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Disclosery

SHYG ISHARES TR

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COM (fund)

578 managers (583 13F filers) reported a position in SHYG shares at 2025-12-31, 138,334,065 shares in all. 53 filers opened a position and 43 filers sold out during the quarter.

Managers
578
13F filers
583
New
53
Added
265
Reduced
168
Sold out
43
Shares held by filers
138,334,065

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
1834 INVESTMENT ADVISORS CO48,303$2.07M0.26%-14,84613F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC47,875$2.05M1.79%13F-HRTimeline
Rosenberg Matthew Hamilton47,496$2.04M0.42%+8,14413F-HRTimeline
Diversified Enterprises, LLC47,124$2.02M0.12%+38,38713F-HRTimeline
Pacer Advisors, Inc.46,980$2.01M0.01%013F-HR/ATimeline
Chicago Partners Investment Group LLC46,360$2M0.05%+53913F-HRTimeline
Mount Lucas Management LP46,362$1.99M0.88%+2,14813F-HRTimeline
Strategic Investment Advisors / MI44,843$1.92M0.17%+33,61913F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.44,413$1.9M0.29%-22813F-HRTimeline
Carr Financial Group Corp44,002$1.89M0.5%+9,10113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC43,991$1.89M0.7%-4,41013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,832$1.88M0.08%+29,05013F-HRTimelineGroup
Brand Asset Management Group, Inc.43,615$1.87M0.52%-6,14913F-HRTimeline
TFB Advisors LLC42,929$1.84M0.51%+1,00913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,798$1.83M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,588$1.83M<0.01%+13,16313F-HR/ATimelineGroup
Squire Investment Management Company, L…42,357$1.82M0.55%+7,65813F-HRTimeline
Csenge Advisory Group40,837$1.75M0.08%-3,08013F-HRTimeline
Cresset Asset Management, LLC40,052$1.72M0.01%-3,69013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC38,713$1.66M0.12%-3,73513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.38,026$1.63M0.53%+4,43313F-HRTimeline
AXS Investments LLC36,660$1.57M0.54%+20113F-HR/ATimeline
Sandro Wealth Management LLC36,522$1.57M1.3%13F-HRTimeline
Steward Partners Investment Advisory, L…35,656$1.53M0.01%+3,24213F-HRTimeline
Impact Partnership Wealth, LLC35,606$1.53M0.2%+4,24113F-HRTimeline
Advisory Services Network, LLC35,598$1.53M0.02%+86513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,579$1.53M0.02%+22,24113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC35,343$1.51M0.04%+26613F-HR/ATimelineGroup
IFP Advisors, Inc35,119$1.51M0.03%+7,63713F-HRTimeline
ArborFi Advisors, LLC34,797$1.49M1.21%-25413F-HRTimeline
Summit Financial, LLC34,539$1.48M0.02%+9,31213F-HRTimeline
Summit Wealth Partners, LLC34,395$1.47M0.27%-18,46513F-HRTimeline
Ashton Thomas Private Wealth, LLC34,191$1.47M0.04%+1,83813F-HRTimeline
Jaffetilchin Investment Partners, LLC34,134$1.46M0.09%+74913F-HRTimeline
TriaGen Wealth Management LLC33,809$1.45M0.37%+1813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV33,679$1.44M0.81%13F-HRTimeline
Western Financial Corp/CA33,202$1.42M0.56%-21413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC33,179$1.42M1.19%+8,78913F-HRTimeline
Guidance Point Advisors, LLC33,128$1.42M0.33%+10,02113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,135$1.42M0.03%-6713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,784$1.41M0.05%+3,91613F-HRTimelineGroup
Indivisible Partners32,558$1.4M0.15%13F-HRTimeline
