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 |
|---|---|---|---|---|---|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
12,574
shares
|
$1.01 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,435
shares
|
$997,535
0.0% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$994,407
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
12,291
shares
|
$985,984
0.04% of portfolio
|
Q2 2025
Reduced 91.14%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,267
shares
|
$984,058
0.14% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,249
shares
|
$982,614
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,031
shares
|
$965,126
0.04% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,957
shares
|
$959,190
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
11,949
shares
|
$958,548
0.04% of portfolio
|
Q2 2025
Added 33.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
11,766
shares
|
$943,868
0.18% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,696
shares
|
$938,253
0.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
11,685
shares
|
$937,370
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,679
shares
|
$936,889
0.07% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
11,650
shares
|
$934,563
0.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
11,598
shares
|
$930,391
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
|
$929,027
0.54% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,556
shares
|
$927,022
0.17% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
11,538
shares
|
$925,578
0.23% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,403
shares
|
$914,748
0.0% of portfolio
|
Q4 2022
Added 32.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
11,400
shares
|
$914,508
0.0% of portfolio
|
Q4 2024
Reduced 55.81%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,186
shares
|
$897,340
0.07% of portfolio
|
Q3 2022
Reduced 13.83%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
11,052
shares
|
$886,591
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,005
shares
|
$882,821
0.06% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
10,965
shares
|
$879,612
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
|
$874,959
0.27% of portfolio
|
Q2 2025
Reduced 19.24%
|