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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,550
shares
|
$308,850
0.0% of portfolio
|
Q1 2024
Reduced 26.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,405
shares
|
$296,235
0.01% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,270
shares
|
$284,490
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,199
shares
|
$278,313
0.02% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,777
shares
|
$241,599
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,596
shares
|
$225,852
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,536
shares
|
$220,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,355
shares
|
$204,885
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,019
shares
|
$175,653
0.06% of portfolio
|
Q4 2024
Added 258.61%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,410
shares
|
$122,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,125
shares
|
$97,875
0.0% of portfolio
|
Q3 2024
Added 4066.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
983
shares
|
$85,521
0.03% of portfolio
|
Q3 2024
Added 33.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
944
shares
|
$82,128
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
829
shares
|
$72,123
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
633
shares
|
$55,071
0.0% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
574
shares
|
$49,938
0.0% of portfolio
|
Q4 2024
Added 151.75%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
480
shares
|
$41,760
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
290
shares
|
$25,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
239
shares
|
$20,793
0.0% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
225
shares
|
$19,575
0.0% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
182
shares
|
$15,834
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
136
shares
|
$11,832
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
130
shares
|
$11,310
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
85
shares
|
$7,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
55
shares
|
$4,785
0.0% of portfolio
|
Q4 2024
New holding
|