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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
25,439
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2025
Added 41.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
25,378
shares
|
$2.04 Million
1.1% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
25,376
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2025
Added 179.5%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
24,972
shares
|
$2 Million
0.35% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
24,562
shares
|
$1.97 Million
0.58% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Nov 12, 2025 Q3 2025 |
24,448
shares
|
$1.96 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
24,309
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 174.77%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
24,199
shares
|
$1.94 Million
1.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
24,119
shares
|
$1.93 Million
1.31% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Jan 13, 2026 Q4 2025 |
24,000
shares
|
$1.93 Million
1.81% of portfolio
|
Q4 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
23,925
shares
|
$1.92 Million
0.66% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,563
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
23,097
shares
|
$1.85 Million
1.85% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
23,047
shares
|
$1.85 Million
8.08% of portfolio
|
Q3 2025
Reduced 30.82%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.83 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,685
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
22,632
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
22,351
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2025
Added 24.37%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
21,970
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
21,924
shares
|
$1.76 Million
0.36% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,704
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
21,287
shares
|
$1.71 Million
0.3% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,098
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Reduced 85.53%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
20,882
shares
|
$1.68 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
20,843
shares
|
$1.67 Million
0.79% of portfolio
|
Q4 2025
Reduced 79.61%
|
|