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Disclosery

SHYG ISHARES TR

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COM (fund)

528 managers (533 13F filers) reported a position in SHYG shares at 2025-03-31, 115,119,085 shares in all. 51 filers opened a position and 52 filers sold out during the quarter.

Managers
528
13F filers
533
New
51
Added
232
Reduced
166
Sold out
52
Shares held by filers
115,119,085

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC35,869$1.52M0.06%+1,15013F-HRTimelineGroup
Engineers Gate Manager LP35,397$1.51M0.03%+25,23413F-HRTimeline
Waverly Advisors, LLC35,197$1.5M0.02%-57413F-HRTimeline
Balefire, LLC35,086$1.49M0.51%+2,99013F-HRTimeline
GeoWealth Management, LLC34,569$1.47M0.06%+31,16813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,384$1.46M0.04%-115,19413F-HRTimeline
Worth Financial Advisory Group, LLC34,188$1.45M0.92%-76313F-HRTimeline
Sovran Advisors, LLC34,699$1.45M0.19%+2,49913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.34,072$1.45M1.1%-2,86513F-HRTimeline
Prime Capital Investment Advisors, LLC33,858$1.44M0.02%+4,08013F-HRTimeline
Western Financial Corp/CA33,849$1.44M0.84%-2,51113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…33,500$1.42M0.48%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC33,011$1.4M0.21%new13F-HRTimeline
Idaho Trust Co32,686$1.39M0.57%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC32,552$1.38M0.1%+77513F-HRTimeline
TriaGen Wealth Management LLC32,477$1.38M0.49%+4,02613F-HRTimeline
ArborFi Advisors, LLC32,399$1.38M1.37%+92513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,927$1.36M0.03%+5,19713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK31,603$1.34M0.2%-110,48913F-HR/ATimelineGroup
Addison Capital Co31,488$1.34M0.52%+4,98613F-HRTimeline
Farther Finance Advisors, LLC31,431$1.33M0.03%+13,86513F-HRTimeline
Chicago Partners Investment Group LLC30,957$1.31M0.04%+5,35413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,349$1.29M<0.01%+96113F-HRTimelineGroup
Johnson Bixby & Associates, LLC30,169$1.28M0.19%+1,12713F-HRTimeline
Rosenberg Matthew Hamilton30,033$1.28M0.32%+5,33213F-HRTimeline
Bakala Capital LLC29,976$1.27M7.31%+4,53313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EFG Private Wealth Management (Americas…29,395$1.25M0.25%+10,63713F-HRTimeline
Squire Investment Management Company, L…28,854$1.23M0.51%+6,99413F-HRTimeline
Compound Planning, Inc.28,632$1.22M0.06%-15,37913F-HRTimeline
Steward Partners Investment Advisory, L…28,301$1.2M0.01%+38313F-HRTimeline
Canvas Wealth Advisors, LLC28,521$1.19M0.31%-1,86813F-HRTimeline
Advisory Services Network, LLC27,977$1.19M0.02%-2,55913F-HRTimeline
PFG Advisors27,877$1.19M0.07%+7,80013F-HRTimeline
Bulltick Wealth Management, LLC27,788$1.18M0.31%-11113F-HRTimeline
Crabel Capital Management, LLC26,906$1.14M1.24%+15,53613F-HRTimeline
JFS WEALTH ADVISORS, LLC26,740$1.14M0.08%+2,73313F-HRTimeline
Heritage Family Offices, LLP26,082$1.11M0.57%-7513F-HRTimeline
BEACON FINANCIAL GROUP25,647$1.09M0.12%new13F-HRTimeline
Carr Financial Group Corp24,614$1.05M0.34%+4,07713F-HRTimeline
Next Capital Management LLC24,600$1.05M0.5%013F-HRTimeline
NORDEN GROUP LLC24,372$1.04M0.12%+2,50713F-HRTimeline
Resurgent Financial Advisors LLC24,233$1.03M0.62%+1,88513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,080$1.02M0.04%+3,46113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP23,767$1.01M0.03%new13F-HRTimeline
Everstar Asset Management, LLC23,560$1M0.66%-5,62713F-HR/ATimeline
Blankinship & Foster, LLC23,006$978K0.25%+18213F-HRTimeline
LANARK FINANCIAL, INC.22,963$976K0.08%+22,93513F-HRTimeline
Obsido Oy22,342$950K0.81%+38113F-HRTimeline
DOHJ, LLC22,285$948K0.22%-3,86513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS22,255$946K0.04%-92113F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT22,008$936K0.39%+6,26313F-HRTimeline
Destiny Wealth Partners, LLC21,959$934K0.15%-1,30113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,695$922K<0.01%+15,46613F-HRTimelineGroup
Sierra Capital LLC21,634$920K0.11%+2,43913F-HRTimeline
SSA SWISS ADVISORS AG21,544$916K0.47%13F-HRTimeline
Mutual Advisors, LLC21,499$912K0.03%-6,18713F-HRTimeline
HBK Sorce Advisory LLC21,060$895K0.03%013F-HRTimeline
Guidance Point Advisors, LLC20,858$887K0.25%-1,04413F-HRTimeline
Darden Wealth Group Inc20,818$885K0.69%+213F-HRTimeline
J.W. COLE ADVISORS, INC.20,458$870K0.03%+1,70113F-HRTimeline
Montecito Bank & Trust20,310$864K0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC20,299$863K0.01%-46,86713F-HRTimeline
Orion Portfolio Solutions, LLC20,299$863K0.01%-46,86713F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,950$848K0.01%-2,22913F-HRTimelineGroup
NDWM LLC19,403$825K0.81%+13,06013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,372$824K0.01%-7,79013F-HRTimelineGroup
Round Rock Advisors LLC19,032$809K0.15%+26413F-HRTimeline
Sterling Investment Counsel, LLC18,954$806K0.28%+1,87713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,834$803K0.02%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC18,740$797K0.09%-14,43113F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC18,724$796K0.81%-75213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC18,628$792K0.19%+7,17313F-HR/ATimeline
WESPAC Advisors, LLC18,573$790K0.64%-3,39513F-HRTimeline
NewEdge Advisors, LLC18,510$787K<0.01%+59013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,497$786K0.01%+1,09113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV18,374$781K0.06%-37413F-HRTimeline
Wambolt & Associates, LLC17,930$759K0.26%-1,91413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,562$747K<0.01%-10,67813F-HRTimelineGroup
Diversified Portfolios, Inc.17,170$730K0.08%-20013F-HRTimeline
Talon Private Wealth, LLC17,002$723K0.1%-8,30713F-HRTimeline
Dynamic Advisor Solutions LLC16,931$720K0.02%+1,91513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,798$714K0.01%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC17,330$709K0.16%-1,38113F-HRTimeline
Destiny Capital Corp/CO16,225$690K0.47%+2,98013F-HRTimeline
Zuckerman Investment Group, LLC16,166$687K0.07%+1813F-HRTimeline
COMERICA BANK15,763$670K<0.01%-1,89113F-HRTimeline
Mendel Capital Management LLC15,729$669K0.4%+45513F-HRTimeline
MAS Advisors LLC15,632$665K1.02%-4,90613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,498$659K0.38%+27113F-HRTimeline
IFP Advisors, Inc15,384$654K0.02%+1,31913F-HRTimeline
McNamara Financial Services, Inc.15,036$639K0.14%-8,89813F-HRTimeline
GC Wealth Management RIA, LLC14,961$636K0.12%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,868$632K0.07%-1,48013F-HRTimeline
Advanced Asset Management Advisors Inc14,800$629K0.17%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,702$625K0.08%-11,78313F-HRTimeline
AlphaCore Capital LLC14,506$617K0.05%new13F-HRTimeline
SYNOVUS FINANCIAL CORP14,505$617K0.01%+17413F-HRTimeline
UPTICK PARTNERS, LLC14,459$615K0.21%+35613F-HRTimeline
Advyzon Investment Management, LLC14,223$605K0.21%+12013F-HRTimeline
BayBridge Capital Group, LLC14,159$602K0.43%-9,70813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,003$595K0.01%-15,09913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,975$594K<0.01%+1,44813F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT13,833$588K0.15%+18913F-HRTimeline
FLOW TRADERS U.S. LLC13,832$588K0.02%new13F-HRTimeline
Root Financial Partners, LLC13,721$583K0.06%013F-HRTimeline
City Center Advisors, LLC13,623$579K0.68%+1,85513F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…13,592$578K0.59%new13F-HRTimeline
First National Trust Co13,495$574K0.02%013F-HRTimeline
Disciplined Investments, LLC13,466$573K0.26%+99213F-HRTimeline
PFG Investments, LLC13,130$558K0.04%-68513F-HRTimeline
GLOBALT Investments LLC / GA12,976$552K0.02%-1,33013F-HRTimeline
IPG Investment Advisors LLC12,726$541K0.12%013F-HRTimeline
Courage Miller Partners, LLC12,706$540K0.18%-19313F-HRTimeline
NWAM LLC12,614$536K0.05%+3,46213F-HRTimeline
Vantage Financial Partners, LLC12,500$531K0.13%+26713F-HRTimeline
IEQ CAPITAL, LLC12,280$522K<0.01%+14513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,036$512K0.03%-25113F-HRTimelineGroup
Curi Capital, LLC11,836$503K0.01%-88413F-HRTimeline
BLALOCK WILLIAMS, LLC11,785$501K0.56%+19813F-HRTimeline
Yeomans Consulting Group, Inc.11,738$499K0.19%-1,72113F-HRTimeline
Aptus Capital Advisors, LLC11,531$490K0.01%+85013F-HRTimeline
Tudor Financial Inc.11,336$482K0.29%+1613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,215$477K0.02%-3,01913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,167$475K0.04%-26013F-HRTimeline
Financial Network Wealth Advisors LLC11,147$474K0.62%+5,59513F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.11,139$474K0.61%-62313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,119$473K0.04%+10,89113F-HR/ATimeline
Portland Financial Advisors Inc10,937$465K1.19%+26513F-HRTimeline
CHANNEL WEALTH LLC10,881$463K0.14%-26513F-HRTimeline
Two West Capital Advisors LLC10,934$452K0.38%+1,59913F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.10,660$449K0.4%+13013F-HRTimeline
D.A. DAVIDSON & CO.10,527$448K<0.01%+22013F-HRTimeline
KFA Private Wealth Group, LLC10,516$447K0.16%-41513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,145$431K0.01%-4,37513F-HRTimeline
PRIVATE TRUST CO NA10,115$430K0.04%+1,13313F-HRTimeline
Cadent Capital Advisors, LLC10,074$428K0.16%+76213F-HRTimeline
Central Pacific Bank - Trust Division9,908$421K0.06%-96,66513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,790$416K0.11%new13F-HRTimeline
Snowden Capital Advisors LLC9,697$412K0.01%-3,68013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,537$406K0.07%013F-HRTimeline
Stewardship Advisors, LLC9,511$404K0.11%+71813F-HRTimeline
TPG Financial Advisors, LLC9,485$403K0.18%-19413F-HRTimeline
Ausdal Financial Partners, Inc.9,297$395K0.03%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,281$395K0.15%-1,03013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …9,275$394K0.05%-4213F-HRTimelineGroup
MRA Advisory Group9,213$392K0.21%+113F-HRTimeline
Global Assets Advisory, LLC9,311$389K0.07%new13F-HRTimeline
