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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,193
shares
|
$657,242
0.06% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,179
shares
|
$656,119
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
8,150
shares
|
$653,793
0.04% of portfolio
|
Q3 2024
Added 211.54%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
8,122
shares
|
$651,546
0.69% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,102
shares
|
$649,942
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,097
shares
|
$649,541
0.03% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
8,094
shares
|
$649,300
0.86% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,083
shares
|
$648,418
0.37% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
8,065
shares
|
$646,974
0.06% of portfolio
|
Q3 2021
Added 7.91%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,958
shares
|
$638,390
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
7,897
shares
|
$633,497
0.7% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
7,862
shares
|
$630,689
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,854
shares
|
$630,047
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
7,821
shares
|
$627,400
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
7,777
shares
|
$623,870
0.5% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,572
shares
|
$607,425
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
7,405
shares
|
$594,029
0.01% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
7,390
shares
|
$592,825
0.03% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
7,350
shares
|
$589,617
0.24% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
7,334
shares
|
$588,333
0.0% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,259
shares
|
$582,316
0.1% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
7,236
shares
|
$580,471
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,198
shares
|
$577,423
0.2% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
7,184
shares
|
$576,300
0.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,146
shares
|
$573,252
0.09% of portfolio
|
Q2 2025
Added 35.06%
|