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Disclosery

SHYG ISHARES TR

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COM (fund)

538 managers (543 13F filers) reported a position in SHYG shares at 2025-09-30, 125,201,757 shares in all. 62 filers opened a position and 49 filers sold out during the quarter.

Managers
538
13F filers
543
New
62
Added
268
Reduced
145
Sold out
49
Shares held by filers
125,201,757

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Csenge Advisory Group43,917$1.9M0.09%-25,07313F-HRTimeline
Cresset Asset Management, LLC43,742$1.89M0.01%+2,68913F-HR/ATimeline
IHT Wealth Management, LLC42,900$1.86M0.05%-3713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC42,448$1.84M0.14%+32513F-HRTimeline
Farther Finance Advisors, LLC42,394$1.84M0.03%+6,68313F-HRTimeline
Blue Capital, Inc.41,617$1.8M1.34%+85413F-HRTimeline
TFB Advisors LLC41,920$1.8M0.52%-7,01113F-HRTimeline
Prospera Financial Services Inc40,418$1.75M0.03%-4,66213F-HRTimeline
Rosenberg Matthew Hamilton39,352$1.7M0.37%+7,48413F-HRTimeline
AXS Investments LLC36,459$1.58M0.5%-5,93713F-HR/ATimeline
TWO SIGMA SECURITIES, LLC35,363$1.53M0.23%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,077$1.52M0.04%+36013F-HRTimelineGroup
ArborFi Advisors, LLC35,051$1.52M1.24%+1,99913F-HRTimeline
Carr Financial Group Corp34,901$1.51M0.41%+7,09613F-HRTimeline
Advisory Services Network, LLC34,733$1.5M0.02%+5,29413F-HRTimeline
Squire Investment Management Company, L…34,699$1.5M0.49%013F-HRTimeline
TriaGen Wealth Management LLC33,791$1.46M0.38%-35313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.33,593$1.45M0.9%+72313F-HRTimeline
Western Financial Corp/CA33,416$1.45M0.63%-59413F-HRTimeline
Jaffetilchin Investment Partners, LLC33,385$1.45M0.09%+49213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,202$1.44M0.03%+1,36213F-HRTimeline
Canvas Wealth Advisors, LLC33,152$1.43M0.26%+16413F-HRTimeline
Steward Partners Investment Advisory, L…32,414$1.4M0.01%+4,43213F-HRTimeline
Ashton Thomas Private Wealth, LLC32,353$1.4M0.04%+1,10013F-HRTimeline
Twelve Points Wealth Management LLC32,212$1.39M0.35%+17,26513F-HRTimeline
NORDEN GROUP LLC32,198$1.39M0.14%+5,27413F-HRTimeline
Impact Partnership Wealth, LLC31,365$1.36M0.2%+16,94313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC31,402$1.35M0.01%-40,36913F-HRTimelineGroup
Kingsview Wealth Management, LLC30,918$1.34M0.02%-10,18313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,663$1.33M-20,725Timeline
Bakala Capital LLC30,528$1.32M7.14%+1,66613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Family Offices, LLP30,178$1.31M0.61%+4,05913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,425$1.27M<0.01%+8,76113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,868$1.25M0.04%+4,16313F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT28,865$1.25M0.4%+4,48213F-HRTimeline
Johnson Bixby & Associates, LLC28,645$1.24M0.16%+30213F-HRTimeline
Alliance Wealth Advisors, LLC /UT28,636$1.24M0.29%+14,20113F-HRTimeline
Resurgent Financial Advisors LLC28,615$1.24M0.61%+4,30413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,590$1.24M<0.01%+4,24513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC28,433$1.23M0.02%-1,12613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,202$1.22M<0.01%-31,89813F-HRTimeline
NorthStar Asset Management LLC /NJ/28,146$1.22M0.58%+6,76013F-HRTimeline
JFS WEALTH ADVISORS, LLC27,939$1.21M0.07%+3,79313F-HRTimeline
LifeGoal Investments, LLC27,669$1.2M1%+16,95313F-HRTimeline
21 West Wealth Management LLC27,504$1.19M1.13%+22613F-HRTimeline
IFP Advisors, Inc27,482$1.19M0.03%+5,53213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,400$1.14M<0.01%+12,33013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,174$1.13M0.01%-27,02913F-HRTimelineGroup
NewEdge Advisors, LLC26,124$1.13M0.01%+6,37213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,921$1.12M0.02%new13F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK25,381$1.1M0.14%+1,30913F-HRTimelineGroup
COMERICA BANK25,363$1.1M<0.01%+1,12213F-HRTimeline
Virtue Capital Management, LLC7,491$1.09M0.17%-69,45613F-HR/ATimeline
Summit Financial, LLC25,227$1.09M0.02%+9,67413F-HRTimeline
SYNOVUS FINANCIAL CORP25,023$1.08M0.01%+2,26913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,851$1.08M0.01%+5,55313F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC24,390$1.06M0.87%-8,83613F-HRTimeline
Pinion Investment Advisors, LLC24,402$1.05M0.29%-2,21913F-HRTimeline
