ISHARES U S ETF TR (HYGH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
102
Reporting holders
$252.1M
Reported value
0.5%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | $31.1M | 359,403 | 2.44% | 2q | +106.2%+$16.0M |
| LPL Financial LLC | $29.7M | 342,515 | 0.01% | 31q | +14.7%+$3.8M |
| MinichMacGregor Wealth Management, LLC | $13.5M | 155,950 | 2.05% | 18q | +6.5%+$821.0K |
| UBS Group AG | $12.3M | 142,205 | 0.00% | 31q | +38.7%+$3.4M |
| MATAURO, LLC | $9.2M | 105,723 | 1.21% | 7q | -13.3%-$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $9.0M | 103,948 | 0.00% | 31q | +17.5%+$1.3M |
| Goldstone Financial Group, LLC | $8.7M | 100,447 | 0.80% | 2q | +167.0%+$5.4M |
| RAYMOND JAMES FINANCIAL INC | $8.7M | 100,087 | 0.00% | 7q | +21.4%+$1.5M |
| Rooted Wealth Advisors, Inc. | $8.6M | 99,664 | 2.11% | 7q | +2.5%+$207.2K |
| AdvisorNet Financial, Inc | $7.8M | 89,782 | 0.36% | 6q | +15.8%+$1.1M |
| OSAIC HOLDINGS, INC. | $7.0M | 80,627 | 0.01% | 26q | +89.2%+$3.3M |
| Sound Income Strategies, LLC | $5.8M | 66,922 | 0.26% | 15q | -1.9%-$113.7K |
| BANK OF AMERICA CORP /DE/ | $5.5M | 64,015 | 0.00% | 17q | +63.1%+$2.1M |
| Capital Asset Advisory Services LLC | $5.0M | 57,447 | 0.18% | 11q | -2.9%-$148.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.0M | 57,447 | 0.08% | new | NEW |
| Live Oak Investment Partners | $4.8M | 55,287 | 2.58% | 3q | +3.9%+$181.3K |
| Blue Capital, Inc. | $4.8M | 55,248 | 3.04% | 5q | +96.6%+$2.4M |
| Sowell Financial Services LLC | $4.7M | 54,724 | 0.15% | new | NEW |
| Foundations Investment Advisors, LLC | $4.5M | 51,715 | 0.05% | 9q | -13.5%-$697.2K |
| MML INVESTORS SERVICES, LLC | $4.4M | 50,770 | 0.01% | 18q | +19.1%+$704.8K |
| Kovack Advisors, Inc. | $4.1M | 47,790 | 0.20% | 7q | +0.7%+$29.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.4M | 38,870 | 0.16% | 9q | +22.5%+$619.3K |
| Focus Financial Network, Inc. | $3.2M | 36,996 | 0.10% | 13q | +13.2%+$372.5K |
| Inspire Advisors, LLC | $2.9M | 32,978 | 0.20% | 5q | -34.7%-$1.5M |
| Arax Advisory Partners | $2.7M | 31,288 | 0.02% | new | NEW |
| Mason & Associates Inc | $2.7M | 31,246 | 0.44% | 3q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.5M | 29,308 | 0.13% | 5q | +3.2%+$79.5K |
| Clark Capital Management Group, Inc. | $2.4M | 28,182 | 0.01% | 7q | +3.1%+$72.6K |
| Rockefeller Capital Management L.P. | $2.3M | 26,930 | 0.00% | 5q | +4.5%+$100.4K |
| Diversify Advisory Services, LLC | $2.1M | 24,708 | 0.04% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.1M | 24,708 | 0.04% | 2q | +631.9%+$1.8M |
| CITADEL ADVISORS LLC | $2.0M | 8,421 | 0.00% | 8q | -61.9%-$3.3M |
| NEW WAVE WEALTH ADVISORS LLC | $2.0M | 22,920 | 0.27% | 9q | +107.6%+$1.0M |
| AXS Investments LLC | $1.7M | 19,865 | 0.49% | 5q | -30.0%-$738.1K |
| Apella Capital, LLC | $1.6M | 18,290 | 0.02% | 6q | -5.6%-$94.7K |
| Cetera Investment Advisers | $1.5M | 17,745 | 0.00% | 10q | -6.2%-$101.2K |
| IBEX WEALTH ADVISORS | $1.4M | 16,708 | 0.11% | 7q | +79.0%+$638.6K |
| Strait & Sound Wealth Management LLC | $1.4M | 16,091 | 0.49% | 9q | +2.0%+$28.0K |
| Equitable Holdings, Inc. | $1.3M | 14,598 | 0.01% | 10q | +23.6%+$241.0K |
| SHEETS SMITH WEALTH MANAGEMENT | $1.1M | 12,916 | 0.11% | 6q | -0.5%-$5.9K |
| Focus Partners Advisor Solutions, LLC | $1.1M | 12,419 | 0.01% | 13q | +4.4%+$44.9K |
| HBW ADVISORY SERVICES LLC | $1.0M | 11,637 | 0.09% | 6q | +1.9%+$18.8K |
| United Advisor Group, LLC | $941.4K | 10,870 | 0.10% | 7q | +8.3%+$71.9K |
| Trademark Financial Management, LLC | $911.7K | 10,526 | 0.37% | 3q | +194.2%+$601.8K |
| SHP Wealth Management | $817.9K | 9,443 | 0.06% | 2q | +213.2%+$556.7K |
| ROYAL BANK OF CANADA | $761.0K | 8,774 | 0.00% | 22q | +51.7%+$259.5K |
| IFP Advisors, Inc | $701.8K | 8,103 | 0.01% | 23q | -11.9%-$94.4K |
| Van Diest Capital, LLC | $679.2K | 7,842 | 0.61% | 3q | +44.5%+$209.1K |
| Brookstone Capital Management | $604.2K | 6,976 | 0.01% | 8q | +6.7%+$38.0K |
| GREAT VALLEY ADVISOR GROUP, INC. | $574.6K | 6,634 | 0.01% | new | NEW |
| KINTRA WEALTH, LLC | $549.0K | 6,345 | 0.03% | 2q | +1.7%+$9.4K |
| Perigon Wealth Management, LLC | $537.0K | 6,200 | 0.01% | 5q | HELD |
| PFG Advisors | $481.3K | 5,557 | 0.02% | 20q | -52.2%-$526.6K |
| PRINCIPAL SECURITIES, INC. | $480.7K | 5,550 | 0.01% | 10q | +6.1%+$27.8K |
| Elequin Capital, LP | $445.6K | 5,145 | 0.01% | 2q | -75.7%-$1.4M |
| FMR LLC | $444.2K | 5,128 | 0.00% | 18q | +5028.0%+$435.5K |
| MATHER GROUP, LLC. | $438.7K | 5,065 | 0.00% | 2q | -25.6%-$150.8K |
| Capital Square, LLC | $417.5K | 4,829 | 0.18% | 4q | +15.3%+$55.3K |
| Global Retirement Partners, LLC | $400.5K | 4,624 | 0.01% | 13q | +31.0%+$94.7K |
| HighTower Advisors, LLC | $347.3K | 4,010 | 0.00% | 2q | +17.4%+$51.4K |
| Regal Investment Advisors LLC | $346.8K | 4,004 | 0.02% | 10q | +1.7%+$5.8K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $333.4K | 3,849 | 0.05% | 4q | -8.1%-$29.4K |
| JBR Co Financial Management Inc | $332.1K | 3,835 | 0.12% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $325.7K | 3,760 | 0.00% | 5q | -69.4%-$737.6K |
| Sigma Planning Corp | $276.4K | 3,191 | 0.01% | 3q | -75.5%-$850.9K |
| ACUTE INVESTMENT ADVISORY, LLC | $270.8K | 3,127 | 2.86% | 2q | -7.1%-$20.7K |
| Greenline Wealth Management LLC | $265.0K | 3,059 | 0.22% | 3q | +1.0%+$2.6K |
| Strategic Blueprint, LLC | $251.1K | 2,899 | 0.01% | new | NEW |
| BlackRock, Inc. | $240.6K | 2,778 | 0.00% | 6q | -8.2%-$21.6K |
| TRUSTMARK BANK TRUST DEPARTMENT | $233.8K | 2,700 | 0.01% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $208.6K | 2,409 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $200.6K | 2,316 | 0.00% | new | NEW |
| Eagle Strategies LLC | $200.5K | 2,315 | 0.02% | new | NEW |
| BARD ASSOCIATES INC | $187.1K | 2,160 | 0.04% | new | NEW |
| MORGAN STANLEY | $167.4K | 1,933 | 0.00% | 35q | +74.1%+$71.3K |
| Steward Partners Investment Advisory, LLC | $140.5K | 1,623 | 0.00% | new | NEW |
| Guardian Partners Inc. | $128.4K | 1,483 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $108.3K | 1,250 | 0.00% | new | NEW |
| US BANCORP \DE\ | $97.4K | 1,125 | 0.00% | 9q | HELD |
| Integrated Wealth Concepts LLC | $86.5K | 999 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $76.8K | 886 | 0.01% | 5q | -51.3%-$81.1K |
| Farther Finance Advisors, LLC | $36.1K | 416 | 0.00% | 4q | -0.7% |
| AE Wealth Management LLC | $33.2K | 383 | 0.00% | 4q | +150.3%+$19.9K |
| LANARK FINANCIAL, INC. | $27.6K | 318 | 0.00% | 6q | +1.6% |
| HIGHLINE WEALTH PARTNERS LLC | $26.4K | 305 | 0.01% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $26.0K | 300 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $25.1K | 290 | 0.00% | 13q | -5.8%-$1.6K |
| Fortitude Family Office, LLC | $21.5K | 248 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $21.4K | 247 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $21.0K | 243 | 0.00% | 6q | +1.2% |
| Princeton Global Asset Management LLC | $19.5K | 225 | 0.00% | 30q | HELD |
| Bangor Savings Bank | $17.2K | 199 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $11.5K | 133 | 0.01% | new | FIRST |
| Federation des caisses Desjardins du Quebec | $11.3K | 130 | 0.00% | 6q | HELD |
| Key Capital Management, INC | $10.7K | 124 | 0.01% | 3q | -50.6%-$11.0K |
| AMERIFLEX GROUP, INC. | $8.7K | 100 | 0.00% | 7q | HELD |
| Capital Investment Advisory Services, LLC | $2.4K | 28 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 22,122 | 0.00% | 15q | +69.6% |
| PARK AVENUE SECURITIES LLC | $1.7K | 19,482 | 0.01% | 2q | +77.5% |
| Signature Equity Partners, LLC | $1.2K | 13 | 0.00% | 3q | HELD |
Showing the largest 100 of 107 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $252.1M | 2,895,579 | 17 | 45 | 25 | 0.5% |
| Q1 2026 | 98 | $193.4M | 2,251,767 | 18 | 36 | 32 | 0.2% |
| Q4 2025 | 93 | $167.9M | 1,946,684 | 9 | 39 | 26 | 0.0% |
| Q3 2025 | 99 | $169.0M | 1,947,792 | 20 | 45 | 19 | 0.0% |
| Q2 2025 | 88 | $161.2M | 1,863,265 | 19 | 28 | 24 | 0.0% |
| Q1 2025 | 80 | $151.8M | 1,788,645 | 11 | 38 | 16 | 0.0% |
| Q4 2024 | 77 | $126.1M | 1,460,331 | 15 | 32 | 11 | 0.0% |
| Q3 2024 | 63 | $94.3M | 1,093,595 | 10 | 29 | 13 | 0.0% |
| Q2 2024 | 63 | $105.7M | 1,242,908 | 16 | 27 | 9 | 0.0% |
| Q1 2024 | 51 | $82.7M | 965,045 | 13 | 18 | 12 | 0.0% |
| Q4 2023 | 43 | $64.6M | 768,903 | 9 | 11 | 14 | 0.0% |
| Q3 2023 | 39 | $68.5M | 821,960 | 6 | 15 | 9 | 0.0% |
| Q2 2023 | 35 | $61.8M | 737,456 | 4 | 11 | 11 | 0.0% |
| Q1 2023 | 35 | $75.0M | 905,762 | 8 | 10 | 11 | 0.0% |
| Q4 2022 | 33 | $55.6M | 677,423 | 9 | 7 | 11 | 0.0% |
| Q3 2022 | 29 | $52.2M | 650,539 | 3 | 11 | 8 | 0.0% |
| Q2 2022 | 33 | $75.6M | 933,784 | 5 | 9 | 13 | 1.6% |
| Q1 2022 | 35 | $104.4M | 1,211,074 | 7 | 10 | 10 | 0.0% |
| Q4 2021 | 33 | $37.5M | 426,031 | 8 | 13 | 7 | 0.0% |
| Q3 2021 | 32 | $74.4M | 847,183 | 6 | 13 | 7 | 0.0% |
| Q2 2021 | 33 | $76.5M | 867,499 | 7 | 16 | 3 | 0.0% |
| Q1 2021 | 30 | $35.7M | 405,800 | 5 | 8 | 7 | 0.0% |
| Q4 2020 | 29 | $27.9M | 322,536 | 4 | 5 | 10 | 0.0% |
| Q3 2020 | 29 | $33.8M | 408,611 | 3 | 4 | 11 | 0.0% |
| Q2 2020 | 30 | $30.8M | 382,580 | 3 | 4 | 13 | 0.0% |
| Q1 2020 | 29 | $48.4M | 633,578 | 1 | 6 | 13 | 0.0% |
| Q4 2019 | 42 | $57.1M | 636,935 | 6 | 14 | 13 | 0.0% |
| Q3 2019 | 44 | $59.6M | 675,684 | 5 | 15 | 17 | 0.0% |
| Q2 2019 | 45 | $149.0M | 1,679,665 | 5 | 12 | 19 | 0.0% |
| Q1 2019 | 50 | $160.5M | 1,794,700 | 9 | 14 | 11 | 0.0% |
| Q4 2018 | 46 | $136.2M | 1,606,791 | 1 | 1 | 1 | 0.0% |