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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,298
shares
|
$905,082
0.18% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,186
shares
|
$896,110
0.07% of portfolio
|
Q3 2022
Reduced 13.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,087
shares
|
$888,179
0.03% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
11,058
shares
|
$885,856
0.11% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
10,931
shares
|
$875,682
0.09% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
10,844
shares
|
$868,712
0.12% of portfolio
|
Q4 2024
Reduced 57.99%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
10,838
shares
|
$868,232
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,725
shares
|
$859,179
0.06% of portfolio
|
Q4 2023
Added 83.3%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
10,624
shares
|
$851,088
0.35% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
10,611
shares
|
$850,047
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
10,560
shares
|
$845,961
0.25% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,551
shares
|
$845,240
0.03% of portfolio
|
Q4 2024
Reduced 38.94%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,479
shares
|
$839,472
0.02% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
10,443
shares
|
$836,588
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,259
shares
|
$821,848
0.1% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,114
shares
|
$810,232
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,000
shares
|
$801,100
1.11% of portfolio
|
Q1 2021
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,919
shares
|
$794,611
0.26% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
9,844
shares
|
$788,602
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,769
shares
|
$782,594
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,766
shares
|
$782,354
0.0% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,758
shares
|
$781,713
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
9,753
shares
|
$781,312
0.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,663
shares
|
$774,102
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,625
shares
|
$771,058
0.11% of portfolio
|
Q4 2024
Reduced 2.2%
|