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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
22,992
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.82 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,753
shares
|
$1.82 Million
0.25% of portfolio
|
Q1 2025
Added 109.82%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
22,253
shares
|
$1.78 Million
1.32% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,247
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
22,216
shares
|
$1.77 Million
0.3% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22,138
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2025
Added 330.78%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
22,119
shares
|
$1.77 Million
0.26% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
22,027
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
21,874
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
21,821
shares
|
$1.74 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
21,814
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Added 39.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
21,382
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
21,344
shares
|
$1.7 Million
0.53% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
21,333
shares
|
$1.7 Million
0.58% of portfolio
|
Q1 2025
Added 44.9%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
21,215
shares
|
$1.69 Million
0.31% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
21,205
shares
|
$1.69 Million
1.25% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
20,898
shares
|
$1.67 Million
0.4% of portfolio
|
Q1 2025
Added 96.71%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,829
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
20,815
shares
|
$1.66 Million
1.48% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
20,612
shares
|
$1.64 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
20,180
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
19,989
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 188.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
19,810
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
19,792
shares
|
$1.58 Million
0.56% of portfolio
|
Q1 2024
New holding
|