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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
38,700
shares
|
$3.1 Million
0.23% of portfolio
|
Q4 2022
Added 9136.28%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
38,639
shares
|
$3.1 Million
1.33% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
38,188
shares
|
$3.06 Million
3.45% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,002
shares
|
$3.04 Million
0.11% of portfolio
|
Q2 2020
Reduced 23.13%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
37,762
shares
|
$3.03 Million
0.63% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
36,693
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
36,600
shares
|
$2.93 Million
7.38% of portfolio
|
Q1 2022
Added 3.39%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,286
shares
|
$2.91 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,158
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
35,750
shares
|
$2.86 Million
0.73% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
35,721
shares
|
$2.86 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
35,350
shares
|
$2.83 Million
0.04% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
34,948
shares
|
$2.8 Million
0.08% of portfolio
|
Q4 2024
Added 1071.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
34,883
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
34,881
shares
|
$2.79 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
34,803
shares
|
$2.79 Million
1.01% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
34,594
shares
|
$2.77 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
34,522
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
33,899
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2024
Reduced 50.18%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33,492
shares
|
$2.68 Million
1.37% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
33,351
shares
|
$2.67 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
33,135
shares
|
$2.65 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
32,797
shares
|
$2.63 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
32,791
shares
|
$2.63 Million
0.88% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
32,457
shares
|
$2.6 Million
0.49% of portfolio
|
Q2 2024
Reduced 9.47%
|