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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
13,930
shares
|
$1.12 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,915
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2023
Added 35579.49%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
13,770
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
13,769
shares
|
$1.1 Million
2.16% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,723
shares
|
$1.1 Million
1.12% of portfolio
|
Q1 2025
Reduced 77.25%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
13,614
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
13,614
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2022
Added 34.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
13,536
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
13,496
shares
|
$1.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,461
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 63.42%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,452
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 99.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,395
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
13,331
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Added 55.83%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
13,167
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2025
Added 103.79%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,148
shares
|
$1.05 Million
0.87% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
13,081
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
13,000
shares
|
$1.04 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
12,800
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,782
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 52.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,762
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
12,760
shares
|
$1.02 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,657
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
12,637
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
12,624
shares
|
$1.01 Million
0.67% of portfolio
|
Q2 2025
Added 6.77%
|