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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
681
shares
|
$54,554
0.0% of portfolio
|
Q4 2024
Reduced 42.09%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
670
shares
|
$53,673
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
656
shares
|
$52,552
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
648
shares
|
$51,911
0.0% of portfolio
|
Q2 2023
Reduced 43.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
618
shares
|
$49,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
606
shares
|
$48,546
0.01% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
600
shares
|
$48,066
0.0% of portfolio
|
Q2 2024
Reduced 49.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
594
shares
|
$47,585
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585
shares
|
$46,864
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
555
shares
|
$44,461
0.01% of portfolio
|
Q4 2024
Reduced 28.75%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
532
shares
|
$42,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
529
shares
|
$42,378
0.01% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
527
shares
|
$42,217
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
526
shares
|
$42,137
0.01% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
475
shares
|
$38,052
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
465
shares
|
$37,251
0.01% of portfolio
|
Q2 2024
Added 46.69%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
451
shares
|
$36,129
0.0% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
443
shares
|
$35,488
0.02% of portfolio
|
Q4 2024
Added 84.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
423
shares
|
$33,886
0.0% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
422
shares
|
$33,806
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
417
shares
|
$33,405
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
406
shares
|
$32,524
0.01% of portfolio
|
Q4 2024
Added 48.18%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
405
shares
|
$32,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
392
shares
|
$31,403
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
380
shares
|
$30,441
0.0% of portfolio
|
Q4 2024
Added 40.22%
|