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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
22,001
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,917
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
21,801
shares
|
$1.75 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
21,518
shares
|
$1.73 Million
0.41% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
21,410
shares
|
$1.72 Million
0.33% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
21,182
shares
|
$1.7 Million
0.2% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
21,026
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
20,612
shares
|
$1.65 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
20,604
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
20,563
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Added 49.15%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
20,335
shares
|
$1.63 Million
1.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
20,322
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,162
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 90.96%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
20,100
shares
|
$1.61 Million
1.72% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
20,090
shares
|
$1.61 Million
1.23% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
20,040
shares
|
$1.61 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
19,964
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 41.13%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
19,902
shares
|
$1.6 Million
0.72% of portfolio
|
Q2 2025
Reduced 26.57%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
19,792
shares
|
$1.59 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,774
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 25.49%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
19,627
shares
|
$1.57 Million
0.34% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,469
shares
|
$1.56 Million
0.54% of portfolio
|
Q1 2024
Added 0.87%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
19,398
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
19,304
shares
|
$1.55 Million
0.16% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
19,201
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.23%
|