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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
5,834
shares
|
$467,361
0.03% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,800
shares
|
$464,638
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,754
shares
|
$460,952
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,723
shares
|
$458,469
0.03% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,711
shares
|
$457,508
0.03% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
5,678
shares
|
$454,864
0.18% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
5,670
shares
|
$454,223
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
5,655
shares
|
$453,022
0.08% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
5,647
shares
|
$452,381
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,621
shares
|
$450,298
0.05% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Aegon Usa Investment Management, LLC
|
Jan 29, 2025 Q4 2024 |
5,575
shares
|
$446,613
0.44% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,469
shares
|
$438,121
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,468
shares
|
$438,041
0.04% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,465
shares
|
$437,801
0.06% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,452
shares
|
$436,759
0.01% of portfolio
|
Q4 2024
Added 392.5%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
5,434
shares
|
$435,317
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,427
shares
|
$434,756
0.49% of portfolio
|
Q2 2024
Reduced 24.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
5,419
shares
|
$434,116
0.02% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5,400
shares
|
$432,594
0.11% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Kepos Capital LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,400
shares
|
$432,594
0.37% of portfolio
|
Q4 2024
Added 107.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,396
shares
|
$432,273
0.03% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,381
shares
|
$431,071
0.07% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$423,862
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,273
shares
|
$422,420
0.25% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$420,897
0.04% of portfolio
|
Q1 2023
New holding
|