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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,050
shares
|
$405,111
0.11% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,026
shares
|
$403,185
0.08% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,023
shares
|
$402,945
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,009
shares
|
$401,821
0.16% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
4,998
shares
|
$400,939
0.03% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
4,995
shares
|
$400,698
0.19% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
4,952
shares
|
$397,249
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,942
shares
|
$396,447
0.01% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,937
shares
|
$396,046
0.1% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,935
shares
|
$395,885
0.03% of portfolio
|
Q2 2025
Reduced 49.54%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,914
shares
|
$394,201
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,882
shares
|
$391,634
0.04% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,877
shares
|
$391,232
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
4,835
shares
|
$387,863
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
4,814
shares
|
$386,179
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,793
shares
|
$384,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,767
shares
|
$382,408
0.06% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,754
shares
|
$381,365
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
4,750
shares
|
$381,045
0.04% of portfolio
|
Q2 2025
Added 59.66%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,745
shares
|
$380,643
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,743
shares
|
$380,483
0.01% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
4,738
shares
|
$380,082
0.48% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
4,721
shares
|
$378,718
0.14% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
4,641
shares
|
$372,301
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,613
shares
|
$370,054
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|