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 |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
76,211
shares
|
$6.11 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
75,724
shares
|
$6.07 Million
1.13% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Feb 13, 2025 Q4 2024 |
75,273
shares
|
$6.03 Million
2.35% of portfolio
|
Q3 2024
Added 50.05%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
75,169
shares
|
$6.02 Million
1.63% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
74,882
shares
|
$6 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
73,936
shares
|
$5.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Hwg Holdings LP
Houston, TX |
Feb 26, 2025 Q4 2024 |
73,767
shares
|
$5.91 Million
1.98% of portfolio
|
Q4 2024
Added 77.75%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
72,757
shares
|
$5.83 Million
0.78% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
72,137
shares
|
$5.78 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
72,115
shares
|
$5.78 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
71,833
shares
|
$5.75 Million
5.59% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
70,254
shares
|
$5.63 Million
0.23% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
69,803
shares
|
$5.59 Million
0.19% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
69,133
shares
|
$5.54 Million
1.65% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
69,015
shares
|
$5.53 Million
2.56% of portfolio
|
Q4 2024
Added 1558.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
68,141
shares
|
$5.46 Million
0.09% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
67,567
shares
|
$5.41 Million
3.75% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
67,180
shares
|
$5.38 Million
0.08% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
66,915
shares
|
$5.36 Million
1.05% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
66,872
shares
|
$5.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.89%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
66,599
shares
|
$5.34 Million
1.95% of portfolio
|
Q4 2022
Reduced 18.82%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
66,435
shares
|
$5.32 Million
1.6% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
65,944
shares
|
$5.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
65,849
shares
|
$5.28 Million
0.18% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
65,697
shares
|
$5.26 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.93%
|