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 71 institutions that hold shares in the stock, with a total of 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
155,653
shares
|
$13.5 Million
3.02% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
102,390
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
Added 22.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
84,625
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
67,233
shares
|
$5.85 Million
0.41% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
61,690
shares
|
$5.37 Million
0.4% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
54,437
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
53,785
shares
|
$4.68 Million
0.1% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
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%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
49,251
shares
|
$4.29 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
49,251
shares
|
$4.29 Million
1.96% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
48,319
shares
|
$4.2 Million
0.58% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,547
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,946
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,744
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,702
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,487
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 344.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
28,040
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
24,230
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
23,359
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
23,293
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 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
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
18,414
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
13,527
shares
|
$1.18 Million
0.57% of portfolio
|
Q3 2024
Added 195.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,356
shares
|
$988,199
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
11,356
shares
|
$988,199
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|