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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
24,953
shares
|
$1.96 Million
0.63% of portfolio
|
Q3 2024
Added 88.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2024
Added 75.62%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
24,500
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,465
shares
|
$1.92 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
24,118
shares
|
$1.89 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
24,015
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
23,822
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
23,540
shares
|
$1.85 Million
0.96% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
23,527
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
23,022
shares
|
$1.81 Million
0.8% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
22,862
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,838
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
22,405
shares
|
$1.76 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
22,319
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
22,070
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
22,021
shares
|
$1.73 Million
0.44% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
21,849
shares
|
$1.72 Million
0.83% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
21,636
shares
|
$1.7 Million
0.31% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
21,542
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
21,467
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
21,467
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,302
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
20,986
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,606
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Added 1.44%
|