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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,778
shares
|
$379,851
0.14% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,776
shares
|
$379,692
0.01% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
4,719
shares
|
$375,160
0.01% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,698
shares
|
$373,491
0.01% of portfolio
|
Q3 2024
Reduced 44.89%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,653
shares
|
$369,913
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,652
shares
|
$369,834
0.01% of portfolio
|
Q3 2024
Added 27.38%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,648
shares
|
$369,516
0.11% of portfolio
|
Q3 2024
Added 49.5%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
4,641
shares
|
$368,959
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
4,625
shares
|
$367,687
0.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,508
shares
|
$358,386
0.01% of portfolio
|
Q3 2024
Added 48.29%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
4,476
shares
|
$355,842
0.1% of portfolio
|
Q3 2024
Added 54.13%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,458
shares
|
$354,411
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,411
shares
|
$350,674
0.13% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,403
shares
|
$350,038
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$349,800
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
4,389
shares
|
$348,925
0.22% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
4,385
shares
|
$348,607
0.21% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
4,355
shares
|
$346,222
0.14% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,341
shares
|
$345,109
0.08% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
4,325
shares
|
$343,837
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
4,287
shares
|
$340,816
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
4,283
shares
|
$340,498
0.03% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,273
shares
|
$339,703
0.03% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
4,264
shares
|
$338,988
0.01% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,256
shares
|
$338,352
0.01% of portfolio
|
Q3 2024
Reduced 20.66%
|