Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,187 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
175,978
shares
|
$14.2 Million
2.86% of portfolio
|
Q2 2023
Added 0.96%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
175,836
shares
|
$14.2 Million
2.33% of portfolio
|
Q4 2022
Reduced 1.97%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
174,965
shares
|
$14.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
170,800
shares
|
$13.8 Million
0.12% of portfolio
|
Q2 2025
Added 2162.25%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
168,345
shares
|
$13.6 Million
0.71% of portfolio
|
Q2 2025
Added 212.28%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
166,983
shares
|
$13.4 Million
2.34% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
166,964
shares
|
$13.4 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
165,981
shares
|
$13.4 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
164,599
shares
|
$13.3 Million
2.02% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
161,462
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
161,027
shares
|
$13 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
158,674
shares
|
$12.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
154,275
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
153,732
shares
|
$12.4 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
151,758
shares
|
$12.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
151,082
shares
|
$12.2 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Toews Corp
|
Oct 24, 2025 Q3 2025 |
147,000
shares
|
$11.8 Million
1.73% of portfolio
|
Q3 2025
Reduced 71.08%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
146,288
shares
|
$11.8 Million
0.83% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
146,053
shares
|
$11.8 Million
19.94% of portfolio
|
Q4 2024
Added 89.4%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
145,824
shares
|
$11.7 Million
1.26% of portfolio
|
Q2 2025
Added 922.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
141,910
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
141,804
shares
|
$11.4 Million
1.28% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
139,030
shares
|
$11.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
135,574
shares
|
$10.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
134,792
shares
|
$10.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.98%
|