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Disclosery

SHYG ISHARES TR

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COM (fund)

537 managers (542 13F filers) reported a position in SHYG shares at 2024-12-31, 112,205,775 shares in all. 37 filers opened a position and 38 filers sold out during the quarter.

Managers
537
13F filers
542
New
37
Added
245
Reduced
160
Sold out
38
Shares held by filers
112,205,775

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Western Financial Corp/CA36,360$1.55M0.85%+2,97713F-HRTimeline
Rooted Wealth Advisors, Inc.36,191$1.55M0.6%+3,10413F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.36,074$1.54M0.32%+4,13813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,025$1.54M0.02%new13F-HRTimelineGroup
Waverly Advisors, LLC35,771$1.52M0.02%-2,39113F-HRTimeline
AXS Investments LLC35,401$1.51M0.42%-1,54813F-HRTimeline
Worth Financial Advisory Group, LLC34,951$1.49M0.92%-43813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,719$1.48M0.06%+42113F-HRTimelineGroup
Investments & Financial Planning, LLC34,044$1.45M0.89%+11,26513F-HRTimeline
NorthCrest Asset Manangement, LLC33,952$1.45M0.04%-22913F-HR/ATimeline
CHESAPEAKE CAPITAL CORP /IL/33,924$1.45M1.47%-15513F-HRTimeline
Endowment Wealth Management, Inc.33,689$1.44M0.96%+4,59313F-HRTimeline
SCOTIA CAPITAL INC.33,615$1.43M0.01%-4,93513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC33,540$1.43M0.01%-7013F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC33,362$1.42M0.36%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC33,171$1.41M0.16%-3,37813F-HRTimelineGroup
Sovran Advisors, LLC32,200$1.37M0.2%13F-HRTimeline
Balefire, LLC32,096$1.37M0.47%-4,47113F-HRTimeline
Jaffetilchin Investment Partners, LLC31,777$1.35M0.1%+5,42813F-HRTimeline
ArborFi Advisors, LLC31,474$1.34M1.35%13F-HRTimeline
Advisory Services Network, LLC30,536$1.3M0.02%+2,50613F-HRTimeline
Canvas Wealth Advisors, LLC30,389$1.29M0.33%+4,35613F-HRTimeline
Prime Capital Investment Advisors, LLC29,778$1.27M0.02%-4,24313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,388$1.25M<0.01%-122,40313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,260$1.25M<0.01%+84313F-HRTimelineGroup
Everstar Asset Management, LLC29,187$1.24M0.88%-27513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,102$1.24M0.03%+1,02213F-HRTimelineGroup
Johnson Bixby & Associates, LLC29,042$1.24M0.19%-1,63313F-HRTimeline
TriaGen Wealth Management LLC28,451$1.21M0.41%+40913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,240$1.2M<0.01%+16,41013F-HRTimelineGroup
Mutual Advisors, LLC27,686$1.19M0.03%+2,47813F-HRTimeline
Steward Partners Investment Advisory, L…27,918$1.19M0.01%+3,55313F-HRTimeline
Bulltick Wealth Management, LLC27,899$1.19M0.28%-1,72013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,162$1.16M0.02%+16,60813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO26,730$1.14M0.02%-55613F-HRTimeline
Addison Capital Co26,502$1.13M0.45%+8,33713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,485$1.13M0.14%-86413F-HRTimeline
Heritage Family Offices, LLP26,157$1.11M0.56%+2,89613F-HRTimeline
DOHJ, LLC26,150$1.11M0.26%-3,18113F-HRTimeline
Chicago Partners Investment Group LLC25,603$1.1M0.04%+3,21813F-HRTimeline
