Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,187 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
50,189
shares
|
$4.01 Million
0.15% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
50,058
shares
|
$3.99 Million
0.82% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
49,728
shares
|
$3.97 Million
1.4% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
49,105
shares
|
$3.92 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
49,001
shares
|
$3.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
48,790
shares
|
$3.89 Million
0.66% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
48,714
shares
|
$3.89 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
48,703
shares
|
$3.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
48,348
shares
|
$3.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
48,305
shares
|
$3.85 Million
0.36% of portfolio
|
Q1 2025
Added 476.16%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
48,059
shares
|
$3.84 Million
0.79% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,982
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
47,931
shares
|
$3.82 Million
3.0% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
47,921
shares
|
$3.82 Million
0.48% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
46,965
shares
|
$3.75 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
46,859
shares
|
$3.74 Million
3.15% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
46,766
shares
|
$3.73 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
46,758
shares
|
$3.73 Million
0.93% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
46,695
shares
|
$3.73 Million
1.18% of portfolio
|
Q1 2025
Added 42.4%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
46,616
shares
|
$3.72 Million
2.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,394
shares
|
$3.7 Million
0.95% of portfolio
|
Q4 2024
Added 1619.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
46,272
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
45,595
shares
|
$3.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
44,622
shares
|
$3.56 Million
0.44% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
44,355
shares
|
$3.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.74%
|