Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,178 institutions that hold shares in the stock, with a total of 259 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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,516
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,394
shares
|
$3.72 Million
0.95% of portfolio
|
Q4 2024
Added 1619.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
46,272
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.49%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
46,091
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
45,810
shares
|
$3.67 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
45,013
shares
|
$3.61 Million
1.32% of portfolio
|
Q2 2025
Added 54.39%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
44,918
shares
|
$3.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.28%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
44,782
shares
|
$3.59 Million
0.93% of portfolio
|
Q2 2025
Reduced 56.46%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
44,411
shares
|
$3.56 Million
0.87% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
44,070
shares
|
$3.54 Million
0.48% of portfolio
|
Q2 2025
Added 38.98%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
43,716
shares
|
$3.51 Million
2.67% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
43,473
shares
|
$3.49 Million
0.8% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
43,188
shares
|
$3.46 Million
0.25% of portfolio
|
Q2 2025
Added 30.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
43,027
shares
|
$3.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
42,934
shares
|
$3.44 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
42,721
shares
|
$3.43 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
42,619
shares
|
$3.42 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
42,552
shares
|
$3.41 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
41,494
shares
|
$3.33 Million
0.24% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
41,195
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2025
Added 238.55%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
40,910
shares
|
$3.28 Million
0.56% of portfolio
|
Q2 2025
Reduced 49.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
40,823
shares
|
$3.27 Million
1.22% of portfolio
|
Q2 2025
Added 4492.01%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
40,754
shares
|
$3.27 Million
0.46% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
40,560
shares
|
$3.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
40,462
shares
|
$3.25 Million
0.71% of portfolio
|
Q2 2025
Added 22.97%
|