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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,957,324 | 58,445 | 0.02% | 0.01% | 1 | +338,000 | 20.87% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 903,493 | 26,978 | 0.01% | 0.01% | 2 | +77,900 | 9.44% | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 643,866 | 19,225 | 0.66% | 0.66% | 3 | +39,631 | 6.56% | Q4 2025 | Jan 14, 2026 |
| Cetera Investment Advisers | History | Added to | 558,381 | 16,673 | 0.02% | 0.02% | 4 | +53,988 | 10.7% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 358,433 | 10,702 | 0.01% | 0.0% | 5 | +117,452 | 48.74% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 305,810 | 9,131 | 0.0% | 0.0% | 6 | +48,255 | 18.74% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 304,308 | 9,086 | 0.02% | 0.02% | 7 | +11,463 | 3.91% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,084 | 8,094 | 0.01% | 0.01% | 8 | +7,423 | 2.82% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 229,862 | 6,863 | 0.02% | 0.02% | 9 | +53,211 | 30.12% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 177,335 | 5,295 | 0.0% | 0.0% | 10 | +2,118 | 1.21% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 160,631 | 4,796 | 0.01% | 0.01% | 11 | +42,904 | 36.44% | Q4 2025 | Feb 13, 2026 |
| Kelly Financial Services LLC | History | Added to | 160,230 | 4,784 | 1.2% | 1.04% | 12 | +27,853 | 21.04% | Q4 2025 | Jan 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 142,381 | 4,258 | 0.13% | 0.13% | 13 | +9,293 | 6.98% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 117,377 | 3,504 | 0.0% | 0.0% | 14 | +55,892 | 90.9% | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Added to | 90,707 | 2,708 | 0.11% | 0.1% | 15 | +13,952 | 18.18% | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 73,666 | 2,200 | 0.02% | 0.02% | 16 | +3,963 | 5.69% | Q4 2025 | Jan 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 69,757 | 2,082 | 0.03% | 0.02% | 17 | +34,201 | 96.19% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 63,662 | 1,900 | 0.11% | 0.08% | 18 | +19,269 | 43.41% | Q4 2025 | Jan 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 61,133 | 1,825 | 0.17% | 0.16% | 19 | +20,633 | 50.95% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,153 | 1,766 | 0.04% | 0.04% | 20 | +3,468 | 6.23% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,570 | 1,390 | 0.0% | 0.0% | 21 | -32,444 | -41.06% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 41,330 | 1,234 | 0.44% | 0.43% | 22 | +2,998 | 7.82% | Q4 2025 | Feb 10, 2026 |
| Garde Capital, Inc. | History | Reduced | 36,659 | 1,094 | 0.06% | 0.06% | 23 | -1,700 | -4.43% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 34,059 | 1,017 | 0.05% | 0.04% | 24 | +6,805 | 24.97% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 32,475 | 973 | 0.05% | — | 25 | +32,475 | New | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | Added to | 29,465 | 879 | 0.1% | 0.09% | 26 | +2,627 | 9.79% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,915 | 863 | 0.0% | 0.0% | 27 | +6,430 | 28.6% | Q4 2025 | Jan 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 27,039 | 807 | 0.13% | 0.14% | 28 | +1,265 | 4.91% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 26,659 | 796 | 0.01% | 0.01% | 29 | +378 | 1.44% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 26,568 | 793 | 0.02% | — | 30 | +26,568 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,415 | 758 | 0.0% | 0.0% | 31 | -7,776 | -23.43% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 24,852 | 742 | 0.08% | 0.08% | 32 | +1,992 | 8.71% | Q4 2025 | Jan 08, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 22,859 | 686 | 0.12% | 0.12% | 33 | -390 | -1.68% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,720 | 678 | 0.02% | 0.03% | 34 | +150 | 0.66% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,016 | 657 | 0.0% | 0.0% | 35 | +10,151 | 85.55% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 21,228 | 633 | 0.0% | 0.0% | 36 | +12,458 | 142.05% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,731 | 619 | 0.0% | 0.0% | 37 | -6,299 | -23.3% | Q4 2025 | Feb 03, 2026 |
| Detalus Advisors, LLC | History | Added to | 20,335 | 607 | 0.15% | 0.13% | 38 | +3,700 | 22.24% | Q4 2025 | Feb 03, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 18,697 | 558 | 0.49% | — | 39 | +18,697 | New | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,420 | 550 | 0.0% | — | 40 | +18,420 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 16,730 | 499 | 0.01% | — | 41 | +16,730 | New | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 16,444 | 491 | 0.03% | 0.04% | 42 | -1,435 | -8.03% | Q4 2025 | Feb 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 13,840 | 413 | 0.3% | 0.3% | 43 | +578 | 4.36% | Q4 2025 | Jan 21, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 12,165 | 363 | 0.1% | — | 44 | +12,165 | New | Q4 2025 | Feb 09, 2026 |
| Moors & Cabot, Inc. | History | New | 11,754 | 350 | 0.01% | — | 45 | +11,754 | New | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,736 | 350 | 0.02% | 0.02% | 46 | +48 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Added to | 11,648 | 347 | 0.03% | 0.02% | 47 | +2,022 | 21.01% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 11,305 | 337 | 0.01% | 0.0% | 48 | +3,931 | 53.31% | Q4 2025 | Mar 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 11,159 | 333 | 0.02% | — | 49 | +11,159 | New | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,991 | 328 | 0.0% | 0.0% | 50 | -424 | -3.71% | Q4 2025 | Feb 12, 2026 |
| CAP Partners, LLC | History | Added to | 10,142 | 302 | 0.17% | 0.17% | 51 | +172 | 1.73% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 11,285 | 297 | 0.01% | — | 52 | +11,285 | New | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | Reduced | 9,450 | 282 | 0.06% | 0.07% | 53 | -1,495 | -13.66% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,600 | 256 | 0.0% | — | 54 | +8,600 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,566 | 255 | 0.02% | 0.01% | 55 | +5,271 | 159.97% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 8,144 | 243 | 0.01% | 0.01% | 56 | +556 | 7.33% | Q4 2025 | Jan 16, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 7,942 | 237 | 0.45% | 0.29% | 57 | +277 | 3.61% | Q4 2025 | Jan 21, 2026 |
| Synergy Investment Management, LLC | History | New | 7,247 | 216 | 0.08% | — | 58 | +7,247 | New | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 6,941 | 207 | 0.01% | 0.01% | 59 | +1,583 | 29.54% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,900 | 206 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Luminist Capital LLC | History | Added to | 6,407 | 191 | 0.24% | 0.09% | 61 | +2,855 | 80.38% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 5,103 | 152 | 0.0% | 0.0% | 62 | +69 | 1.37% | Q4 2025 | Jan 26, 2026 |
| Sunrise Financial Services, LLC | History | New | 5,073 | 151 | 0.11% | — | 63 | +5,073 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,639 | 108 | 0.0% | — | 64 | +3,639 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 3,004 | 89 | 0.0% | 0.0% | 65 | +144 | 5.03% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,201 | 65 | 0.0% | 0.0% | 66 | +88 | 4.16% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,104 | 62 | 0.01% | 0.0% | 67 | +657 | 45.4% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Added to | 1,649 | 49 | 0.0% | 0.0% | 68 | +180 | 12.25% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 1,183 | 35 | 0.0% | — | 70 | +1,183 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,180 | 35 | 0.0% | 0.0% | 69 | -264 | -18.28% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | New | 1,000 | 29 | 0.0% | — | 71 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 755 | 22 | 0.0% | — | 73 | +755 | New | Q4 2025 | Mar 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 738 | 22 | 0.0% | — | 72 | +738 | New | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Added to | 700 | 20 | 0.12% | 0.04% | 74 | +32 | 4.79% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 619 | 18 | 0.0% | — | 75 | +619 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 554 | 16 | 0.0% | — | 76 | +554 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 348 | 10 | 0.0% | — | 77 | +348 | New | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | Reduced | 334 | 9 | 0.0% | 0.02% | 78 | -4,636 | -93.28% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 316 | 9 | 0.0% | 0.0% | 79 | +27 | 9.34% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 270 | 8 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 242 | 7 | 0.0% | 0.0% | 81 | +28 | 13.08% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 83 | -80 | -80.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -33,863 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -11,007 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Security Financial Services, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,846 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,680 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |