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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$713,433
0.03% of portfolio
|
Q1 2023
Added 140.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
8,955
shares
|
$711,922
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Avory & Company, LLC
Miami, FL |
Nov 07, 2024 Q3 2024 |
8,884
shares
|
$706,278
0.43% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
8,849
shares
|
$703,495
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
8,826
shares
|
$701,667
0.0% of portfolio
|
Q3 2023
Reduced 19.42%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
8,714
shares
|
$692,763
0.12% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,630
shares
|
$686,085
0.02% of portfolio
|
Q1 2024
Added 12.33%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
8,626
shares
|
$685,767
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
8,606
shares
|
$684,177
0.61% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,453
shares
|
$672,013
0.03% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,438
shares
|
$670,821
0.0% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
8,299
shares
|
$659,770
0.05% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
8,277
shares
|
$658,021
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,239
shares
|
$655,000
0.04% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,225
shares
|
$653,887
0.03% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
8,210
shares
|
$652,695
0.41% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
8,200
shares
|
$651,900
0.22% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,179
shares
|
$650,230
0.0% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
8,150
shares
|
$647,925
0.04% of portfolio
|
Q3 2024
Added 211.54%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,083
shares
|
$642,598
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,083
shares
|
$642,598
0.37% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
8,065
shares
|
$641,167
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
8,065
shares
|
$641,167
0.06% of portfolio
|
Q3 2021
Added 7.91%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
8,047
shares
|
$639,736
0.04% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
8,005
shares
|
$636,397
0.11% of portfolio
|
Q3 2024
Added 9.79%
|