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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
325
shares
|
$26,071
0.0% of portfolio
|
Q2 2025
Reduced 39.02%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
317
shares
|
$25,429
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
314
shares
|
$25,189
0.0% of portfolio
|
Q2 2025
Reduced 77.13%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
312
shares
|
$25,028
0.0% of portfolio
|
Q2 2021
Added 19.87%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
301
shares
|
$24,146
0.01% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$24,066
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
300
shares
|
$24,066
0.0% of portfolio
|
Q4 2023
Reduced 39.39%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
289
shares
|
$23,183
0.01% of portfolio
|
Q2 2022
Reduced 41.5%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
287
shares
|
$23,023
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
280
shares
|
$22,461
0.0% of portfolio
|
Q2 2025
Reduced 43.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
280
shares
|
$22,461
0.0% of portfolio
|
Q2 2023
Reduced 50.27%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
275
shares
|
$22,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
239
shares
|
$19,172
0.01% of portfolio
|
Q1 2025
Reduced 78.51%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
237
shares
|
$19,012
0.0% of portfolio
|
Q2 2025
Reduced 72.02%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
237
shares
|
$19,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
236
shares
|
$18,931
0.0% of portfolio
|
Q2 2025
Added 67.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
235
shares
|
$18,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
227
shares
|
$18,209
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
214
shares
|
$17,167
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
207
shares
|
$16,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
206
shares
|
$16,525
0.01% of portfolio
|
Q1 2023
Reduced 31.56%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
205
shares
|
$16,445
0.0% of portfolio
|
Q3 2022
Added 58.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
203
shares
|
$16,284
0.01% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
201
shares
|
$16,124
0.0% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$16,044
0.0% of portfolio
|
Q3 2024
Reduced 68.05%
|