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Disclosery

SHYG ISHARES TR

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COM (fund)

566 managers (572 13F filers) reported a position in SHYG shares at 2026-06-30, 131,180,456 shares in all. 60 filers opened a position and 47 filers sold out during the quarter.

Managers
566
13F filers
572
New
60
Added
289
Reduced
139
Sold out
47
Shares held by filers
131,180,456

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,196,742$644M0.11%+485,32813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,202,496$602M0.03%+1,390,59513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13,266,671$563M0.97%+682,56913F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …13,050,164$553M1.32%+955,66413F-HRTimelineGroup
Japan Science & Technology Agency4,450,000$189M3.57%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,226,615$179M<0.01%+8,19113F-HRTimelineGroup
LPL Financial LLC3,384,414$144M0.03%+325,05913F-HRTimeline
Wealthfront Advisers LLC2,681,442$114M0.22%+749,53113F-HRTimeline
NEPC LLC2,632,283$112M2.08%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,623,843$111M0.01%+53,50713F-HRTimelineGroup
Bramshill Investments, LLC2,108,580$89.4M6.84%+17,19613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,034,737$86.3M0.11%+239,68813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,916,056$81.3M0.1%-691,76613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,632,841$69.2M-106,734Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,573,240$66.7M0.14%-4,10013F-HRTimelineGroup
ARCH CAPITAL GROUP LTD.1,531,250$64.9M22.32%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,521,375$64.5M0.01%+394,47613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,178,652$50M0.01%+29,31213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,077,221$45.7M0.05%013F-HRTimelineGroup
Sound Income Strategies, LLC1,017,630$43.2M1.94%+2,57513F-HRTimeline
Cetera Investment Advisers990,960$42M0.04%+117,43513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …879,237$37.3M0.06%-103,06813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC837,457$35.5M0.01%+11,72713F-HRTimelineGroup
UBS Group AGin group UBS Group AG761,939$32.3M0.01%+20,24613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC726,574$30.8M0.03%+27,77213F-HRTimelineGroup
SCOTIA CAPITAL INC.671,455$28.5M0.11%+91,86513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…598,401$25.4M0.18%new13F-HRTimelineGroup
Ninety One UK Ltd579,677$24.6M0.05%013F-HRTimeline
Baker Avenue Asset Management, LP574,072$24.3M0.46%+27,01613F-HRTimeline
High Probability Advisors, LLC568,588$24.1M2.58%+35,18113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …560,230$23.8M3.85%13F-HRTimelineGroup
HighTower Advisors, LLC553,158$23.5M0.02%+4,08313F-HRTimeline
Creative Planningin group Creative Planning552,453$23.4M0.01%+25,50513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC512,389$21.7M0.14%-31,84013F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC482,367$20.5M3.45%new13F-HRTimeline
MML INVESTORS SERVICES, LLC480,840$20.4M0.04%+116,11313F-HRTimeline
ATWOOD & PALMER INC465,716$19.8M1.05%+7,98613F-HRTimeline
BlueSky Wealth Advisors, LLC453,800$19.2M2.23%+35,84013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC444,098$18.8M0.01%-100,21713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP442,322$18.8M0.02%+11,05113F-HRTimelineGroup
Legacy Financial Group LLC441,195$18.7M2.11%+26,71613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.437,857$18.6M0.02%+28,67613F-HRTimelineGroup
