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 59 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $88.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Minich Mac Gregor Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
80,557
shares
|
$6.89 Million
1.78% of portfolio
|
Q1 2024
Added 1.16%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
78,690
shares
|
$6.73 Million
0.1% of portfolio
|
Q1 2024
Added 24.96%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
76,742
shares
|
$6.56 Million
0.0% of portfolio
|
Q1 2024
Added 15.18%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
64,007
shares
|
$5.47 Million
0.43% of portfolio
|
Q2 2024
Added 5.61%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
62,376
shares
|
$5.33 Million
0.0% of portfolio
|
Q1 2024
Added 35.19%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
61,690
shares
|
$5.27 Million
0.4% of portfolio
|
Q4 2023
Added 3.29%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
61,367
shares
|
$5.25 Million
2.27% of portfolio
|
Q2 2024
Added 6.72%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
51,345
shares
|
$4.39 Million
0.02% of portfolio
|
Q1 2024
Added 11.26%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
50,081
shares
|
$4.28 Million
0.05% of portfolio
|
Q2 2024
Added 39.8%
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
44,700
shares
|
$3.82 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
41,271
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2024
Added 563.73%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
32,219
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
31,002
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2024
Added 173.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
30,580
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2024
Added 3.57%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
28,727
shares
|
$2.46 Million
0.07% of portfolio
|
Q2 2024
Added 28.45%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
27,101
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
23,840
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2024
Added 2.06%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,628
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
20,885
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
17,004
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,681
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
12,278
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
11,053
shares
|
$944,920
0.03% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
10,859
shares
|
$928,335
0.05% of portfolio
|
Q1 2024
Reduced 5.57%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
10,489
shares
|
$896,704
0.03% of portfolio
|
Q1 2024
Added 11.7%
|