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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,782
shares
|
$463,542
0.09% of portfolio
|
Q1 2025
Reduced 48.82%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,711
shares
|
$457,850
0.03% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,656
shares
|
$453,441
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
5,655
shares
|
$453,361
0.09% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
5,640
shares
|
$452,158
0.04% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
5,598
shares
|
$448,791
0.05% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Aegon Usa Investment Management, LLC
|
May 01, 2025 Q1 2025 |
5,575
shares
|
$446,947
0.47% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,496
shares
|
$440,614
0.2% of portfolio
|
Q1 2025
Added 66.75%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
5,487
shares
|
$439,892
0.25% of portfolio
|
Q1 2025
Reduced 92.8%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
5,446
shares
|
$436,605
0.25% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,427
shares
|
$435,082
0.49% of portfolio
|
Q2 2024
Reduced 24.17%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
5,413
shares
|
$433,960
0.07% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,409
shares
|
$433,639
0.01% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,376
shares
|
$430,993
0.1% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
5,374
shares
|
$430,833
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,364
shares
|
$430,031
0.07% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
5,335
shares
|
$427,706
0.01% of portfolio
|
Q1 2025
Reduced 66.12%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$424,179
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,291
shares
|
$424,179
0.07% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
5,258
shares
|
$421,533
0.18% of portfolio
|
Q1 2025
Added 97.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$421,213
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
5,213
shares
|
$417,926
0.04% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,207
shares
|
$417,445
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,204
shares
|
$417,204
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,144
shares
|
$412,394
0.01% of portfolio
|
Q1 2025
Reduced 22.01%
|