Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,162 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$406,291
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,249
shares
|
$405,905
0.06% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
5,244
shares
|
$405,518
0.05% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
5,229
shares
|
$404,358
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,215
shares
|
$403,275
0.03% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,204
shares
|
$402,425
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,179
shares
|
$400,492
0.0% of portfolio
|
Q4 2024
Reduced 81.05%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
5,172
shares
|
$399,950
0.13% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,140
shares
|
$397,476
0.22% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$397,166
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,121
shares
|
$396,006
0.15% of portfolio
|
Q1 2025
Reduced 48.37%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,112
shares
|
$395,310
0.08% of portfolio
|
Q1 2025
Reduced 24.8%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,055
shares
|
$390,903
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,050
shares
|
$390,516
0.11% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,034
shares
|
$389,279
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
5,033
shares
|
$389,201
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
5,031
shares
|
$389,047
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,026
shares
|
$388,660
0.08% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,023
shares
|
$388,428
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,004
shares
|
$386,959
0.0% of portfolio
|
Q4 2024
Added 118.99%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,999
shares
|
$386,572
0.02% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
4,978
shares
|
$384,948
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,964
shares
|
$383,866
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
4,950
shares
|
$382,783
0.18% of portfolio
|
Q4 2024
Added 42.45%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,943
shares
|
$382,242
0.07% of portfolio
|
Q4 2024
New holding
|