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Disclosery

SHYG ISHARES TR

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COM (fund)

553 managers (560 13F filers) reported a position in SHYG shares at 2026-03-31, 125,968,807 shares in all. 51 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
560
New
51
Added
244
Reduced
188
Sold out
76
Shares held by filers
125,968,807

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Balefire, LLC41,985$1.78M0.33%-25,72413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…41,600$1.76M0.01%+10,80013F-HR/ATimelineGroup
Atria Investments, Inc40,956$1.73M0.02%-417,86413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV40,419$1.71M0.94%+6,74013F-HRTimeline
Cresset Asset Management, LLC40,066$1.7M0.01%+1413F-HRTimeline
Brand Asset Management Group, Inc.40,022$1.69M0.44%-3,59313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,500$1.67M<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC39,386$1.67M0.06%-128,50913F-HRTimeline
Private Advisor Group, LLC38,794$1.64M0.01%-38,79713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.38,238$1.62M1.01%+21213F-HRTimeline
Sandro Wealth Management LLC38,232$1.62M1.29%+1,71013F-HRTimeline
Sterling Investment Counsel, LLC36,467$1.54M0.43%+19,44213F-HRTimeline
Ashton Thomas Private Wealth, LLC35,935$1.52M0.04%+1,74413F-HRTimeline
Steward Partners Investment Advisory, L…35,913$1.52M0.01%+25713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,767$1.51M0.04%+42413F-HRTimelineGroup
IFP Advisors, Inc35,722$1.51M0.03%+60313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC35,233$1.49M0.11%-3,48013F-HRTimeline
TriaGen Wealth Management LLC35,196$1.49M0.41%+1,38713F-HRTimeline
NORDEN GROUP LLC34,904$1.48M0.14%+9,21913F-HRTimeline
Carr Financial Group Corp34,898$1.48M0.39%-9,10413F-HRTimeline
Guidance Point Advisors, LLC34,554$1.46M0.35%+1,42613F-HRTimeline
Canvas Wealth Advisors, LLC34,555$1.46M0.25%+2,21313F-HRTimeline
PLANNING DIRECTIONS INC34,459$1.46M0.74%-94,78913F-HRTimeline
Jaffetilchin Investment Partners, LLC34,132$1.44M0.09%-213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,900$1.43M0.03%+76513F-HRTimeline
NewEdge Advisors, LLC32,976$1.4M0.01%+4,25913F-HR/ATimeline
Kingsview Wealth Management, LLC32,424$1.37M0.02%+1,81513F-HRTimeline
Western Financial Corp/CA32,154$1.36M0.53%-1,04813F-HRTimeline
Bakala Capital LLC31,799$1.35M6.47%+36413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Pointe Advisors, LLC31,649$1.34M0.01%+4,09713F-HRTimeline
Summit Wealth Partners, LLC30,724$1.3M0.21%-3,67113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC30,182$1.28M0.97%-2,99713F-HRTimeline
Resurgent Financial Advisors LLC30,003$1.27M0.46%-1,23413F-HRTimeline
SG Americas Securities, LLC29,631$1.25M<0.01%new13F-HRTimeline
Cogent Private Wealth, Inc.29,299$1.24M0.89%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,162$1.23M<0.01%-64013F-HRTimelineGroup
RMG Wealth Management LLC28,760$1.22M0.14%new13F-HRTimeline
TFB Advisors LLC28,682$1.21M0.64%-14,24713F-HRTimeline
Sage Advisory Services, Ltd.Co.28,650$1.21M0.66%-91,69913F-HRTimeline
21 West Wealth Management LLC28,494$1.21M1.12%+42013F-HRTimeline
Compound Planning, Inc.28,462$1.2M0.04%-23,95913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,425$1.2M0.02%-186,86913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,892$1.18M0.04%-4,89213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC27,432$1.16M0.01%+27213F-HRTimeline
