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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,492
shares
|
$119,688
0.05% of portfolio
|
Q1 2023
Reduced 8.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,483
shares
|
$118,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,483
shares
|
$118,966
0.0% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,462
shares
|
$117,281
0.03% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,447
shares
|
$116,078
0.01% of portfolio
|
Q3 2025
Added 159.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,433
shares
|
$114,955
0.02% of portfolio
|
Q4 2023
Reduced 40.27%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,408
shares
|
$112,949
0.04% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,401
shares
|
$112,388
0.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,386
shares
|
$111,184
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,365
shares
|
$109,500
0.02% of portfolio
|
Q3 2023
Reduced 22.49%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
1,302
shares
|
$104,446
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,300
shares
|
$104,286
0.03% of portfolio
|
Q3 2025
Added 116.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,132
shares
|
$90,809
0.0% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,130
shares
|
$90,648
0.02% of portfolio
|
Q3 2025
Added 85.55%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,130
shares
|
$90,648
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,118
shares
|
$89,685
0.0% of portfolio
|
Q3 2025
Added 111700.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,100
shares
|
$88,242
0.0% of portfolio
|
Q4 2022
Reduced 53.19%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,058
shares
|
$84,872
0.0% of portfolio
|
Q2 2023
Reduced 55.42%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$83,428
0.01% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,004
shares
|
$80,540
0.0% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
978
shares
|
$78,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
930
shares
|
$74,604
0.0% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
908
shares
|
$72,839
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
908
shares
|
$72,839
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
858
shares
|
$68,828
0.05% of portfolio
|
Q1 2022
Reduced 0.23%
|
|