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 93 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 $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
6,844
shares
|
$592,279
0.33% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,783
shares
|
$587,000
0.1% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
5,955
shares
|
$515,345
0.0% of portfolio
|
Q1 2025
Added 32.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,986
shares
|
$431,488
0.0% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,665
shares
|
$403,709
0.03% of portfolio
|
Q1 2025
Added 42.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
4,121
shares
|
$356,631
0.03% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,976
shares
|
$344,083
0.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,965
shares
|
$343,131
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,550
shares
|
$307,217
0.0% of portfolio
|
Q1 2024
Reduced 26.8%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,548
shares
|
$307,043
0.23% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,405
shares
|
$294,668
0.01% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
3,200
shares
|
$276,928
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,555
shares
|
$221,109
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,553
shares
|
$220,936
0.0% of portfolio
|
Q1 2025
Reduced 64.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,479
shares
|
$214,532
0.01% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,413
shares
|
$208,821
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,019
shares
|
$174,724
0.06% of portfolio
|
Q4 2024
Added 258.61%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,366
shares
|
$118,213
0.04% of portfolio
|
Q1 2025
Added 38.96%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,194
shares
|
$103,328
0.0% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,125
shares
|
$97,357
0.0% of portfolio
|
Q3 2024
Added 4066.67%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
974
shares
|
$84,289
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
574
shares
|
$49,673
0.0% of portfolio
|
Q4 2024
Added 151.75%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
482
shares
|
$41,712
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
377
shares
|
$32,625
0.0% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
298
shares
|
$25,788
0.0% of portfolio
|
Q2 2025
Added 2.05%
|