Klaas Financial Asset Advisors, LLC26,918$1.14M0.16%-24,57413F-HRTimeline
IHT Wealth Management, LLC26,916$1.14M0.03%-39013F-HRTimeline
Entelevest, LLC26,841$1.14M1.17%-1,28313F-HRTimeline
NorthStar Asset Management LLC /NJ/26,756$1.13M0.55%-23013F-HRTimeline
Sierra Capital LLC26,682$1.13M0.12%+17,95513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,598$1.13M0.16%+2913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC26,459$1.12M0.06%+36413F-HRTimeline
IPG Investment Advisors LLC26,339$1.11M0.19%+13,12513F-HRTimeline
Obsido Oy26,336$1.11M0.67%+2,11413F-HRTimeline
NDWM LLC25,691$1.09M0.7%+71613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …25,093$1.06M0.01%-27813F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC24,944$1.06M0.38%+12,24413F-HRTimeline
Oakmont Advisory Group, LLC24,942$1.06M1.07%-4,21813F-HRTimeline
KINTRA WEALTH, LLC24,925$1.05M0.07%new13F-HRTimeline
Portfolio Strategies, Inc.24,359$1.03M0.13%013F-HRTimeline
Independent Advisor Alliance24,166$1.02M0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC24,140$1.02M0.01%+19,04013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC23,862$1.01M0.07%+2,79713F-HRTimelineGroup
Claro Advisors Inc.23,825$1.01M0.12%+1,39013F-HRTimeline
Pinion Investment Advisors, LLC23,758$1.01M0.23%-1,74513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.23,407$990K0.22%-7,14113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,121$978K<0.01%+4,30513F-HRTimelineGroup
Everstar Asset Management, LLC22,260$942K0.5%-80013F-HRTimeline
Blankinship & Foster, LLC21,689$918K0.2%+16213F-HRTimeline
IEQ CAPITAL, LLC21,525$911K<0.01%+15013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,622$873K0.01%-14,95713F-HRTimelineGroup
Johnson Bixby & Associates, LLC20,563$870K0.11%-1,14013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,547$869K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC20,534$861K0.41%+83713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,093$850K<0.01%+33413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,222$843K<0.01%+37013F-HRTimelineGroup
Darden Wealth Group Inc19,633$831K0.42%+30013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV19,425$824K0.29%+84713F-HRTimeline
Heritage Family Offices, LLP19,398$821K0.36%-10,51613F-HRTimeline
HBK Sorce Advisory LLC19,205$816K0.02%-1,85513F-HRTimeline
Round Rock Advisors LLC19,254$815K0.12%+40513F-HRTimeline
Alliance Wealth Advisors, LLC /UT19,016$805K0.17%-5,66513F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,666$800K<0.01%-5,95613F-HRTimeline
Montecito Bank & Trust18,870$798K0.13%-20013F-HRTimeline
Dynamic Advisor Solutions LLC18,671$790K0.02%+1,68813F-HRTimeline
VectorGlobal IAG, Inc.18,603$787K0.2%13F-HRTimeline
Destiny Capital Corp/CO18,414$779K0.42%+1,44513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…18,310$774K0.1%+1,84513F-HRTimeline
WELLINGTON-ALTUS USA INC.18,100$768K0.45%new13F-HRTimeline
Zuckerman Investment Group, LLC17,989$761K0.07%-91613F-HRTimeline
RED REEF ADVISORS LLC17,752$751K0.79%+57513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC17,718$750K0.61%-56313F-HRTimeline
First National Trust Co17,714$749K0.03%-9,07313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,664$747K<0.01%+12,12613F-HRTimelineGroup
Tudor Financial Inc.17,590$744K0.38%+94113F-HR/ATimeline
