Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,178 institutions that hold shares in the stock, with a total of 277 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 |
|---|---|---|---|---|---|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,349
shares
|
$509,316
0.25% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,343
shares
|
$508,835
0.08% of portfolio
|
Q4 2022
Added 37.83%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,332
shares
|
$507,953
0.05% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,324
shares
|
$507,311
0.16% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
6,320
shares
|
$506,990
0.01% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,073
shares
|
$487,176
0.01% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
6,067
shares
|
$486,694
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6,067
shares
|
$486,694
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
6,056
shares
|
$485,812
0.54% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
6,038
shares
|
$484,368
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
6,021
shares
|
$483,004
0.02% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
6,015
shares
|
$482,523
0.1% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,005
shares
|
$481,721
0.03% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
6,004
shares
|
$481,640
0.17% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,994
shares
|
$480,838
0.04% of portfolio
|
Q3 2025
Added 47.78%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
5,972
shares
|
$479,073
0.03% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,953
shares
|
$477,549
0.05% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
5,947
shares
|
$477,068
0.27% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
5,931
shares
|
$475,784
0.03% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,900
shares
|
$473,298
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,887
shares
|
$472,255
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,886
shares
|
$472,174
0.05% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
5,886
shares
|
$472,174
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
5,848
shares
|
$469,126
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,837
shares
|
$468,244
0.12% of portfolio
|
Q3 2025
Reduced 3.25%
|
|