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Disclosery

SHYG ISHARES TR

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COM (fund)

570 managers (576 13F filers) reported a position in SHYG shares at 2026-06-30, 131,182,793 shares in all. 60 filers opened a position and 48 filers sold out during the quarter.

Managers
570
13F filers
576
New
60
Added
291
Reduced
140
Sold out
48
Shares held by filers
131,182,793

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
LAFFER TENGLER INVESTMENTS, INC.44,195$1.87M0.24%-3,20013F-HRTimeline
NewEdge Advisors, LLC43,591$1.85M0.01%+10,61513F-HRTimeline
ARQ WEALTH ADVISORS, LLC43,710$1.84M0.23%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,235$1.83M0.02%+22,61313F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,694$1.81M0.01%+6,78113F-HRTimeline
RMG Wealth Management LLC42,730$1.8M0.19%+13,97013F-HRTimeline
HCR Wealth Advisors41,400$1.76M0.16%-4,22113F-HRTimeline
Sanchez Gaunt Capital Management, LLC41,070$1.74M0.97%-1,99813F-HRTimeline
Cresset Asset Management, LLC40,985$1.74M0.01%+91913F-HRTimeline
AXS Investments LLC40,465$1.72M0.49%new13F-HRTimeline
Sanctuary Advisors, LLC40,298$1.71M0.01%-9,35313F-HRTimeline
Sierra Capital LLC39,915$1.69M0.16%+13,23313F-HRTimeline
Brand Asset Management Group, Inc.39,652$1.68M0.37%-37013F-HRTimeline
Sandro Wealth Management LLC38,722$1.64M1.19%+49013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.38,069$1.61M0.92%-16913F-HRTimeline
Factor Wealth Management LTD38,018$1.61M0.24%-37,42413F-HRTimeline
Sterling Investment Counsel, LLC37,038$1.57M0.37%+57113F-HRTimeline
IFP Advisors, Inc36,491$1.55M0.03%+76913F-HRTimeline
Guidance Point Advisors, LLC36,281$1.54M0.33%+1,72713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,914$1.52M0.04%+14713F-HRTimelineGroup
Prospera Financial Services Inc35,516$1.51M0.02%+19,30113F-HRTimeline
PLANNING DIRECTIONS INC35,255$1.5M0.69%+79613F-HRTimeline
TriaGen Wealth Management LLC34,932$1.48M0.37%-26413F-HRTimeline
Canvas Wealth Advisors, LLC34,663$1.47M0.21%+10813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC34,307$1.45M0.43%+9,36313F-HRTimeline
Western Financial Corp/CA34,214$1.45M0.42%+2,06013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC33,583$1.42M0.09%-1,65013F-HRTimeline
Columbia Bank33,144$1.41M0.32%+26,60613F-HRTimeline
Beacon Pointe Advisors, LLC32,948$1.4M0.01%+1,29913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO32,899$1.4M0.02%-1,00113F-HRTimeline
Bakala Capital LLC32,864$1.39M6.1%+1,06513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC32,452$1.38M0.03%-3,48313F-HRTimeline
49 WEALTH MANAGEMENT, LLC32,444$1.38M0.26%new13F-HR/ATimeline
ALONGSIDE, LLC32,444$1.38M0.26%13F-HRTimeline
Obsido Oy32,060$1.36M0.73%+5,72413F-HRTimeline
NorthStar Asset Management LLC /NJ/31,516$1.34M0.54%+4,76013F-HRTimeline
Compound Planning, Inc.31,252$1.33M0.03%+2,79013F-HRTimeline
Kingsview Wealth Management, LLC31,069$1.32M0.02%-1,35513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC30,575$1.3M<0.01%new13F-HRTimelineGroup
TFB Advisors LLC30,084$1.28M0.56%+1,40213F-HRTimeline
Claro Advisors Inc.29,822$1.26M0.13%+5,99713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,335$1.24M0.01%+91013F-HRTimelineGroup
Cogent Private Wealth, Inc.29,299$1.24M0.78%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,150$1.24M<0.01%+6,02913F-HRTimelineGroup
