iSHARES TRUST - HYGW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | History | Added to | 767,189 | 22,325 | 0.64% | 0.67% | 1 | +93,117 | 13.81% | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 251,220 | 7,310 | 0.0% | 0.0% | 2 | +92,165 | 57.95% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 185,074 | 5,385 | 0.0% | 0.0% | 3 | -320,163 | -63.37% | Q2 2026 | Aug 07, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 121,131 | 3,524 | 0.05% | 0.05% | 4 | +6,286 | 5.47% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 84,690 | 2,464 | 0.0% | 0.01% | 5 | -232,985 | -73.34% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 47,395 | 1,379 | 0.0% | 0.0% | 6 | -99,808 | -67.8% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 47,346 | 1,377 | 0.0% | 0.01% | 7 | -6,926 | -12.76% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | New | 36,422 | 1,059 | 0.05% | — | 8 | +36,422 | New | Q2 2026 | Jul 31, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,207 | 937 | 0.04% | 0.04% | 9 | -1,852 | -5.44% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 30,550 | 889 | 0.03% | 0.03% | 10 | +4,500 | 17.27% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,883 | 811 | 0.0% | 0.01% | 11 | -836,255 | -96.77% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,316 | 707 | 0.0% | 0.0% | 12 | +6,778 | 38.65% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,790 | 692 | 0.11% | 0.11% | 13 | +1,131 | 4.99% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,553 | 685 | 0.0% | 0.0% | 14 | -12,652 | -34.95% | Q2 2026 | Aug 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 21,460 | 624 | 0.17% | 0.23% | 15 | -2,385 | -10.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,192 | 500 | 0.0% | 0.0% | 16 | +5,264 | 44.13% | Q2 2026 | Aug 07, 2026 |
| WealthPlan Investment Management, LLC | History | New | 15,898 | 462 | 0.02% | — | 17 | +15,898 | New | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 13,477 | 392 | 0.0% | 0.01% | 18 | -5,109 | -27.49% | Q2 2026 | Jul 27, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 12,910 | 375 | 0.53% | 0.66% | 19 | -185 | -1.41% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,748 | 370 | 0.0% | 0.01% | 20 | -127,392 | -90.9% | Q2 2026 | Jul 29, 2026 |
| Detalus Advisors, LLC | History | Reduced | 12,336 | 358 | 0.07% | 0.1% | 21 | -2,540 | -17.07% | Q2 2026 | Jul 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,754 | 342 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,536 | 335 | 0.0% | — | 23 | +11,536 | New | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 11,128 | 328 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,263 | 327 | 0.0% | 0.0% | 25 | +212 | 1.92% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 8,797 | 255 | 0.0% | — | 26 | +8,797 | New | Q2 2026 | Jul 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 8,495 | 247 | 0.02% | 0.02% | 27 | -996 | -10.49% | Q2 2026 | Jul 13, 2026 |
| Strategic Blueprint, LLC | History | New | 7,868 | 228 | 0.01% | — | 29 | +7,868 | New | Q2 2026 | Jul 23, 2026 |
| Luminist Capital LLC | History | Added to | 7,872 | 228 | 0.26% | 0.27% | 28 | +1,082 | 15.94% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,668 | 223 | 0.05% | 0.07% | 30 | -375 | -4.66% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,400 | 215 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 4,799 | 139 | 0.08% | 0.1% | 32 | -137 | -2.78% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 2,642 | 76 | 0.0% | 0.0% | 33 | +348 | 15.17% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | New | 2,603 | 75 | 0.0% | — | 34 | +2,603 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 29 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | New | 974 | 28 | 0.0% | — | 36 | +974 | New | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 604 | 17 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 545 | 15 | 0.0% | 0.0% | 38 | -1,011 | -64.97% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 540 | 15 | 0.0% | 0.0% | 39 | -21 | -3.74% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 396 | 11 | 0.0% | 0.01% | 41 | -4,137 | -91.26% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 402 | 11 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 255 | 7 | 0.0% | 0.0% | 42 | -195,371 | -99.87% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 254 | 7 | 0.0% | 0.0% | 43 | +9 | 3.67% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 205 | 5 | 0.0% | — | 44 | +205 | New | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 141 | 4 | 0.0% | — | 45 | +141 | New | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | Reduced | 132 | 3 | 0.0% | 0.0% | 47 | -548 | -80.59% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 121 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 79 | 2 | 0.0% | 0.01% | 48 | -126,005 | -99.94% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 83 | 2 | 0.0% | 0.0% | 50 | -164 | -66.4% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jordan Park Group LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -798,083 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140,545 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -117,400 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -57,353 | -100.0% | Q2 2026 | Jul 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -54,320 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -42,972 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,166 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,782 | -100.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -29,348 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,332 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -22,065 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,690 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,931 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,680 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,749 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,570 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,130 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,716 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,496 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,499 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,154 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -7,757 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,435 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,516 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,198 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,421 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,666 | -100.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,515 | -100.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -618 | -99.84% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -546 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q2 2026 | Aug 04, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -290 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |