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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
201
shares
|
$15,802
0.0% of portfolio
|
Q2 2024
Added 33.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
200
shares
|
$15,724
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
200
shares
|
$15,724
0.0% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$15,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
200
shares
|
$15,724
0.0% of portfolio
|
Q1 2024
Added 207.69%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
195
shares
|
$15,330
0.01% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
195
shares
|
$15,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
190
shares
|
$14,937
0.0% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
190
shares
|
$14,937
0.0% of portfolio
|
Q2 2024
Added 15.15%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
175
shares
|
$13,758
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
172
shares
|
$13,522
0.01% of portfolio
|
Q3 2024
Reduced 92.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
166
shares
|
$13,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
160
shares
|
$12,579
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
149
shares
|
$11,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
142
shares
|
$11,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
141
shares
|
$11,085
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$10,220
0.0% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
125
shares
|
$9,827
0.01% of portfolio
|
Q1 2022
Reduced 13.79%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
123
shares
|
$9,670
0.01% of portfolio
|
Q3 2024
Added 925.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
120
shares
|
$9,434
0.0% of portfolio
|
Q3 2024
Reduced 45.7%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
113
shares
|
$8,884
0.0% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$8,884
0.0% of portfolio
|
Q1 2022
Reduced 41.45%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
110
shares
|
$8,648
0.0% of portfolio
|
Q4 2021
Reduced 57.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
107
shares
|
$8,412
0.0% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
101
shares
|
$7,940
0.0% of portfolio
|
Q3 2024
Added 1.0%
|