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Disclosery

HYGW ISHARES TR

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HIGH YLD CORP BD (fund)

68 managers (69 13F filers) reported a position in HYGW shares at 2025-03-31, 5,805,808 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
68
13F filers
69
New
17
Added
37
Reduced
11
Sold out
7
Shares held by filers
5,805,808

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,355,338$42.6M+114,818Timeline
LPL Financial LLC773,459$24.3M0.01%+53,50013F-HRTimeline
Hennion & Walsh Asset Management, Inc.497,883$15.7M0.7%+33,72413F-HRTimeline
Eaton Financial Holdings Company, LLC432,304$13.6M5.64%+239,76513F-HRTimeline
Cetera Investment Advisers421,312$13.3M0.03%+42,95613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC334,993$10.5M0.01%+24,03913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC282,003$8.87M0.02%-3,88013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY242,774$7.64M<0.01%+11,72013F-HRTimelineGroup
AE Wealth Management LLC136,364$4.29M0.04%+41,91113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132,315$4.16M<0.01%+14,82313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…104,159$3.28M<0.01%+36,43713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC102,810$3.23M0.12%+41,75213F-HRTimeline
Kelly Financial Services LLC95,115$2.99M1.04%+19,39313F-HRTimeline
MML INVESTORS SERVICES, LLC93,155$2.93M0.01%+12,77313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,996$1.98M<0.01%+13,16813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC59,542$1.87M0.02%-1,89113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,958$1.54M0.05%-87313F-HRTimelineGroup
JB Capital LLC47,293$1.49M0.08%+13,15413F-HRTimeline
Garde Capital, Inc.38,150$1.2M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,266$1.05M<0.01%+13,37613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …31,215$985K0.08%+5,23513F-HRTimeline
ShoreHaven Wealth Partners, LLC31,195$981K0.47%+92713F-HRTimeline
Atria Wealth Solutions, Inc.29,549$929K0.01%+2,58413F-HRTimeline
Integrated Advisors Network LLC27,351$860K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC22,485$707K<0.01%+3,15613F-HRTimeline
Invst, LLC21,365$672K0.09%+1,91713F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,490$644K0.03%+19013F-HRTimeline
Triad Wealth Partners, LLC20,404$642K0.2%+8,17413F-HRTimeline
NAPA WEALTH MANAGEMENT20,370$641K0.36%-26413F-HRTimeline
Quadrant Private Wealth Management, LLC18,915$595K0.15%+2,76613F-HRTimeline
Sequoia Financial Advisors, LLC18,813$592K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,779$591K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC17,051$536K0.04%+43413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,331$451K0.06%new13F-HRTimeline
RiverFront Investment Group, LLC14,031$441K0.01%+1,94613F-HRTimeline
Avantra Family Wealth, Inc.13,160$414K0.4%new13F-HRTimeline
HRT FINANCIAL LP12,941$406K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,643$398K0.08%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC12,300$387K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC12,021$378K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC12,021$378K<0.01%new13F-HR/ATimeline
High Falls Advisors, Inc11,584$364K0.09%-2,68113F-HRTimeline
Detalus Advisors, LLC11,474$361K0.11%new13F-HRTimeline
World Investment Advisors10,913$343K0.01%+4,55913F-HRTimeline
Steward Partners Investment Advisory, L…10,419$328K<0.01%+25013F-HRTimeline
Summit X, LLC10,324$325K0.07%+40113F-HRTimeline
NewEdge Advisors, LLC10,214$321K<0.01%+54413F-HRTimeline
Ausdal Financial Partners, Inc.9,861$310K0.02%-33813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,939$218K<0.01%new13F-HRTimelineGroup
SigFig Wealth Management, LLC6,790$214K0.01%new13F-HRTimeline
Synergy Investment Management, LLC4,614$145K0.06%-36313F-HRTimeline
Luminist Capital LLC3,516$111K0.12%-4513F-HRTimeline
LGT Financial Advisors LLC3,146$98.9K0.3%+4313F-HRTimeline
PRIVATE TRUST CO NA2,267$71.3K0.01%013F-HRTimeline
COMERICA BANK1,809$56.9K<0.01%+2913F-HRTimeline
PSI Advisors, LLC1,640$51.6K0.02%+12013F-HRTimeline
First Horizon Advisors, Inc.1,483$46.6K<0.01%-33013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,157$36.4K<0.01%-63113F-HRTimelineGroup
IFP Advisors, Inc699$22K<0.01%+56313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$16.5K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC366$11.3K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC200$6.29K<0.01%+413F-HR/ATimeline
Aptus Capital Advisors, LLC91$2.86K<0.01%013F-HRTimeline
Park Square Financial Group, LLC80$2.52K<0.01%+113F-HRTimeline
Rossby Financial, LCC77$2.39K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$158<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$25<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-20,34413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.