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 | Reduced | 864,138 | 25,489 | 0.01% | 0.02% | 1 | -1,093,186 | -55.85% | Q1 2026 | May 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 674,072 | 19,882 | 0.67% | 0.66% | 2 | +30,206 | 4.69% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 505,237 | 14,902 | 0.0% | 0.01% | 3 | -398,256 | -44.08% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 317,675 | 9,370 | 0.01% | 0.02% | 4 | -240,706 | -43.11% | Q1 2026 | May 13, 2026 |
| Jordan Park Group LLC | History | New | 798,083 | 5,826 | 0.31% | — | 5 | +798,083 | New | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 195,626 | 5,770 | 0.0% | 0.0% | 6 | -110,184 | -36.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 159,055 | 4,691 | 0.0% | 0.0% | 7 | +41,678 | 35.51% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 147,203 | 4,317 | 0.0% | 0.0% | 8 | -30,132 | -16.99% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 140,545 | 4,145 | 0.01% | 0.01% | 9 | -20,086 | -12.5% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 140,140 | 4,133 | 0.01% | 0.01% | 10 | -130,944 | -48.3% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 126,084 | 3,719 | 0.01% | 0.02% | 11 | -178,224 | -58.57% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 117,400 | 3,462 | 0.02% | 0.02% | 12 | -112,462 | -48.93% | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 114,845 | 3,387 | 0.05% | 0.03% | 13 | +45,088 | 64.64% | Q1 2026 | May 11, 2026 |
| Kelly Financial Services LLC | History | Reduced | 57,353 | 1,694 | 0.41% | 1.2% | 14 | -102,877 | -64.21% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 54,320 | 1,588 | 0.03% | 0.05% | 15 | +21,845 | 67.27% | Q1 2026 | May 01, 2026 |
| JB Capital LLC | History | Reduced | 42,972 | 1,267 | 0.05% | 0.11% | 16 | -47,735 | -52.63% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,205 | 1,068 | 0.0% | 0.0% | 17 | -10,365 | -22.26% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 34,166 | 1,008 | 0.01% | 0.02% | 18 | -39,500 | -53.62% | Q1 2026 | Apr 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 34,059 | 1,004 | 0.04% | 0.05% | 19 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 32,782 | 966 | 0.08% | 0.17% | 20 | -28,351 | -46.38% | Q1 2026 | Apr 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 29,348 | 865 | 0.05% | 0.11% | 21 | -34,314 | -53.9% | Q1 2026 | Apr 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,050 | 768 | 0.03% | 0.02% | 22 | +3,330 | 14.66% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,332 | 747 | 0.02% | 0.04% | 23 | -33,821 | -57.18% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 23,845 | 703 | 0.23% | 0.1% | 24 | +11,680 | 96.01% | Q1 2026 | Apr 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 22,659 | 662 | 0.11% | 0.12% | 25 | -200 | -0.87% | Q1 2026 | May 08, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 22,065 | 650 | 0.23% | 0.44% | 26 | -19,265 | -46.61% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,690 | 551 | 0.0% | 0.0% | 27 | -10,225 | -35.36% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 18,586 | 548 | 0.01% | — | 28 | +18,586 | New | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,931 | 528 | 0.0% | 0.0% | 29 | -7,484 | -29.45% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,680 | 521 | 0.0% | 0.0% | 30 | -740 | -4.02% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 17,538 | 517 | 0.0% | 0.0% | 31 | -3,690 | -17.38% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,749 | 464 | 0.0% | 0.0% | 32 | -4,982 | -24.03% | Q1 2026 | Apr 30, 2026 |
| Detalus Advisors, LLC | History | Reduced | 14,876 | 438 | 0.1% | 0.15% | 33 | -5,459 | -26.85% | Q1 2026 | Apr 22, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 13,095 | 386 | 0.66% | 0.49% | 34 | -5,602 | -29.96% | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 12,570 | 370 | 0.06% | 0.13% | 35 | -14,469 | -53.51% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,130 | 357 | 0.0% | 0.01% | 36 | -14,529 | -54.5% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,928 | 351 | 0.0% | 0.01% | 37 | -346,505 | -96.67% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,754 | 346 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Invst, LLC | History | Reduced | 11,716 | 345 | 0.04% | 0.1% | 39 | -17,749 | -60.24% | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,128 | 328 | 0.04% | 0.08% | 40 | -13,724 | -55.22% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,051 | 325 | 0.0% | 0.0% | 41 | +60 | 0.55% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | New | 10,496 | 309 | 0.0% | — | 42 | +10,496 | New | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 9,450 | 282 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 9,491 | 279 | 0.02% | 0.02% | 44 | -1,668 | -14.95% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | New | 8,499 | 251 | 0.0% | — | 45 | +8,499 | New | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,154 | 240 | 0.0% | — | 46 | +8,154 | New | Q1 2026 | Apr 20, 2026 |
| Vision Retirement, LLC | History | Reduced | 8,043 | 237 | 0.07% | 0.08% | 47 | -1,386 | -14.7% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,757 | 228 | 0.0% | 0.01% | 48 | -8,973 | -53.63% | Q1 2026 | May 18, 2026 |
| GTS SECURITIES LLC | History | New | 7,435 | 219 | 0.01% | — | 49 | +7,435 | New | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,400 | 218 | 0.01% | 0.01% | 50 | +500 | 7.25% | Q1 2026 | Apr 21, 2026 |
| Luminist Capital LLC | History | Added to | 6,790 | 200 | 0.27% | 0.24% | 51 | +383 | 5.98% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 4,936 | 145 | 0.1% | 0.11% | 52 | -137 | -2.7% | Q1 2026 | Apr 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4,533 | 133 | 0.01% | 0.02% | 53 | -4,033 | -47.08% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,516 | 103 | 0.01% | 0.0% | 54 | +3,182 | 952.69% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 3,198 | 94 | 0.03% | 0.08% | 55 | -4,049 | -55.87% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,004 | 89 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STANCE CAPITAL LLC | History | New | 2,421 | 71 | 0.03% | — | 57 | +2,421 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,294 | 67 | 0.0% | 0.0% | 58 | -2,809 | -55.05% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,201 | 65 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,666 | 49 | 0.0% | 0.01% | 60 | -438 | -20.82% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 1,556 | 45 | 0.0% | 0.01% | 61 | -9,729 | -86.21% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,515 | 44 | 0.0% | — | 62 | +1,515 | New | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,183 | 35 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 29 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 680 | 20 | 0.0% | 0.0% | 65 | -969 | -58.76% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 619 | 18 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 604 | 17 | 0.0% | 0.0% | 67 | +584 | 2920.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 561 | 16 | 0.0% | 0.0% | 68 | -619 | -52.46% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 546 | 16 | 0.0% | — | 70 | +546 | New | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 554 | 16 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 536 | 15 | 0.0% | 0.0% | 71 | +220 | 69.62% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 402 | 11 | 0.0% | 0.0% | 72 | -336 | -45.53% | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 290 | 8 | 0.04% | 0.12% | 73 | -410 | -58.57% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | New | 247 | 7 | 0.0% | — | 75 | +247 | New | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 245 | 7 | 0.0% | 0.0% | 74 | +3 | 1.24% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 121 | 3 | 0.0% | 0.0% | 76 | -149 | -55.19% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | New | 55 | 1 | 0.0% | — | 78 | +55 | New | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -142,381 | -100.0% | Q1 2026 | May 01, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -36,659 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,568 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,016 | -100.0% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,444 | -100.0% | Q1 2026 | May 12, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -13,840 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,736 | -100.0% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -11,648 | -100.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -11,305 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,142 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,600 | -100.0% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,144 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.45% | — | -7,942 | -100.0% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,941 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,639 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -755 | -100.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |