Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,182 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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
40,346
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
40,000
shares
|
$3.21 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
39,722
shares
|
$3.19 Million
0.22% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
39,386
shares
|
$3.16 Million
0.87% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
39,251
shares
|
$3.15 Million
0.6% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
38,700
shares
|
$3.1 Million
0.23% of portfolio
|
Q4 2022
Added 9136.28%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
38,368
shares
|
$3.08 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
38,256
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
38,252
shares
|
$3.07 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
38,188
shares
|
$3.06 Million
3.45% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
38,067
shares
|
$3.05 Million
1.41% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
38,057
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
38,034
shares
|
$3.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,002
shares
|
$3.05 Million
0.11% of portfolio
|
Q2 2020
Reduced 23.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
37,739
shares
|
$3.03 Million
0.07% of portfolio
|
Q2 2025
Added 34.93%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
37,571
shares
|
$3.01 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
37,489
shares
|
$3.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 49.52%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,216
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.26%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
36,846
shares
|
$2.96 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,758
shares
|
$2.95 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
36,600
shares
|
$2.94 Million
7.38% of portfolio
|
Q1 2022
Added 3.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,158
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
35,809
shares
|
$2.87 Million
2.23% of portfolio
|
Q2 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
34,821
shares
|
$2.79 Million
1.19% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
34,627
shares
|
$2.78 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.04%
|