Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,189 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
29,740
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
29,500
shares
|
$2.38 Million
0.09% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
28,964
shares
|
$2.33 Million
1.61% of portfolio
|
Q4 2024
Added 213.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,963
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,962
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Added 239.73%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
28,870
shares
|
$2.32 Million
0.24% of portfolio
|
Q2 2022
Added 0.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
28,381
shares
|
$2.28 Million
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
27,999
shares
|
$2.25 Million
0.09% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
27,673
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
27,510
shares
|
$2.21 Million
1.17% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
27,324
shares
|
$2.2 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
27,261
shares
|
$2.19 Million
0.29% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
27,237
shares
|
$2.19 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
27,126
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,013
shares
|
$2.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
27,002
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 234.8%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
26,358
shares
|
$2.12 Million
0.73% of portfolio
|
Q3 2025
Added 125.57%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
26,345
shares
|
$2.12 Million
0.34% of portfolio
|
Q2 2025
Added 51.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
26,343
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 167.01%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
26,150
shares
|
$2.11 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
26,080
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
25,940
shares
|
$2.09 Million
0.53% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25,510
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
25,378
shares
|
$2.04 Million
1.1% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
25,376
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2025
Added 179.5%
|