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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
19,627
shares
|
$1.57 Million
0.34% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
19,603
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
19,475
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,469
shares
|
$1.55 Million
0.54% of portfolio
|
Q1 2024
Added 0.87%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
19,377
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
19,260
shares
|
$1.54 Million
1.45% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,254
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
19,201
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
19,200
shares
|
$1.53 Million
0.2% of portfolio
|
Q1 2025
Added 73.63%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
19,130
shares
|
$1.53 Million
0.76% of portfolio
|
Q4 2023
Reduced 59.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,060
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 90661.9%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
19,010
shares
|
$1.52 Million
0.83% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
18,968
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,966
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18,941
shares
|
$1.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,897
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
18,703
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
18,641
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Added 46.93%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
18,456
shares
|
$1.47 Million
0.18% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
18,418
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
18,169
shares
|
$1.45 Million
1.1% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
18,162
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
17,670
shares
|
$1.41 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
17,624
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
17,600
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2023
New holding
|