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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,853
shares
|
$469,527
0.02% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,834
shares
|
$468,003
0.03% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,763
shares
|
$462,307
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,711
shares
|
$458,136
0.03% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,644
shares
|
$452,761
0.05% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,640
shares
|
$452,440
0.02% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Aegon Usa Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,575
shares
|
$447,226
0.46% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,503
shares
|
$441,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,496
shares
|
$440,889
0.18% of portfolio
|
Q1 2025
Added 66.75%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
5,490
shares
|
$440,407
0.08% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
5,465
shares
|
$438,402
0.24% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,427
shares
|
$435,353
0.49% of portfolio
|
Q2 2024
Reduced 24.17%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,409
shares
|
$433,909
0.01% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,400
shares
|
$433,188
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
5,319
shares
|
$426,690
0.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$424,444
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,288
shares
|
$424,203
0.01% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
5,258
shares
|
$421,796
0.11% of portfolio
|
Q1 2025
Added 97.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$421,475
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,207
shares
|
$417,705
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,144
shares
|
$412,651
0.01% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$412,009
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,121
shares
|
$410,806
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
5,115
shares
|
$410,325
0.39% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,092
shares
|
$408,480
0.01% of portfolio
|
Q2 2025
New holding
|