Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,190 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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,179
shares
|
$658,491
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,150
shares
|
$656,156
0.04% of portfolio
|
Q3 2024
Added 211.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,102
shares
|
$652,292
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
8,094
shares
|
$651,647
0.86% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,083
shares
|
$650,762
0.37% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
8,075
shares
|
$650,118
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
8,065
shares
|
$649,313
0.06% of portfolio
|
Q3 2021
Added 7.91%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
8,000
shares
|
$644,080
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
7,993
shares
|
$643,516
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
7,977
shares
|
$642,228
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
7,839
shares
|
$631,117
0.03% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
7,821
shares
|
$629,668
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
7,777
shares
|
$626,126
0.5% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
7,765
shares
|
$625,160
0.2% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,697
shares
|
$619,685
0.02% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
7,646
shares
|
$615,579
0.18% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,573
shares
|
$609,702
0.02% of portfolio
|
Q3 2025
Reduced 40.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,572
shares
|
$609,621
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
7,390
shares
|
$594,968
0.03% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
7,350
shares
|
$591,748
0.24% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
7,334
shares
|
$590,460
0.0% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
7,259
shares
|
$584,422
0.11% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,198
shares
|
$579,510
0.2% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
7,184
shares
|
$578,383
0.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,160
shares
|
$576,451
0.09% of portfolio
|
Q3 2025
Added 8.85%
|