Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,075 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
3,851
shares
|
$306,038
0.1% of portfolio
|
Q2 2024
Reduced 39.36%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
3,850
shares
|
$305,959
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,829
shares
|
$304,290
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,809
shares
|
$302,701
0.19% of portfolio
|
Q4 2023
Reduced 2.33%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
3,807
shares
|
$302,542
0.1% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
3,803
shares
|
$302,224
0.07% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
3,764
shares
|
$299,125
0.13% of portfolio
|
Q1 2024
Added 23.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,755
shares
|
$298,409
0.08% of portfolio
|
Q2 2022
Reduced 2.32%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
3,732
shares
|
$296,582
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,712
shares
|
$294,992
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,677
shares
|
$292,211
0.09% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,665
shares
|
$291,257
0.01% of portfolio
|
Q3 2023
Added 16.87%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
3,622
shares
|
$287,840
0.0% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
3,609
shares
|
$286,807
0.06% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,600
shares
|
$286,092
0.02% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$280,608
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,507
shares
|
$278,701
0.06% of portfolio
|
Q3 2024
Reduced 93.62%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
3,488
shares
|
$277,191
0.16% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
3,483
shares
|
$276,794
0.05% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
3,475
shares
|
$276,158
0.14% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
3,404
shares
|
$270,515
0.11% of portfolio
|
Q3 2024
Reduced 54.79%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,354
shares
|
$266,542
0.02% of portfolio
|
Q4 2023
Reduced 61.81%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
3,349
shares
|
$266,145
0.05% of portfolio
|
Q1 2023
Reduced 97.52%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
3,346
shares
|
$265,906
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
3,335
shares
|
$265,032
0.08% of portfolio
|
Q2 2024
Reduced 0.95%
|