Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,060 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 |
---|---|---|---|---|---|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,941
shares
|
$226,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
Mittelman Wealth Management
Andover, MA |
May 06, 2024 Q1 2024 |
2,941
shares
|
$226,868
0.15% of portfolio
|
Q1 2024
New holding
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,920
shares
|
$225,248
0.02% of portfolio
|
Q2 2022
New holding
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 19, 2024 Q1 2024 |
2,884
shares
|
$222,471
0.01% of portfolio
|
Q4 2021
Reduced 34.31%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
2,884
shares
|
$222,471
0.04% of portfolio
|
Q1 2024
New holding
|
|
Madison Wealth Partners, Inc
|
Apr 29, 2024 Q1 2024 |
2,877
shares
|
$221,931
0.08% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
Strategy Asset Managers LLC
|
Apr 25, 2024 Q1 2024 |
2,869
shares
|
$221,314
0.05% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
2,868
shares
|
$221,237
0.02% of portfolio
|
Q1 2024
Reduced 11.18%
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
2,833
shares
|
$218,537
0.04% of portfolio
|
Q1 2024
Reduced 11.14%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
2,833
shares
|
$218,537
0.04% of portfolio
|
Q1 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
2,827
shares
|
$218,074
0.03% of portfolio
|
Q1 2024
Reduced 6.11%
|
|
Oldfather Financial Services, LLC
|
Apr 25, 2024 Q1 2024 |
2,824
shares
|
$217,843
0.09% of portfolio
|
Q1 2024
Added 6.33%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
2,779
shares
|
$214,372
0.08% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,752
shares
|
$212,289
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pacific Financial Group Inc
|
May 09, 2024 Q1 2024 |
2,746
shares
|
$211,826
0.15% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
Parker Financial LLC
Silverdale, WA |
Apr 22, 2024 Q1 2024 |
2,736
shares
|
$211,055
0.12% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 17, 2024 Q1 2024 |
2,710
shares
|
$209,049
0.06% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
2,697
shares
|
$208,046
0.03% of portfolio
|
Q1 2024
Reduced 53.26%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 09, 2024 Q1 2024 |
2,683
shares
|
$206,966
0.0% of portfolio
|
Q1 2024
Reduced 50.16%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,668
shares
|
$205,809
0.11% of portfolio
|
Q4 2023
New holding
|
|
Estate Counselors, LLC
|
May 14, 2024 Q1 2024 |
2,660
shares
|
$205,192
0.07% of portfolio
|
Q1 2024
Reduced 92.27%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
2,660
shares
|
$205,192
0.08% of portfolio
|
Q1 2024
New holding
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
2,651
shares
|
$204,498
0.02% of portfolio
|
Q1 2024
Added 0.3%
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
2,645
shares
|
$204,035
0.02% of portfolio
|
Q1 2024
Reduced 24.86%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
2,642
shares
|
$203,803
0.05% of portfolio
|
Q1 2024
Added 18771.43%
|