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Disclosery

SHYG ISHARES TR

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COM (fund)

570 managers (576 13F filers) reported a position in SHYG shares at 2026-06-30, 131,182,793 shares in all. 60 filers opened a position and 48 filers sold out during the quarter.

Managers
570
13F filers
576
New
60
Added
291
Reduced
140
Sold out
48
Shares held by filers
131,182,793

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Acorn Wealth Advisors, LLC8,320$353K0.09%-28713F-HRTimeline
Premier Path Wealth Partners, LLC8,169$346K0.04%+38513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,979$338K0.03%013F-HRTimeline
XML Financial, LLC7,971$338K0.02%new13F-HRTimeline
Talon Private Wealth, LLC7,875$334K0.04%+58113F-HRTimeline
Synergy Investment Management, LLC7,870$331K0.08%new13F-HRTimeline
AlphaCentric Advisors LLC7,783$330K0.28%+25913F-HRTimeline
Stokes Family Office, LLC7,635$324K0.04%013F-HRTimeline
Liberty Capital Management, Inc.7,562$321K0.06%13F-HRTimeline
Maridea Wealth Management LLC7,483$317K0.03%-3,50613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,459$316K0.03%-81713F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$314K0.08%013F-HRTimelineAmount filed as zero, left out of ratios.
Third View Private Wealth, LLC7,386$313K0.04%-47013F-HRTimeline
CWA Asset Management Group, LLC7,294$309K0.01%new13F-HRTimeline
North Star Investment Management Corp.7,255$308K0.02%-1,42713F-HRTimeline
Pointe Capital Management LLC7,255$308K0.14%013F-HRTimeline
John W. Brooker & Co., CPAs7,252$308K0.37%+13613F-HRTimeline
Objective Capital Management, LLC7,237$307K0.27%+2,20513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,080$300K0.02%-11413F-HRTimeline
Shepherd Financial Partners LLC6,903$293K0.02%+1,15613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,869$291K0.11%-7,90613F-HRTimeline
Heritage Family Offices, LLP6,869$291K0.11%-12,52913F-HRTimeline
Dana Investment Advisors, Inc.6,801$288K0.01%+7413F-HRTimeline
Bright Futures Wealth Management, LLC.6,783$288K0.19%+45813F-HRTimeline
FOCUS Wealth Advisors, LLC6,767$287K0.13%+1,39513F-HRTimeline
Atlanta Consulting Group Advisors, LLC6,751$286K0.05%new13F-HRTimeline
Integrated Capital Management, LLC6,680$283K0.1%-90313F-HRTimeline
ERn Financial, LLC6,603$280K0.05%+5213F-HRTimeline
Gladstone Institutional Advisory LLC6,480$275K0.01%new13F-HRTimeline
Waverly Advisors, LLC6,450$274K<0.01%+52213F-HRTimeline
MJP ASSOCIATES INC /ADV6,319$268K0.03%013F-HRTimeline
Signal Advisors Wealth, LLC6,274$266K0.01%-98913F-HRTimeline
TOWNSQUARE CAPITAL LLC6,246$265K0.05%new13F-HRTimeline
Americana Partners, LLC6,233$264K0.01%013F-HRTimeline
Sowell Financial Services LLC6,179$262K0.01%+12613F-HRTimeline
Saxony Capital Management, LLC6,163$261K0.12%-19113F-HRTimeline
FLOW TRADERS U.S. LLC6,152$261K0.01%new13F-HRTimeline
Ascent Advisors, LLC6,174$260K0.3%new13F-HRTimeline
Indivisible Partners6,103$259K0.01%-38,47913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC6,055$257K0.02%013F-HRTimeline
Beaumont Asset Management, L.L.C.6,018$255K0.1%+35013F-HRTimeline
Two West Capital Advisors LLC5,988$253K0.13%-1,47513F-HRTimeline
STABLEFORD CAPITAL II LLC5,948$252K0.09%new13F-HRTimeline
Vericrest Private Wealth5,939$252K0.22%+1013F-HRTimeline
Shelter Rock Management, LLC5,896$250K0.24%new13F-HRTimeline
United Advisor Group, LLC5,863$249K0.03%+12213F-HRTimeline
Capital Investment Advisory Services, L…5,779$245K0.02%+27813F-HRTimeline
Accurate Wealth Management, LLC5,724$242K0.02%+10613F-HRTimeline
Snowden Capital Advisors LLC5,633$239K0.01%-1,92613F-HRTimeline
Ninety One North America, Inc.5,607$238K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,603$238K<0.01%new13F-HRTimeline