21 West Wealth Management LLC29,071$1.23M1.05%+57713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,162$1.23M<0.01%013F-HRTimelineGroup
Resurgent Financial Advisors LLC28,912$1.23M0.34%-1,09113F-HRTimeline
Sage Advisory Services, Ltd.Co.28,650$1.22M0.6%013F-HRTimeline
Summit Wealth Partners, LLC28,228$1.2M0.17%-2,49613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,187$1.2M0.03%+29513F-HRTimelineGroup
Entelevest, LLC28,130$1.19M1.04%+1,28913F-HRTimeline
Klaas Financial Asset Advisors, LLC27,682$1.17M0.15%+76413F-HRTimeline
Prime Capital Investment Advisors, LLC27,640$1.17M0.01%+20813F-HRTimeline
NORDEN GROUP LLC27,411$1.16M0.1%-7,49313F-HRTimeline
IPG Investment Advisors LLC27,378$1.16M0.17%+1,03913F-HRTimeline
NorthRock Partners, LLC27,200$1.15M0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC26,849$1.14M0.06%+39013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,628$1.13M0.14%+3013F-HRTimelineGroup
Regal Investment Advisors LLC25,430$1.08M0.06%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,177$1.07M0.04%+15,17213F-HRTimelineGroup
Oakmont Advisory Group, LLC25,114$1.07M0.89%+17213F-HRTimeline
Portfolio Strategies, Inc.24,589$1.04M0.1%+23013F-HRTimeline
KINTRA WEALTH, LLC24,468$1.03M0.05%-45713F-HRTimeline
Pinion Investment Advisors, LLC23,932$1.01M0.19%+17413F-HRTimeline
SEEDS INVESTOR LLC23,811$1.01M0.1%+9,47713F-HRTimeline
RWA WEALTH PARTNERS, LLC22,656$961K0.01%-1,48413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,303$946K0.06%-1,55913F-HRTimelineGroup
Everstar Asset Management, LLC22,260$944K0.46%013F-HRTimeline
Blankinship & Foster, LLC21,940$930K0.19%+25113F-HRTimeline
SHP Wealth Management21,650$918K0.06%-502,12713F-HRTimeline
Darden Wealth Group Inc21,239$901K0.36%+1,60613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,113$896K<0.01%+1,02013F-HRTimelineGroup
Wallace Advisory Group, LLC21,117$896K0.84%+11,49513F-HRTimeline
Independent Wealth Network Inc.20,942$888K0.23%+13,44713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,835$884K<0.01%+28813F-HRTimelineGroup
Destiny Capital Corp/CO20,534$871K0.41%+2,12013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,194$856K<0.01%-2813F-HR/ATimelineGroup
UPTICK PARTNERS, LLC19,721$836K0.13%+3,62613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,625$832K0.04%+5,02913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV19,622$828K0.27%+19713F-HRTimeline
Tudor Financial Inc.19,438$824K0.37%+1,84813F-HR/ATimeline
HBK Sorce Advisory LLC19,545$823K0.02%+34013F-HRTimeline
Dynamic Advisor Solutions LLC19,233$816K0.02%+56213F-HRTimeline
City Center Advisors, LLC19,223$815K0.66%+2,31613F-HRTimeline
IEQ CAPITAL, LLC19,208$815K<0.01%-2,31713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…19,190$812K0.09%+88013F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,943$801K<0.01%+27713F-HRTimeline
Montecito Bank & Trust18,870$800K0.12%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC18,808$798K0.24%new13F-HRTimeline
Oasis Advisors, LLC18,623$790K0.51%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,607$789K0.01%new13F-HRTimeline
Round Rock Advisors LLC18,484$784K0.1%-77013F-HRTimeline
Advisory Solutions Group, LLC18,366$779K0.27%13F-HRTimeline
Financial Network Wealth Advisors LLC18,350$778K0.79%+2,70713F-HRTimeline
APS Management Group, Inc.18,248$774K0.59%+2,11813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,136$769K<0.01%new13F-HR/ATimelineGroup
