Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,186 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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
25,376
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2025
Added 179.5%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
25,239
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
25,236
shares
|
$2.03 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
25,208
shares
|
$2.03 Million
0.73% of portfolio
|
Q2 2025
Added 81.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,938
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
24,935
shares
|
$2.01 Million
0.88% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
24,840
shares
|
$2 Million
0.28% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
24,562
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
24,448
shares
|
$1.97 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
24,437
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
24,357
shares
|
$1.96 Million
1.66% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
24,199
shares
|
$1.95 Million
1.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
24,035
shares
|
$1.94 Million
0.07% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
23,851
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.93%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
23,318
shares
|
$1.88 Million
1.25% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
23,120
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
23,097
shares
|
$1.86 Million
1.85% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.83 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,685
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,451
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.5%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
22,050
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
22,001
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
21,801
shares
|
$1.76 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,704
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
21,518
shares
|
$1.73 Million
0.41% of portfolio
|
Q2 2025
Added 21.78%
|