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 277 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10,730
shares
|
$860,760
0.05% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,725
shares
|
$860,359
0.06% of portfolio
|
Q4 2023
Added 83.3%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
10,695
shares
|
$857,952
0.21% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
10,695
shares
|
$857,952
0.17% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
10,646
shares
|
$854,022
0.01% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,522
shares
|
$844,074
0.02% of portfolio
|
Q3 2025
Added 52.07%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,450
shares
|
$838,299
0.14% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
10,442
shares
|
$837,657
0.26% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,391
shares
|
$833,566
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,363
shares
|
$831,319
0.14% of portfolio
|
Q3 2025
Added 57.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,287
shares
|
$825,223
0.02% of portfolio
|
Q3 2025
Reduced 43.73%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
10,165
shares
|
$815,436
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
10,068
shares
|
$807,654
0.25% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,000
shares
|
$802,200
1.11% of portfolio
|
Q1 2021
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
9,979
shares
|
$800,515
0.09% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
9,958
shares
|
$798,830
0.04% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
9,931
shares
|
$796,664
0.21% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,856
shares
|
$790,648
0.02% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
9,742
shares
|
$781,503
0.59% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,734
shares
|
$780,861
0.01% of portfolio
|
Q3 2025
Added 36.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,673
shares
|
$775,968
0.04% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
9,663
shares
|
$775,165
0.0% of portfolio
|
Q3 2025
Reduced 29.83%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
9,648
shares
|
$773,962
0.09% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,645
shares
|
$773,721
0.06% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,568
shares
|
$767,544
0.17% of portfolio
|
Q2 2023
Reduced 6.02%
|
|