Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,187 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 $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
46,091
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
45,810
shares
|
$3.69 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
45,013
shares
|
$3.62 Million
1.32% of portfolio
|
Q2 2025
Added 54.39%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
44,918
shares
|
$3.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.28%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
44,411
shares
|
$3.58 Million
0.87% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
44,352
shares
|
$3.57 Million
0.73% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
43,716
shares
|
$3.52 Million
2.67% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
43,492
shares
|
$3.5 Million
0.64% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
43,473
shares
|
$3.5 Million
0.8% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
43,188
shares
|
$3.48 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
|
$3.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
42,721
shares
|
$3.44 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
42,552
shares
|
$3.43 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
41,494
shares
|
$3.34 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
|
$3.32 Million
0.15% of portfolio
|
Q2 2025
Added 238.55%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
40,910
shares
|
$3.29 Million
0.56% of portfolio
|
Q2 2025
Reduced 49.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
40,823
shares
|
$3.29 Million
1.22% of portfolio
|
Q2 2025
Added 4492.01%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
40,754
shares
|
$3.28 Million
0.46% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
40,599
shares
|
$3.27 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
40,560
shares
|
$3.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
40,346
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
40,000
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
39,722
shares
|
$3.2 Million
0.22% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
39,386
shares
|
$3.17 Million
0.87% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
39,251
shares
|
$3.16 Million
0.6% of portfolio
|
Q2 2025
Added 2.67%
|