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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
51
shares
|
$4,091
0.0% of portfolio
|
Q1 2022
Reduced 89.88%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$4,011
0.0% of portfolio
|
Q2 2024
Reduced 72.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
48
shares
|
$3,850
0.0% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
46
shares
|
$3,690
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
44
shares
|
$3,529
0.0% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
43
shares
|
$3,449
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
39
shares
|
$3,128
0.0% of portfolio
|
Q1 2022
Reduced 88.79%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
36
shares
|
$2,887
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,807
0.0% of portfolio
|
Q4 2019
Reduced 72.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
35
shares
|
$2,807
0.0% of portfolio
|
Q3 2022
Reduced 94.49%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$2,727
0.0% of portfolio
|
Q2 2022
Reduced 46.03%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,647
0.0% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,647
0.0% of portfolio
|
Q2 2024
Reduced 96.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
32
shares
|
$2,567
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
30
shares
|
$2,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
30
shares
|
$2,406
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
28
shares
|
$2,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
23
shares
|
$1,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22
shares
|
$1,764
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
Reduced 84.38%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
17
shares
|
$1,363
0.0% of portfolio
|
Q2 2025
Added 1600.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
13
shares
|
$1,042
0.0% of portfolio
|
Q3 2023
Reduced 99.16%
|