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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
73,228
shares
|
$5.84 Million
2.12% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
73,010
shares
|
$5.83 Million
0.09% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
71,640
shares
|
$5.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
69,232
shares
|
$5.52 Million
1.72% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
69,048
shares
|
$5.51 Million
0.18% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
68,988
shares
|
$5.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
67,982
shares
|
$5.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
67,635
shares
|
$5.4 Million
3.8% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
67,400
shares
|
$5.38 Million
1.63% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
66,991
shares
|
$5.35 Million
1.16% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
66,599
shares
|
$5.31 Million
1.95% of portfolio
|
Q4 2022
Reduced 18.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
66,239
shares
|
$5.29 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
66,081
shares
|
$5.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65,570
shares
|
$5.23 Million
0.15% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
65,262
shares
|
$5.21 Million
0.03% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
65,017
shares
|
$5.19 Million
2.25% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
64,951
shares
|
$5.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
64,800
shares
|
$5.17 Million
0.24% of portfolio
|
Q1 2025
Reduced 74.96%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
64,173
shares
|
$5.12 Million
3.77% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
63,672
shares
|
$5.08 Million
5.43% of portfolio
|
Q1 2025
Added 52.34%
|
|
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
63,142
shares
|
$5.04 Million
1.44% of portfolio
|
Q1 2025
Reduced 30.1%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
62,932
shares
|
$5.02 Million
3.87% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
60,918
shares
|
$4.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
60,650
shares
|
$4.84 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
60,649
shares
|
$4.84 Million
0.17% of portfolio
|
Q1 2025
Added 24.52%
|