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 |
|---|---|---|---|---|---|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
9,553
shares
|
$766,341
0.28% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
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
|
|
|
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
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
9,257
shares
|
$742,596
0.62% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
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%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
9,093
shares
|
$729,440
0.59% of portfolio
|
Q3 2025
Reduced 33.74%
|
|
|
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%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,569
shares
|
$687,405
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
8,486
shares
|
$680,746
0.02% of portfolio
|
Q3 2025
Reduced 6.75%
|
|