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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,391
shares
|
$756,069
0.0% of portfolio
|
Q2 2025
Reduced 54.91%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,339
shares
|
$751,882
0.14% of portfolio
|
Q2 2025
Added 73.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,336
shares
|
$751,641
0.14% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
9,267
shares
|
$746,086
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
9,132
shares
|
$735,217
0.01% of portfolio
|
Q3 2025
Reduced 49.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,127
shares
|
$734,814
0.02% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,100
shares
|
$732,641
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
9,093
shares
|
$732,077
0.59% of portfolio
|
Q3 2025
Reduced 33.74%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
9,064
shares
|
$729,742
0.41% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
8,993
shares
|
$724,026
0.05% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,974
shares
|
$722,496
0.03% of portfolio
|
Q1 2023
Added 140.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
8,940
shares
|
$719,759
0.42% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,912
shares
|
$717,505
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,892
shares
|
$715,894
0.13% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,847
shares
|
$712,271
0.0% of portfolio
|
Q2 2025
Reduced 74.0%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
8,800
shares
|
$708,488
0.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,690
shares
|
$699,631
0.02% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
8,657
shares
|
$696,975
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,630
shares
|
$694,801
0.02% of portfolio
|
Q1 2024
Added 12.33%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
8,541
shares
|
$687,635
0.04% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,435
shares
|
$679,101
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,398
shares
|
$676,122
0.01% of portfolio
|
Q2 2025
Reduced 53.76%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
8,397
shares
|
$676,042
0.12% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
8,325
shares
|
$670,245
0.67% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
8,258
shares
|
$664,851
0.19% of portfolio
|
Q3 2025
Reduced 3.88%
|