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 |
---|---|---|---|---|---|
Worth Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
166,498
shares
|
$12.8 Million
8.39% of portfolio
|
Q1 2024
Added 45.43%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
165,486
shares
|
$12.8 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
162,123
shares
|
$12.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
162,047
shares
|
$12.5 Million
2.53% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
161,541
shares
|
$12.5 Million
0.19% of portfolio
|
Q1 2024
Reduced 34.13%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
160,582
shares
|
$12.4 Million
1.31% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
Financial Services Advisory Inc
|
May 06, 2024 Q1 2024 |
160,057
shares
|
$12.3 Million
3.09% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
157,180
shares
|
$12.1 Million
0.33% of portfolio
|
Q3 2023
Added 0.89%
|
|
Atlas Financial Advisors, Inc.
|
May 13, 2024 Q1 2024 |
156,589
shares
|
$12.1 Million
19.49% of portfolio
|
Q1 2024
Added 97.94%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
156,022
shares
|
$12 Million
0.02% of portfolio
|
Q1 2024
Added 25.35%
|
|
Paradigm Financial Partners, LLC
|
May 15, 2024 Q1 2024 |
153,563
shares
|
$11.8 Million
2.6% of portfolio
|
Q1 2024
Added 1.3%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
153,294
shares
|
$11.8 Million
0.16% of portfolio
|
Q1 2024
Added 1325.33%
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 09, 2024 Q1 2024 |
151,779
shares
|
$11.7 Million
0.04% of portfolio
|
Q1 2024
Added 32.16%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
150,253
shares
|
$11.6 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
147,915
shares
|
$11.4 Million
0.39% of portfolio
|
Q1 2024
Added 5.48%
|
|
Aafmaa Wealth Management & Trust LLC
|
May 02, 2024 Q1 2024 |
147,497
shares
|
$11.4 Million
6.34% of portfolio
|
Q1 2024
Added 12.6%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
146,288
shares
|
$11.3 Million
0.83% of portfolio
|
Q3 2023
Added 12.11%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
140,219
shares
|
$10.8 Million
0.53% of portfolio
|
Q1 2024
Added 13.06%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
139,635
shares
|
$10.8 Million
2.26% of portfolio
|
Q1 2024
Added 32.23%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
138,300
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2024
Added 9.52%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
137,870
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2024
Added 7.69%
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
137,300
shares
|
$10.6 Million
1.29% of portfolio
|
Q1 2024
Reduced 48.63%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
136,217
shares
|
$10.5 Million
0.14% of portfolio
|
Q1 2024
Added 10.34%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 30, 2024 Q1 2024 |
133,507
shares
|
$10.3 Million
1.69% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
131,329
shares
|
$10.1 Million
0.28% of portfolio
|
Q1 2023
Added 1.57%
|