Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,179 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
20,814
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
20,658
shares
|
$1.66 Million
0.15% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
20,621
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
20,607
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
20,576
shares
|
$1.65 Million
0.87% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
20,372
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2025
Added 100.41%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
20,161
shares
|
$1.62 Million
0.25% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
20,057
shares
|
$1.61 Million
0.48% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
19,933
shares
|
$1.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
19,779
shares
|
$1.59 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
19,743
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
19,735
shares
|
$1.58 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
19,590
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,527
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
19,500
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 85.71%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,469
shares
|
$1.56 Million
0.54% of portfolio
|
Q1 2024
Added 0.87%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
19,338
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,325
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Added 51.43%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
19,201
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
19,130
shares
|
$1.53 Million
0.61% of portfolio
|
Q4 2023
Reduced 59.28%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
18,636
shares
|
$1.49 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,625
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 70.41%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
18,578
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
18,521
shares
|
$1.49 Million
0.72% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
18,395
shares
|
$1.48 Million
0.67% of portfolio
|
Q3 2025
Reduced 30.41%
|
|