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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
2,212
shares
|
$173,907
0.12% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
2,139
shares
|
$168,168
0.05% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,115
shares
|
$166,281
0.08% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,036
shares
|
$160,070
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$157,240
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,924
shares
|
$151,264
0.09% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,838
shares
|
$144,503
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,806
shares
|
$141,987
0.01% of portfolio
|
Q3 2024
Reduced 37.03%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,730
shares
|
$136,012
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,716
shares
|
$134,911
0.06% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,706
shares
|
$134,125
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,706
shares
|
$134,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,694
shares
|
$133,182
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,685
shares
|
$132,474
0.07% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,662
shares
|
$130,666
0.01% of portfolio
|
Q3 2024
Reduced 54.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,617
shares
|
$127,128
0.0% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,576
shares
|
$123,905
0.04% of portfolio
|
Q3 2024
Added 72.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,492
shares
|
$117,301
0.05% of portfolio
|
Q1 2023
Reduced 8.18%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,483
shares
|
$116,593
0.0% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,473
shares
|
$115,807
0.0% of portfolio
|
Q2 2024
Added 77.04%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,433
shares
|
$112,662
0.02% of portfolio
|
Q4 2023
Reduced 40.27%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$110,068
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,379
shares
|
$108,416
0.03% of portfolio
|
Q3 2024
Added 39.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,365
shares
|
$107,316
0.03% of portfolio
|
Q3 2023
Reduced 22.49%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,345
shares
|
$105,743
0.0% of portfolio
|
Q3 2024
Added 0.98%
|