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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,807
0.0% of portfolio
|
Q4 2019
Reduced 72.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
35
shares
|
$2,807
0.0% of portfolio
|
Q3 2022
Reduced 94.49%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
33
shares
|
$2,647
0.0% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,647
0.0% of portfolio
|
Q2 2024
Reduced 96.94%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
30
shares
|
$2,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$2,406
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
29
shares
|
$2,326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
24
shares
|
$1,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,845
0.0% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
22
shares
|
$1,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
22
shares
|
$1,764
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$1,604
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
19
shares
|
$1,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
13
shares
|
$1,042
0.0% of portfolio
|
Q3 2023
Reduced 99.16%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
11
shares
|
$882
0.03% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$481
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
6
shares
|
$481
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4
shares
|
$320
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4
shares
|
$320
0.0% of portfolio
|
Q2 2021
Reduced 82.61%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$240
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2025
Reduced 99.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|