Who Owns ISHARES TR (HYGW)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $32.6M of ISHARES TR (HYGW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($22.3M), RiverFront Investment Group, LLC ($3.5M), Garde Capital, Inc. ($1.1M), INTEGRITY ALLIANCE, LLC. ($889,005), ENVESTNET ASSET MANAGEMENT INC ($811,390). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $22.3M | 767,189 | Added |
| 2 | RiverFront Investment Group, LLC | $3.5M | 121,131 | Added |
| 3 | Garde Capital, Inc. | $1.1M | 36,422 | New |
| 4 | INTEGRITY ALLIANCE, LLC. | $889,005 | 30,550 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $811,390 | 27,883 | Trimmed |
| 6 | Fortis Group Advisors, LLC | $692,282 | 23,790 | Added |
| 7 | WealthPlan Investment Management, LLC | $462,632 | 15,898 | New |
| 8 | MATHER GROUP, LLC. | $392,181 | 13,477 | Trimmed |
| 9 | QP WEALTH MANAGEMENT, LLC | $375,681 | 12,910 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $370,960 | 12,748 | Trimmed |
| 11 | Detalus Advisors, LLC | $358,987 | 12,336 | Trimmed |
| 12 | Private Advisor Group, LLC | $255,993 | 8,797 | New |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $247,205 | 8,495 | Trimmed |
| 14 | Strategic Blueprint, LLC | $228,959 | 7,868 | New |
| 15 | Vision Retirement, LLC | $223,140 | 7,668 | Trimmed |
| 16 | WEDBUSH SECURITIES INC | $215,000 | 7,400 | Hold |
| 17 | AE Wealth Management LLC | $76,882 | 2,642 | Added |
| 18 | Founders Financial Alliance, LLC | $28,344 | 974 | New |
| 19 | IFP Advisors, Inc | $15,714 | 540 | Trimmed |
| 20 | Golden State Wealth Management, LLC | $7,415 | 254 | Added |
| 21 | Ashton Thomas Private Wealth, LLC | $4,103 | 141 | New |
| 22 | Cornerstone Planning Group LLC | $2,400 | 83 | Trimmed |
| 23 | ASSETMARK, INC | $2,299 | 79 | Trimmed |
| 24 | CoreCap Advisors, LLC | $378 | 13 | Hold |
| 25 | ShoreHaven Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30