Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,187 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
54,955
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
54,810
shares
|
$4.41 Million
1.8% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
54,498
shares
|
$4.39 Million
1.21% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
54,407
shares
|
$4.38 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
53,456
shares
|
$4.3 Million
0.46% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
53,400
shares
|
$4.3 Million
0.3% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
52,908
shares
|
$4.26 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
52,466
shares
|
$4.22 Million
0.67% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
52,000
shares
|
$4.19 Million
4.85% of portfolio
|
Q2 2021
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
51,221
shares
|
$4.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
50,890
shares
|
$4.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.64%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
50,673
shares
|
$4.08 Million
0.45% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
50,463
shares
|
$4.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
50,058
shares
|
$4.03 Million
0.82% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
49,504
shares
|
$3.99 Million
0.64% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
48,790
shares
|
$3.93 Million
0.65% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,982
shares
|
$3.86 Million
0.08% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
47,117
shares
|
$3.79 Million
3.46% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
46,799
shares
|
$3.77 Million
0.14% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
46,534
shares
|
$3.75 Million
1.73% of portfolio
|
Q2 2025
Added 1037.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,516
shares
|
$3.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,394
shares
|
$3.74 Million
0.95% of portfolio
|
Q4 2024
Added 1619.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
46,315
shares
|
$3.73 Million
0.48% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
46,272
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.49%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
46,094
shares
|
$3.71 Million
2.54% of portfolio
|
Q3 2025
Reduced 9.44%
|