Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,189 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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
594
shares
|
$47,822
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585
shares
|
$47,098
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
574
shares
|
$46,212
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
564
shares
|
$45,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
558
shares
|
$44,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
529
shares
|
$42,589
0.01% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
527
shares
|
$42,428
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
504
shares
|
$40,577
0.0% of portfolio
|
Q2 2025
Reduced 65.78%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$40,255
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$40,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
489
shares
|
$39,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
483
shares
|
$38,886
0.04% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
481
shares
|
$38,725
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
478
shares
|
$38,483
0.0% of portfolio
|
Q1 2025
Reduced 30.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
465
shares
|
$37,437
0.01% of portfolio
|
Q2 2024
Added 46.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
461
shares
|
$37,115
0.0% of portfolio
|
Q2 2025
Reduced 98.8%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
454
shares
|
$36,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
447
shares
|
$35,987
0.0% of portfolio
|
Q2 2025
Reduced 35.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
442
shares
|
$35,585
0.0% of portfolio
|
Q2 2025
Reduced 78.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
435
shares
|
$35,021
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
430
shares
|
$34,619
0.0% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
422
shares
|
$33,975
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
406
shares
|
$32,687
0.01% of portfolio
|
Q4 2024
Added 48.18%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
405
shares
|
$32,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
401
shares
|
$32,284
0.03% of portfolio
|
Q3 2025
Added 0.25%
|