| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 7.5% | $19,303,103 | 643,866 | Hennion & Walsh Asset Management, Inc. | 31 Dec 2025 |
As of 31 Dec 2025, 83 institutional investors reported holding 7,506,101 shares of iShares Trust - Common Stock (HYGW). This represents 87% of the company’s total 8,584,880 outstanding shares.
The largest institutional shareholders of iShares Trust - Common Stock (HYGW) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 23% | 1,957,324 | +21% | 0.02% | $58,445,697 |
| LPL Financial LLC | 11% | 903,493 | +9.4% | 0.01% | $26,978,291 |
| Hennion & Walsh Asset Management, Inc. | 7.5% | 643,866 | +6.6% | 0.66% | $19,225,843 |
| Cetera Investment Advisers | 6.5% | 558,381 | +11% | 0.02% | $16,673,259 |
| PNC Financial Services Group, Inc. | 4.2% | 358,433 | +49% | 0.01% | $10,702,795 |
| MORGAN STANLEY | 3.6% | 305,810 | +19% | 0% | $9,131,504 |
| ASSETMARK, INC | 3.5% | 304,308 | +3.9% | 0.02% | $9,086,637 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.2% | 271,084 | +2.8% | 0.01% | $8,094,570 |
| Envestnet Portfolio Solutions, Inc. | 2.7% | 229,862 | +30% | 0.02% | $6,863,669 |
| JPMORGAN CHASE & CO | 2.1% | 177,335 | +1.2% | 0% | $5,295,249 |
| MML INVESTORS SERVICES, LLC | 1.9% | 160,631 | +36% | 0.01% | $4,796,444 |
| Kelly Financial Services LLC | 1.9% | 160,230 | +21% | 1.2% | $4,784,464 |
| Diversify Advisory Services, LLC | 1.7% | 142,381 | +7% | 0.13% | $4,258,616 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 117,377 | +91% | 0% | $3,504,877 |
| JB Capital LLC | 1.1% | 90,707 | +18% | 0.11% | $2,708,508 |
| PARK AVENUE SECURITIES LLC | 0.86% | 73,666 | +5.7% | 0.02% | $2,200,000 |
| RiverFront Investment Group, LLC | 0.81% | 69,757 | +96% | 0.03% | $2,082,944 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.74% | 63,662 | +43% | 0.11% | $1,900,945 |
| Triad Wealth Partners, LLC | 0.71% | 61,133 | +51% | 0.17% | $1,825,439 |
| CreativeOne Wealth, LLC | 0.69% | 59,153 | +6.2% | 0.04% | $1,766,315 |
| OSAIC HOLDINGS, INC. | 0.54% | 46,570 | -41% | 0% | $1,390,579 |
| ShoreHaven Wealth Partners, LLC | 0.48% | 41,330 | +7.8% | 0.44% | $1,234,121 |
| Garde Capital, Inc. | 0.43% | 36,659 | -4.4% | 0.06% | $1,094,638 |
| Prosperity Consulting Group, LLC | 0.4% | 34,059 | +25% | 0.05% | $1,017,002 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.38% | 32,475 | 0.05% | $973,597 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,506,101 | $224,007,535 | +$32,567,711 | $29.86 | 83 |
| 2025 Q3 | 6,411,488 | $194,691,776 | +$3,360,738 | $30.37 | 72 |
| 2025 Q2 | 6,281,515 | $192,300,308 | +$15,532,511 | $30.61 | 66 |
| 2025 Q1 | 5,783,323 | $181,889,731 | +$28,369,528 | $31.45 | 67 |
| 2024 Q4 | 4,902,466 | $155,762,659 | +$132,560,398 | $31.77 | 60 |
| 2024 Q3 | 699,820 | $22,958,551 | +$13,054,101 | $32.82 | 23 |
| 2024 Q2 | 301,902 | $9,887,406 | -$2,862,940 | $32.75 | 20 |
| 2024 Q1 | 387,549 | $13,018,153 | -$1,753,571 | $33.59 | 19 |
| 2023 Q4 | 439,776 | $14,734,862 | +$5,269,774 | $33.45 | 17 |
| 2023 Q3 | 269,738 | $9,307,137 | +$7,753,878 | $34.50 | 10 |
| 2023 Q2 | 45,016 | $1,607,972 | -$503,433 | $35.72 | 6 |
| 2023 Q1 | 57,761 | $2,117,519 | -$5,292,948 | $36.66 | 3 |
| 2022 Q4 | 202,768 | $7,352,226 | +$2,307,107 | $36.26 | 5 |
| 2022 Q3 | 139,140 | $5,199,000 | +$5,199,000 | $37.37 | 4 |