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Disclosery

HYGW ISHARES TR

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HIGH YLD CORP BD (fund)

51 managers (51 13F filers) reported a position in HYGW shares at 2026-06-30, 1,907,089 shares in all. 9 filers opened a position and 32 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
11
Reduced
23
Sold out
32
Shares held by filers
1,907,089

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hennion & Walsh Asset Management, Inc.767,189$22.3M0.64%+93,11713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/251,220$7.31M<0.01%+92,16513F-HRTimelineGroup
LPL Financial LLC185,074$5.39M<0.01%-320,16313F-HRTimeline
RiverFront Investment Group, LLC121,131$3.52M0.05%+6,28613F-HRTimeline
Cetera Investment Advisers84,690$2.46M<0.01%-232,98513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,395$1.38M<0.01%-99,80813F-HRTimelineGroup
NewEdge Advisors, LLC47,346$1.38M<0.01%-6,92613F-HRTimeline
Garde Capital, Inc.36,422$1.06M0.05%new13F-HRTimeline
Prosperity Consulting Group, LLC32,207$937K0.04%-1,85213F-HRTimeline
INTEGRITY ALLIANCE, LLC.30,550$889K0.03%+4,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding27,883$811K-953,655Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,316$708K<0.01%+6,77813F-HRTimelineGroup
Fortis Group Advisors, LLC23,790$692K0.11%+1,13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,553$685K<0.01%-12,65213F-HRTimelineGroup
Eaton Financial Holdings Company, LLC21,460$624K0.17%-2,38513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,192$500K<0.01%+5,26413F-HRTimelineGroup
WealthPlan Investment Management, LLC15,898$463K0.02%new13F-HRTimeline
MATHER GROUP, LLC.13,477$392K<0.01%-5,10913F-HRTimeline
QP WEALTH MANAGEMENT, LLC12,910$376K0.54%-18513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,748$371K<0.01%-127,39213F-HRTimeline
Detalus Advisors, LLC12,336$359K0.07%-2,54013F-HRTimeline
Moors & Cabot, Inc.11,754$342K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,536$336K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,263$328K<0.01%+21213F-HRTimeline
Private Advisor Group, LLC8,797$256K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,495$247K0.02%-99613F-HRTimeline
Strategic Blueprint, LLC7,868$229K0.01%new13F-HRTimeline
Luminist Capital LLC7,872$228K0.26%+1,08213F-HRTimeline
Vision Retirement, LLC7,668$223K0.05%-37513F-HRTimeline
WEDBUSH SECURITIES INC7,400$215K0.01%013F-HRTimeline
Sunrise Financial Services, LLC4,799$140K0.08%-13713F-HRTimeline
AE Wealth Management LLC2,642$76.9K<0.01%+34813F-HRTimeline
IFG Advisory, LLC2,603$75.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,000$29.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC974$28.3K<0.01%new13F-HRTimeline
Arax Advisory Partners545$15.9K<0.01%-1,01113F-HRTimeline
IFP Advisors, Inc540$15.7K<0.01%-2113F-HRTimeline
Integrated Wealth Concepts LLC503$14.6K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…396$11.5K<0.01%-4,13713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA402$11K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY255$7.44K<0.01%-195,37113F-HRTimelineGroup
Golden State Wealth Management, LLC254$7.42K<0.01%+913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC205$5.97K<0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC141$4.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.132$3.84K<0.01%-54813F-HRTimelineGroup
Cornerstone Planning Group LLC83$2.4K<0.01%-16413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC79$2.3K<0.01%-126,00513F-HRTimelineGroup
Aptus Capital Advisors, LLC75$2.18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC13$378<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%-61813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.7$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.