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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
5,730
shares
|
$461,322
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,711
shares
|
$459,792
0.03% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,644
shares
|
$454,398
0.05% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,640
shares
|
$454,076
0.02% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
5,599
shares
|
$450,775
0.14% of portfolio
|
Q3 2025
Added 1760.13%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,584
shares
|
$449,567
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Aegon Usa Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
5,575
shares
|
$448,843
0.43% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,503
shares
|
$443,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,497
shares
|
$442,563
0.05% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,496
shares
|
$442,482
0.16% of portfolio
|
Q1 2025
Added 66.75%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
5,465
shares
|
$439,987
0.24% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,430
shares
|
$437,169
0.02% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,427
shares
|
$436,927
0.49% of portfolio
|
Q2 2024
Reduced 24.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,424
shares
|
$436,686
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,409
shares
|
$435,478
0.01% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
5,319
shares
|
$428,232
0.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
5,308
shares
|
$427,347
0.07% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,291
shares
|
$425,978
0.03% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
5,258
shares
|
$423,321
0.1% of portfolio
|
Q1 2025
Added 97.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,254
shares
|
$422,999
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,203
shares
|
$418,893
0.18% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,157
shares
|
$415,190
0.18% of portfolio
|
Q3 2025
Added 60.55%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,136
shares
|
$413,499
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
5,115
shares
|
$411,808
0.39% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
5,091
shares
|
$409,876
0.18% of portfolio
|
Q3 2025
Added 38.76%
|