Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IT RT HDG HGYL
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
1,194,905
-
Shares change
-
-115,325
-
Total reported value, excl. options
-
$103,031,665
-
Value change
-
-$9,730,363
-
Number of buys
-
45
-
Number of sells
-
-25
-
Price
-
$86.24
Significant Holders of ISHARES U S ETF TR - IT RT HDG HGYL (HYGH) as of Q3 2024
78 filings reported holding HYGH - ISHARES U S ETF TR - IT RT HDG HGYL as of Q3 2024.
ISHARES U S ETF TR - IT RT HDG HGYL (HYGH) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,194,905 shares
.
Largest 10 shareholders include MinichMacGregor Wealth Management, LLC (155,653 shares), LPL Financial LLC (102,390 shares), UBS Group AG (84,625 shares), Sound Income Strategies, LLC (67,233 shares), Atria Wealth Solutions, Inc. (54,437 shares), Foundations Investment Advisors, LLC (53,785 shares), Raymond James Financial Services Advisors, Inc. (51,526 shares), HERITAGE OAK WEALTH ADVISORS LLC (49,251 shares), NEW WAVE WEALTH ADVISORS LLC (49,251 shares), and DARK FOREST CAPITAL MANAGEMENT LP (48,319 shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.