Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,078 institutions that hold shares in the stock, with a total of 235 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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
36
shares
|
$2,881
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
35
shares
|
$2,801
0.0% of portfolio
|
Q3 2022
Reduced 94.49%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,801
0.0% of portfolio
|
Q4 2019
Reduced 72.44%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
34
shares
|
$2,721
0.0% of portfolio
|
Q2 2022
Reduced 46.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
34
shares
|
$2,721
0.0% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,641
0.0% of portfolio
|
Q2 2024
Reduced 96.94%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
31
shares
|
$2,481
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,401
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
19
shares
|
$1,520
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
19
shares
|
$1,520
0.0% of portfolio
|
Q3 2023
Reduced 48.65%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
13
shares
|
$1,040
0.0% of portfolio
|
Q1 2024
Reduced 99.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
13
shares
|
$1,040
0.0% of portfolio
|
Q3 2023
Reduced 99.16%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$1,040
0.0% of portfolio
|
Q3 2024
Reduced 99.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4
shares
|
$320
0.0% of portfolio
|
Q2 2021
Reduced 82.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
4
shares
|
$320
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3
shares
|
$240
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
2
shares
|
$160
0.01% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2024
Reduced 99.62%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|