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 |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
12,275
shares
|
$979,545
0.14% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,187
shares
|
$972,522
0.03% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
12,178
shares
|
$971,804
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,178
shares
|
$971,804
0.04% of portfolio
|
Q1 2025
Added 82.41%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
12,168
shares
|
$971,006
0.04% of portfolio
|
Q1 2025
Reduced 83.13%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,119
shares
|
$967,096
0.01% of portfolio
|
Q1 2025
Added 134.0%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,087
shares
|
$964,542
0.45% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,957
shares
|
$954,168
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,938
shares
|
$952,652
0.03% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
11,824
shares
|
$943,555
0.67% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,709
shares
|
$934,378
0.02% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,633
shares
|
$928,313
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,581
shares
|
$924,163
0.54% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
11,462
shares
|
$914,667
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,403
shares
|
$909,959
0.0% of portfolio
|
Q4 2022
Added 32.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
11,400
shares
|
$909,720
0.0% of portfolio
|
Q4 2024
Reduced 55.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,328
shares
|
$903,974
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
11,316
shares
|
$903,016
0.66% of portfolio
|
Q1 2025
Added 174.93%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
11,193
shares
|
$893,201
0.01% of portfolio
|
Q1 2025
Reduced 72.97%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,186
shares
|
$892,642
0.07% of portfolio
|
Q3 2022
Reduced 13.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,066
shares
|
$883,066
0.05% of portfolio
|
Q1 2025
Reduced 56.44%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,005
shares
|
$878,199
0.06% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,772
shares
|
$859,605
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
10,747
shares
|
$857,610
0.11% of portfolio
|
Q1 2025
Reduced 90.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,725
shares
|
$855,855
0.06% of portfolio
|
Q4 2023
Added 83.3%
|