Bakala Capital LLC25,443$1.08M6.52%+59313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Talon Private Wealth, LLC25,309$1.08M0.23%+16,87013F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…25,190$1.07M0.05%+3,09813F-HRTimeline
Rosenberg Matthew Hamilton24,701$1.05M0.27%+4,02513F-HRTimeline
Next Capital Management LLC24,600$1.05M0.43%-5,25913F-HRTimeline
JFS WEALTH ADVISORS, LLC24,007$1.02M0.07%-2,93613F-HRTimeline
McNamara Financial Services, Inc.23,934$1.02M0.24%-71713F-HRTimeline
Cascade Financial Partners, LLC23,905$1.02M0.13%+11,39513F-HRTimeline
Pinion Investment Advisors, LLC23,896$1.02M0.41%+2,85013F-HRTimeline
BayBridge Capital Group, LLC23,867$1.02M0.74%-6,23013F-HRTimeline
Destiny Wealth Partners, LLC23,260$991K0.16%-29113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,176$988K0.04%-1,40313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,158$987K<0.01%+7,45113F-HRTimelineGroup
Generation Capital Management LLC23,155$987K0.85%13F-HRTimeline
Blankinship & Foster, LLC22,824$973K0.24%+35613F-HRTimeline
Resurgent Financial Advisors LLC22,348$952K0.56%+4,72613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,179$945K0.01%+2,49513F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC22,046$939K0.79%+65513F-HRTimeline
WESPAC Advisors, LLC21,968$936K0.69%-1,45713F-HRTimeline
Obsido Oy21,961$936K0.84%13F-HRTimeline
Guidance Point Advisors, LLC21,902$933K0.26%+2,79413F-HRTimeline
NORDEN GROUP LLC21,865$932K0.11%-12,67813F-HRTimeline
Squire Investment Management Company, L…21,860$931K0.41%013F-HRTimeline
Lane & Associates LLC21,460$926K0.48%-74813F-HRTimeline
Anchor Pointe Wealth Management, LLC21,555$919K1.19%13F-HRTimeline
HBK Sorce Advisory LLC21,060$897K0.03%013F-HRTimeline
GEN Financial Management, INC.20,998$895K0.58%13F-HRTimeline
Darden Wealth Group Inc20,816$887K0.6%+2,38513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,619$879K0.04%+1,65313F-HRTimelineGroup
MAS Advisors LLC20,538$875K1.47%+10,29513F-HRTimeline
Carr Financial Group Corp20,537$875K0.28%-8413F-HRTimeline
Montecito Bank & Trust20,310$865K0.15%-28013F-HRTimeline
Kades & Cheifetz LLC20,207$861K0.44%new13F-HRTimeline
PFG Advisors20,077$855K0.05%+6,57213F-HRTimeline
Wambolt & Associates, LLC19,844$846K0.27%-3,47013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC19,476$830K0.82%-72513F-HRTimeline
Sierra Capital LLC19,195$818K0.1%-2,42513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,834$803K0.02%+3,98013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC18,711$800K0.17%+1,33113F-HRTimeline
Round Rock Advisors LLC18,768$800K0.16%+4813F-HRTimeline
EFG Private Wealth Management (Americas…18,758$799K0.16%+1,57513F-HRTimeline
J.W. COLE ADVISORS, INC.18,757$799K0.03%+1,95113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,748$799K0.06%-2,01413F-HRTimeline
NewEdge Advisors, LLC17,920$764K<0.01%-1,30213F-HRTimeline
COMERICA BANK17,654$752K<0.01%-1,60313F-HR/ATimeline
Farther Finance Advisors, LLC17,566$748K0.03%-5,82513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,406$742K0.01%+13413F-HRTimelineGroup
Diversified Portfolios, Inc.17,370$740K0.08%013F-HRTimeline
Maridea Wealth Management LLC17,257$735K0.24%13F-HRTimeline
Sterling Investment Counsel, LLC17,077$728K0.48%-8113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,798$716K0.01%013F-HRTimeline
Global View Capital Management LLC16,369$699K0.25%13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,348$697K0.07%013F-HRTimeline
