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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
32,139
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
31,776
shares
|
$2.55 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
31,750
shares
|
$2.55 Million
1.99% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
31,661
shares
|
$2.54 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
31,328
shares
|
$2.51 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
31,042
shares
|
$2.49 Million
0.28% of portfolio
|
Q4 2025
Added 27.03%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
30,979
shares
|
$2.49 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
30,916
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.74%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
30,887
shares
|
$2.48 Million
1.35% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
30,773
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Added 23.4%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
30,268
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.75%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
30,256
shares
|
$2.43 Million
0.91% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Arch Capital Group Ltd.
|
Nov 06, 2025 Q3 2025 |
30,000
shares
|
$2.41 Million
0.83% of portfolio
|
Q4 2020
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
29,831
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
29,740
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
29,541
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
29,500
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
29,391
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Reduced 56.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
29,367
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2025
Added 330.16%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
29,255
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
29,207
shares
|
$2.34 Million
0.98% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
28,984
shares
|
$2.33 Million
0.42% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
28,964
shares
|
$2.32 Million
1.61% of portfolio
|
Q4 2024
Added 213.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
28,870
shares
|
$2.32 Million
0.24% of portfolio
|
Q2 2022
Added 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,579
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|