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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,667
shares
|
$374,386
0.01% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,657
shares
|
$373,584
0.02% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,639
shares
|
$372,140
0.01% of portfolio
|
Q4 2025
Reduced 4.41%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,628
shares
|
$371,258
0.1% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,617
shares
|
$370,375
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,549
shares
|
$364,920
0.01% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
4,528
shares
|
$363,236
0.03% of portfolio
|
Q4 2025
Reduced 73.87%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
4,523
shares
|
$362,835
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,511
shares
|
$361,872
0.0% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
4,473
shares
|
$358,824
0.11% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,461
shares
|
$357,861
0.01% of portfolio
|
Q3 2025
Reduced 43.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,449
shares
|
$356,898
0.01% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,445
shares
|
$356,577
0.01% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,389
shares
|
$352,085
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,315
shares
|
$346,149
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
4,304
shares
|
$345,266
0.08% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,290
shares
|
$344,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
4,282
shares
|
$343,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Nov 10, 2025 Q3 2025 |
4,264
shares
|
$342,058
0.02% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
4,263
shares
|
$341,977
0.12% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,238
shares
|
$339,972
0.2% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
4,231
shares
|
$339,410
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
4,208
shares
|
$337,565
0.46% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
4,206
shares
|
$337,405
0.05% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
4,180
shares
|
$335,319
0.03% of portfolio
|
Q3 2025
Reduced 12.0%
|
|