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 |
|---|---|---|---|---|---|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,614
shares
|
$770,177
0.24% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
9,583
shares
|
$767,694
0.24% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,581
shares
|
$767,533
0.14% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Avory & Company, LLC
Miami, FL |
Feb 06, 2025 Q4 2024 |
9,569
shares
|
$766,572
0.42% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,568
shares
|
$766,492
0.17% of portfolio
|
Q2 2023
Reduced 6.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,300
shares
|
$745,023
0.03% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
9,278
shares
|
$743,260
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
9,169
shares
|
$734,528
0.62% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
9,152
shares
|
$733,166
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
9,150
shares
|
$733,006
0.46% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
9,014
shares
|
$722,111
0.02% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$718,907
0.03% of portfolio
|
Q1 2023
Added 140.98%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
8,949
shares
|
$716,904
0.03% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
8,807
shares
|
$705,528
0.02% of portfolio
|
Q4 2024
Reduced 65.2%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,763
shares
|
$702,003
0.02% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,648
shares
|
$692,791
0.02% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,642
shares
|
$692,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,630
shares
|
$691,349
0.02% of portfolio
|
Q1 2024
Added 12.33%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,565
shares
|
$686,142
0.05% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
8,563
shares
|
$685,981
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,548
shares
|
$684,780
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,392
shares
|
$672,283
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
8,384
shares
|
$671,642
0.06% of portfolio
|
Q4 2024
Reduced 71.77%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
8,302
shares
|
$665,073
0.66% of portfolio
|
Q4 2024
Added 137.47%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
8,150
shares
|
$652,896
0.04% of portfolio
|
Q3 2024
Added 211.54%
|