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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
13,836
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
13,787
shares
|
$1.1 Million
0.38% of portfolio
|
Q1 2025
Added 93.47%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
13,770
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
13,769
shares
|
$1.1 Million
2.16% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,723
shares
|
$1.1 Million
1.12% of portfolio
|
Q1 2025
Reduced 77.25%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
13,614
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2022
Added 34.31%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
13,506
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,492
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
13,470
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,452
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2023
Added 99.23%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
13,430
shares
|
$1.07 Million
0.37% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
13,276
shares
|
$1.06 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
13,241
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
13,226
shares
|
$1.06 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
13,224
shares
|
$1.06 Million
0.59% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,124
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Added 46.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,041
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 50.8%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
13,000
shares
|
$1.04 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
12,839
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
12,661
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,579
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Added 201.94%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
12,533
shares
|
$1 Million
0.27% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$989,200
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
12,316
shares
|
$982,816
0.2% of portfolio
|
Q1 2025
Reduced 38.96%
|