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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,537
shares
|
$765,058
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
9,454
shares
|
$758,399
0.23% of portfolio
|
Q4 2025
Reduced 9.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,391
shares
|
$753,346
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,336
shares
|
$748,933
0.14% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
9,272
shares
|
$743,799
0.19% of portfolio
|
Q3 2025
Reduced 68.95%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
9,267
shares
|
$743,398
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
9,132
shares
|
$732,569
0.01% of portfolio
|
Q3 2025
Reduced 49.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,127
shares
|
$732,167
0.02% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
9,081
shares
|
$728,477
0.4% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,043
shares
|
$725,429
0.01% of portfolio
|
Q3 2025
Added 82.61%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
8,993
shares
|
$721,418
0.05% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$719,894
0.03% of portfolio
|
Q1 2023
Added 140.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
8,940
shares
|
$717,166
0.42% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,905
shares
|
$714,359
0.09% of portfolio
|
Q3 2025
Reduced 27.41%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,892
shares
|
$713,316
0.13% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,862
shares
|
$710,909
0.0% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
8,800
shares
|
$705,936
0.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
8,700
shares
|
$697,914
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,690
shares
|
$697,111
0.02% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
8,657
shares
|
$694,464
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,630
shares
|
$692,298
0.02% of portfolio
|
Q1 2024
Added 12.33%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
8,627
shares
|
$692,057
0.48% of portfolio
|
Q4 2025
Added 8.6%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,569
shares
|
$687,405
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
8,450
shares
|
$677,859
0.35% of portfolio
|
Q3 2025
Reduced 51.51%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
8,446
shares
|
$677,538
0.34% of portfolio
|
Q4 2025
Reduced 33.81%
|
|