Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,063 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
26,872
shares
|
$2.15 Million
0.2% of portfolio
|
Q2 2024
Reduced 29.21%
|
|
Mandatum Life Insurance CO LTD
|
Aug 01, 2024 Q2 2024 |
26,789
shares
|
$2.14 Million
0.69% of portfolio
|
Q2 2024
Added 0.75%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,684
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2024
Added 89.73%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
26,561
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2024
Added 3.11%
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 18, 2024 Q2 2024 |
26,553
shares
|
$2.12 Million
0.69% of portfolio
|
Q2 2024
Added 42.43%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
26,285
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 13, 2024 Q2 2024 |
26,019
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
25,974
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 12, 2024 Q2 2024 |
25,426
shares
|
$2.03 Million
2.09% of portfolio
|
Q2 2024
Added 2.33%
|
|
David J Yvars Group
|
Jul 22, 2024 Q2 2024 |
25,241
shares
|
$2.02 Million
1.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
Hfg Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
25,191
shares
|
$2.01 Million
1.89% of portfolio
|
Q2 2024
Added 3.71%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
25,164
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2024
Reduced 92.28%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
24,966
shares
|
$1.99 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
24,659
shares
|
$1.97 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jul 26, 2024 Q2 2024 |
24,490
shares
|
$1.96 Million
1.4% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
24,426
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2024
Added 12.25%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
24,374
shares
|
$1.95 Million
0.11% of portfolio
|
Q2 2024
Reduced 24.84%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
24,268
shares
|
$1.94 Million
0.86% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
23,923
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2024
Added 1.99%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
23,835
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2024
Added 2.67%
|
|
Ellenbecker Investment Group
|
Jul 11, 2024 Q2 2024 |
23,635
shares
|
$1.89 Million
0.37% of portfolio
|
Q2 2024
Added 1.48%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
23,628
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
Clarus Wealth Advisors
|
Jul 11, 2024 Q2 2024 |
23,503
shares
|
$1.88 Million
1.0% of portfolio
|
Q2 2024
Added 60.41%
|
|
Sierra Capital LLC
|
Jul 25, 2024 Q2 2024 |
23,407
shares
|
$1.87 Million
0.24% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
Bts Asset Management, Inc.
|
Aug 05, 2024 Q2 2024 |
23,403
shares
|
$1.87 Million
1.68% of portfolio
|
Q2 2024
Reduced 8.46%
|