Advisors Capital Management, LLC431,186$18.3M0.19%+46,71013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding410,128$17.4M+54,787Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P394,915$16.7M0.02%+240,65713F-HRTimelineGroup
MAI Capital Management393,300$16.7M0.06%+9,03313F-HRTimeline
MGO ONE SEVEN LLC382,042$16.2M0.27%+79,53213F-HRTimeline
Alesco Advisors, LLC, An ESL Co381,033$16.2M0.37%+153,08013F-HRTimeline
Carr Financial Group Corp376,508$16M3.68%+341,61013F-HRTimeline
KilterHowling LLC366,816$15.6M6.97%+7,52313F-HRTimeline
Cascade Wealth Advisors, Inc363,259$15.3M6.15%+11,49313F-HRTimeline
Trivium Point Advisory, LLC354,915$15.1M1.37%+69,46013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC337,135$14.3M0.43%+144,12213F-HRTimelineGroup
Belpointe Asset Management LLC337,014$14.3M0.47%+30,33813F-HRTimeline
SWEENEY & MICHEL, LLC337,554$14.2M3.74%+2,57313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP316,580$13.4M0.02%+15,95513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC314,777$13.3M<0.01%+31,02213F-HRTimelineGroup
Integrated Wealth Concepts LLC303,321$12.9M0.06%+87,78413F-HRTimeline
FORONJY FINANCIAL LLC302,880$12.8M4.72%+15,24313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC285,175$12.1M0.15%-6,48213F-HRTimeline
S&A Financial Services, Inc.280,282$11.9M7.26%+5,49713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC278,424$11.8M0.06%+19,68513F-HRTimeline
Peak Financial Management, Inc.271,489$11.5M2.64%+11,00113F-HRTimeline
Clearstead Advisors, LLC271,154$11.5M0.11%new13F-HRTimeline
Twelve Points Wealth Management LLC270,157$11.5M2.3%+12,45813F-HRTimeline
Freestate Advisors LLC265,076$11.2M8.4%+3,63913F-HRTimeline
Waterloo Capital, L.P.253,825$10.8M0.61%+12,17313F-HRTimeline
Powers Advisory Group, LLC251,518$10.7M3.34%+15,24813F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…250,360$10.6M0.04%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO247,013$10.5M<0.01%-43,64113F-HRTimelineGroup
Cambridge Investment Research Advisors,…244,899$10.4M0.02%+14,27313F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC231,176$9.8M0.03%-9,36813F-HRTimelineGroup
KITCHING PARTNERS, LLC229,252$9.72M8.35%+3,81713F-HRTimeline
Merit Financial Group, LLC215,454$9.14M0.06%+11,28213F-HR/ATimeline
Cascade Financial Partners, LLC215,130$9.12M0.79%+7,70413F-HRTimeline
Coral Wealth Management, LLC213,527$9.06M7.42%new13F-HRTimeline
Portside Wealth Group, LLC209,365$8.88M1.04%+20,43213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…208,317$8.83M0.02%+166,71713F-HRTimelineGroup
Curtis Advisory Group, LLC205,212$8.7M1.69%+30,01513F-HRTimeline
INTEGRITY ALLIANCE, LLC.203,697$8.64M0.27%+75,28713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT201,089$8.53M0.13%+9,76213F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…196,542$8.34M0.22%+33,66113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding187,377$7.95M+30,889Timeline
Redhawk Wealth Advisors, Inc.180,364$7.65M0.75%+29,49913F-HRTimeline
Towercrest Capital Management175,323$7.44M1.04%-25813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC173,081$7.34M0.01%-2,49313F-HRTimelineGroup
Smith Salley Wealth Management171,419$7.27M0.32%-3,93813F-HRTimeline
Alexis Investment Partners, LLC171,006$7.26M4.24%+6,02313F-HRTimeline
Avior Wealth Management, LLC169,050$7.17M0.19%+115,24413F-HRTimeline
Livet Wealth, LLC168,489$7.15M4.12%+12,38413F-HRTimeline
Arkadios Wealth Advisors162,058$6.87M0.11%+11,94813F-HRTimeline
Hudock, Inc.157,723$6.69M0.86%+5,39113F-HRTimeline
RiverFront Investment Group, LLC154,635$6.56M0.09%-4,53213F-HRTimeline
Independent Solutions Wealth Management…154,051$6.53M0.85%+4,45713F-HRTimeline
BridgePort Financial Solutions, LLC146,455$6.21M1.58%+2,96513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP145,486$6.16M<0.01%+25,59213F-HRTimelineGroup
Manske Wealth Management145,122$6.15M1.53%+28,53213F-HRTimeline
Portfolio Design Labs, LLC143,624$6.09M1%new13F-HRTimeline
COURIER CAPITAL LLC142,466$6.04M0.3%+6,65013F-HRTimeline
Alliance Wealth Management Group142,228$6.03M1.17%-7013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC140,602$5.96M0.13%+35,76713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…129,960$5.51M0.18%+2,61713F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.128,135$5.43M1.7%+12,75113F-HRTimeline
Norris Financial Group, LLC128,011$5.43M2.16%+6,23513F-HRTimeline
Cadent Capital Advisors, LLC127,431$5.4M1.12%+11,97613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC125,264$5.31M0.2%+51,69113F-HRTimeline
Madden Advisory Services, Inc.123,071$5.22M1.87%+2,28113F-HRTimeline
Level Financial Advisors122,620$5.2M1.16%+2,14313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…120,358$5.1M0.27%-9,01513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC120,304$5.1M0.26%+1,00013F-HRTimeline
JMAC ENTERPRISES LLC118,278$5.02M0.85%+11,58513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,658$5.01M0.01%+29,27513F-HRTimeline
Friedenthal Financial116,854$4.96M2.29%+8,20713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112,482$4.77M<0.01%-77413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC108,428$4.6M0.22%-1,81013F-HRTimeline
Global Retirement Partners, LLC108,328$4.59M0.07%13F-HRTimeline
Atomic Invest LLC106,138$4.5M0.4%+85,60413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC104,252$4.42M0.05%+95,51813F-HRTimelineGroup
SageView Advisory Group, LLC103,914$4.41M0.14%+1,20613F-HRTimeline
Janney Montgomery Scott LLC102,404$4.34M0.01%+9,57513F-HRTimeline
One Capital Management, LLC100,838$4.27M0.12%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,980$4.24M<0.01%+5,09413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding99,558$4.19M+26,820Timeline
EFG International AGin group EFG International AG98,746$4.19M0.08%+1,15013F-HRTimelineGroup
LARCH CAPITAL PARTNERS LLC97,387$4.13M0.59%+29513F-HRTimeline
Addison Capital Co93,733$3.98M0.65%+3,61213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.91,248$3.87M0.06%new13F-HRTimelineGroup
CITY HOLDING CO90,746$3.85M0.44%-6,48713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.90,323$3.83M0.15%+29,61713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90,239$3.83M<0.01%+1,46513F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC89,168$3.78M0.22%+2,32513F-HRTimeline
Flavin Financial Services, Inc.87,140$3.7M2.11%+10,36013F-HRTimeline
American Wealth Advisors, LLC85,462$3.62M3.4%+1,26813F-HRTimeline
WEBSTER BANK, N. A.85,370$3.62M0.31%+76913F-HRTimeline
Mutual Advisors, LLC84,938$3.6M0.07%+16,96313F-HRTimeline
OLD NATIONAL BANCORP /IN/84,371$3.58M0.07%+1,70213F-HRTimeline
Foundations Investment Advisors, LLC84,136$3.57M0.04%+3,83913F-HRTimeline
Continuum Advisory, LLC83,621$3.55M0.29%+10,56513F-HRTimeline
Drucker Wealth 3.0, LLC83,420$3.54M0.56%+6,61613F-HRTimeline
OneDigital Investment Advisors LLC83,332$3.53M0.03%-139,93513F-HRTimeline
Dakota Wealth Management81,927$3.47M0.07%new13F-HRTimeline
Prosperity Consulting Group, LLC80,626$3.42M0.13%+96813F-HRTimeline
World Investment Advisors78,327$3.32M0.05%-4,70013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…76,211$3.23M0.87%-41913F-HRTimeline
Investments & Financial Planning, LLC73,848$3.13M1.48%+2,31313F-HRTimeline
Virtue Capital Management, LLC72,397$3.07M0.41%-6,13413F-HRTimeline