Zuckerman Investment Group, LLC16,148$692K0.07%+1,29513F-HRTimeline
CFS Investment Advisory Services, LLC15,805$673K0.06%-1,34713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,745$671K0.31%+13113F-HRTimeline
Aveo Capital Partners, LLC15,716$670K0.07%+78913F-HRTimeline
WINNACLE WEALTH LLC15,622$664K0.66%13F-HRTimeline
Mendel Capital Management LLC15,274$651K0.39%+8613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,227$649K0.36%+6,90513F-HRTimeline
Dynamic Advisor Solutions LLC15,016$640K0.03%-18,07513F-HRTimeline
Probity Advisors, Inc.15,002$639K0.12%-40,65313F-HRTimeline
&PARTNERS14,897$637K0.01%+4,67213F-HRTimeline
Advanced Asset Management Advisors Inc14,800$631K0.17%013F-HRTimeline
Wealthspire Retirement, LLC14,696$626K0.05%+4213F-HRTimeline
HARBOUR INVESTMENTS, INC.14,520$619K0.02%+78313F-HRTimeline
SYNOVUS FINANCIAL CORP14,331$611K0.01%+1,61313F-HRTimeline
GLOBALT Investments LLC / GA14,306$610K0.02%-32013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…14,234$607K0.02%013F-HRTimelineGroup
Advyzon Investment Management, LLC14,103$601K0.23%13F-HRTimeline
UPTICK PARTNERS, LLC14,103$601K0.22%new13F-HRTimeline
IFP Advisors, Inc14,065$599K0.02%-3,29013F-HRTimeline
AE Wealth Management LLC14,064$599K0.01%-1,13613F-HRTimeline
PFG Investments, LLC13,815$589K0.04%+7,26113F-HRTimeline
Root Financial Partners, LLC13,721$585K0.07%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT13,644$581K0.15%+91013F-HRTimeline
First National Trust Co13,495$575K0.02%+4,65013F-HRTimeline
Yeomans Consulting Group, Inc.13,459$573K0.21%+1713F-HRTimeline
Snowden Capital Advisors LLC13,377$570K0.02%+60913F-HRTimeline
Destiny Capital Corp/CO13,245$564K0.34%+2,86313F-HRTimeline
Courage Miller Partners, LLC12,899$550K0.19%013F-HRTimeline
IPG Investment Advisors LLC12,726$542K0.12%-2,60813F-HRTimeline
Curi Capital, LLC12,720$542K0.01%-1,73713F-HRTimeline
Strategic Blueprint, LLC12,672$540K0.03%-15813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,527$534K<0.01%-57,14713F-HRTimelineGroup
Disciplined Investments, LLC12,474$532K0.26%+95713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,287$524K0.03%-20413F-HRTimelineGroup
Vantage Financial Partners, LLC12,233$521K0.13%+1,31813F-HRTimeline
IEQ CAPITAL, LLC12,135$517K<0.01%+21113F-HRTimeline
City Center Advisors, LLC11,768$501K0.56%+3,62513F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.11,762$501K0.53%13F-HRTimeline
BLALOCK WILLIAMS, LLC11,587$494K0.57%13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC11,455$488K0.14%+6,76913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,427$487K0.04%-4,45113F-HRTimeline
Crabel Capital Management, LLC11,370$484K1.57%-33,15113F-HRTimeline
Tudor Financial Inc.11,320$482K0.28%+53513F-HRTimeline
CHANNEL WEALTH LLC11,146$475K0.15%+48313F-HRTimeline
KFA Private Wealth Group, LLC10,931$466K0.2%+34213F-HRTimeline
Aptus Capital Advisors, LLC10,681$455K0.01%-413F-HRTimeline
Portland Financial Advisors Inc10,672$455K1.22%13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.10,530$453K0.4%13F-HRTimeline
Rossby Financial, LCC10,449$445K0.28%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,311$439K0.17%-90713F-HRTimeline
D.A. DAVIDSON & CO.10,307$439K<0.01%-2713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,239$436K0.01%-56713F-HRTimelineGroup
Engineers Gate Manager LP10,163$433K0.01%-74613F-HRTimeline
