ISHARES TR (HYGW)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
50
Reporting holders
$55.3M
Reported value
0.0%
Held as options
-21
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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $22.3M | 767,189 | 0.64% | 8q | +13.8%+$2.7M |
| BANK OF AMERICA CORP /DE/ | $7.3M | 251,220 | 0.00% | 4q | +57.9%+$2.7M |
| LPL Financial LLC | $5.4M | 185,074 | 0.00% | 11q | -63.4%-$9.3M |
| RiverFront Investment Group, LLC | $3.5M | 121,131 | 0.05% | 7q | +5.5%+$182.9K |
| Cetera Investment Advisers | $2.5M | 84,690 | 0.00% | 10q | -73.3%-$6.8M |
| JPMORGAN CHASE & CO | $1.4M | 47,395 | 0.00% | 7q | -67.8%-$2.9M |
| NewEdge Advisors, LLC | $1.4M | 47,346 | 0.00% | new | NEW |
| Garde Capital, Inc. | $1.1M | 36,422 | 0.05% | new | NEW |
| Prosperity Consulting Group, LLC | $937.2K | 32,207 | 0.04% | 4q | -5.4%-$53.9K |
| INTEGRITY ALLIANCE, LLC. | $889.0K | 30,550 | 0.03% | 7q | +17.3%+$130.9K |
| ENVESTNET ASSET MANAGEMENT INC | $811.4K | 27,883 | 0.00% | 7q | -96.8%-$24.3M |
| RAYMOND JAMES FINANCIAL INC | $707.6K | 24,316 | 0.00% | 6q | +38.6%+$197.2K |
| Fortis Group Advisors, LLC | $692.3K | 23,790 | 0.11% | 4q | +5.0%+$32.9K |
| OSAIC HOLDINGS, INC. | $685.4K | 23,553 | 0.00% | 13q | -34.9%-$368.2K |
| Eaton Financial Holdings Company, LLC | $624.5K | 21,460 | 0.17% | 3q | -10.0%-$69.4K |
| PNC Financial Services Group, Inc. | $500.3K | 17,192 | 0.00% | 7q | +44.1%+$153.2K |
| WealthPlan Investment Management, LLC | $462.6K | 15,898 | 0.02% | new | NEW |
| MATHER GROUP, LLC. | $392.2K | 13,477 | 0.00% | 2q | -27.5%-$148.7K |
| QP WEALTH MANAGEMENT, LLC | $375.7K | 12,910 | 0.54% | 3q | -1.4%-$5.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $371.0K | 12,748 | 0.00% | 7q | -90.9%-$3.7M |
| Detalus Advisors, LLC | $359.0K | 12,336 | 0.07% | 6q | -17.1%-$73.9K |
| Moors & Cabot, Inc. | $342.0K | 11,754 | 0.01% | 3q | HELD |
| JANE STREET GROUP, LLC | $335.7K | 11,536 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $327.7K | 11,263 | 0.00% | 13q | +1.9%+$6.2K |
| Private Advisor Group, LLC | $256.0K | 8,797 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $247.2K | 8,495 | 0.02% | 3q | -10.5%-$29.0K |
| Strategic Blueprint, LLC | $229.0K | 7,868 | 0.01% | new | NEW |
| Luminist Capital LLC | $228.1K | 7,872 | 0.26% | 7q | +15.9%+$31.3K |
| Vision Retirement, LLC | $223.1K | 7,668 | 0.05% | 3q | -4.7%-$10.9K |
| Sunrise Financial Services, LLC | $139.7K | 4,799 | 0.08% | 3q | -2.8%-$4.0K |
| AE Wealth Management LLC | $76.9K | 2,642 | 0.00% | 13q | +15.2%+$10.1K |
| IFG Advisory, LLC | $75.8K | 2,603 | 0.00% | new | NEW |
| Larson Financial Group LLC | $29.1K | 1,000 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $28.3K | 974 | 0.00% | new | NEW |
| Arax Advisory Partners | $15.9K | 545 | 0.00% | 3q | -65.0%-$29.4K |
| IFP Advisors, Inc | $15.7K | 540 | 0.00% | 12q | -3.7% |
| Integrated Wealth Concepts LLC | $14.6K | 503 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $11.5K | 396 | 0.00% | 4q | -91.3%-$120.4K |
| ROYAL BANK OF CANADA | $11.0K | 402 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $7.4K | 255 | 0.00% | 11q | -99.9%-$5.7M |
| Golden State Wealth Management, LLC | $7.4K | 254 | 0.00% | 7q | +3.7% |
| COMPASS FINANCIAL MANAGEMENT LLC | $6.0K | 205 | 0.00% | new | FIRST |
| Ashton Thomas Private Wealth, LLC | $4.1K | 141 | 0.00% | new | NEW |
| BlackRock, Inc. | $3.8K | 132 | 0.00% | 7q | -80.6%-$15.9K |
| Cornerstone Planning Group LLC | $2.4K | 83 | 0.00% | 2q | -66.4%-$4.7K |
| ASSETMARK, INC | $2.3K | 79 | 0.00% | 7q | -99.9%-$3.7M |
| Aptus Capital Advisors, LLC | $2.2K | 75 | 0.00% | 13q | HELD |
| CoreCap Advisors, LLC | $378 | 13 | 0.00% | 3q | HELD |
| WEDBUSH SECURITIES INC | $215 | 7,400 | 0.01% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $18 | 1 | 0.00% | 6q | -99.9%-$22.3K |
| HANTZ FINANCIAL SERVICES, INC. | $0 | 7 | 0.00% | new | NEW |
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 | 50 | $55.3M | 1,899,689 | 11 | 11 | 22 | 0.0% |
| Q1 2026 | 71 | $130.1M | 5,013,929 | 10 | 13 | 43 | 0.0% |
| Q4 2025 | 82 | $222.0M | 7,434,964 | 18 | 45 | 13 | 0.0% |
| Q3 2025 | 69 | $190.4M | 6,268,826 | 14 | 35 | 15 | 0.0% |
| Q2 2025 | 64 | $175.8M | 5,743,705 | 7 | 43 | 10 | 0.0% |
| Q1 2025 | 63 | $166.5M | 5,292,877 | 16 | 35 | 9 | 0.0% |
| Q4 2024 | 55 | $140.3M | 4,418,300 | 33 | 10 | 4 | 0.0% |
| Q3 2024 | 21 | $22.0M | 669,364 | 5 | 5 | 3 | 0.0% |
| Q2 2024 | 18 | $9.1M | 276,806 | 3 | 4 | 7 | 0.0% |
| Q1 2024 | 17 | $10.4M | 309,860 | 4 | 5 | 4 | 0.0% |
| Q4 2023 | 17 | $13.3M | 396,566 | 6 | 3 | 1 | 0.0% |
| Q3 2023 | 9 | $8.1M | 235,161 | 3 | 4 | 1 | 0.0% |
| Q2 2023 | 6 | $1.6M | 45,016 | 5 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $2.1M | 57,761 | 0 | 1 | 2 | 0.0% |
| Q4 2022 | 5 | $7.4M | 202,768 | 1 | 2 | 1 | 0.0% |
| Q3 2022 | 4 | $5.2M | 139,140 | 4 | 0 | 0 | 0.0% |