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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
15,279
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
15,189
shares
|
$1.22 Million
0.58% of portfolio
|
Q3 2025
Reduced 60.41%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
15,043
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15,015
shares
|
$1.2 Million
1.81% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,004
shares
|
$1.2 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,932
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 67.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
14,893
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,837
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 27.99%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
14,831
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,561
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 43.27%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
14,529
shares
|
$1.17 Million
0.43% of portfolio
|
Q3 2025
Reduced 77.86%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,514
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
14,277
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,230
shares
|
$1.14 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,102
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2022
Reduced 15.17%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
14,094
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,089
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
14,082
shares
|
$1.13 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
13,968
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
13,962
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,942
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,915
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2023
Added 35579.49%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
13,837
shares
|
$1.11 Million
0.33% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
13,822
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
13,734
shares
|
$1.1 Million
0.63% of portfolio
|
Q4 2025
Added 6.03%
|
|