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Disclosery

HYGW ISHARES TR

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HIGH YLD CORP BD (fund)

84 managers (86 13F filers) reported a position in HYGW shares at 2025-12-31, 7,515,557 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
84
13F filers
86
New
17
Added
50
Reduced
12
Sold out
7
Shares held by filers
7,515,557

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding2,187,186$65.3M+391,211Timeline
LPL Financial LLC903,493$27M0.01%+77,90013F-HRTimeline
Hennion & Walsh Asset Management, Inc.643,866$19.2M0.66%+39,63113F-HRTimeline
Cetera Investment Advisers558,381$16.7M0.02%+53,98813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…358,433$10.7M0.01%+117,45213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY305,810$9.13M<0.01%+48,25513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC304,308$9.09M0.02%+11,46313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC271,084$8.09M0.01%+7,42313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177,335$5.3M<0.01%+2,11813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding174,856$5.23M+41,768Timeline
MML INVESTORS SERVICES, LLC160,631$4.8M0.01%+42,90413F-HRTimeline
Kelly Financial Services LLC160,230$4.78M1.2%+27,85313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/117,377$3.5M<0.01%+55,89213F-HRTimelineGroup
JB Capital LLC90,707$2.71M0.11%+13,95213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,666$2.2M0.02%+3,96313F-HRTimelineGroup
RiverFront Investment Group, LLC69,757$2.08M0.03%+34,20113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …63,662$1.9M0.11%+19,26913F-HRTimeline
Triad Wealth Partners, LLC61,133$1.83M0.17%+20,63313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,153$1.77M0.04%+3,46813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,570$1.39M<0.01%-32,44413F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC41,330$1.23M0.44%+2,99813F-HRTimeline
Garde Capital, Inc.36,659$1.09M0.06%-1,70013F-HRTimeline
Prosperity Consulting Group, LLC34,059$1.02M0.05%+6,80513F-HRTimeline
Invst, LLC29,465$880K0.1%+2,62713F-HRTimeline
Sanctuary Advisors, LLC28,915$863K<0.01%+76113F-HRTimeline
Quadrant Private Wealth Management, LLC27,039$807K0.13%+1,26513F-HRTimeline
Orion Porfolio Solutions, LLC26,659$796K0.01%+37813F-HRTimeline
OLD MISSION CAPITAL LLC26,568$793K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,415$759K<0.01%-7,77613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC24,852$742K0.08%+1,99213F-HRTimeline
Fortis Group Advisors, LLC22,859$686K0.12%-39013F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,720$678K0.02%+15013F-HRTimeline
NewEdge Advisors, LLC22,016$657K<0.01%+10,15113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,228$634K<0.01%+12,45813F-HRTimelineGroup
Sequoia Financial Advisors, LLC20,731$619K<0.01%-6,29913F-HRTimeline
Detalus Advisors, LLC20,335$607K0.15%+3,70013F-HRTimeline
QP WEALTH MANAGEMENT, LLC18,697$558K0.49%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,420$550K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors16,730$500K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC16,444$491K0.03%-1,43513F-HRTimeline
Avantra Family Wealth, Inc.13,840$413K0.3%+57813F-HRTimeline
Eaton Financial Holdings Company, LLC12,165$363K0.1%new13F-HRTimeline
Moors & Cabot, Inc.11,754$351K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.11,736$350K0.02%+4813F-HRTimeline
Keystone Financial Group11,648$348K0.03%+2,02213F-HRTimeline
World Investment Advisors11,305$338K0.01%+3,93113F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC11,159$333K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,991$328K<0.01%-42413F-HRTimeline
CAP Partners, LLC10,142$303K0.17%+17213F-HRTimeline
Arax Advisory Partners11,285$298K0.01%new13F-HRTimeline
High Falls Advisors, Inc9,450$282K0.06%-1,49513F-HRTimeline
Vision Retirement, LLC9,429$282K0.08%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,600$257K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,566$256K0.02%+5,27113F-HRTimelineGroup
SigFig Wealth Management, LLC8,144$243K0.01%+55613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,942$237K0.45%+27713F-HRTimeline
Synergy Investment Management, LLC7,247$216K0.08%new13F-HRTimeline
GeoWealth Management, LLC6,941$207K0.01%+1,58313F-HRTimeline
WEDBUSH SECURITIES INC6,900$206K0.01%013F-HRTimeline
Luminist Capital LLC6,407$191K0.24%+2,85513F-HRTimeline
AE Wealth Management LLC5,103$152K<0.01%+6913F-HRTimeline
Sunrise Financial Services, LLC5,073$151K0.11%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,639$109K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,004$89.7K<0.01%+14413F-HRTimeline
Global Retirement Partners, LLC2,201$65.7K<0.01%+8813F-HRTimeline
PRIVATE TRUST CO NA2,104$62.8K0.01%+65713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,649$49.2K<0.01%+18013F-HRTimelineGroup
SageView Advisory Group, LLC1,183$35.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,180$35.2K<0.01%-26413F-HRTimeline
Larson Financial Group LLC1,000$29.9K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…755$22.6K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA738$22K<0.01%-1,88113F-HRTimelineGroup
LGT Financial Advisors LLC700$20.9K0.13%+3213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN619$18.5K<0.01%+61913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC554$16.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC348$10.4K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors334$9.97K<0.01%-4,63613F-HRTimelineGroup
Rossby Financial, LCC316$9.44K<0.01%+2713F-HRTimeline
Sunbelt Securities, Inc.270$8.07K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC242$7.25K<0.01%+2813F-HRTimeline
Aptus Capital Advisors, LLC75$2.24K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC20$1K<0.01%-8013F-HRTimelineGroup
CoreCap Advisors, LLC13$388<0.01%new13F-HRTimeline
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.