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 |
---|---|---|---|---|---|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,188
shares
|
$256,187
0.04% of portfolio
|
Q4 2023
New holding
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
3,176
shares
|
$255,223
0.06% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
3,170
shares
|
$254,741
0.03% of portfolio
|
Q2 2024
Reduced 77.54%
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
3,169
shares
|
$254,660
0.03% of portfolio
|
Q2 2024
New holding
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
3,169
shares
|
$254,660
0.17% of portfolio
|
Q2 2024
Reduced 24.78%
|
|
Estate Counselors, LLC
|
Aug 08, 2024 Q2 2024 |
3,165
shares
|
$254,339
0.07% of portfolio
|
Q2 2024
Added 18.98%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,149
shares
|
$253,053
0.24% of portfolio
|
Q4 2022
New holding
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 13, 2024 Q2 2024 |
3,141
shares
|
$252,410
0.03% of portfolio
|
Q2 2024
Added 5.33%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
3,124
shares
|
$251,044
0.01% of portfolio
|
Q2 2024
Added 3.07%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,109
shares
|
$249,839
0.07% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
3,092
shares
|
$248,473
0.01% of portfolio
|
Q2 2023
New holding
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
3,087
shares
|
$248,071
0.04% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,040
shares
|
$244,294
0.01% of portfolio
|
Q2 2024
New holding
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
3,039
shares
|
$244,214
0.0% of portfolio
|
Q2 2024
Added 5.74%
|
|
New England Professional Planning Group Inc.
|
Jul 31, 2024 Q2 2024 |
3,038
shares
|
$244,133
0.12% of portfolio
|
Q3 2023
Added 0.46%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,034
shares
|
$243,812
0.15% of portfolio
|
Q2 2023
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
3,013
shares
|
$242,124
0.18% of portfolio
|
Q2 2024
Added 303.35%
|
|
Ping Capital Management, Inc.
New York, NY |
Aug 07, 2024 Q2 2024 |
3,000
shares
|
$241,080
0.07% of portfolio
|
Q2 2024
New holding
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
2,981
shares
|
$239,553
0.08% of portfolio
|
Q2 2024
Reduced 27.03%
|
|
Diversified Trust CO
|
Jul 16, 2024 Q2 2024 |
2,971
shares
|
$238,749
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,941
shares
|
$236,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,920
shares
|
$234,651
0.02% of portfolio
|
Q2 2022
New holding
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
2,904
shares
|
$233,365
0.06% of portfolio
|
Q2 2024
New holding
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
2,884
shares
|
$231,758
0.01% of portfolio
|
Q4 2021
Reduced 34.31%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
2,883
shares
|
$231,677
0.06% of portfolio
|
Q2 2024
Reduced 26.81%
|