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 |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$411,753
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,127
shares
|
$411,031
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,121
shares
|
$410,550
0.15% of portfolio
|
Q1 2025
Reduced 48.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,120
shares
|
$410,470
0.02% of portfolio
|
Q1 2025
Added 82.66%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,120
shares
|
$410,470
0.01% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,097
shares
|
$408,626
0.07% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,085
shares
|
$407,664
0.4% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
5,050
shares
|
$404,858
0.11% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,034
shares
|
$403,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,026
shares
|
$402,934
0.08% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
5,023
shares
|
$402,693
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
4,978
shares
|
$399,086
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
4,947
shares
|
$396,600
0.21% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
4,947
shares
|
$396,600
0.0% of portfolio
|
Q1 2025
Added 52.64%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,942
shares
|
$396,200
0.01% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,903
shares
|
$393,073
0.04% of portfolio
|
Q4 2024
Reduced 39.34%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
4,875
shares
|
$390,828
0.19% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
4,818
shares
|
$386,259
0.09% of portfolio
|
Q1 2025
Reduced 40.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,719
shares
|
$378,322
0.01% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
4,673
shares
|
$374,634
0.0% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,663
shares
|
$373,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,653
shares
|
$373,031
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,641
shares
|
$372,068
0.01% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
4,641
shares
|
$372,068
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,626
shares
|
$370,866
0.01% of portfolio
|
Q1 2025
Added 0.39%
|