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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
10,567
shares
|
$850,749
0.33% of portfolio
|
Q2 2025
Reduced 73.67%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
10,500
shares
|
$845,355
0.02% of portfolio
|
Q2 2025
Added 10400.0%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
10,442
shares
|
$840,685
0.26% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,391
shares
|
$836,579
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,363
shares
|
$834,325
0.14% of portfolio
|
Q3 2025
Added 57.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,361
shares
|
$834,164
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,332
shares
|
$831,829
0.0% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
10,245
shares
|
$824,824
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,229
shares
|
$823,536
0.07% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
10,165
shares
|
$818,384
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
10,068
shares
|
$810,574
0.25% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,042
shares
|
$808,481
0.0% of portfolio
|
Q2 2025
Reduced 41.37%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,000
shares
|
$805,100
1.11% of portfolio
|
Q1 2021
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
9,979
shares
|
$803,409
0.09% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
9,931
shares
|
$799,544
0.21% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,832
shares
|
$791,574
0.04% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
9,742
shares
|
$784,328
0.59% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,734
shares
|
$783,684
0.01% of portfolio
|
Q3 2025
Added 36.73%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,645
shares
|
$776,518
0.06% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,568
shares
|
$770,319
0.17% of portfolio
|
Q2 2023
Reduced 6.02%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
9,553
shares
|
$769,112
0.28% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
9,426
shares
|
$758,887
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
9,411
shares
|
$757,679
0.66% of portfolio
|
Q2 2025
Reduced 1.23%
|