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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
227
shares
|
$18,275
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
214
shares
|
$17,229
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
210
shares
|
$16,907
0.01% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
207
shares
|
$16,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
206
shares
|
$16,585
0.01% of portfolio
|
Q1 2023
Reduced 31.56%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
205
shares
|
$16,504
0.0% of portfolio
|
Q3 2022
Added 58.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
203
shares
|
$16,343
0.01% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
201
shares
|
$16,182
0.0% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
200
shares
|
$16,102
0.0% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$16,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$16,102
0.0% of portfolio
|
Q1 2024
Added 207.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
200
shares
|
$16,102
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
195
shares
|
$15,699
0.01% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
177
shares
|
$14,250
0.01% of portfolio
|
Q1 2025
Added 216.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
170
shares
|
$13,686
0.03% of portfolio
|
Q3 2025
Reduced 95.93%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
169
shares
|
$13,606
0.0% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
166
shares
|
$13,364
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
160
shares
|
$12,881
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
153
shares
|
$12,318
0.0% of portfolio
|
Q2 2025
Added 393.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
150
shares
|
$12,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
149
shares
|
$11,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
148
shares
|
$11,915
0.0% of portfolio
|
Q4 2024
Reduced 74.83%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
141
shares
|
$11,351
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
132
shares
|
$10,627
0.0% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$10,466
0.0% of portfolio
|
Q3 2024
Reduced 26.14%
|