Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,064 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 $18.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 17, 2024 Q1 2024 |
5,456
shares
|
$422,458
0.21% of portfolio
|
Q1 2024
Added 5.23%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 09, 2024 Q1 2024 |
5,435
shares
|
$420,832
0.15% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 08, 2024 Q1 2024 |
5,379
shares
|
$416,495
0.01% of portfolio
|
Q1 2024
Reduced 18.81%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 29, 2024 Q1 2024 |
5,377
shares
|
$416,341
0.01% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 10, 2024 Q1 2024 |
5,373
shares
|
$416,031
0.09% of portfolio
|
Q1 2024
Reduced 38.15%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$409,682
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
5,254
shares
|
$406,817
0.0% of portfolio
|
Q1 2024
Reduced 97.39%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$406,817
0.04% of portfolio
|
Q1 2023
New holding
|
|
Kfa Private Wealth Group, LLC
|
May 01, 2024 Q1 2024 |
5,219
shares
|
$404,107
0.13% of portfolio
|
Q1 2024
New holding
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
5,150
shares
|
$398,764
0.04% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
Headlands Technologies LLC
Chicago, IL |
May 07, 2024 Q1 2024 |
5,139
shares
|
$397,912
0.1% of portfolio
|
Q1 2024
Reduced 93.14%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$397,680
0.25% of portfolio
|
Q2 2023
New holding
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 14, 2024 Q1 2024 |
5,106
shares
|
$395,357
0.16% of portfolio
|
Q1 2024
Reduced 27.93%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
5,072
shares
|
$392,724
0.0% of portfolio
|
Q1 2024
Added 0.98%
|
|
Washington Trust Bank
|
May 14, 2024 Q1 2024 |
5,070
shares
|
$392,570
0.04% of portfolio
|
Q1 2024
Added 4.64%
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
5,031
shares
|
$389,550
0.24% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2024 Q1 2024 |
5,011
shares
|
$388,001
0.1% of portfolio
|
Q1 2024
Added 0.8%
|
|
Geller Advisors LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,004
shares
|
$387,459
0.03% of portfolio
|
Q1 2024
Added 4.14%
|
|
Cohen Investment Advisors LLC
|
Apr 19, 2024 Q1 2024 |
4,993
shares
|
$386,607
0.25% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
West Branch Capital LLC
|
Apr 23, 2024 Q1 2024 |
4,978
shares
|
$385,446
0.16% of portfolio
|
Q1 2024
Added 19.01%
|
|
Rossmore Private Capital
Glastonbury, CT |
May 13, 2024 Q1 2024 |
4,955
shares
|
$383,665
0.05% of portfolio
|
Q4 2023
Added 30.46%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
4,926
shares
|
$381,420
0.24% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Apr 18, 2024 Q1 2024 |
4,910
shares
|
$380,181
0.16% of portfolio
|
Q1 2024
Added 21.0%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
4,881
shares
|
$377,935
0.0% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Berkeley Capital Partners, LLC
|
May 14, 2024 Q1 2024 |
4,877
shares
|
$377,626
0.12% of portfolio
|
Q1 2024
Added 7.57%
|