McNamara Financial Services, Inc.17,252$730K0.14%+93113F-HRTimeline
City Center Advisors, LLC16,907$715K0.66%+1,04313F-HRTimeline
Portus Wealth Advisors, LLC16,870$714K0.67%+72213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC16,791$710K<0.01%+4,48013F-HRTimelineGroup
Courage Miller Partners, LLC16,709$707K0.2%+31513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,633$704K0.06%-4,05813F-HRTimeline
Mendel Capital Management LLC16,622$703K0.35%13F-HRTimeline
Diversified Portfolios, Inc.16,300$690K0.06%-97013F-HRTimeline
Prospera Financial Services Inc16,215$686K0.01%+5,13213F-HRTimeline
APS Management Group, Inc.16,130$682K0.58%new13F-HRTimeline
UPTICK PARTNERS, LLC16,095$681K0.14%-1,40113F-HRTimeline
AlphaCore Capital LLC15,969$676K0.02%+82513F-HRTimeline
Financial Network Wealth Advisors LLC15,643$662K0.68%-4613F-HRTimeline
BayBridge Capital Group, LLC15,271$655K0.41%013F-HRTimeline
Rossby Financial, LCC15,198$640K0.13%+8,95113F-HRTimeline
Idaho Trust Co14,864$629K0.2%-1,35613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,836$628K0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc14,800$626K0.17%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.14,775$625K0.66%+8,89513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,596$618K0.04%+2,36213F-HRTimeline
Root Financial Partners, LLC14,458$612K0.03%+51313F-HRTimeline
SEEDS INVESTOR LLC14,334$611K0.08%new13F-HRTimeline
Vise Technologies, Inc.14,098$604K0.01%013F-HRTimeline
Argent Advisors, Inc.14,080$596K0.16%+1713F-HRTimeline
HARBOUR INVESTMENTS, INC.13,818$585K0.01%+4,45813F-HRTimeline
WAYSTONE ADVISORS LLC13,607$576K0.51%+17613F-HRTimeline
Ausdal Financial Partners, Inc.13,431$568K0.03%+1,48613F-HRTimeline
NWAM LLC13,422$568K0.03%+113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC13,184$561K0.09%-1,60413F-HRTimeline
TBH Global Asset Management, LLC13,243$560K0.11%+5,00013F-HRTimeline
Secure Asset Management, LLC13,179$558K0.09%+14213F-HRTimeline
Beirne Wealth Consulting Services, LLC13,102$554K0.16%+3,37713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,907$546K0.03%013F-HRTimeline
David Kennon Inc12,872$545K0.2%-76,61613F-HRTimeline
Central Pacific Bank - Trust Division12,712$538K0.07%+4,44113F-HRTimeline
Aptus Capital Advisors, LLC12,662$536K<0.01%-8313F-HRTimeline
Saiph Capital, LLC12,634$535K0.2%-57813F-HRTimeline
WESPAC Advisors, LLC12,611$534K0.29%+30113F-HRTimeline
PRIVATE TRUST CO NA12,233$518K0.05%+1,40013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,201$516K<0.01%+1,58713F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT11,925$505K0.06%-49413F-HRTimeline
Portland Financial Advisors Inc11,917$504K1.05%+33513F-HRTimeline
Disciplined Investments, LLC11,832$501K0.18%-81413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,502$487K0.2%+1,33513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,390$482K0.04%+11,05113F-HRTimeline
Delta Wealth Advisors LLC11,334$480K0.36%+52313F-HRTimeline
Commonwealth Financial Services, LLC11,238$475K0.08%-5613F-HRTimeline
Qube Research & Technologies Ltd11,171$473K<0.01%+8,24013F-HRTimeline
Comprehensive Money Management Services…10,990$465K0.31%+1,00013F-HRTimeline
Maridea Wealth Management LLC10,989$465K0.07%-1,13213F-HRTimeline
Copia Wealth Management10,883$460K0.32%+46613F-HRTimeline
Eddie Patel Inc10,882$460K0.35%new13F-HRTimeline
LANARK FINANCIAL, INC.10,726$454K0.03%-1,54813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,712$453K0.01%-18,54713F-HRTimeline
GLOBALT Investments LLC / GA10,705$453K0.02%-6713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,607$449K0.11%+17213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,580$448K0.01%+2,88813F-HRTimelineGroup
Stewardship Advisors, LLC10,556$447K0.1%-37313F-HRTimeline
Parallel Advisors, LLC10,513$445K0.01%+2,33113F-HR/ATimeline
Tempo Wealth, LLC10,412$441K0.08%+62713F-HRTimeline
TPG Financial Advisors, LLC10,204$432K0.14%-86513F-HRTimeline
ATX Financial Planning, LLC10,179$431K0.33%+65113F-HRTimeline
Ponta Wealth Partners, LLC10,169$430K0.35%new13F-HRTimeline
Integrity Advisory Solutions, LLC10,073$426K0.06%-1,32413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,020$424K0.01%+1,29313F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp10,005$423K0.02%013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,932$420K0.02%-10813F-HRTimelineGroup
Procyon Advisors, LLC9,916$420K0.02%new13F-HRTimeline
American Money Management, LLC9,736$412K0.07%new13F-HRTimeline
Wallace Advisory Group, LLC9,622$407K0.43%-82513F-HRTimeline
AMERIFLEX GROUP, INC.9,545$404K0.2%+70113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,441$399K0.01%013F-HRTimelineGroup
Merited Wealth, LLC9,433$399K0.33%+58513F-HRTimeline
Advyzon Investment Management, LLC9,414$398K0.04%-5,90213F-HRTimeline
Curi Capital, LLC9,028$382K0.01%-1,43713F-HRTimeline
Redwood Financial Network Corp9,009$381K0.25%013F-HRTimeline
Rehmann Capital Advisory Group8,990$380K0.02%013F-HRTimeline
D.A. DAVIDSON & CO.8,911$377K<0.01%013F-HRTimeline
PKS Advisory Services, LLC8,763$371K0.09%+1,59613F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,738$370K0.19%+2,87813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,734$370K0.01%+2213F-HRTimelineGroup
Optivise Advisory Services LLC8,705$368K0.22%+1,78313F-HRTimeline
North Star Investment Management Corp.8,682$367K0.02%013F-HRTimeline
Acorn Wealth Advisors, LLC8,607$364K0.11%-7513F-HRTimeline
WEDBUSH SECURITIES INC8,582$363K0.01%+2,39713F-HRTimeline
Brindle & Bay Financial Advisors, LLC8,576$363K0.22%-7,20113F-HRTimeline
Core Wealth Advisors, Inc.8,532$361K0.09%new13F-HRTimeline
MRA Advisory Group8,454$358K0.15%+3013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,276$350K0.04%-4,49713F-HRTimelineGroup
CKW FINANCIAL GROUP8,204$346K0.04%-1,18913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,102$343K0.05%-11713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,979$338K0.04%+1,22213F-HRTimeline
Third View Private Wealth, LLC7,856$332K0.05%-87113F-HRTimeline
Premier Path Wealth Partners, LLC7,784$329K0.04%new13F-HRTimeline
Stokes Family Office, LLC7,635$323K0.03%013F-HRTimeline
Integrated Capital Management, LLC7,583$321K0.14%+9213F-HRTimeline
Snowden Capital Advisors LLC7,559$320K0.01%-3,04313F-HRTimeline
Wedmont Private Capital7,491$318K0.01%new13F-HRTimeline
AlphaCentric Advisors LLC7,524$318K0.32%+96813F-HRTimeline
Two West Capital Advisors LLC7,463$318K0.17%+3113F-HRTimeline
McAdam, LLC7,495$317K0.01%-52613F-HRTimeline
Independent Wealth Network Inc.7,495$317K0.09%+1,81013F-HRTimeline
Capital Advisors Wealth Management, LLC7,398$313K0.04%-53513F-HRTimeline
Global View Capital Management LLC7,387$313K0.08%-2,63513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,337$310K0.19%013F-HRTimeline
Talon Private Wealth, LLC7,294$309K0.04%13F-HRTimeline