Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,193 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
8,065
shares
|
$646,571
0.06% of portfolio
|
Q3 2021
Added 7.91%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
7,897
shares
|
$633,102
0.7% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
7,859
shares
|
$630,056
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
7,821
shares
|
$627,009
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
7,793
shares
|
$624,764
0.02% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
7,640
shares
|
$612,498
0.03% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,572
shares
|
$607,047
0.19% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,572
shares
|
$607,047
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
7,568
shares
|
$606,726
0.06% of portfolio
|
Q1 2025
Added 38.41%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
7,561
shares
|
$606,165
0.17% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
7,550
shares
|
$605,283
0.01% of portfolio
|
Q1 2025
Reduced 99.62%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
7,530
shares
|
$603,680
0.04% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
7,405
shares
|
$593,658
0.01% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
7,341
shares
|
$588,527
0.21% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
7,334
shares
|
$587,966
0.0% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,286
shares
|
$584,118
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
7,285
shares
|
$584,038
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
7,189
shares
|
$576,342
0.31% of portfolio
|
Q1 2025
Added 63.8%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
7,184
shares
|
$575,941
0.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
7,175
shares
|
$575,219
0.08% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
7,160
shares
|
$574,017
0.36% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
7,144
shares
|
$572,734
0.22% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,060
shares
|
$566,000
0.02% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
7,046
shares
|
$564,877
0.37% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
7,013
shares
|
$562,232
0.11% of portfolio
|
Q1 2025
Reduced 50.57%
|