Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,161 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
65,630
shares
|
$5.26 Million
2.76% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65,570
shares
|
$5.25 Million
0.15% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
65,325
shares
|
$5.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
64,958
shares
|
$5.2 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
64,675
shares
|
$5.18 Million
1.76% of portfolio
|
Q1 2024
Reduced 45.7%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
63,426
shares
|
$5.08 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
62,650
shares
|
$5.02 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
61,396
shares
|
$4.92 Million
0.03% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
60,866
shares
|
$4.88 Million
0.98% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
60,666
shares
|
$4.86 Million
0.28% of portfolio
|
Q4 2024
Added 135.27%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,313
shares
|
$4.83 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
60,271
shares
|
$4.83 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$4.81 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
59,707
shares
|
$4.78 Million
0.13% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
59,328
shares
|
$4.75 Million
3.51% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
59,267
shares
|
$4.75 Million
2.28% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
58,591
shares
|
$4.69 Million
0.32% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
58,395
shares
|
$4.68 Million
0.17% of portfolio
|
Q2 2024
Reduced 77.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
57,982
shares
|
$4.64 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
57,782
shares
|
$4.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
56,758
shares
|
$4.55 Million
0.39% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
56,358
shares
|
$4.51 Million
0.04% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
55,558
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
54,613
shares
|
$4.38 Million
0.08% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
54,595
shares
|
$4.37 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.44%
|