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 111 institutions that hold shares in the stock, with a total of 2.21 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
7,000
shares
|
$600,600
0.01% of portfolio
|
Q4 2025
Added 25.0%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
6,701
shares
|
$574,945
0.27% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
5,590
shares
|
$479,622
0.01% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,442
shares
|
$466,923
0.03% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,393
shares
|
$462,719
0.03% of portfolio
|
Q3 2025
Reduced 33.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,176
shares
|
$444,100
0.05% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,393
shares
|
$376,919
0.02% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,979
shares
|
$341,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,860
shares
|
$331,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
3,841
shares
|
$329,557
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
3,444
shares
|
$295,495
0.01% of portfolio
|
Q2 2025
Reduced 89.12%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
3,364
shares
|
$288,631
0.03% of portfolio
|
Q4 2025
Added 21.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
3,351
shares
|
$287,515
0.01% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,346
shares
|
$287,086
0.02% of portfolio
|
Q3 2025
Reduced 68.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
3,200
shares
|
$274,560
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,173
shares
|
$272,243
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,010
shares
|
$258,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$257,400
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,869
shares
|
$246,160
0.0% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
2,847
shares
|
$244,272
0.04% of portfolio
|
Q3 2025
Added 75.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,795
shares
|
$239,811
0.02% of portfolio
|
Q3 2025
Added 1069.46%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
2,726
shares
|
$233,890
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,595
shares
|
$222,651
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,499
shares
|
$214,414
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,425
shares
|
$208,065
0.0% of portfolio
|
Q3 2025
Reduced 18.49%
|
|