Betterment LLC18,140$769K<0.01%-855,14313F-HRTimeline
Johnson Bixby & Associates, LLC18,065$766K0.09%-2,49813F-HRTimeline
RED REEF ADVISORS LLC17,895$759K0.7%+14313F-HRTimeline
Anchor Bay Capital, Inc.18,011$758K0.41%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,839$757K0.01%+7,81913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,716$751K<0.01%+5213F-HRTimelineGroup
First National Trust Co17,714$751K0.03%013F-HRTimeline
McNamara Financial Services, Inc.17,688$750K0.13%+43613F-HRTimeline
RFG Advisory, LLC17,047$723K0.01%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC16,928$718K0.53%-79013F-HRTimeline
Courage Miller Partners, LLC16,773$711K0.19%+6413F-HRTimeline
Mendel Capital Management LLC16,738$710K0.32%+11613F-HRTimeline
Portus Wealth Advisors, LLC16,712$709K0.58%-15813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,703$708K0.06%+7013F-HRTimeline
Private Advisor Group, LLC16,575$703K<0.01%-22,21913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,395$697K<0.01%+8,57513F-HRTimelineGroup
Diversified Portfolios, Inc.16,300$691K0.05%013F-HRTimeline
GK Wealth Management LLC16,240$689K0.42%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,228$688K0.01%+9,16113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA16,143$685K<0.01%new13F-HRTimelineGroup
BayBridge Capital Group, LLC15,849$672K0.35%+57813F-HRTimeline
HARBOUR INVESTMENTS, INC.15,607$662K0.01%+1,78913F-HRTimeline
S.E.E.D. Planning Group LLC15,366$652K0.17%+9,54613F-HRTimeline
Vise Technologies, Inc.15,195$644K0.01%+1,09713F-HRTimeline
Root Financial Partners, LLC14,934$633K0.02%+47613F-HRTimeline
Modern Wealth Management, LLC14,903$632K0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,836$629K0.01%013F-HRTimeline
AlphaCore Capital LLC14,830$629K0.01%-1,13913F-HRTimeline
Advanced Asset Management Advisors Inc14,800$628K0.17%013F-HRTimeline
Argent Advisors, Inc.14,529$616K0.15%+44913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…14,432$612K0.09%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT14,236$604K0.11%-4,78013F-HRTimeline
Delta Wealth Advisors LLC14,030$595K0.43%+2,69613F-HRTimeline
WAYSTONE ADVISORS LLC14,015$594K0.44%+40813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,776$584K<0.01%+1,57513F-HRTimelineGroup
Aptus Capital Advisors, LLC13,480$572K<0.01%+81813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,377$567K0.03%+47013F-HRTimeline
Secure Asset Management, LLC13,346$566K0.08%+16713F-HRTimeline
NWAM LLC13,333$565K0.03%-8913F-HRTimeline
TBH Global Asset Management, LLC13,218$561K0.1%-2513F-HRTimeline
Core Wealth Advisors, Inc.13,127$557K0.11%+4,59513F-HRTimeline
Saiph Capital, LLC12,844$545K0.16%+21013F-HRTimeline
Advyzon Investment Management, LLC12,789$542K0.04%+3,37513F-HRTimeline
PRIVATE TRUST CO NA12,733$540K0.04%+50013F-HRTimeline
IHT Wealth Management, LLC12,729$540K0.01%-14,18713F-HRTimeline
Ausdal Financial Partners, Inc.12,720$539K0.02%-71113F-HRTimeline
Central Pacific Bank - Trust Division12,712$539K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.12,595$534K<0.01%+3,68413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,521$531K<0.01%-4,27013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC12,492$528K0.08%-69213F-HRTimeline
Beirne Wealth Consulting Services, LLC12,401$526K0.1%-70113F-HRTimeline
WESPAC Advisors, LLC12,234$519K0.25%-37713F-HRTimeline
