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 |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,178
shares
|
$956,581
0.14% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,156
shares
|
$954,853
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
12,073
shares
|
$948,334
0.34% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
11,826
shares
|
$928,932
0.3% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
11,824
shares
|
$928,775
0.68% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$920,998
0.28% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,581
shares
|
$909,687
0.54% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
11,544
shares
|
$906,781
0.42% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,535
shares
|
$906,074
0.01% of portfolio
|
Q3 2024
Added 60.83%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,487
shares
|
$902,303
0.01% of portfolio
|
Q2 2024
Added 4.94%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
11,460
shares
|
$900,183
0.2% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,411
shares
|
$896,334
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,403
shares
|
$895,705
0.0% of portfolio
|
Q4 2022
Added 32.53%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
11,322
shares
|
$889,343
0.02% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
11,305
shares
|
$888,007
0.06% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
11,226
shares
|
$881,802
0.13% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,186
shares
|
$878,660
0.07% of portfolio
|
Q3 2022
Reduced 13.83%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
11,062
shares
|
$868,920
0.05% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,968
shares
|
$861,536
0.04% of portfolio
|
Q3 2024
Added 75.66%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,899
shares
|
$856,116
0.03% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
10,896
shares
|
$855,880
0.02% of portfolio
|
Q3 2024
Added 33.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
10,880
shares
|
$854,624
0.06% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,766
shares
|
$845,669
0.03% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,747
shares
|
$844,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,725
shares
|
$842,448
0.06% of portfolio
|
Q4 2023
Added 83.3%
|