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 99 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
190,358
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
143,113
shares
|
$12.3 Million
2.82% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
113,455
shares
|
$9.78 Million
1.84% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
94,159
shares
|
$8.11 Million
2.96% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
88,064
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
86,818
shares
|
$7.48 Million
0.76% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
77,547
shares
|
$6.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
73,359
shares
|
$6.32 Million
0.16% of portfolio
|
Q2 2025
Added 430.97%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
72,978
shares
|
$6.29 Million
0.3% of portfolio
|
Q2 2025
Added 427.98%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
67,507
shares
|
$5.82 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
61,690
shares
|
$5.32 Million
0.4% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,888
shares
|
$5.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
53,290
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,526
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Added 90.13%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
50,787
shares
|
$4.38 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
49,536
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
48,762
shares
|
$4.2 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,958
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
39,960
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
39,335
shares
|
$3.39 Million
0.23% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
34,720
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
33,101
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
27,782
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
24,613
shares
|
$2.12 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
23,139
shares
|
$1.99 Million
0.22% of portfolio
|
Q2 2025
Added 11.09%
|