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Ishares HY Corp BD Buywr ETF (HYGW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares768,920 from 767,189
Change+1,731 (+0%)
Value$21.7M (-$590.7K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares253,068 from 185,074
Change+67,994 (+37%)
Value$7.2M (+$1.8M)
Filed 2026-11-06
Garde Capital, Inc.
UNCHANGED
Shares36,422 from 36,422
Change0 (0%)
Value$1.0M (-$30.4K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares31,550 from 30,550
Change+1,000 (+3%)
Value$891.8K (+$2.8K)
Filed 2026-10-29
Parallel Advisors, LLC
NEW
Shares25,789
Change+25,789
Value$729.0K
Filed 2026-11-03
Fortis Group Advisors, LLC
INCREASED
Shares24,521 from 23,790
Change+731 (+3%)
Value$689.6K (-$2.7K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares19,220 from 17,192
Change+2,028 (+12%)
Value$543.3K (+$43.0K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares15,890 from 15,898
Change-8 (0%)
Value$449.2K (-$13.5K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares13,599 from 13,477
Change+122 (+1%)
Value$384.4K (-$7.8K)
Filed 2026-10-14
QP Wealth Management, LLC
DECREASED
Shares11,968 from 12,910
Change-942 (-7%)
Value$338.3K (-$37.4K)
Filed 2026-10-20
Moors & Cabot, Inc.
UNCHANGED
Shares11,754 from 11,754
Change0 (0%)
Value$332.2K (-$9.8K)
Filed 2026-11-06
Detalus Advisors, LLC
DECREASED
Shares11,420 from 12,336
Change-916 (-7%)
Value$322.8K (-$36.2K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares10,531 from 12,748
Change-2,217 (-17%)
Value$297.7K (-$73.3K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$209 (-$214.8K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares7,200 from 8,495
Change-1,295 (-15%)
Value$203.5K (-$43.7K)
Filed 2026-10-09
Strategic Blueprint, LLC
DECREASED
Shares7,144 from 7,868
Change-724 (-9%)
Value$201.9K (-$27.0K)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares4,799 from 4,799
Change0 (0%)
Value$135.7K (-$4.0K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares1,062 from 540
Change+522 (+97%)
Value$30.0K (+$14.3K)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.3K (-$834)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares259 from 254
Change+5 (+2%)
Value$7.3K (-$76)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares156 from 141
Change+15 (+11%)
Value$4.4K (+$307)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares120 from 205
Change-85 (-41%)
Value$3.4K (-$2.6K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$2.2K (-$66)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$378)
Filed 2026-10-08
Bank of America Corp
N/A
Shares— from 251,220
Change-251,220 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 121,131
Change-121,131 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 84,690
Change-84,690 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,395
Change-47,395 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,346
Change-47,346 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 32,207
Change-32,207 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,883
Change-27,883 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,316
Change-24,316 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 21,460
Change-21,460 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 545
Change-545 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 402
Change-402 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 255
Change-255 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED768,920767,189+1,731+0%$22.3M$21.7M-$590.7K2026-10-13
LPL Financial LLC
INCREASED253,068185,074+67,994+37%$5.4M$7.2M+$1.8M2026-11-06
Garde Capital, Inc.
UNCHANGED36,42236,42200%$1.1M$1.0M-$30.4K2026-10-29
Integrity Alliance, Llc.
INCREASED31,55030,550+1,000+3%$889.0K$891.8K+$2.8K2026-10-29
Parallel Advisors, LLC
NEW25,789—+25,789——$729.0K—2026-11-03
Fortis Group Advisors, LLC
INCREASED24,52123,790+731+3%$692.3K$689.6K-$2.7K2026-11-06
PNC Financial Services Group, Inc.
INCREASED19,22017,192+2,028+12%$500.3K$543.3K+$43.0K2026-11-06
WealthPlan Investment Management, LLC
DECREASED15,89015,898-80%$462.6K$449.2K-$13.5K2026-10-15
Mather Group, Llc.
