Institutional Ownership Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
164,434
shares
|
$14.3 Million
3.1% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
126,284
shares
|
$11 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
118,549
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
101,712
shares
|
$8.85 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
93,405
shares
|
$8.13 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
92,818
shares
|
$8.08 Million
0.09% of portfolio
|
Q4 2024
Added 70.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,001
shares
|
$7.92 Million
0.0% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
89,660
shares
|
$7.8 Million
0.03% of portfolio
|
Q4 2024
Added 92.62%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
69,960
shares
|
$6.09 Million
0.41% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
67,051
shares
|
$5.83 Million
0.12% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
61,690
shares
|
$5.37 Million
0.4% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,526
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 90.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,504
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
47,077
shares
|
$4.1 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
45,077
shares
|
$3.92 Million
0.0% of portfolio
|
Q4 2024
Added 60.76%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
43,516
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Added 37.08%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
31,333
shares
|
$2.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
31,263
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,764
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
26,035
shares
|
$2.27 Million
0.09% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
25,129
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,628
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
20,711
shares
|
$1.8 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
17,515
shares
|
$1.52 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,018
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|