Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,079 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
53,906
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2024
Added 50.32%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
53,103
shares
|
$4.17 Million
1.7% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
52,718
shares
|
$4.14 Million
0.37% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
52,448
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Added 360.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
52,379
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 28.84%
|
|
|
Members Capital Advisors Inc
|
Oct 31, 2024 Q3 2024 |
52,000
shares
|
$4.09 Million
4.81% of portfolio
|
Q2 2021
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
50,990
shares
|
$4.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
50,869
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
49,431
shares
|
$3.89 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
48,790
shares
|
$3.84 Million
0.65% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Park Avenue Institutional Advisers LLC
|
Nov 04, 2024 Q3 2024 |
48,570
shares
|
$3.82 Million
7.27% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
48,400
shares
|
$3.81 Million
0.41% of portfolio
|
Q3 2024
Reduced 46.68%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
48,176
shares
|
$3.79 Million
0.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,982
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
47,250
shares
|
$3.71 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
46,581
shares
|
$3.66 Million
1.3% of portfolio
|
Q2 2024
Added 37.36%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
46,472
shares
|
$3.65 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45,531
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
45,513
shares
|
$3.58 Million
2.07% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
44,491
shares
|
$3.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
44,445
shares
|
$3.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
44,168
shares
|
$3.47 Million
0.93% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
43,855
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
42,115
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
42,032
shares
|
$3.3 Million
1.73% of portfolio
|
Q3 2024
Reduced 3.06%
|