Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,190 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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
5,050
shares
|
$406,575
0.1% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,026
shares
|
$404,643
0.08% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,023
shares
|
$404,401
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,009
shares
|
$403,274
0.16% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
4,998
shares
|
$402,388
0.03% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
4,952
shares
|
$398,685
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,942
shares
|
$397,880
0.01% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,937
shares
|
$397,477
0.1% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
4,924
shares
|
$396,431
0.39% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,914
shares
|
$395,626
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,882
shares
|
$393,049
0.04% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,877
shares
|
$392,647
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,853
shares
|
$390,715
0.01% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
4,835
shares
|
$389,265
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
4,814
shares
|
$387,575
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,796
shares
|
$386,125
0.03% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,793
shares
|
$385,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,767
shares
|
$383,791
0.06% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,754
shares
|
$382,744
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,745
shares
|
$382,019
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,743
shares
|
$381,858
0.01% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
4,721
shares
|
$380,087
0.14% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,712
shares
|
$379,363
0.05% of portfolio
|
Q3 2025
Reduced 50.02%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,628
shares
|
$372,600
0.1% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,617
shares
|
$371,714
0.0% of portfolio
|
Q3 2025
Added 0.09%
|