Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,061 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
9,484
shares
|
$754,547
0.14% of portfolio
|
Q1 2024
Added 46.27%
|
|
Sovereign Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
9,311
shares
|
$740,783
0.26% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
9,298
shares
|
$739,748
0.12% of portfolio
|
Q2 2024
Reduced 47.39%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
9,294
shares
|
$739,430
0.03% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
9,283
shares
|
$738,555
0.03% of portfolio
|
Q2 2024
Reduced 20.16%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
9,203
shares
|
$732,190
0.03% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
9,200
shares
|
$731,952
0.01% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
9,106
shares
|
$724,473
0.5% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
9,026
shares
|
$718,108
0.1% of portfolio
|
Q2 2024
Reduced 58.47%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$713,971
0.03% of portfolio
|
Q1 2023
Added 140.98%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
8,829
shares
|
$702,435
0.02% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 14, 2024 Q2 2024 |
8,826
shares
|
$702,196
0.0% of portfolio
|
Q3 2023
Reduced 19.42%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
8,705
shares
|
$692,569
0.03% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
Joseph P. Lucia & Associates, LLC
|
Jul 24, 2024 Q2 2024 |
8,699
shares
|
$692,092
0.4% of portfolio
|
Q2 2024
Added 2.4%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
8,664
shares
|
$689,307
0.11% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,630
shares
|
$686,602
0.02% of portfolio
|
Q1 2024
Added 12.33%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
8,524
shares
|
$678,169
0.01% of portfolio
|
Q2 2024
Added 6.87%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
8,519
shares
|
$677,771
0.02% of portfolio
|
Q2 2024
New holding
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
8,451
shares
|
$672,361
0.07% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
8,451
shares
|
$672,361
0.25% of portfolio
|
Q2 2024
Added 19.89%
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
8,269
shares
|
$657,881
0.23% of portfolio
|
Q2 2024
Added 13.82%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
8,261
shares
|
$657,245
0.05% of portfolio
|
Q1 2024
Added 61.92%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
8,237
shares
|
$655,335
0.0% of portfolio
|
Q2 2024
Reduced 12.72%
|
|
Elm Partners Management LLC
|
Jul 31, 2024 Q2 2024 |
8,175
shares
|
$650,403
0.05% of portfolio
|
Q2 2024
Added 15.65%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
8,132
shares
|
$646,981
0.01% of portfolio
|
Q2 2024
Added 6.93%
|