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 |
---|---|---|---|---|---|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
2,625
shares
|
$202,492
0.13% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 06, 2024 Q1 2024 |
2,607
shares
|
$201,103
0.13% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
Concorde Asset Management, LLC
|
May 15, 2024 Q1 2024 |
2,603
shares
|
$200,795
0.14% of portfolio
|
Q1 2024
Reduced 75.32%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
2,580
shares
|
$199,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
2,575
shares
|
$198,635
0.0% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
2,498
shares
|
$192,695
0.01% of portfolio
|
Q1 2024
Reduced 61.02%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
2,424
shares
|
$186,987
0.02% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
2,386
shares
|
$184,056
0.07% of portfolio
|
Q1 2024
Added 4.42%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
2,346
shares
|
$180,970
0.04% of portfolio
|
Q1 2024
Reduced 20.56%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
2,284
shares
|
$176,187
0.04% of portfolio
|
Q1 2024
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
2,267
shares
|
$174,876
0.07% of portfolio
|
Q4 2023
Reduced 17.65%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
2,256
shares
|
$174,027
0.03% of portfolio
|
Q1 2024
Reduced 17.33%
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
2,212
shares
|
$170,633
0.13% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
Powell Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
2,182
shares
|
$168,319
0.09% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
Harbor Capital Advisors, Inc.
|
May 13, 2024 Q1 2024 |
2,173
shares
|
$167,625
0.02% of portfolio
|
Q1 2024
Added 1.31%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,115
shares
|
$163,151
0.08% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
2,113
shares
|
$162,996
0.01% of portfolio
|
Q4 2023
Added 56.52%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
2,072
shares
|
$159,834
0.0% of portfolio
|
Q1 2024
Added 33.85%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 16, 2024 Q1 2024 |
2,000
shares
|
$154,280
0.07% of portfolio
|
Q1 2024
New holding
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
1,979
shares
|
$152,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
1,963
shares
|
$151,425
0.04% of portfolio
|
Q3 2023
Reduced 45.98%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
1,940
shares
|
$149,651
0.12% of portfolio
|
Q1 2024
Reduced 17.97%
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2024 Q1 2024 |
1,924
shares
|
$148,417
0.09% of portfolio
|
Q4 2022
Added 1611.17%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,819
shares
|
$140,317
0.01% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,813
shares
|
$139,854
0.01% of portfolio
|
Q1 2024
Reduced 53.44%
|