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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
13,765
shares
|
$1.09 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
13,764
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
13,695
shares
|
$1.09 Million
1.77% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
13,614
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2022
Added 34.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,452
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2023
Added 99.23%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,444
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
13,444
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13,432
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
13,226
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$1.03 Million
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
12,944
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,931
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,928
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.55%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,907
shares
|
$1.03 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
12,834
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
12,800
shares
|
$1.02 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
12,652
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 197.9%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,574
shares
|
$999,255
0.6% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,546
shares
|
$997,030
0.04% of portfolio
|
Q3 2024
Reduced 33.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,488
shares
|
$992,421
0.0% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$985,110
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
12,291
shares
|
$976,765
0.04% of portfolio
|
Q4 2023
Reduced 31.53%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
12,184
shares
|
$968,262
0.35% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,178
shares
|
$967,785
0.14% of portfolio
|
Q3 2024
Reduced 0.94%
|