Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,079 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
28,870
shares
|
$2.3 Million
0.24% of portfolio
|
Q2 2022
Added 0.72%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
28,592
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2024
Added 24.98%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
28,395
shares
|
$2.26 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
28,339
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Added 220.98%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
28,263
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2023
Reduced 5.03%
|
|
|
Emg Holdings, L.P.
Old Greenwich, CT |
Nov 12, 2024 Q3 2024 |
27,776
shares
|
$2.21 Million
1.24% of portfolio
|
Q2 2024
Reduced 61.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
27,331
shares
|
$2.17 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
27,325
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
27,132
shares
|
$2.16 Million
0.67% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
26,703
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
26,308
shares
|
$2.09 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
26,161
shares
|
$2.08 Million
2.04% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$2.07 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
25,974
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
25,824
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,812
shares
|
$2.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
25,800
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.7%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
25,786
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 59.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,782
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
25,724
shares
|
$2.05 Million
1.91% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
25,662
shares
|
$2.04 Million
1.17% of portfolio
|
Q3 2024
Added 287.58%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,550
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
25,312
shares
|
$2.01 Million
1.3% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
25,311
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 3.62%
|