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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
2,668
shares
|
$214,800
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,647
shares
|
$213,109
0.17% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
2,642
shares
|
$212,707
0.04% of portfolio
|
Q1 2024
Added 18771.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
2,617
shares
|
$210,694
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
2,615
shares
|
$210,533
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
2,598
shares
|
$209,164
0.02% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,587
shares
|
$208,279
0.11% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
2,583
shares
|
$207,957
0.18% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,554
shares
|
$205,622
0.05% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,550
shares
|
$205,300
0.08% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,537
shares
|
$204,253
0.01% of portfolio
|
Q2 2025
Reduced 31.47%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,532
shares
|
$203,851
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,500
shares
|
$201,275
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sicart Associates LLC
|
Oct 07, 2025 Q3 2025 |
2,489
shares
|
$200,389
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,477
shares
|
$199,423
0.02% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,466
shares
|
$198,537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,350
shares
|
$189,198
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,340
shares
|
$188,393
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,237
shares
|
$180,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,189
shares
|
$176,236
0.0% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,115
shares
|
$170,278
0.08% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,111
shares
|
$169,956
0.02% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2,000
shares
|
$161,020
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,922
shares
|
$154,740
0.0% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,838
shares
|
$147,977
0.04% of portfolio
|
Q3 2024
New holding
|