Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
62,063
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.84%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
61,044
shares
|
$4.9 Million
1.19% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2025 Q3 2025 |
60,500
shares
|
$4.85 Million
1.44% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
60,256
shares
|
$4.83 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
59,815
shares
|
$4.8 Million
0.2% of portfolio
|
Q3 2025
Added 45.2%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
58,970
shares
|
$4.73 Million
0.69% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
58,573
shares
|
$4.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
58,513
shares
|
$4.69 Million
0.07% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
58,159
shares
|
$4.67 Million
1.9% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
57,391
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 24.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
56,651
shares
|
$4.54 Million
0.1% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
56,390
shares
|
$4.52 Million
0.97% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
55,658
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
55,556
shares
|
$4.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
55,431
shares
|
$4.45 Million
0.27% of portfolio
|
Q3 2025
Added 94.89%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
54,958
shares
|
$4.41 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
54,498
shares
|
$4.37 Million
1.21% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
54,457
shares
|
$4.37 Million
2.62% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
54,407
shares
|
$4.36 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
54,155
shares
|
$4.34 Million
2.86% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
53,456
shares
|
$4.29 Million
0.46% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
52,908
shares
|
$4.24 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
52,145
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
52,000
shares
|
$4.17 Million
4.85% of portfolio
|
Q2 2021
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
51,578
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2025
Added 206.48%
|
|