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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
13,614
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2022
Added 34.31%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
13,571
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 92.88%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,455
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,452
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 99.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,395
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,353
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,226
shares
|
$1.06 Million
0.77% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
13,211
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
13,130
shares
|
$1.05 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
13,059
shares
|
$1.05 Million
0.65% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
13,000
shares
|
$1.04 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
12,953
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
12,929
shares
|
$1.04 Million
7.87% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
12,916
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,843
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
12,823
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
12,620
shares
|
$1.01 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
12,598
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2025
Added 48.46%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
12,571
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,478
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
12,458
shares
|
$999,380
0.1% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
12,421
shares
|
$996,412
0.15% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$994,407
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,345
shares
|
$990,315
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|