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Disclosery

HYGW ISHARES TR

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HIGH YLD CORP BD (fund)

73 managers (74 13F filers) reported a position in HYGW shares at 2025-09-30, 6,411,495 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
73
13F filers
74
New
16
Added
35
Reduced
20
Sold out
8
Shares held by filers
6,411,495

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,795,975$54.5M+180,259Timeline
LPL Financial LLC825,593$25.1M0.01%+36,43513F-HRTimeline
Hennion & Walsh Asset Management, Inc.604,235$18.4M0.66%+61,49413F-HRTimeline
Cetera Investment Advisers504,393$15.3M0.02%+27,12913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC292,845$8.89M0.02%-10413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC263,661$8.01M0.01%-99,53913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY257,555$7.82M<0.01%+9,33313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…240,981$7.32M<0.01%+78,01313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175,217$5.32M<0.01%-19,33213F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …133,088$4.02M0.13%new13F-HRTimelineGroup
Kelly Financial Services LLC132,377$4.02M1.04%+24,56313F-HRTimeline
MML INVESTORS SERVICES, LLC117,727$3.58M0.01%-8,23313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,014$2.4M<0.01%+5,91213F-HRTimelineGroup
JB Capital LLC76,755$2.33M0.1%+16,06213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC69,703$2.12M0.02%+4,30513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,485$1.87M<0.01%new13F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC55,685$1.69M0.04%+88813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …44,393$1.35M0.08%+7,16513F-HRTimeline
Triad Wealth Partners, LLC40,500$1.23M0.16%+12,82113F-HRTimeline
Garde Capital, Inc.38,359$1.16M0.06%-29113F-HRTimeline
ShoreHaven Wealth Partners, LLC38,332$1.16M0.43%-12,21813F-HRTimeline
RiverFront Investment Group, LLC35,556$1.08M0.02%+68213F-HRTimeline
Integrated Advisors Network LLC33,863$1.03M0.04%+2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,191$1.01M<0.01%+19,37613F-HRTimelineGroup
Sanctuary Advisors, LLC28,154$855K<0.01%-32113F-HR/ATimeline
Prosperity Consulting Group, LLC27,254$828K0.04%new13F-HRTimeline
Sequoia Financial Advisors, LLC27,030$821K0.01%-4,90013F-HRTimeline
Invst, LLC26,838$815K0.09%+4,65113F-HRTimeline
Orion Porfolio Solutions, LLC26,281$798K0.01%+13,14013F-HRTimeline
Quadrant Private Wealth Management, LLC25,774$783K0.14%+2,13313F-HRTimeline
Fortis Group Advisors, LLC23,249$703K0.12%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,860$694K0.08%+1,89413F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,570$685K0.03%-12013F-HRTimeline
NAPA WEALTH MANAGEMENT20,725$629K0.3%+1,79113F-HRTimeline
Icon Wealth Advisors, LLC17,879$543K0.04%+65113F-HRTimeline
Detalus Advisors, LLC16,635$505K0.13%-86513F-HRTimeline
Avantra Family Wealth, Inc.13,262$403K0.3%+87813F-HRTimeline
NewEdge Advisors, LLC11,865$360K<0.01%+46213F-HRTimeline
Ausdal Financial Partners, Inc.11,688$355K0.02%+85213F-HRTimeline
Steward Partners Investment Advisory, L…11,415$347K<0.01%-8013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,007$334K0.06%-1,78213F-HRTimelineGroup
High Falls Advisors, Inc10,945$332K0.07%-59413F-HRTimeline
CAP Partners, LLC9,970$303K0.17%-74313F-HRTimeline
Keystone Financial Group9,626$292K0.02%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,770$266K<0.01%-81713F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.7,665$233K0.29%new13F-HRTimeline
SigFig Wealth Management, LLC7,588$230K0.01%+14613F-HRTimeline
World Investment Advisors7,374$224K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC6,900$210K0.01%-5,20013F-HRTimeline
Security Financial Services, INC.6,846$208K0.03%new13F-HRTimeline
GeoWealth Management, LLC5,358$163K0.01%new13F-HRTimeline
AE Wealth Management LLC5,034$153K<0.01%-1,81013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,970$151K0.02%+23013F-HRTimelineGroup
Luminist Capital LLC3,552$108K0.09%+34613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,295$100K0.01%new13F-HRTimelineGroup
COMERICA BANK2,860$86.9K<0.01%+3713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,619$80K<0.01%+2,24613F-HRTimelineGroup
STANCE CAPITAL LLC2,276$69.1K0.03%new13F-HRTimeline
Global Retirement Partners, LLC2,113$64.2K<0.01%+20913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,680$51K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,469$44.6K<0.01%+22313F-HRTimelineGroup
PRIVATE TRUST CO NA1,447$43.9K<0.01%013F-HRTimeline
IFP Advisors, Inc1,444$43.9K<0.01%+9913F-HR/ATimeline
LGT Financial Advisors LLC668$20.3K0.04%-2,58313F-HRTimeline
Advisory Services Network, LLC582$17.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$15.8K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC289$8.79K<0.01%-213F-HRTimeline
Sunbelt Securities, Inc.270$8.21K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC214$6.52K<0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC100$3K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC75$2.28K<0.01%-1613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.7$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.