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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
28,964
shares
|
$2.32 Million
1.61% of portfolio
|
Q4 2024
Added 213.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,963
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,962
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Added 239.73%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
28,870
shares
|
$2.32 Million
0.24% of portfolio
|
Q2 2022
Added 0.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
28,860
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
28,818
shares
|
$2.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
28,594
shares
|
$2.29 Million
1.79% of portfolio
|
Q2 2025
Reduced 38.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
28,442
shares
|
$2.28 Million
0.16% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
28,370
shares
|
$2.28 Million
0.33% of portfolio
|
Q2 2025
Added 105.04%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
28,040
shares
|
$2.25 Million
0.63% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
27,673
shares
|
$2.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
27,448
shares
|
$2.2 Million
1.27% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
27,364
shares
|
$2.2 Million
0.86% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
27,237
shares
|
$2.18 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
27,133
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,013
shares
|
$2.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
27,002
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 234.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
26,495
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.32%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
26,435
shares
|
$2.12 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
26,432
shares
|
$2.12 Million
1.12% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
26,345
shares
|
$2.11 Million
0.34% of portfolio
|
Q2 2025
Added 51.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
26,343
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2025
Added 167.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
26,080
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25,510
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
25,239
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
New holding
|