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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
65
shares
|
$5,187
0.0% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
65
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
62
shares
|
$4,947
0.0% of portfolio
|
Q4 2021
Reduced 90.83%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
59
shares
|
$4,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
58
shares
|
$4,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
51
shares
|
$4,069
0.0% of portfolio
|
Q1 2022
Reduced 89.88%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$3,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
50
shares
|
$3,990
0.0% of portfolio
|
Q2 2024
Reduced 72.22%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
46
shares
|
$3,670
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
44
shares
|
$3,511
0.0% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
43
shares
|
$3,431
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
39
shares
|
$3,112
0.0% of portfolio
|
Q1 2022
Reduced 88.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
38
shares
|
$3,032
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
36
shares
|
$2,872
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,793
0.0% of portfolio
|
Q4 2019
Reduced 72.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
35
shares
|
$2,793
0.0% of portfolio
|
Q3 2022
Reduced 94.49%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$2,713
0.0% of portfolio
|
Q2 2022
Reduced 46.03%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
33
shares
|
$2,633
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
33
shares
|
$2,633
0.0% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,633
0.0% of portfolio
|
Q2 2024
Reduced 96.94%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
31
shares
|
$2,473
0.0% of portfolio
|
Q1 2025
Reduced 56.34%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31
shares
|
$2,473
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
30
shares
|
$2,394
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
30
shares
|
$2,394
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
26
shares
|
$2,074
0.0% of portfolio
|
Q1 2025
New holding
|