Future Financial Wealth Managment LLC72,749$3.06M1.91%-1,46813F-HRTimeline
Parcion Private Wealth LLC71,771$3.04M0.17%+1,18413F-HRTimeline
Sovran Advisors, LLC70,859$2.98M0.22%+4,99513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding70,128$2.97M-5,641Timeline
Endowment Wealth Management, Inc.70,113$2.97M1.15%+1,51913F-HRTimeline
J.W. COLE ADVISORS, INC.69,739$2.96M0.05%+8,11413F-HRTimeline
Essex LLC69,068$2.93M0.44%+1,56913F-HRTimeline
Farther Finance Advisors, LLC68,036$2.89M0.02%-99813F-HRTimeline
Gateway Wealth Partners, LLC67,197$2.85M0.17%-4,14013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP66,901$2.84M0.02%+4,07013F-HRTimelineGroup
Composition Wealth, LLC66,297$2.81M0.03%-1,43013F-HRTimeline
Etesian Wealth Advisors, Inc.66,105$2.8M0.83%-51713F-HRTimeline
Arete Wealth Advisors, LLC66,095$2.8M0.19%+12,36613F-HR/ATimeline
Center For Asset Management LLC65,132$2.76M1.23%+1,52213F-HRTimeline
TigerOak Management, L.L.C.65,092$2.76M0.78%+17,95313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC64,987$2.76M1.58%+34,80513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC64,010$2.71M0.43%+4,31013F-HRTimeline
Impact Partnership Wealth, LLC63,836$2.71M0.26%+17,14213F-HRTimeline
S. R. Schill & Associates62,467$2.65M1.6%+8,53513F-HRTimeline
Sigma Planning Corp61,071$2.59M0.07%-16,53813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …60,804$2.58M<0.01%-2,34013F-HRTimelineGroup
PFG Investments, LLC60,089$2.55M0.1%+2,84613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC59,412$2.52M<0.01%-94513F-HRTimelineGroup
Guardian Asset Advisors, LLC59,397$2.52M1.16%+1,79913F-HRTimeline
Rosenberg Matthew Hamilton59,273$2.51M0.47%+7,75013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV59,012$2.5M1.31%+18,59313F-HRTimeline
Perigon Wealth Management, LLC58,982$2.5M0.04%+7,41113F-HRTimeline
Diversified Enterprises, LLC57,208$2.43M0.12%+9,53613F-HRTimeline
Owen LaRue, LLC56,799$2.41M0.84%-7,50713F-HRTimeline
Chicago Partners Investment Group LLC57,282$2.41M0.05%+4,82813F-HRTimeline
Arax Advisory Partners55,063$2.34M0.02%+52,08413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,363$2.31M<0.01%+3,30613F-HRTimelineGroup
Cordoba Advisory Partners LLC54,019$2.29M0.49%+80613F-HRTimeline
Savvy Advisors, Inc.54,010$2.29M0.05%-21,36013F-HRTimeline
Crabel Capital Management, LLC53,901$2.29M1.67%new13F-HRTimeline
Squire Investment Management Company, L…53,422$2.27M0.55%+10,57413F-HRTimeline
TICINO WEALTH53,166$2.25M0.71%+13,03113F-HRTimeline
Strategic Investment Advisors / MI52,857$2.24M0.14%-4,36713F-HRTimeline
Advisory Services Network, LLC52,159$2.21M0.03%-8,23713F-HRTimeline
Mount Lucas Management LP52,003$2.21M0.79%+64713F-HRTimeline
Thrive Capital Management, LLC51,924$2.2M0.42%+3,69713F-HRTimeline
1834 INVESTMENT ADVISORS CO51,633$2.19M0.25%+1,39113F-HRTimeline
Atria Investments, Inc51,241$2.17M0.02%+10,28513F-HRTimeline
Geneos Wealth Management Inc.50,725$2.15M0.04%+2,39913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,602$2.15M0.01%-12,69513F-HRTimelineGroup
Hofer & Associates. Inc50,392$2.14M1.03%+88013F-HRTimeline
Orion Porfolio Solutions, LLC49,876$2.12M0.02%-51,43013F-HRTimeline
Zuckerman Investment Group, LLC49,872$2.12M0.18%+31,88313F-HRTimeline
Summit Financial, LLC49,376$2.09M0.02%+3,92813F-HRTimeline
Balefire, LLC46,998$1.99M0.33%+5,01313F-HRTimeline
Pacer Advisors, Inc.46,980$1.99M0.01%013F-HRTimeline
Csenge Advisory Group45,314$1.92M0.08%-21313F-HRTimeline
GeoWealth Management, LLC44,418$1.88M0.06%+5,03213F-HRTimeline
Western Wealth Management, LLC44,272$1.88M0.06%-2,01113F-HRTimeline