Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,187 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
100,000
shares
|
$8.05 Million
8.23% of portfolio
|
Q4 2024
Reduced 46.81%
|
|
|
Ripple Effect Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$8.05 Million
1.19% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
99,340
shares
|
$8 Million
0.96% of portfolio
|
Q2 2025
Added 824.35%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
98,852
shares
|
$7.96 Million
0.84% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
98,500
shares
|
$7.93 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
98,019
shares
|
$7.89 Million
4.48% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
97,041
shares
|
$7.81 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
96,856
shares
|
$7.8 Million
2.13% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
96,551
shares
|
$7.77 Million
3.98% of portfolio
|
Q1 2023
Added 5.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
95,631
shares
|
$7.7 Million
2.87% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
93,512
shares
|
$7.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
91,480
shares
|
$7.37 Million
0.0% of portfolio
|
Q2 2025
Added 327.84%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
91,209
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
90,250
shares
|
$7.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
89,984
shares
|
$7.24 Million
0.28% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
89,225
shares
|
$7.18 Million
1.31% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
88,401
shares
|
$7.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
87,966
shares
|
$7.08 Million
1.92% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
87,432
shares
|
$7.04 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
86,556
shares
|
$6.97 Million
2.88% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
85,385
shares
|
$6.87 Million
0.1% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
84,685
shares
|
$6.82 Million
0.06% of portfolio
|
Q3 2020
Reduced 86.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
84,345
shares
|
$6.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
84,297
shares
|
$6.79 Million
0.07% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
83,823
shares
|
$6.75 Million
1.18% of portfolio
|
Q2 2025
Added 10.7%
|