INCREASED13,59913,477+122+1%$392.2K$384.4K-$7.8K2026-10-14
QP Wealth Management, LLC
DECREASED11,96812,910-942-7%$375.7K$338.3K-$37.4K2026-10-20
Moors & Cabot, Inc.
UNCHANGED11,75411,75400%$342.0K$332.2K-$9.8K2026-11-06
Detalus Advisors, LLC
DECREASED11,42012,336-916-7%$359.0K$322.8K-$36.2K2026-10-15
Commonwealth Equity Services, LLC
DECREASED10,53112,748-2,217-17%$371.0K$297.7K-$73.3K2026-11-02
Wedbush Securities Inc
UNCHANGED7,4007,40000%$215.0K$209-$214.8K2026-10-22
Armstrong Advisory Group, Inc
DECREASED7,2008,495-1,295-15%$247.2K$203.5K-$43.7K2026-10-09
Strategic Blueprint, LLC
DECREASED7,1447,868-724-9%$229.0K$201.9K-$27.0K2026-10-22
Sunrise Financial Services, LLC
UNCHANGED4,7994,79900%$139.7K$135.7K-$4.0K2026-10-21
IFP Advisors, Inc
INCREASED1,062540+522+97%$15.7K$30.0K+$14.3K2026-10-16
Larson Financial Group LLC
UNCHANGED1,0001,00000%$29.1K$28.3K-$8342026-11-05
Golden State Wealth Management, LLC
INCREASED259254+5+2%$7.4K$7.3K-$762026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED156141+15+11%$4.1K$4.4K+$3072026-11-03
Compass Financial Management LLC
DECREASED120205-85-41%$6.0K$3.4K-$2.6K2026-10-30
Assetmark, Inc
UNCHANGED797900%$2.3K$2.2K-$662026-10-21
Cornerstone Planning Group LLC
CLOSED083-83-100%$2.4K$0-$2.4K2026-10-16
CoreCap Advisors, LLC
CLOSED013-13-100%$378$0-$3782026-10-08
Bank of America Corp
N/A—251,220-251,220-100%$7.3M———
RiverFront Investment Group, LLC
N/A—121,131-121,131-100%$3.5M———
Cetera Investment Advisers
N/A—84,690-84,690-100%$2.5M———
JPMorgan Chase & Co
N/A—47,395-47,395-100%$1.4M———
NewEdge Advisors, LLC
N/A—47,346-47,346-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—32,207-32,207-100%$937.2K———
Envestnet Asset Management Inc
N/A—27,883-27,883-100%$811.4K———
Raymond James Financial Inc
N/A—24,316-24,316-100%$707.6K———
Osaic Holdings, Inc.
N/A—23,553-23,553-100%$685.4K———
Eaton Financial Holdings Company, LLC
N/A—21,460-21,460-100%$624.5K———
Jane Street Group, LLC
N/A—11,536-11,536-100%$335.7K———
Steward Partners Investment Advisory, LLC
N/A—11,263-11,263-100%$327.7K———
Private Advisor Group, LLC
N/A—8,797-8,797-100%$256.0K———
Luminist Capital LLC
N/A—7,872-7,872-100%$228.1K———
Vision Retirement, LLC
N/A—7,668-7,668-100%$223.1K———
AE Wealth Management LLC
N/A—2,642-2,642-100%$76.9K———
IFG Advisory, LLC
N/A—2,603-2,603-100%$75.8K———
Founders Financial Alliance, LLC
N/A—974-974-100%$28.3K———
Arax Advisory Partners
N/A—545-545-100%$15.9K———
Royal Bank of Canada
N/A—402-402-100%$11.0K———
Transamerica Financial Advisors, LLC
N/A—396-396-100%$11.5K———
Morgan Stanley
N/A—255-255-100%$7.4K———
BlackRock, Inc.
N/A—132-132-100%$3.8K———
Aptus Capital Advisors, LLC
N/A—75-75-100%$2.2K———
Hantz Financial Services, Inc.
N/A—7-7-100%$0———
Wells Fargo & Company
N/A—1-1-100%$18———
Showing 51 of 51 institutions