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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
10,536
shares
|
$837,295
0.12% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,479
shares
|
$832,766
0.02% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
10,438
shares
|
$829,507
0.06% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,266
shares
|
$815,839
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
10,235
shares
|
$813,375
0.27% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,070
shares
|
$800,262
0.02% of portfolio
|
Q3 2024
Reduced 57.75%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,000
shares
|
$794,700
1.11% of portfolio
|
Q1 2021
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,842
shares
|
$782,143
0.11% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
9,813
shares
|
$779,839
0.6% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
9,792
shares
|
$778,170
0.02% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
9,733
shares
|
$773,481
0.26% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,674
shares
|
$768,792
0.16% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
9,671
shares
|
$768,554
0.15% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,581
shares
|
$761,402
0.14% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,568
shares
|
$760,368
0.17% of portfolio
|
Q2 2023
Reduced 6.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9,564
shares
|
$760,051
0.28% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,539
shares
|
$758,064
0.26% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
9,528
shares
|
$757,190
0.02% of portfolio
|
Q3 2024
Added 135.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,505
shares
|
$755,362
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,414
shares
|
$748,130
0.0% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
9,407
shares
|
$747,574
0.08% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,354
shares
|
$743,362
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
9,251
shares
|
$735,176
0.55% of portfolio
|
Q3 2024
Added 207.04%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
9,108
shares
|
$723,812
0.47% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$713,163
0.03% of portfolio
|
Q1 2023
Added 140.98%
|