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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
41,977
shares
|
$3.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
41,902
shares
|
$3.29 Million
2.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
41,501
shares
|
$3.26 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
41,482
shares
|
$3.26 Million
0.67% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
41,313
shares
|
$3.25 Million
0.85% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
40,987
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Added 62.88%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
40,896
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
40,285
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
40,109
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
39,511
shares
|
$3.11 Million
2.23% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
39,347
shares
|
$3.09 Million
0.1% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
39,331
shares
|
$3.09 Million
0.78% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
39,283
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
38,721
shares
|
$3.04 Million
0.44% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
38,700
shares
|
$3.04 Million
0.23% of portfolio
|
Q4 2022
Added 9136.28%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
38,188
shares
|
$3 Million
3.45% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,002
shares
|
$2.99 Million
0.11% of portfolio
|
Q2 2020
Reduced 23.13%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
37,600
shares
|
$2.96 Million
0.62% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
36,776
shares
|
$2.89 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
36,600
shares
|
$2.88 Million
7.38% of portfolio
|
Q1 2022
Added 3.39%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
36,273
shares
|
$2.85 Million
1.42% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
36,200
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
35,785
shares
|
$2.81 Million
1.56% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
35,746
shares
|
$2.81 Million
2.87% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
35,614
shares
|
$2.8 Million
1.53% of portfolio
|
Q3 2024
Added 7.39%
|