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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
15,399
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
15,315
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
15,257
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
15,255
shares
|
$1.22 Million
1.07% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
15,217
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
15,178
shares
|
$1.22 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
15,133
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,115
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
15,076
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
14,982
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Added 108.9%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,900
shares
|
$1.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
14,831
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
14,723
shares
|
$1.18 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,650
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
14,631
shares
|
$1.17 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
14,627
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14,562
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
14,475
shares
|
$1.16 Million
0.75% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
14,358
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,323
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Added 134.42%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
14,308
shares
|
$1.15 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
14,230
shares
|
$1.14 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
14,187
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
14,155
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14,152
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
New holding
|