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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
44,283
shares
|
$3.53 Million
3.58% of portfolio
|
Q1 2025
Added 221.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
44,207
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
43,920
shares
|
$3.5 Million
0.74% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,622
shares
|
$3.48 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
41,501
shares
|
$3.31 Million
0.62% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
41,185
shares
|
$3.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
41,060
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
40,292
shares
|
$3.22 Million
0.26% of portfolio
|
Q1 2025
Added 167.26%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
40,140
shares
|
$3.2 Million
1.34% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
40,098
shares
|
$3.2 Million
0.48% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
39,794
shares
|
$3.18 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
39,591
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
39,468
shares
|
$3.15 Million
1.6% of portfolio
|
Q1 2025
Reduced 33.41%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
39,375
shares
|
$3.14 Million
0.91% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
39,269
shares
|
$3.13 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
39,226
shares
|
$3.13 Million
0.08% of portfolio
|
Q1 2025
Added 60.84%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
39,029
shares
|
$3.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
38,700
shares
|
$3.09 Million
0.23% of portfolio
|
Q4 2022
Added 9136.28%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
38,500
shares
|
$3.07 Million
2.17% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
38,429
shares
|
$3.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
38,368
shares
|
$3.06 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
38,229
shares
|
$3.05 Million
0.65% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
38,188
shares
|
$3.05 Million
3.45% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,002
shares
|
$3.03 Million
0.11% of portfolio
|
Q2 2020
Reduced 23.13%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
37,949
shares
|
$3.03 Million
0.04% of portfolio
|
Q1 2025
Added 7.35%
|