Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,160 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,385
shares
|
$509,267
0.18% of portfolio
|
Q1 2023
Reduced 5.9%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,343
shares
|
$505,917
0.08% of portfolio
|
Q4 2022
Added 37.83%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
6,336
shares
|
$505,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,332
shares
|
$505,040
0.05% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
6,332
shares
|
$505,040
0.14% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6,279
shares
|
$500,813
0.09% of portfolio
|
Q4 2024
Reduced 27.94%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,226
shares
|
$496,585
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
6,139
shares
|
$489,646
0.36% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
6,088
shares
|
$485,578
0.24% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,073
shares
|
$484,382
0.01% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
6,026
shares
|
$480,633
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
6,022
shares
|
$480,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
6,012
shares
|
$479,517
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
6,004
shares
|
$478,879
0.17% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
5,971
shares
|
$476,246
0.17% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,970
shares
|
$476,167
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
5,961
shares
|
$475,449
0.28% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,953
shares
|
$474,811
0.05% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
5,947
shares
|
$474,332
0.3% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,900
shares
|
$470,584
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,900
shares
|
$470,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,886
shares
|
$469,467
0.05% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,875
shares
|
$468,590
0.09% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
5,863
shares
|
$467,632
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,857
shares
|
$467,154
0.02% of portfolio
|
Q4 2024
New holding
|