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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
46,745
shares
|
$3.74 Million
0.16% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,394
shares
|
$3.72 Million
0.95% of portfolio
|
Q4 2024
Added 1619.57%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
46,332
shares
|
$3.71 Million
2.12% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
45,911
shares
|
$3.68 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
45,659
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
45,026
shares
|
$3.61 Million
0.1% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
44,992
shares
|
$3.6 Million
3.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
44,935
shares
|
$3.6 Million
0.44% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
44,757
shares
|
$3.59 Million
0.9% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
43,540
shares
|
$3.49 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
43,203
shares
|
$3.46 Million
0.12% of portfolio
|
Q4 2024
Added 24.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
42,807
shares
|
$3.43 Million
1.74% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
41,796
shares
|
$3.35 Million
10.68% of portfolio
|
Q4 2024
Reduced 57.79%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
41,403
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2024
Added 185.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
41,228
shares
|
$3.3 Million
0.25% of portfolio
|
Q4 2024
Added 107.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
41,185
shares
|
$3.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
41,018
shares
|
$3.29 Million
0.26% of portfolio
|
Q4 2024
Added 21.65%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
40,887
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
40,752
shares
|
$3.26 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
40,594
shares
|
$3.25 Million
0.04% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
40,396
shares
|
$3.24 Million
0.06% of portfolio
|
Q4 2024
Added 41.28%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
40,000
shares
|
$3.2 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
39,904
shares
|
$3.2 Million
1.74% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
39,493
shares
|
$3.16 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
39,383
shares
|
$3.15 Million
0.45% of portfolio
|
Q4 2024
Added 1.6%
|