AE Wealth Management LLC23,665$1.02M0.01%+20,57913F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,627$1.02M<0.01%new13F-HRTimeline
Guidance Point Advisors, LLC23,107$1M0.24%+1,38713F-HRTimeline
NDWM LLC23,103$1M0.68%+3,43013F-HRTimeline
Everstar Asset Management, LLC23,060$998K0.57%-60913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC21,355$925K0.08%+1,98013F-HRTimelineGroup
Obsido Oy21,242$920K0.61%-1,22013F-HRTimeline
Blankinship & Foster, LLC21,208$918K0.2%-2,08413F-HRTimeline
IEQ CAPITAL, LLC21,078$913K<0.01%+3,24913F-HRTimeline
HBK Sorce Advisory LLC21,060$906K0.02%013F-HR/ATimeline
WESPAC Advisors, LLC20,813$901K0.53%+4,46513F-HRTimeline
Mutual Advisors, LLC20,797$896K0.02%-1,03213F-HRTimeline
Darden Wealth Group Inc20,513$888K0.46%-30713F-HRTimeline
Claro Advisors Inc.20,476$887K0.13%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,230$833K0.02%new13F-HRTimeline
Zuckerman Investment Group, LLC19,157$830K0.08%+44813F-HRTimeline
Montecito Bank & Trust19,102$827K0.13%13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC19,089$827K0.31%-1,93513F-HRTimeline
Round Rock Advisors LLC19,058$825K0.13%-1313F-HRTimeline
Portfolio Strategies, Inc.18,995$822K0.1%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,978$822K<0.01%+10713F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC18,821$815K0.7%-8013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.18,586$805K0.07%+74613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,520$802K0.01%-2,62313F-HR/ATimelineGroup
First National Trust Co18,160$786K0.03%+2,31513F-HRTimeline
Dynamic Advisor Solutions LLC18,084$783K0.02%+36113F-HRTimeline
Idaho Trust Co17,806$771K0.26%-14,03913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,748$768K<0.01%+2,65413F-HRTimelineGroup
Diversified Portfolios, Inc.17,270$748K0.07%-90613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,000$736K<0.01%013F-HRTimelineGroup
Destiny Capital Corp/CO16,732$725K0.39%+4213F-HRTimeline
Tudor Financial Inc.16,529$716K0.38%+3,87113F-HRTimeline
Mendel Capital Management LLC16,428$711K0.37%+1,13913F-HRTimeline
Portus Wealth Advisors, LLC16,373$709K0.71%13F-HRTimeline
Courage Miller Partners, LLC16,074$696K0.21%+3,36813F-HRTimeline
McNamara Financial Services, Inc.15,799$684K0.13%+46413F-HRTimeline
Financial Network Wealth Advisors LLC15,569$674K0.74%+4,50713F-HRTimeline
&PARTNERS15,512$672K<0.01%-4,28213F-HRTimeline
AlphaCore Capital LLC15,449$669K0.02%+90213F-HRTimeline
BayBridge Capital Group, LLC15,209$659K0.42%+44313F-HRTimeline
Aptus Capital Advisors, LLC15,060$652K0.01%+73313F-HRTimeline
Advanced Asset Management Advisors Inc14,800$641K0.17%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,782$640K0.03%+2,97913F-HRTimelineGroup
Cadent Capital Advisors, LLC14,577$631K0.17%+7,61613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,628$630K0.1%+1,63613F-HRTimeline
Global Retirement Partners, LLC14,464$626K0.01%+3,13313F-HRTimeline
Sowell Financial Services LLC14,383$623K0.02%+33813F-HRTimeline
Root Financial Partners, LLC14,121$611K0.04%+40013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,895$602K0.03%+15913F-HRTimelineGroup
Vise Technologies, Inc.13,874$601K0.02%new13F-HRTimeline
City Center Advisors, LLC13,578$588K0.57%+1,97113F-HRTimeline
UPTICK PARTNERS, LLC13,568$587K0.15%-1,25013F-HRTimeline
Saiph Capital, LLC13,447$582K0.21%new13F-HRTimeline
NWAM LLC13,420$578K0.03%+213F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,338$578K0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT13,143$569K0.06%-31913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,907$559K0.04%+1,74013F-HRTimeline
Disciplined Investments, LLC12,866$557K0.22%013F-HRTimeline
IPG Investment Advisors LLC12,834$556K0.1%013F-HRTimeline
Advyzon Investment Management, LLC12,812$555K0.1%-2,25513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,521$542K<0.01%-24,68913F-HRTimelineGroup
Rehmann Capital Advisory Group12,409$537K0.03%+3,29213F-HRTimeline
LANARK FINANCIAL, INC.12,332$534K0.04%-7,33213F-HRTimeline
Curi Capital, LLC12,200$528K0.01%+313F-HRTimeline
Beacon Pointe Advisors, LLC12,110$524K<0.01%-23,59213F-HRTimeline
WEDBUSH SECURITIES INC12,004$520K0.02%-2,84613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,638$504K0.01%new13F-HRTimelineGroup
Yeomans Consulting Group, Inc.11,643$502K0.17%+1,20413F-HRTimeline
AMERIFLEX GROUP, INC.11,527$499K0.19%+9,46813F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.11,412$493K0.18%+4,35013F-HRTimeline
Portland Financial Advisors Inc11,377$493K1.05%+6013F-HRTimeline
Commonwealth Financial Services, LLC11,332$491K0.08%+2,88913F-HRTimeline
