Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,915
shares
|
$2.78 Million
0.96% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
34,663
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
33,899
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2024
Reduced 50.18%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
33,864
shares
|
$2.69 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
33,788
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
33,718
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
33,385
shares
|
$2.65 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
33,295
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
Added 261.9%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
32,457
shares
|
$2.58 Million
0.54% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
31,594
shares
|
$2.51 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
31,489
shares
|
$2.5 Million
0.87% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
31,304
shares
|
$2.49 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
30,971
shares
|
$2.46 Million
1.67% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
30,450
shares
|
$2.42 Million
1.49% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
|
Arch Capital Group Ltd.
|
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$2.39 Million
0.62% of portfolio
|
Q4 2020
New holding
|
|
|
Pharo Management, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$2.39 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
29,968
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
29,821
shares
|
$2.37 Million
0.05% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
29,698
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
29,623
shares
|
$2.36 Million
1.09% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
29,499
shares
|
$2.35 Million
0.7% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
29,349
shares
|
$2.33 Million
0.89% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,228
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
29,180
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 45.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
29,127
shares
|
$2.32 Million
0.62% of portfolio
|
Q3 2024
Added 64.39%
|