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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2022
Added 34.31%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
13,571
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 92.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
13,536
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,461
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 63.42%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,452
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 99.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,395
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,353
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
13,331
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Added 55.83%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,148
shares
|
$1.06 Million
0.87% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
13,130
shares
|
$1.06 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
13,000
shares
|
$1.05 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
12,953
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
12,929
shares
|
$1.04 Million
7.87% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,843
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
12,800
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,762
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
12,760
shares
|
$1.03 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
12,637
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
12,624
shares
|
$1.02 Million
0.67% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,435
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,396
shares
|
$998,001
0.03% of portfolio
|
Q4 2023
Reduced 31.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,345
shares
|
$993,895
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
12,298
shares
|
$990,111
0.21% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
12,298
shares
|
$990,111
0.18% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
12,291
shares
|
$989,548
0.04% of portfolio
|
Q2 2025
Reduced 91.14%
|