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 112 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
257,230
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2025
Added 35.13%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
122,129
shares
|
$10.5 Million
2.19% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
121,327
shares
|
$10.4 Million
1.67% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
99,290
shares
|
$8.52 Million
0.0% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
97,064
shares
|
$8.33 Million
2.74% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
92,924
shares
|
$7.97 Million
0.79% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
77,547
shares
|
$6.65 Million
0.16% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
71,365
shares
|
$6.12 Million
0.35% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
71,156
shares
|
$6.11 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
71,156
shares
|
$6.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
62,830
shares
|
$5.39 Million
0.09% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
61,690
shares
|
$5.29 Million
0.4% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
60,512
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
60,225
shares
|
$5.17 Million
0.57% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
53,281
shares
|
$4.57 Million
0.28% of portfolio
|
Q3 2025
Added 35.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,526
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Added 90.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
49,568
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
48,762
shares
|
$4.18 Million
1.83% of portfolio
|
Q3 2025
Reduced 63.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
39,087
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
36,964
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
36,500
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
35,145
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
29,427
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
24,732
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
24,610
shares
|
$2.11 Million
0.21% of portfolio
|
Q3 2025
Added 6.36%
|
|