Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,160 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
46
shares
|
$3,668
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
44
shares
|
$3,509
0.0% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
43
shares
|
$3,429
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
Reduced 98.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
39
shares
|
$3,110
0.0% of portfolio
|
Q1 2022
Reduced 88.79%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
36
shares
|
$2,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
36
shares
|
$2,871
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,791
0.0% of portfolio
|
Q4 2019
Reduced 72.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
35
shares
|
$2,791
0.0% of portfolio
|
Q3 2022
Reduced 94.49%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
34
shares
|
$2,711
0.0% of portfolio
|
Q2 2022
Reduced 46.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,711
0.0% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,631
0.0% of portfolio
|
Q2 2024
Reduced 96.94%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$2,392
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
30
shares
|
$2,392
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
25
shares
|
$1,993
0.0% of portfolio
|
Q4 2024
Reduced 89.67%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
22
shares
|
$1,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
21
shares
|
$1,674
0.16% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
13
shares
|
$1,036
0.0% of portfolio
|
Q3 2023
Reduced 99.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
13
shares
|
$1,036
0.0% of portfolio
|
Q1 2024
Reduced 99.7%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
11
shares
|
$877
0.04% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$398
0.0% of portfolio
|
Q4 2024
Reduced 73.68%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4
shares
|
$319
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4
shares
|
$319
0.0% of portfolio
|
Q2 2021
Reduced 82.61%
|