Canvas Wealth Advisors, LLC32,342$1.39M0.24%-81013F-HRTimeline
Bakala Capital LLC31,435$1.35M6.37%+90713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Resurgent Financial Advisors LLC31,237$1.34M0.67%+2,62213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…30,800$1.32M<0.01%+13,80013F-HRTimelineGroup
Kingsview Wealth Management, LLC30,609$1.31M0.02%-30913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.30,548$1.31M0.3%new13F-HRTimeline
Worth Financial Advisory Group, LLC30,261$1.3M0.63%new13F-HRTimeline
Heritage Family Offices, LLP29,914$1.28M0.58%-26413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,802$1.28M0.01%-1,60013F-HRTimelineGroup
Cogent Private Wealth, Inc.29,299$1.26M0.96%13F-HRTimeline
Cadent Capital Advisors, LLC29,281$1.26M0.33%+14,70413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC29,259$1.25M0.03%+10,02913F-HRTimeline
Oakmont Advisory Group, LLC29,160$1.25M1.33%13F-HRTimeline
NewEdge Advisors, LLC28,717$1.23M<0.01%+2,59313F-HRTimeline
Entelevest, LLC28,124$1.21M1.25%13F-HRTimeline
21 West Wealth Management LLC28,074$1.2M1.1%+57013F-HRTimeline
Beacon Pointe Advisors, LLC27,552$1.18M0.01%+15,44213F-HRTimeline
IHT Wealth Management, LLC27,306$1.17M0.03%-15,59413F-HRTimeline
Prime Capital Investment Advisors, LLC27,160$1.16M0.01%-1,27313F-HRTimeline
NorthStar Asset Management LLC /NJ/26,986$1.16M0.52%-1,16013F-HRTimeline
First National Trust Co26,787$1.15M0.04%+8,62713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,569$1.14M0.15%+1,18813F-HRTimelineGroup
GTS SECURITIES LLC26,108$1.12M0.04%+18,97313F-HRTimeline
JFS WEALTH ADVISORS, LLC26,095$1.12M0.06%-1,84413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,068$1.12M0.01%-10613F-HRTimelineGroup
NORDEN GROUP LLC25,685$1.1M0.11%-6,51313F-HRTimeline
Pinion Investment Advisors, LLC25,503$1.09M0.27%+1,10113F-HRTimeline
TigerOak Management, L.L.C.25,446$1.09M0.33%+15,57013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …25,371$1.09M0.01%13F-HR/ATimelineGroup
Arax Advisory Partners24,365$1.07M0.03%new13F-HRTimeline
NDWM LLC24,975$1.07M0.71%+1,87213F-HRTimeline
Alliance Wealth Advisors, LLC /UT24,681$1.06M0.23%-3,95513F-HRTimeline
ALLIANCEBERNSTEIN L.P.24,622$1.06M<0.01%+99513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…24,576$1.05M0.22%13F-HRTimeline
Portfolio Strategies, Inc.24,359$1.04M0.12%+5,36413F-HRTimeline
Obsido Oy24,222$1.04M0.64%+2,98013F-HRTimeline
Everstar Asset Management, LLC23,060$989K0.53%013F-HRTimeline
Claro Advisors Inc.22,435$962K0.13%+1,95913F-HRTimeline
Johnson Bixby & Associates, LLC21,703$930K0.12%-6,94213F-HRTimeline
Blankinship & Foster, LLC21,527$923K0.2%+31913F-HRTimeline
TICINO WEALTH21,398$917K0.34%13F-HRTimeline
IEQ CAPITAL, LLC21,375$916K<0.01%+29713F-HRTimeline
Mutual Advisors, LLC21,330$914K0.02%+53313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC21,065$903K0.07%-29013F-HRTimelineGroup
HBK Sorce Advisory LLC21,060$902K0.02%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.20,691$887K0.07%+2,10513F-HRTimeline
Savvy Advisors, Inc.20,377$874K0.03%+9,74513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,852$851K<0.01%+87413F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,759$847K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC19,697$845K0.48%13F-HRTimeline
Darden Wealth Group Inc19,333$829K0.4%-1,18013F-HRTimeline
Montecito Bank & Trust19,070$818K0.13%-3213F-HRTimeline
Zuckerman Investment Group, LLC18,905$810K0.07%-25213F-HRTimeline
Round Rock Advisors LLC18,849$808K0.12%-20913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,816$807K<0.01%+1,06813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV18,578$796K0.31%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC18,281$784K0.62%-54013F-HRTimeline
UPTICK PARTNERS, LLC17,496$750K0.16%+3,92813F-HRTimeline
Diversified Portfolios, Inc.17,270$740K0.06%013F-HRTimeline
RED REEF ADVISORS LLC17,177$736K0.75%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,034$730K<0.01%+11,70413F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,983$728K0.02%-1,10113F-HRTimeline
Destiny Capital Corp/CO16,969$727K0.37%+23713F-HRTimeline
Sterling Investment Counsel, LLC17,025$725K0.21%new13F-HRTimeline
Tudor Financial Inc.16,649$714K0.37%+12013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,465$705K0.09%+6,74813F-HRTimeline
Courage Miller Partners, LLC16,394$703K0.21%+32013F-HRTimeline
McNamara Financial Services, Inc.16,321$700K0.13%+52213F-HRTimeline
COMERICA BANK16,249$697K<0.01%-9,11413F-HRTimeline
Idaho Trust Co16,220$695K0.23%-1,58613F-HRTimeline
Portus Wealth Advisors, LLC16,148$692K0.65%-22513F-HRTimeline
City Center Advisors, LLC15,864$680K0.63%+2,28613F-HRTimeline
Brindle & Bay Financial Advisors, LLC15,777$676K0.45%13F-HRTimeline
Financial Network Wealth Advisors LLC15,689$673K0.7%+12013F-HRTimeline
GK Wealth Management LLC15,494$664K0.49%+4,31813F-HRTimeline
Advyzon Investment Management, LLC15,316$657K0.08%+2,50413F-HRTimeline
BayBridge Capital Group, LLC15,271$655K0.41%+6213F-HRTimeline
&PARTNERS15,207$652K<0.01%-30513F-HRTimeline
AlphaCore Capital LLC15,144$649K0.01%-30513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,836$636K0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc14,800$634K0.17%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,788$634K0.1%+16013F-HRTimeline
Vise Technologies, Inc.14,098$604K0.01%+22413F-HRTimeline
Argent Advisors, Inc.14,063$603K0.17%new13F-HRTimeline
Root Financial Partners, LLC13,945$598K0.03%-17613F-HRTimeline
NWAM LLC13,421$579K0.03%+113F-HRTimeline
WAYSTONE ADVISORS LLC13,431$576K0.49%13F-HRTimeline
IPG Investment Advisors LLC13,214$566K0.1%+38013F-HRTimeline
Saiph Capital, LLC13,212$566K0.2%-23513F-HRTimeline
Secure Asset Management, LLC13,037$559K0.09%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,014$558K0.03%-88113F-HRTimelineGroup
HB Wealth Management, LLC12,940$555K<0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,907$553K0.04%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …12,773$547K0.07%+2,62313F-HRTimelineGroup
Aptus Capital Advisors, LLC12,745$546K<0.01%-2,31513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC12,700$544K0.2%-6,38913F-HRTimeline
Disciplined Investments, LLC12,646$542K0.21%-22013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,419$532K0.06%-72413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,311$528K<0.01%-21013F-HR/ATimelineGroup
WESPAC Advisors, LLC12,310$528K0.29%-8,50313F-HRTimeline
LANARK FINANCIAL, INC.12,274$526K0.04%-5813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,234$524K0.03%+2,11113F-HRTimeline
Maridea Wealth Management LLC12,121$520K0.08%+4,52113F-HRTimeline
Yeomans Consulting Group, Inc.12,019$515K0.15%+37613F-HRTimeline
Ausdal Financial Partners, Inc.11,945$512K0.02%+1,76013F-HRTimeline
AE Wealth Management LLC11,928$511K<0.01%-11,73713F-HRTimeline
Portland Financial Advisors Inc11,582$497K1.06%+20513F-HRTimeline
Integrity Advisory Solutions, LLC11,397$489K0.07%+42013F-HRTimeline
Commonwealth Financial Services, LLC11,294$484K0.08%-3813F-HRTimeline
Prospera Financial Services Inc11,083$475K0.01%-29,33513F-HRTimeline
TPG Financial Advisors, LLC11,069$475K0.16%+1,10913F-HRTimeline
Stewardship Advisors, LLC10,929$469K0.11%+30213F-HRTimeline
Fisher Asset Management, LLC10,897$467K<0.01%new13F-HRTimeline
Trevian Wealth Management LLC10,885$467K0.22%new13F-HRTimeline
PRIVATE TRUST CO NA10,833$464K0.04%+6813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,823$464K0.01%+4,52413F-HR/ATimeline
Delta Wealth Advisors LLC10,811$463K0.39%+6,16213F-HRTimeline
GLOBALT Investments LLC / GA10,772$462K0.02%-26213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,614$455K<0.01%-15,78613F-HRTimelineGroup
Snowden Capital Advisors LLC10,602$455K0.01%+1,42013F-HRTimeline
Curi Capital, LLC10,465$449K0.01%-1,73513F-HRTimeline
Wallace Advisory Group, LLC10,447$448K0.47%+3,17613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,435$447K0.11%-56213F-HRTimeline
Copia Wealth Management10,417$447K0.32%-25513F-HRTimeline
CHANNEL WEALTH LLC10,415$446K0.11%+8413F-HRTimeline
Lansing Street Advisors10,255$440K0.11%+2,62313F-HRTimeline
LifeGoal Investments, LLC12,750$438K0.29%-14,91913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC10,167$436K0.19%+1,77913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,040$430K0.02%+32713F-HRTimelineGroup
Global View Capital Management LLC10,022$430K0.08%+1,55013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,005$429K0.02%+17513F-HRTimelineGroup
Comprehensive Money Management Services…9,990$428K0.3%+1,00013F-HRTimeline
Tempo Wealth, LLC9,785$419K0.07%13F-HRTimeline
Beirne Wealth Consulting Services, LLC9,725$417K0.12%-50513F-HRTimeline
ATX Financial Planning, LLC9,528$408K0.31%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,441$405K0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP9,393$403K0.04%-7613F-HRTimeline
HARBOUR INVESTMENTS, INC.9,360$401K0.01%-1,69213F-HRTimeline
Redwood Financial Network Corp9,009$386K0.25%013F-HRTimeline
Rehmann Capital Advisory Group8,990$385K0.02%-3,41913F-HRTimeline
D.A. DAVIDSON & CO.8,911$382K<0.01%-1,30513F-HRTimeline
Merited Wealth, LLC8,848$379K0.35%13F-HRTimeline
AMERIFLEX GROUP, INC.8,844$379K0.2%-2,68313F-HRTimeline
Third View Private Wealth, LLC8,727$374K0.05%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,727$374K0.01%+3,22613F-HRTimeline
Sierra Capital LLC8,727$374K0.04%+4813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,712$373K0.01%+39913F-HRTimelineGroup
North Star Investment Management Corp.8,682$372K0.02%+2,66113F-HRTimeline
Acorn Wealth Advisors, LLC8,682$372K0.11%-31613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,521$365K<0.01%+70713F-HRTimeline
MRA Advisory Group8,424$361K0.15%+5913F-HRTimeline
Omega Financial Group, LLC8,381$359K0.12%+5613F-HRTimeline
Central Pacific Bank - Trust Division8,271$355K0.04%-86,75013F-HRTimeline
TBH Global Asset Management, LLC8,243$353K0.06%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,243$353K0.01%+18913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,219$352K0.05%013F-HRTimeline
Parallel Advisors, LLC8,182$351K0.01%+41813F-HRTimeline
McAdam, LLC8,021$344K0.02%-39413F-HRTimeline