Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,182 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
55,830
shares
|
$4.48 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
54,955
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
54,810
shares
|
$4.4 Million
1.8% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
54,033
shares
|
$4.33 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
53,785
shares
|
$4.31 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
53,400
shares
|
$4.28 Million
0.3% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
53,229
shares
|
$4.27 Million
0.39% of portfolio
|
Q2 2025
Added 320.42%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
52,921
shares
|
$4.25 Million
1.45% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
52,466
shares
|
$4.21 Million
0.67% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
52,292
shares
|
$4.19 Million
1.21% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Members Capital Advisors Inc
|
Jul 29, 2025 Q2 2025 |
52,000
shares
|
$4.17 Million
4.84% of portfolio
|
Q2 2021
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
51,221
shares
|
$4.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
50,898
shares
|
$4.08 Million
3.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
50,890
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.64%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
50,673
shares
|
$4.06 Million
0.45% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
50,463
shares
|
$4.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
50,058
shares
|
$4.02 Million
0.82% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
49,504
shares
|
$3.97 Million
0.64% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
48,802
shares
|
$3.91 Million
0.46% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
48,790
shares
|
$3.91 Million
0.65% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
48,059
shares
|
$3.86 Million
0.79% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,982
shares
|
$3.85 Million
0.08% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
47,117
shares
|
$3.78 Million
3.46% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
46,799
shares
|
$3.75 Million
0.14% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
46,534
shares
|
$3.73 Million
1.73% of portfolio
|
Q2 2025
Added 1037.19%
|