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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
8,418
shares
|
$675,291
0.08% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
8,397
shares
|
$673,607
0.12% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
8,314
shares
|
$666,949
0.67% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
8,201
shares
|
$657,884
0.16% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,191
shares
|
$657,082
0.03% of portfolio
|
Q3 2025
Added 66.69%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,185
shares
|
$656,600
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,150
shares
|
$653,793
0.04% of portfolio
|
Q3 2024
Added 211.54%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,083
shares
|
$648,418
0.37% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
8,065
shares
|
$646,974
0.06% of portfolio
|
Q3 2021
Added 7.91%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
8,000
shares
|
$641,760
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
7,993
shares
|
$641,198
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,983
shares
|
$640,396
0.09% of portfolio
|
Q4 2025
Added 11.49%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
7,977
shares
|
$639,914
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
7,845
shares
|
$629,325
0.48% of portfolio
|
Q4 2025
Reduced 13.72%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
7,821
shares
|
$627,400
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
7,802
shares
|
$625,876
0.02% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
7,765
shares
|
$622,908
0.2% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
7,711
shares
|
$618,576
0.75% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,697
shares
|
$617,453
0.02% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
7,646
shares
|
$613,362
0.18% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
7,635
shares
|
$612,479
0.23% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
7,591
shares
|
$608,950
0.53% of portfolio
|
Q3 2025
Added 1471.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,573
shares
|
$607,506
0.02% of portfolio
|
Q3 2025
Reduced 40.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,572
shares
|
$607,425
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
7,520
shares
|
$603,254
0.03% of portfolio
|
Q4 2025
Reduced 4.07%
|
|