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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
12,687
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,654
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,631
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,574
shares
|
$1.01 Million
0.6% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
12,501
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Reduced 18.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$993,043
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
12,377
shares
|
$991,521
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
12,286
shares
|
$984,231
0.06% of portfolio
|
Q4 2024
Added 94.83%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
12,272
shares
|
$983,109
0.01% of portfolio
|
Q4 2024
Added 90.15%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
12,178
shares
|
$975,579
0.14% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
12,170
shares
|
$974,938
0.39% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,101
shares
|
$969,411
0.0% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,067
shares
|
$966,687
0.03% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,957
shares
|
$957,875
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
11,837
shares
|
$948,262
0.03% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
11,824
shares
|
$947,220
0.66% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
11,624
shares
|
$931,198
0.14% of portfolio
|
Q4 2024
Added 264.62%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,612
shares
|
$930,237
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
11,588
shares
|
$928,314
0.29% of portfolio
|
Q4 2024
Added 104.7%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,581
shares
|
$927,753
0.54% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,505
shares
|
$921,665
0.07% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
11,431
shares
|
$915,737
0.33% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,403
shares
|
$913,494
0.0% of portfolio
|
Q4 2022
Added 32.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
11,400
shares
|
$913,254
0.0% of portfolio
|
Q4 2024
Reduced 55.81%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
11,318
shares
|
$906,684
0.1% of portfolio
|
Q4 2024
Reduced 30.32%
|