Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,189 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,267
shares
|
$987,616
0.14% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,031
shares
|
$968,615
0.04% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,957
shares
|
$962,658
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
11,949
shares
|
$962,013
0.04% of portfolio
|
Q2 2025
Added 33.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,696
shares
|
$941,644
0.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
11,650
shares
|
$937,941
0.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,640
shares
|
$937,136
0.09% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
11,620
shares
|
$935,526
0.22% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,609
shares
|
$934,640
0.04% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
11,598
shares
|
$933,754
0.24% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,581
shares
|
$932,386
0.54% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,556
shares
|
$930,373
0.17% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
11,538
shares
|
$928,924
0.23% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,403
shares
|
$918,055
0.0% of portfolio
|
Q4 2022
Added 32.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
11,400
shares
|
$917,814
0.0% of portfolio
|
Q4 2024
Reduced 55.81%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,186
shares
|
$900,584
0.07% of portfolio
|
Q3 2022
Reduced 13.83%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
11,052
shares
|
$889,796
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
11,045
shares
|
$889,232
0.41% of portfolio
|
Q3 2025
Added 34.32%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,005
shares
|
$886,012
0.06% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
10,965
shares
|
$882,792
0.12% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
10,907
shares
|
$878,122
0.27% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,892
shares
|
$876,914
0.02% of portfolio
|
Q2 2025
Added 104.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10,730
shares
|
$863,872
0.05% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,728
shares
|
$863,711
0.1% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,725
shares
|
$863,469
0.06% of portfolio
|
Q4 2023
Added 83.3%
|