Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,186 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
39,204
shares
|
$3.16 Million
0.25% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
38,737
shares
|
$3.12 Million
2.26% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
38,700
shares
|
$3.12 Million
0.23% of portfolio
|
Q4 2022
Added 9136.28%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
38,368
shares
|
$3.09 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
38,256
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
38,252
shares
|
$3.08 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
38,188
shares
|
$3.07 Million
3.45% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
38,057
shares
|
$3.06 Million
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
38,034
shares
|
$3.06 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,002
shares
|
$3.06 Million
0.11% of portfolio
|
Q2 2020
Reduced 23.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
37,977
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
37,739
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Added 34.93%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
37,571
shares
|
$3.02 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,216
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.26%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
37,047
shares
|
$2.98 Million
1.86% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
36,963
shares
|
$2.98 Million
0.09% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
36,846
shares
|
$2.97 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,758
shares
|
$2.96 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
36,600
shares
|
$2.95 Million
7.38% of portfolio
|
Q1 2022
Added 3.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,158
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
35,251
shares
|
$2.84 Million
0.81% of portfolio
|
Q3 2025
Reduced 33.39%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
34,984
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
34,821
shares
|
$2.8 Million
1.19% of portfolio
|
Q2 2025
Added 11.53%
|