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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
32,117
shares
|
$2.57 Million
1.26% of portfolio
|
Q4 2024
Reduced 50.66%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
31,215
shares
|
$2.5 Million
0.12% of portfolio
|
Q4 2024
Added 77.88%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
31,087
shares
|
$2.49 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
30,812
shares
|
$2.47 Million
0.62% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
30,700
shares
|
$2.46 Million
2.62% of portfolio
|
Q4 2024
Added 139.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,463
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 164.09%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
30,382
shares
|
$2.43 Million
1.12% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,130
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Arch Capital Group Ltd.
|
Feb 10, 2025 Q4 2024 |
30,000
shares
|
$2.4 Million
0.55% of portfolio
|
Q4 2020
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
29,577
shares
|
$2.37 Million
0.57% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
29,351
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 64.12%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
29,315
shares
|
$2.35 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
29,029
shares
|
$2.33 Million
0.94% of portfolio
|
Q4 2024
Added 454.84%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
28,964
shares
|
$2.32 Million
1.61% of portfolio
|
Q4 2024
Added 213.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
28,870
shares
|
$2.31 Million
0.24% of portfolio
|
Q2 2022
Added 0.72%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,752
shares
|
$2.3 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
28,506
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
28,333
shares
|
$2.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
28,263
shares
|
$2.26 Million
0.16% of portfolio
|
Q3 2023
Reduced 5.03%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
28,207
shares
|
$2.26 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Emg Holdings, L.P.
Old Greenwich, CT |
Feb 12, 2025 Q4 2024 |
27,776
shares
|
$2.23 Million
1.39% of portfolio
|
Q2 2024
Reduced 61.82%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
27,573
shares
|
$2.21 Million
0.67% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
27,571
shares
|
$2.21 Million
1.52% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
27,564
shares
|
$2.21 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
27,404
shares
|
$2.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.46%
|