McAdam, LLC10,026$427K0.02%-4,51513F-HRTimeline
Commonwealth Financial Services, LLC9,754$416K0.08%-22613F-HRTimeline
TPG Financial Advisors, LLC9,679$412K0.18%-2,90013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,537$412K0.06%+1,15913F-HRTimeline
Capital Asset Advisory Services LLC9,616$411K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,616$410K0.01%new13F-HRTimeline
Beacon Financial Advisory LLC9,572$408K0.13%-1,78613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,449$403K0.22%+2,54913F-HRTimeline
Two West Capital Advisors LLC9,335$398K0.34%+98413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …9,317$397K0.05%new13F-HRTimelineGroup
GK Wealth Management LLC9,315$397K0.5%13F-HRTimeline
Cadent Capital Advisors, LLC9,312$397K0.14%+6013F-HRTimeline
MRA Advisory Group9,212$393K0.21%+9013F-HRTimeline
NWAM LLC9,152$390K0.02%-44,26713F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.9,096$388K0.28%13F-HRTimeline
CKW FINANCIAL GROUP9,047$385K0.05%-1,26013F-HRTimeline
Redwood Financial Network Corp9,009$384K0.29%-22513F-HRTimeline
PRIVATE TRUST CO NA8,982$383K0.04%+1,78413F-HRTimeline
Comprehensive Money Management Services…8,890$379K0.31%13F-HRTimeline
Stewardship Advisors, LLC8,793$375K0.1%+2,48713F-HRTimeline
TBH Global Asset Management, LLC8,741$372K0.09%-4613F-HRTimeline
Beirne Wealth Consulting Services, LLC8,688$370K0.13%-4113F-HRTimeline
Cyndeo Wealth Partners, LLC8,678$370K0.02%013F-HRTimeline
Rehmann Capital Advisory Group8,587$366K0.02%new13F-HRTimeline
Objective Capital Management, LLC8,564$365K0.24%-82013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,492$362K-688Timeline
Stokes Family Office, LLC8,472$361K0.04%013F-HRTimeline
Diversified Enterprises, LLC8,437$360K0.03%-9113F-HRTimeline
Omega Financial Group, LLC8,103$345K0.13%+6813F-HRTimeline
Acorn Wealth Advisors, LLC7,984$340K0.14%-7013F-HRTimeline
Saiph Capital, LLC7,958$339K0.15%+26013F-HRTimeline
Global Retirement Partners, LLC7,909$337K0.01%+11413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,815$333K0.13%013F-HRTimeline
Integrated Capital Management, LLC7,569$323K0.17%-4713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,531$320K0.05%+27313F-HRTimeline
ERn Financial, LLC7,496$319K0.05%-6413F-HRTimeline
Simplicity Wealth,LLC7,337$313K0.07%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,337$313K0.29%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,096$302K<0.01%013F-HRTimelineGroup
Shepherd Financial Partners LLC7,084$302K0.04%-9,40513F-HRTimeline
Wallace Advisory Group, LLC6,820$296K0.2%-15513F-HRTimeline
Summit X, LLC6,947$296K0.07%-93513F-HRTimeline
GTS SECURITIES LLC6,851$292K0.01%-67713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,760$288K0.49%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,705$286K0.02%+91013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,650$283K0.01%13F-HRTimelineGroup
SteelPeak Wealth, LLC6,588$281K0.01%+1,67913F-HRTimeline
Tyche Wealth Partners LLC6,561$280K0.06%013F-HRTimeline
WRAPMANAGER INC6,560$280K0.07%+1,88513F-HRTimeline
Capital Advisors Wealth Management, LLC6,445$275K0.05%+1,14413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,345$270K<0.01%013F-HRTimelineGroup
NDWM LLC6,343$270K0.23%+1213F-HRTimeline
Coppell Advisory Solutions LLC6,337$270K0.04%-69513F-HRTimeline
Prossimo Advisors, LLC6,301$268K0.19%+80913F-HRTimeline