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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
23,757
shares
|
$1.9 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
23,739
shares
|
$1.9 Million
1.2% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
23,358
shares
|
$1.87 Million
1.29% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,141
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 44.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
23,096
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 57.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
23,025
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
23,022
shares
|
$1.84 Million
0.8% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
22,847
shares
|
$1.83 Million
1.25% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.82 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
22,683
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
22,683
shares
|
$1.82 Million
0.1% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
22,094
shares
|
$1.77 Million
1.25% of portfolio
|
Q4 2024
Added 52.89%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
21,951
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
21,648
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 32.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
21,373
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,129
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
20,820
shares
|
$1.67 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
20,712
shares
|
$1.66 Million
1.74% of portfolio
|
Q4 2023
Reduced 1.6%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,445
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
20,425
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
20,347
shares
|
$1.63 Million
1.19% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,196
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 60.98%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
20,180
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
20,176
shares
|
$1.62 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
20,152
shares
|
$1.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.85%
|