Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,178 institutions that hold shares in the stock, with a total of 259 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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
978
shares
|
$78,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
978
shares
|
$78,455
0.04% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
964
shares
|
$77,332
0.01% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
930
shares
|
$74,604
0.0% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
908
shares
|
$72,839
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
858
shares
|
$68,828
0.05% of portfolio
|
Q1 2022
Reduced 0.23%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
830
shares
|
$66,582
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
811
shares
|
$65,058
0.02% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
770
shares
|
$61,769
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
768
shares
|
$61,608
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$60,165
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
725
shares
|
$58,159
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
715
shares
|
$57,357
0.03% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
704
shares
|
$56,474
0.02% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
670
shares
|
$53,747
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
615
shares
|
$49,335
0.01% of portfolio
|
Q2 2025
Reduced 55.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
609
shares
|
$48,853
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$48,132
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
600
shares
|
$48,132
0.0% of portfolio
|
Q2 2024
Reduced 49.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
594
shares
|
$47,650
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585
shares
|
$46,928
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
558
shares
|
$44,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
551
shares
|
$44,201
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
529
shares
|
$42,436
0.01% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
528
shares
|
$42,356
0.0% of portfolio
|
Q2 2025
Reduced 79.43%
|