Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,190 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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
125
shares
|
$10,063
0.01% of portfolio
|
Q1 2022
Reduced 13.79%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
123
shares
|
$9,902
0.01% of portfolio
|
Q3 2024
Added 925.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$9,097
0.0% of portfolio
|
Q1 2022
Reduced 41.45%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
113
shares
|
$9,097
0.0% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
111
shares
|
$8,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
103
shares
|
$8,292
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$8,051
0.0% of portfolio
|
Q2 2021
Reduced 92.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$8,051
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
100
shares
|
$8,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Symetra Investment Management CO
Farmington, CT |
Aug 12, 2025 Q2 2025 |
100
shares
|
$8,051
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
100
shares
|
$8,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
99
shares
|
$7,970
0.01% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
96
shares
|
$7,728
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
95
shares
|
$7,648
0.0% of portfolio
|
Q1 2025
Reduced 57.96%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
95
shares
|
$7,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
93
shares
|
$7,487
0.0% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
93
shares
|
$7,487
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
91
shares
|
$7,326
0.0% of portfolio
|
Q1 2025
Added 9000.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
87
shares
|
$7,004
0.0% of portfolio
|
Q1 2023
Added 16.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
87
shares
|
$7,004
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
80
shares
|
$6,440
0.0% of portfolio
|
Q3 2024
Reduced 34.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
79
shares
|
$6,360
0.0% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
70
shares
|
$5,635
0.0% of portfolio
|
Q2 2022
Reduced 96.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
70
shares
|
$5,635
0.0% of portfolio
|
Q4 2023
Added 180.0%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
65
shares
|
$5,233
0.0% of portfolio
|
Q1 2025
Reduced 30.85%
|