Rooted Wealth Advisors, Inc.12,180$517K0.13%-34,77113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.11,990$508K0.1%-11,41713F-HRTimeline
Fairlight Advisors11,976$508K0.41%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,925$506K0.05%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,860$503K0.19%+35813F-HRTimeline
Disciplined Investments, LLC11,777$499K0.16%-5513F-HR/ATimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,678$495K0.14%+5,87313F-HRTimeline
Commonwealth Financial Services, LLC11,568$491K0.07%+33013F-HRTimeline
Idaho Trust Co11,518$488K0.14%-3,34613F-HRTimeline
Portland Financial Advisors Inc11,484$487K0.89%-43313F-HRTimeline
Worth Financial Advisory Group, LLC11,234$476K0.2%new13F-HRTimeline
Rossby Financial, LCC11,147$473K0.09%-4,05113F-HRTimeline
David Kennon Inc11,125$472K0.16%-1,74713F-HRTimeline
Copia Wealth Management10,832$459K0.28%-5113F-HRTimeline
Stewardship Advisors, LLC10,831$459K0.1%+27513F-HRTimeline
Integrity Advisory Solutions, LLC10,831$459K0.05%+75813F-HRTimeline
NDWM LLC10,769$457K0.27%-14,92213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,743$456K<0.01%+16313F-HRTimelineGroup
Kinetic Wealth Investment Advisors LLC10,716$454K0.21%13F-HRTimeline
LANARK FINANCIAL, INC.10,692$453K0.03%-3413F-HRTimeline
SG Americas Securities, LLC10,660$452K<0.01%-18,97113F-HRTimeline
Parallel Advisors, LLC10,583$449K0.01%+7013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,484$445K0.1%-12313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,374$440K<0.01%-14,71913F-HRTimelineGroup
GLOBALT Investments LLC / GA10,171$431K0.01%-53413F-HRTimeline
Optivise Advisory Services LLC10,150$430K0.22%+1,44513F-HRTimeline
Ponta Wealth Partners, LLC10,055$426K0.23%-11413F-HRTimeline
TPG Financial Advisors, LLC9,961$422K0.13%-24313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,933$421K0.02%+113F-HRTimelineGroup
Global View Capital Management LLC9,782$415K0.09%+2,39513F-HRTimeline
American Money Management, LLC9,736$413K0.06%013F-HRTimeline
Brindle & Bay Financial Advisors, LLC9,719$412K0.21%+1,14313F-HRTimeline
PKS Advisory Services, LLC9,641$409K0.07%+87813F-HRTimeline
Capital Advisors Wealth Management, LLC9,557$405K0.05%+2,15913F-HRTimeline
AMERIFLEX GROUP, INC.9,464$401K0.16%-8113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,441$400K0.01%013F-HRTimelineGroup
WMG Financial Advisors, LLC9,385$398K0.15%+3,05813F-HRTimeline
Tempo Wealth, LLC9,298$394K0.06%-1,11413F-HRTimeline
AE Wealth Management LLC9,087$385K<0.01%+1,92813F-HRTimeline
Rehmann Capital Advisory Group8,990$381K0.02%013F-HRTimeline
Procyon Advisors, LLC8,947$379K0.02%-96913F-HRTimeline
Redwood Financial Network Corp8,945$379K0.21%-6413F-HRTimeline
Comprehensive Money Management Services…8,910$378K0.24%-2,08013F-HRTimeline
WEDBUSH SECURITIES INC8,894$377K0.01%+31213F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,843$375K0.17%+10513F-HRTimelineGroup
CKW FINANCIAL GROUP8,833$373K0.04%+62913F-HRTimeline
Curi Capital, LLC8,750$371K0.01%-27813F-HRTimeline
Peak Retirement Planning, Inc.8,673$368K0.06%+3,20613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,671$367K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC8,642$367K0.02%new13F-HRTimeline
MRA Advisory Group8,470$359K0.13%+1613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,476$359K<0.01%-44,05213F-HRTimelineGroup