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Disclosery

SHYG ISHARES TR

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COM (fund)

529 managers (535 13F filers) reported a position in SHYG shares at 2025-06-30, 115,634,576 shares in all. 54 filers opened a position and 55 filers sold out during the quarter.

Managers
529
13F filers
535
New
54
Added
237
Reduced
174
Sold out
55
Shares held by filers
115,634,576

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cresset Asset Management, LLC41,053$1.77M0.01%-29213F-HR/ATimeline
GC Wealth Management RIA, LLC40,810$1.76M0.14%+25,84913F-HRTimeline
Sunbelt Securities, Inc.41,290$1.76M0.16%+39,34113F-HRTimeline
Blue Capital, Inc.40,763$1.76M1.25%13F-HRTimeline
Addison Capital Co40,499$1.75M0.61%+9,01113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC39,793$1.72M0.31%-2,73013F-HRTimeline
Engineers Gate Manager LP39,720$1.71M0.02%+4,32313F-HRTimeline
Compound Planning, Inc.38,648$1.67M0.06%+10,01613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.37,330$1.61M0.29%-1,24113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC37,210$1.61M<0.01%+92013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC37,040$1.6M0.01%-1,30013F-HRTimelineGroup
Atria Wealth Solutions, Inc.36,809$1.59M0.04%-132,51413F-HRTimeline
Chicago Partners Investment Group LLC36,822$1.59M0.05%+5,86513F-HRTimeline
Farther Finance Advisors, LLC35,711$1.54M0.03%+4,28013F-HRTimeline
Beacon Pointe Advisors, LLC35,702$1.54M0.02%-6,03513F-HRTimeline
PFG Advisors34,769$1.5M0.07%+6,89213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,717$1.5M0.05%-1,15213F-HRTimelineGroup
Squire Investment Management Company, L…34,699$1.5M0.55%+5,84513F-HRTimeline
TriaGen Wealth Management LLC34,144$1.47M0.45%+1,66713F-HRTimeline
Western Financial Corp/CA34,010$1.47M0.79%+16113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…33,500$1.44M0.41%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC33,226$1.43M1.15%-5,04313F-HRTimeline
ArborFi Advisors, LLC33,052$1.43M1.26%+65313F-HRTimeline
Canvas Wealth Advisors, LLC32,988$1.42M0.28%+4,46713F-HRTimeline
Jaffetilchin Investment Partners, LLC32,893$1.42M0.09%+34113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.32,870$1.41M0.95%-1,20213F-HRTimeline
Rosenberg Matthew Hamilton31,868$1.37M0.32%+1,83513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,840$1.37M0.02%-8713F-HRTimeline
Idaho Trust Co31,845$1.37M0.49%-84113F-HRTimeline
Ashton Thomas Private Wealth, LLC31,253$1.35M0.05%-56,03213F-HRTimeline
Prime Capital Investment Advisors, LLC29,559$1.28M0.02%-4,29913F-HRTimeline
Advisory Services Network, LLC29,439$1.27M0.02%+1,46213F-HRTimeline
Bakala Capital LLC28,862$1.25M7.15%-1,11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Bixby & Associates, LLC28,343$1.22M0.17%-1,82613F-HRTimeline
Steward Partners Investment Advisory, L…27,982$1.21M0.01%-31913F-HRTimeline
Whalen Wealth Management Inc.27,882$1.2M0.75%new13F-HRTimeline
Carr Financial Group Corp27,805$1.2M0.35%+3,19113F-HRTimeline
21 West Wealth Management LLC27,278$1.18M1.19%13F-HRTimeline
NORDEN GROUP LLC26,924$1.16M0.13%+2,55213F-HRTimeline
Pinion Investment Advisors, LLC26,621$1.15M0.4%-23,08113F-HRTimeline
Heritage Family Offices, LLP26,119$1.11M0.56%+3713F-HRTimeline
Drucker Wealth 3.0, LLC25,648$1.1M0.21%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,705$1.07M0.04%+62513F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT24,383$1.05M0.38%+2,37513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,345$1.05M<0.01%+2,65013F-HRTimelineGroup
Resurgent Financial Advisors LLC24,311$1.05M0.58%+7813F-HRTimeline
COMERICA BANK24,241$1.05M<0.01%+8,47813F-HRTimeline
JFS WEALTH ADVISORS, LLC24,146$1.04M0.07%-2,59413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK24,072$1.04M0.14%-7,53113F-HRTimelineGroup
Everstar Asset Management, LLC23,669$1.02M0.62%+10913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,482$1.01M0.02%+4,64813F-HRTimelineGroup
Blankinship & Foster, LLC23,292$1M0.24%+28613F-HRTimeline
SYNOVUS FINANCIAL CORP22,754$982K0.01%+8,24913F-HRTimeline
Obsido Oy22,462$969K0.74%+12013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS22,255$960K0.04%013F-HRTimelineGroup
IFP Advisors, Inc21,950$947K0.03%+6,56613F-HRTimeline
Mutual Advisors, LLC21,829$940K0.02%+33013F-HRTimeline
Guidance Point Advisors, LLC21,720$937K0.24%+86213F-HRTimeline
J.W. COLE ADVISORS, INC.21,492$927K0.02%+1,03413F-HRTimeline
NorthStar Asset Management LLC /NJ/21,386$923K0.49%+16,13913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,143$912K0.01%+2,64613F-HRTimelineGroup
HBK Sorce Advisory LLC21,060$909K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC21,024$907K0.19%+2,39613F-HR/ATimeline
Darden Wealth Group Inc20,820$898K0.54%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,664$891K<0.01%-24,75313F-HR/ATimelineGroup
&PARTNERS19,794$854K0.01%+13,88813F-HRTimeline
NewEdge Advisors, LLC19,752$852K<0.01%+1,24213F-HRTimeline
NDWM LLC19,673$849K0.62%+27013F-HRTimeline
LANARK FINANCIAL, INC.19,664$848K0.07%-3,29913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,637$847K0.01%+26513F-HRTimelineGroup
Sterling Investment Counsel, LLC19,478$840K0.49%+52413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,375$836K0.08%+63513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,298$833K0.01%-65213F-HRTimelineGroup
Round Rock Advisors LLC19,071$823K0.14%+3913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC18,901$815K0.77%+17713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,871$814K<0.01%-11,47813F-HR/ATimelineGroup
Zuckerman Investment Group, LLC18,709$807K0.08%+2,54313F-HRTimeline
Talon Private Wealth, LLC18,207$785K0.11%+1,20513F-HRTimeline
Diversified Portfolios, Inc.18,176$784K0.07%+1,00613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,085$780K0.02%-5,68213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.17,840$770K0.08%+2,97213F-HRTimeline
IEQ CAPITAL, LLC17,829$769K<0.01%+5,54913F-HRTimeline
Dynamic Advisor Solutions LLC17,723$765K0.02%+79213F-HRTimeline
L2 Asset Management, LLC17,573$758K0.12%new13F-HRTimeline
Wambolt & Associates, LLC17,377$745K0.25%-55313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,000$733K<0.01%+15,51013F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS16,798$725K0.01%013F-HRTimeline
Destiny Capital Corp/CO16,690$720K0.43%+46513F-HRTimeline
WESPAC Advisors, LLC16,348$705K0.49%-2,22513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV16,251$697K0.33%new13F-HRTimeline
First National Trust Co15,845$684K0.03%+2,35013F-HRTimeline
Norris Financial Group, LLC15,728$679K0.28%+9,72813F-HRTimeline
Summit Financial, LLC15,553$671K0.02%+9,38013F-HRTimeline
McNamara Financial Services, Inc.15,335$662K0.13%+29913F-HRTimeline
Mendel Capital Management LLC15,289$660K0.38%-44013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,094$651K<0.01%+1,11913F-HRTimelineGroup
Advyzon Investment Management, LLC15,067$650K0.14%+84413F-HRTimeline
Twelve Points Wealth Management LLC14,947$645K0.17%+9,66413F-HRTimeline
WEDBUSH SECURITIES INC14,850$641K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC14,818$639K0.18%+35913F-HRTimeline
Advanced Asset Management Advisors Inc14,800$638K0.17%013F-HRTimeline
BayBridge Capital Group, LLC14,766$637K0.41%+60713F-HRTimeline
AlphaCore Capital LLC14,547$628K0.02%+4113F-HRTimeline
Alliance Wealth Advisors, LLC /UT14,435$623K0.15%+60213F-HRTimeline
Impact Partnership Wealth, LLC14,422$622K0.11%new13F-HRTimeline
Aptus Capital Advisors, LLC14,327$618K0.01%+2,79613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,070$607K<0.01%-3,49213F-HRTimelineGroup
Sowell Financial Services LLC14,045$606K0.02%+9,19213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,013$605K0.01%+1013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,736$593K0.04%+1,70013F-HRTimelineGroup
Root Financial Partners, LLC13,721$592K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,717$592K0.04%-4,65713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,462$581K0.07%-1,24013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,390$578K0.29%-2,10813F-HRTimeline
NWAM LLC13,418$578K0.03%+80413F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC12,992$558K0.1%-4,33813F-HRTimeline
Disciplined Investments, LLC12,866$555K0.23%-60013F-HRTimeline
IPG Investment Advisors LLC12,834$554K0.11%+10813F-HRTimeline
Courage Miller Partners, LLC12,706$548K0.17%013F-HRTimeline
Tudor Financial Inc.12,658$546K0.31%+1,32213F-HRTimeline
PFG Investments, LLC12,646$546K0.03%-48413F-HRTimeline
Curi Capital, LLC12,197$526K0.01%+36113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,803$509K0.02%+4,00213F-HRTimelineGroup
GLOBALT Investments LLC / GA11,647$502K0.02%-1,32913F-HRTimeline
HB Wealth Management, LLC11,626$502K<0.01%new13F-HRTimeline
City Center Advisors, LLC11,607$501K0.54%-2,01613F-HRTimeline
Global Retirement Partners, LLC11,331$489K0.01%13F-HRTimeline
RWA WEALTH PARTNERS, LLC11,320$488K0.01%-162,35713F-HRTimeline
Portland Financial Advisors Inc11,317$488K1.17%+38013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,167$482K0.03%013F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.11,139$481K0.69%013F-HRTimeline
Financial Network Wealth Advisors LLC11,062$477K0.58%-8513F-HRTimeline
BLALOCK WILLIAMS, LLC11,041$476K0.48%-74413F-HRTimeline
CHANNEL WEALTH LLC11,019$475K0.13%+13813F-HRTimeline
PRIVATE TRUST CO NA10,799$466K0.04%+68413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,794$466K0.04%-32513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.10,852$464K0.38%+19213F-HRTimeline
LifeGoal Investments, LLC10,716$462K0.44%new13F-HRTimeline
KFA Private Wealth Group, LLC10,687$461K0.14%+17113F-HRTimeline
HARBOUR INVESTMENTS, INC.10,628$458K0.01%+48313F-HRTimeline
Yeomans Consulting Group, Inc.10,439$447K0.18%-1,29913F-HRTimeline
Two West Capital Advisors LLC10,343$445K0.29%-59113F-HRTimeline
Beirne Wealth Consulting Services, LLC10,233$441K0.14%+1,70513F-HRTimeline
D.A. DAVIDSON & CO.10,216$441K<0.01%-31113F-HRTimeline
Stewardship Advisors, LLC10,062$434K0.11%+55113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,034$433K0.01%-4,811,02413F-HRTimeline
Snowden Capital Advisors LLC9,962$430K0.01%+26513F-HRTimeline
TPG Financial Advisors, LLC9,960$430K0.17%+47513F-HRTimeline
GK Wealth Management LLC9,791$422K0.42%+88213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,753$422K0.06%+78913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,657$417K0.06%+12013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …9,637$416K0.06%+36213F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,441$407K0.01%-1,77413F-HRTimelineGroup
Rehmann Capital Advisory Group9,117$393K0.02%013F-HRTimeline
Redwood Financial Network Corp9,009$389K0.26%013F-HRTimeline
Comprehensive Money Management Services…8,990$388K0.29%+10013F-HRTimeline
MRA Advisory Group8,965$387K0.18%-24813F-HRTimeline
Koshinski Asset Management, Inc.8,803$380K0.03%+1,30413F-HRTimeline
Diversified Enterprises, LLC8,781$379K0.03%+48913F-HRTimeline
CKW FINANCIAL GROUP8,816$378K0.04%-5413F-HRTimeline
Sierra Capital LLC8,679$374K0.04%-12,95513F-HRTimeline
Stokes Family Office, LLC8,472$365K0.04%013F-HRTimeline
Commonwealth Financial Services, LLC8,443$364K0.07%-18813F-HRTimeline
Omega Financial Group, LLC8,263$356K0.13%+16013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,233$355K<0.01%new13F-HR/ATimelineGroup
Beacon Financial Advisory LLC8,139$351K0.09%-9213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,080$349K0.02%+1,20013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding7,870$340K-275Timeline
Acorn Wealth Advisors, LLC7,762$335K0.12%+5313F-HRTimeline
Strategic Blueprint, LLC7,708$333K0.02%-83913F-HRTimeline
Capital Advisors Wealth Management, LLC7,621$329K0.05%+13813F-HRTimeline
Integrated Capital Management, LLC7,596$327K0.16%+14313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,459$322K<0.01%+1,48213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,409$320K0.11%-1,87213F-HRTimeline
McAdam, LLC7,345$317K0.02%-68213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,337$317K0.23%013F-HRTimeline
Simplicity Wealth,LLC7,337$317K0.01%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,161$309K0.42%+40113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,083$306K<0.01%+7813F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.7,062$305K0.21%-4013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC7,050$304K0.15%+1,58013F-HRTimeline
Cadent Capital Advisors, LLC6,961$300K0.1%-3,11313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,951$300K<0.01%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.6,933$299K0.01%+2,15513F-HRTimeline
WMG Financial Advisors, LLC6,809$294K0.11%+53513F-HRTimeline
Wallace Advisory Group, LLC6,907$294K0.21%+413F-HRTimeline
Americana Partners, LLC6,792$293K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,729$290K<0.01%-48,27113F-HRTimelineGroup
ERn Financial, LLC6,613$285K0.06%+5113F-HRTimeline
BLAIR WILLIAM & CO/IL6,589$284K<0.01%+4,19213F-HRTimeline
Copia Wealth Management6,573$284K0.24%+1,68213F-HRTimeline
Waverly Advisors, LLC6,521$281K<0.01%-28,67613F-HRTimeline
Saxony Capital Management, LLC6,474$279K0.21%+7813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,405$276K0.1%-87413F-HRTimeline
Rossby Financial, LCC6,380$275K0.1%-2213F-HRTimeline
Buck Wealth Strategies, LLC6,337$273K0.04%new13F-HRTimeline
Moors & Cabot, Inc.6,288$271K0.01%new13F-HRTimeline
Summit X, LLC6,150$265K0.05%-6113F-HRTimeline
Insight Wealth Partners, LLC6,051$261K0.14%+25513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,900$255K0.01%013F-HRTimelineGroup