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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
227
shares
|
$18,198
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
211
shares
|
$16,915
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
206
shares
|
$16,515
0.01% of portfolio
|
Q1 2023
Reduced 31.56%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
205
shares
|
$16,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
205
shares
|
$16,434
0.0% of portfolio
|
Q3 2022
Added 58.91%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
200
shares
|
$16,034
0.0% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$16,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
200
shares
|
$16,034
0.0% of portfolio
|
Q1 2024
Added 207.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
200
shares
|
$16,034
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
195
shares
|
$15,633
0.01% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
177
shares
|
$14,190
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
177
shares
|
$14,190
0.01% of portfolio
|
Q1 2025
Added 216.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
175
shares
|
$14,029
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
169
shares
|
$13,548
0.0% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
166
shares
|
$13,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
160
shares
|
$12,827
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
156
shares
|
$12,506
0.0% of portfolio
|
Q1 2025
Added 155.74%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
153
shares
|
$12,266
0.0% of portfolio
|
Q2 2025
Added 393.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
150
shares
|
$12,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
149
shares
|
$11,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
148
shares
|
$11,865
0.0% of portfolio
|
Q4 2024
Reduced 74.83%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
141
shares
|
$11,303
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
141
shares
|
$11,303
0.0% of portfolio
|
Q1 2025
Reduced 39.48%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$10,422
0.0% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
130
shares
|
$10,422
0.0% of portfolio
|
Q1 2025
New holding
|