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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$16,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
200
shares
|
$16,044
0.0% of portfolio
|
Q1 2024
Added 207.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
200
shares
|
$16,044
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
198
shares
|
$15,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
195
shares
|
$15,642
0.01% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
177
shares
|
$14,198
0.01% of portfolio
|
Q1 2025
Added 216.07%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
169
shares
|
$13,557
0.0% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
166
shares
|
$13,316
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
160
shares
|
$12,835
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
153
shares
|
$12,273
0.0% of portfolio
|
Q2 2025
Added 393.55%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
153
shares
|
$12,273
0.01% of portfolio
|
Q2 2025
Added 2960.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
150
shares
|
$12,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
149
shares
|
$11,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
148
shares
|
$11,872
0.0% of portfolio
|
Q4 2024
Reduced 74.83%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
141
shares
|
$11,311
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
132
shares
|
$10,589
0.0% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$10,428
0.0% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
125
shares
|
$10,027
0.01% of portfolio
|
Q1 2022
Reduced 13.79%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
123
shares
|
$9,867
0.01% of portfolio
|
Q3 2024
Added 925.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$9,064
0.0% of portfolio
|
Q1 2022
Reduced 41.45%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
113
shares
|
$9,064
0.0% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
103
shares
|
$8,262
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$8,022
0.0% of portfolio
|
Q2 2021
Reduced 92.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$8,022
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
100
shares
|
$8,022
0.0% of portfolio
|
Q2 2025
New holding
|