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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
2,775
shares
|
$222,471
0.11% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,769
shares
|
$221,990
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,755
shares
|
$220,868
0.02% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
2,750
shares
|
$220,467
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
2,749
shares
|
$220,387
0.09% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,734
shares
|
$219,184
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,720
shares
|
$218,062
0.05% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,712
shares
|
$217,421
0.06% of portfolio
|
Q3 2024
Reduced 49.96%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,693
shares
|
$215,897
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,691
shares
|
$215,737
0.03% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
2,683
shares
|
$215,096
0.0% of portfolio
|
Q1 2024
Reduced 50.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,668
shares
|
$213,893
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
2,663
shares
|
$213,492
0.22% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
2,652
shares
|
$212,610
0.06% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,649
shares
|
$212,370
0.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
2,642
shares
|
$211,809
0.04% of portfolio
|
Q1 2024
Added 18771.43%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
2,565
shares
|
$205,636
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,558
shares
|
$205,074
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
2,554
shares
|
$204,754
0.06% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,550
shares
|
$204,433
0.08% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,494
shares
|
$199,943
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,350
shares
|
$188,399
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,343
shares
|
$187,838
0.01% of portfolio
|
Q1 2025
Reduced 66.84%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
2,275
shares
|
$182,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,273
shares
|
$182,226
0.02% of portfolio
|
Q1 2025
Added 0.93%
|