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 278 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
37,977
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
37,787
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
37,398
shares
|
$3 Million
1.84% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
37,285
shares
|
$2.99 Million
2.22% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
37,176
shares
|
$2.98 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
37,052
shares
|
$2.97 Million
1.45% of portfolio
|
Q4 2025
Added 10.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
37,047
shares
|
$2.97 Million
1.86% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
37,014
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 81.21%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
36,896
shares
|
$2.96 Million
1.19% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
36,774
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2025
Added 45.7%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
36,731
shares
|
$2.95 Million
1.33% of portfolio
|
Q4 2025
Added 10.86%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
36,600
shares
|
$2.94 Million
7.38% of portfolio
|
Q1 2022
Added 3.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35,562
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
35,400
shares
|
$2.84 Million
0.18% of portfolio
|
Q3 2025
Added 144.63%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
35,251
shares
|
$2.83 Million
0.81% of portfolio
|
Q3 2025
Reduced 33.39%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
35,161
shares
|
$2.82 Million
1.87% of portfolio
|
Q3 2025
Added 44.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
34,998
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
34,984
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
34,631
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
34,231
shares
|
$2.75 Million
0.28% of portfolio
|
Q3 2025
Added 7325.38%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
33,899
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2024
Reduced 50.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
33,521
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
32,790
shares
|
$2.63 Million
0.11% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
32,690
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2025
Reduced 11.56%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
32,605
shares
|
$2.62 Million
0.07% of portfolio
|
Q3 2025
Added 6.28%
|
|