Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,193 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,995
shares
|
$560,789
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
6,899
shares
|
$553,092
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,859
shares
|
$549,886
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
6,837
shares
|
$548,122
0.15% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,804
shares
|
$545,476
0.02% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
6,778
shares
|
$543,392
0.3% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
6,737
shares
|
$540,105
0.04% of portfolio
|
Q1 2025
Reduced 45.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
6,701
shares
|
$537,219
0.14% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
6,667
shares
|
$534,493
0.46% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,594
shares
|
$528,640
0.09% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,537
shares
|
$524,071
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,517
shares
|
$522,467
0.18% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
6,501
shares
|
$521,185
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
6,483
shares
|
$519,742
0.69% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
6,465
shares
|
$518,299
0.04% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
6,461
shares
|
$517,978
0.19% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,437
shares
|
$516,054
0.01% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,385
shares
|
$511,885
0.18% of portfolio
|
Q1 2023
Reduced 5.9%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
6,367
shares
|
$510,442
0.21% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Moneda S.A. Administradora General De Fondos
|
May 06, 2025 Q1 2025 |
6,364
shares
|
$510,201
0.54% of portfolio
|
Q1 2025
Added 42.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,347
shares
|
$508,838
0.02% of portfolio
|
Q1 2025
Added 108.1%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,343
shares
|
$508,518
0.08% of portfolio
|
Q4 2022
Added 37.83%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,332
shares
|
$507,636
0.05% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,272
shares
|
$502,826
0.1% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
6,203
shares
|
$497,294
0.09% of portfolio
|
Q1 2025
Reduced 1.21%
|