private Capital ($21.4M).

Rank	Institution	Value	Shares	Change
1	SigFig Wealth Management, LLC	$125.4M	3.5M	Added
2	Insight Wealth Strategies, LLC	$22.4M	626,335	New
3	Wedmont Private Capital	$21.4M	600,801	Added
4	Grove Bank & Trust	$12.0M	335,076	Trimmed
5	FC Advisory LLC	$11.3M	316,737	Added
6	CoreCap Advisors, LLC	$7.8M	217,386	Added
7	THRYVE WEALTH MANAGEMENT LLC	$4.0M	113,191	Added
8	Venture Visionary Partners LLC	$2.2M	61,972	Trimmed
9	TITLEIST ASSET MANAGEMENT, LLC	$2.1M	58,918	Trimmed
10	RIVERSEDGE ADVISORS, LLC	$1.9M	52,086	Added
11	Avidian Wealth Enterprises, LLC	$767,143	21,477	Trimmed
12	Apella Capital, LLC	$695,620	19,507	Added
13	RVW Wealth, LLC	$676,930	18,951	Hold
14	Farther Finance Advisors, LLC	$673,762	18,862	Trimmed
15	Sound Income Strategies, LLC	$610,835	17,129	Added
16	COLTON GROOME FINANCIAL ADVISORS, LLC	$559,981	15,677	Trimmed
17	Great Waters Wealth Management	$363,376	10,173	New
18	Breakwater Capital Group	$354,078	9,913	New
19	KWMG, LLC	$304,942	8,537	Hold
20	EPIQ PARTNERS, LLC	$261,006	7,307	Added
21	DAVIDSON TRUST CO	$238,667	6,681	Added
22	YHB Investment Advisors, Inc.	$234,145	6,555	New
23	GK Wealth Management LLC	$83,902	2,349	New
24	Olistico Wealth, LLC	$80,406	2,251	Trimmed
25	Investors Research Corp	$68,761	1,925	Hold

Source: SEC Form 13F filings · as of 2026-09-30