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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
5,401
shares
|
$424,626
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,381
shares
|
$423,054
0.07% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,351
shares
|
$420,695
0.25% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
5,331
shares
|
$419,123
0.13% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$415,978
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
5,279
shares
|
$415,034
0.19% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$413,069
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
5,244
shares
|
$412,283
0.05% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
5,232
shares
|
$411,339
0.17% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,201
shares
|
$408,902
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
5,182
shares
|
$407,408
0.11% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,155
shares
|
$405,286
0.08% of portfolio
|
Q3 2024
Added 35.02%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
5,136
shares
|
$403,792
0.15% of portfolio
|
Q3 2024
Added 40.79%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$403,792
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
5,105
shares
|
$401,355
0.11% of portfolio
|
Q3 2024
Added 136.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,090
shares
|
$400,175
0.04% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,082
shares
|
$399,546
0.05% of portfolio
|
Q3 2024
Reduced 41.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,053
shares
|
$397,266
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,026
shares
|
$395,144
0.08% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
5,023
shares
|
$394,908
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,997
shares
|
$392,864
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,953
shares
|
$389,404
0.0% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
4,946
shares
|
$388,854
0.11% of portfolio
|
Q3 2024
Added 56.27%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,860
shares
|
$382,093
0.05% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
4,854
shares
|
$381,621
0.17% of portfolio
|
Q3 2024
New holding
|