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 239 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
22,416
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2024
Reduced 69.66%
|
|
Abrdn PLC
|
May 08, 2024 Q1 2024 |
22,135
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2023
Added 29.05%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
21,922
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
21,761
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2024
Reduced 26.71%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
May 07, 2024 Q1 2024 |
21,733
shares
|
$1.67 Million
0.27% of portfolio
|
Q1 2024
Reduced 39.69%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
May 21, 2024 Q1 2024 |
21,286
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2024
Added 59.85%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
21,068
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
20,992
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
20,394
shares
|
$1.57 Million
0.48% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Apr 11, 2024 Q1 2024 |
20,327
shares
|
$1.56 Million
0.59% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
Sterling Investment Counsel, LLC
|
Apr 26, 2024 Q1 2024 |
20,325
shares
|
$1.56 Million
0.73% of portfolio
|
Q1 2024
Added 14.8%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
20,306
shares
|
$1.56 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
20,103
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2024
Added 432.25%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
20,024
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2024
Added 21.73%
|
|
Ironwood Investment Counsel, LLC
|
May 10, 2024 Q1 2024 |
20,005
shares
|
$1.54 Million
0.29% of portfolio
|
Q1 2024
Added 3.37%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
19,941
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
19,792
shares
|
$1.52 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
19,657
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2024
Added 2.05%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
19,654
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Added 158.84%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
19,510
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,469
shares
|
$1.5 Million
0.54% of portfolio
|
Q1 2024
Added 0.87%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
19,343
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2023
Added 30.45%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
19,246
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2024
Added 25.12%
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 13, 2024 Q1 2024 |
19,214
shares
|
$1.48 Million
0.81% of portfolio
|
Q1 2024
Added 3.42%
|
|
Asset Allocation & Management Company, LLC
|
Apr 11, 2024 Q1 2024 |
19,130
shares
|
$1.47 Million
0.97% of portfolio
|
Q4 2023
Reduced 59.28%
|