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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
25,236
shares
|
$2.02 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
25,208
shares
|
$2.02 Million
0.73% of portfolio
|
Q2 2025
Added 81.09%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
25,000
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,938
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
24,935
shares
|
$2 Million
0.88% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
24,840
shares
|
$1.99 Million
0.28% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
24,788
shares
|
$1.99 Million
0.38% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
24,462
shares
|
$1.96 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
24,448
shares
|
$1.96 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
24,357
shares
|
$1.95 Million
1.66% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
24,199
shares
|
$1.94 Million
1.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
24,035
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
23,851
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.93%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
23,664
shares
|
$1.9 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
23,432
shares
|
$1.88 Million
0.26% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
23,318
shares
|
$1.87 Million
1.25% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
23,120
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
22,930
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.83 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,685
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
22,578
shares
|
$1.81 Million
0.57% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,451
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.5%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
22,331
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
22,216
shares
|
$1.78 Million
0.3% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
22,050
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 13.22%
|