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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
2,668
shares
|
$213,733
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,663
shares
|
$213,332
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,660
shares
|
$213,092
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
2,648
shares
|
$212,131
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
2,642
shares
|
$211,650
0.04% of portfolio
|
Q1 2024
Added 18771.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,632
shares
|
$210,849
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
2,604
shares
|
$208,606
0.02% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,594
shares
|
$207,805
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,577
shares
|
$206,443
0.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
2,554
shares
|
$204,600
0.06% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
2,535
shares
|
$203,078
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,450
shares
|
$196,269
0.0% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
2,275
shares
|
$182,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,252
shares
|
$180,407
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,237
shares
|
$179,206
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,173
shares
|
$174,079
0.03% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,115
shares
|
$169,432
0.08% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,089
shares
|
$167,349
0.01% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,011
shares
|
$161,101
0.0% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$160,220
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
1,962
shares
|
$157,175
0.02% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,905
shares
|
$152,609
0.04% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,892
shares
|
$151,568
0.06% of portfolio
|
Q4 2024
Reduced 57.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,838
shares
|
$147,242
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,807
shares
|
$144,758
0.01% of portfolio
|
Q4 2024
Added 0.06%
|