GK Wealth Management LLC11,176$484K0.36%+1,38513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,052$479K0.01%+42413F-HRTimeline
GLOBALT Investments LLC / GA11,034$478K0.02%-61313F-HRTimeline
BLALOCK WILLIAMS, LLC11,031$478K0.42%-1013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,997$476K0.11%+3,58813F-HRTimeline
Mach-1 Financial Group, LLC10,977$475K0.08%new13F-HRTimeline
Integrity Advisory Solutions, LLC10,977$475K0.08%13F-HRTimeline
PRIVATE TRUST CO NA10,765$466K0.04%-3413F-HRTimeline
Copia Wealth Management10,672$462K0.34%+4,09913F-HRTimeline
Savvy Advisors, Inc.10,632$460K0.02%+4,93213F-HRTimeline
Stewardship Advisors, LLC10,627$460K0.11%+56513F-HRTimeline
NFSG Corp10,549$457K0.07%+5,12713F-HRTimeline
CHANNEL WEALTH LLC10,331$447K0.12%-68813F-HRTimeline
Beirne Wealth Consulting Services, LLC10,230$443K0.11%-313F-HRTimeline
Two West Capital Advisors LLC10,254$443K0.27%-8913F-HRTimeline
D.A. DAVIDSON & CO.10,216$442K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.10,185$441K0.02%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,150$439K0.06%+51313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,123$438K0.03%-3,59413F-HRTimeline
TPG Financial Advisors, LLC9,960$431K0.16%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,920$430K<0.01%-1,40013F-HRTimeline
TigerOak Management, L.L.C.9,876$428K0.13%+4,74713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,830$426K0.02%+1,75013F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,717$421K0.06%-3613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,713$421K0.04%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP9,640$417K0.01%-8,44513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,441$409K0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP9,469$408K0.04%+65313F-HRTimeline
Snowden Capital Advisors LLC9,182$398K0.01%-78013F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.9,069$393K0.64%-2,07013F-HRTimeline
Redwood Financial Network Corp9,009$390K0.25%013F-HRTimeline
Acorn Wealth Advisors, LLC8,998$390K0.12%+1,23613F-HRTimeline
Comprehensive Money Management Services…8,990$389K0.28%013F-HRTimeline
Diversified Enterprises, LLC8,737$378K0.03%-4413F-HRTimeline
Koshinski Asset Management, Inc.8,737$378K0.03%-6613F-HRTimeline
Sierra Capital LLC8,679$376K0.04%013F-HRTimeline
Boreal Capital Management LLC8,532$369K0.3%+6,03213F-HRTimeline
Luminist Capital LLC8,499$368K0.32%new13F-HRTimeline
Global View Capital Management LLC8,472$367K0.08%+3,31413F-HRTimeline
Stokes Family Office, LLC8,470$367K0.03%-213F-HRTimeline
Strategic Blueprint, LLC8,423$365K0.02%+71513F-HRTimeline
McAdam, LLC8,415$364K0.02%+1,07013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,409$364K0.01%-13,84613F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC8,388$363K0.17%+1,33813F-HRTimeline
MRA Advisory Group8,365$362K0.16%-60013F-HRTimeline
Omega Financial Group, LLC8,325$360K0.12%+6213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,313$360K0.01%-5,70013F-HRTimelineGroup
TBH Global Asset Management, LLC8,243$357K0.07%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,219$356K0.05%-1,43813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,054$349K0.01%-1,98013F-HRTimeline
Insight Wealth Partners, LLC8,045$348K0.15%+1,99413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,814$338K<0.01%+35513F-HRTimeline
Parallel Advisors, LLC7,764$336K0.01%+3,23413F-HRTimeline
Capital Advisors Wealth Management, LLC7,752$336K0.05%+13113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,643$331K<0.01%+56013F-HRTimelineGroup
Lansing Street Advisors7,632$330K0.09%new13F-HRTimeline
Maridea Wealth Management LLC7,600$327K0.05%new13F-HRTimeline
Integrated Capital Management, LLC7,491$324K0.14%-10513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,431$322K<0.01%+70213F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD7,337$318K0.21%013F-HRTimeline
Simplicity Wealth,LLC7,337$318K0.02%013F-HRTimeline
Wallace Advisory Group, LLC7,271$314K0.25%+36413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,159$310K0.39%-213F-HRTimeline
Beacon Financial Advisory LLC7,158$310K0.07%-98113F-HRTimeline
GTS SECURITIES LLC7,135$309K0.01%new13F-HRTimeline
Liberty Capital Management, Inc.6,965$302K0.06%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,786$294K<0.01%-1,44713F-HR/ATimelineGroup
ERn Financial, LLC6,661$288K0.06%+4813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,575$285K0.13%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,555$284K-1,315Timeline