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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,587
shares
|
$207,529
0.11% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,557
shares
|
$205,122
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,554
shares
|
$204,881
0.05% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,550
shares
|
$204,561
0.08% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,537
shares
|
$203,518
0.01% of portfolio
|
Q2 2025
Reduced 31.47%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
2,535
shares
|
$203,357
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,532
shares
|
$203,117
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
2,525
shares
|
$202,555
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,494
shares
|
$200,068
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,489
shares
|
$199,667
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
2,485
shares
|
$199,346
0.15% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,350
shares
|
$188,517
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,306
shares
|
$184,987
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,275
shares
|
$182,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,237
shares
|
$179,452
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,189
shares
|
$175,601
0.0% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,115
shares
|
$169,665
0.08% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,111
shares
|
$169,344
0.02% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,000
shares
|
$160,440
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,922
shares
|
$154,182
0.0% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,838
shares
|
$147,444
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,829
shares
|
$146,722
0.07% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,769
shares
|
$141,909
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,706
shares
|
$136,855
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,642
shares
|
$131,721
0.06% of portfolio
|
Q1 2025
Reduced 5.41%
|