Rehmann Capital Advisory Group9,117$388K0.02%+53013F-HRTimeline
Redwood Financial Network Corp9,009$383K0.29%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…8,964$380K0.06%+1,43313F-HRTimeline
GK Wealth Management LLC8,909$379K0.47%-40613F-HR/ATimeline
Comprehensive Money Management Services…8,890$378K0.31%013F-HRTimeline
CKW FINANCIAL GROUP8,870$376K0.05%-17713F-HRTimeline
Commonwealth Financial Services, LLC8,631$367K0.08%-1,12313F-HRTimeline
Strategic Blueprint, LLC8,547$363K0.02%-4,12513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,541$363K0.01%-1,69813F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC8,528$363K0.13%-16013F-HRTimeline
Stokes Family Office, LLC8,472$360K0.04%013F-HRTimeline
Objective Capital Management, LLC8,469$360K0.46%-9513F-HRTimeline
CFS Investment Advisory Services, LLC8,383$356K0.03%-7,42213F-HRTimeline
Diversified Enterprises, LLC8,292$353K0.03%-14513F-HRTimeline
Beacon Financial Advisory LLC8,231$350K0.11%-1,34113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,145$346K-347Timeline
Omega Financial Group, LLC8,103$345K0.13%013F-HRTimeline
McAdam, LLC8,027$341K0.02%-1,99913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,801$332K0.02%new13F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC7,709$328K0.14%-27513F-HRTimeline
Global View Capital Management LLC7,624$324K0.12%-8,74513F-HRTimeline
Koshinski Asset Management, Inc.7,499$319K0.03%+1,50413F-HRTimeline
Capital Advisors Wealth Management, LLC7,483$318K0.06%+1,03813F-HRTimeline
Integrated Capital Management, LLC7,453$317K0.17%-11613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,418$315K0.01%+1,17213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,356$313K0.01%+1,95113F-HRTimelineGroup
Gladstone Institutional Advisory LLC7,344$312K0.01%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,337$312K0.28%013F-HRTimeline
Simplicity Wealth,LLC7,337$312K0.02%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,279$310K0.12%-53613F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.7,102$302K0.22%-1,99413F-HRTimeline
FinDec Wealth Services, Inc.7,066$300K0.3%-57,40813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,005$298K<0.01%-9113F-HRTimelineGroup
Savvy Advisors, Inc.6,966$296K0.03%+1,11913F-HRTimeline
Wallace Advisory Group, LLC6,903$294K0.2%+8313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,880$293K0.01%+17513F-HRTimelineGroup
WNY Asset Management, LLC6,840$291K0.03%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,760$287K0.43%013F-HRTimeline
WRAPMANAGER INC6,756$287K0.08%+19613F-HRTimeline
ERn Financial, LLC6,562$279K0.04%-93413F-HRTimeline
SteelPeak Wealth, LLC6,501$276K0.01%-8713F-HRTimeline
Prossimo Advisors, LLC6,434$274K0.21%+13313F-HRTimeline
Saxony Capital Management, LLC6,396$272K0.24%+19813F-HRTimeline
Rossby Financial, LCC6,402$271K0.12%-4,04713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,345$270K<0.01%013F-HRTimelineGroup
WMG Financial Advisors, LLC6,274$267K0.11%new13F-HRTimeline
Summit X, LLC6,211$264K0.06%-73613F-HRTimeline
GTS SECURITIES LLC6,188$263K0.01%-66313F-HRTimeline
RFG Advisory, LLC6,173$262K0.01%+31713F-HRTimeline
Summit Financial, LLC6,173$262K0.01%+1,28213F-HRTimeline
AE Wealth Management LLC6,162$262K<0.01%-7,90213F-HRTimeline
Tyche Wealth Partners LLC6,161$262K0.06%-40013F-HRTimeline
Norris Financial Group, LLC6,000$255K0.12%new13F-HRTimeline