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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,549
shares
|
$366,239
0.01% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
4,523
shares
|
$364,146
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,461
shares
|
$359,155
0.01% of portfolio
|
Q3 2025
Reduced 43.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,449
shares
|
$358,188
0.01% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,407
shares
|
$354,807
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
4,401
shares
|
$354,324
0.13% of portfolio
|
Q2 2025
Reduced 63.59%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
4,372
shares
|
$351,989
0.16% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
4,356
shares
|
$350,701
0.12% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,282
shares
|
$344,743
0.0% of portfolio
|
Q1 2025
Added 39.52%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
4,273
shares
|
$344,019
0.03% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 14, 2025 Q2 2025 |
4,264
shares
|
$343,294
0.02% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,238
shares
|
$341,201
0.2% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
4,208
shares
|
$338,786
0.46% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
4,180
shares
|
$336,531
0.03% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,162
shares
|
$335,082
0.09% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
4,155
shares
|
$334,519
0.12% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
4,144
shares
|
$333,633
0.06% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,137
shares
|
$333,069
0.16% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,127
shares
|
$332,264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
4,118
shares
|
$331,540
0.09% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,111
shares
|
$330,976
0.05% of portfolio
|
Q2 2023
Added 3.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,077
shares
|
$328,239
0.01% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,068
shares
|
$327,514
0.05% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,056
shares
|
$326,548
0.03% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
4,050
shares
|
$326,065
0.0% of portfolio
|
Q2 2025
New holding
|