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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
15,948
shares
|
$1.27 Million
0.21% of portfolio
|
Q1 2025
Added 177.16%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
15,917
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
15,757
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
15,399
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
15,238
shares
|
$1.22 Million
0.32% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
15,234
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
15,079
shares
|
$1.2 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,953
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Added 45.75%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
14,919
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,901
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
14,831
shares
|
$1.18 Million
0.28% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
14,747
shares
|
$1.18 Million
0.61% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,396
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
14,316
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Added 96.57%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,263
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
14,233
shares
|
$1.14 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,230
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,222
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
14,146
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 61.45%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
14,134
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,102
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2022
Reduced 15.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
14,065
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
13,920
shares
|
$1.11 Million
0.43% of portfolio
|
Q1 2025
Added 21.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,915
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2023
Added 35579.49%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
13,862
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
New holding
|