BAM Wealth Management, LLC5,576$236K0.15%new13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…5,547$235K0.18%-58113F-HRTimeline
Koshinski Asset Management, Inc.5,542$235K0.01%-1,43713F-HRTimeline
B. Riley Wealth Advisors, Inc.5,539$235K0.01%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,463$232K0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC5,438$231K0.03%+64113F-HRTimeline
WNY Asset Management, LLC5,415$230K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,322$226K<0.01%+43613F-HRTimelineGroup
Blue Trust, Inc.5,302$225K<0.01%013F-HRTimeline
CHAPIN DAVIS, INC.5,262$223K0.04%+9213F-HRTimeline
ATX Financial Planning, LLC5,237$222K0.15%-4,94213F-HRTimeline
Walkner Condon Financial Advisors LLC5,065$215K0.02%013F-HRTimeline
SYKON CAPITAL LLC5,050$214K0.07%new13F-HRTimeline
Beacon Financial Advisory LLC5,005$212K0.04%-1,11713F-HRTimeline
Forza Wealth Management, LLC4,975$211K0.06%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC4,960$210K0.04%+6013F-HRTimeline
Asset One Wealth Management LLC4,899$207K0.02%-31913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,845$205K<0.01%-1,49413F-HRTimeline
Insight Wealth Partners, LLC4,764$202K0.03%-36613F-HRTimeline
Timber Creek Capital Management LLC4,740$201K0.04%013F-HRTimeline
Wedmont Private Capital4,759$201K0.01%-2,73213F-HRTimeline
FMR LLCin group FMR LLC4,398$187K<0.01%+1,16513F-HRTimelineGroup
Triumph Capital Management4,293$182K0.03%+95513F-HRTimeline
Buck Wealth Strategies, LLC4,288$182K0.02%-1,09613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,935$167K0Timeline
Winthrop Capital Management, LLC3,520$149K0.04%+3,50013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,322$140K0.01%+2713F-HRTimeline
CONQUIS FINANCIAL LLC3,129$133K0.11%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,866$122K-138,815Timeline
FWL INVESTMENT MANAGEMENT, LLC2,759$117K0.02%-8913F-HRTimeline
Larson Financial Group LLC2,747$117K<0.01%+2913F-HRTimeline
Signature Equity Partners, LLC2,720$115K0.05%-16113F-HRTimeline
Mosley Wealth Management2,665$113K0.04%-2,89313F-HRTimeline
WHITTIER TRUST CO2,629$111K<0.01%+66913F-HRTimeline
COUNTRY TRUST BANK2,609$111K<0.01%new13F-HRTimeline
Coastline Trust Co2,560$109K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP2,464$104K<0.01%+1,16013F-HRTimeline
CoreCap Advisors, LLC2,433$103K<0.01%+113F-HRTimeline
Evolution Advisers, Inc.2,376$100K0.04%new13F-HRTimeline
EPG Wealth Management LLC2,173$92.2K0.02%-17313F-HRTimeline
Realta Investment Advisors2,070$87.8K0.03%+13513F-HRTimeline
Rialto Wealth Management, LLC2,011$85.3K0.02%+913F-HRTimeline
DUNCKER STREETT & CO INC2,004$85K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,836$77.9K0.01%+99713F-HRTimeline
Richardson Capital Management LLC1,802$76.4K0.03%+1813F-HRTimeline
Qube Research & Technologies Ltd1,636$69.4K<0.01%-9,53513F-HRTimeline
Monetary Solutions, Ltd1,540$65.3K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,440$61.1K<0.01%-2,23713F-HRTimeline
SIGNATUREFD, LLC1,358$57.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,342$57K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.1,299$54.9K0.02%+50013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,234$52.3K0.03%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,040$44.1K0.03%013F-HRTimeline
IFG Advisory, LLC1,036$43.9K<0.01%new13F-HRTimeline
Forum Finance Group S.A.1,214$42K0.02%-5,05013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\986$41.8K<0.01%+95713F-HRTimelineGroup
Key Capital Management, INC968$41.1K0.02%-59413F-HRTimeline
NFSG Corp965$40.9K0.01%+1713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.945$40.1K0.09%+29513F-HRTimeline
AdvisorNet Financial, Inc919$39K<0.01%-14713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management841$35.6K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC821$34.8K<0.01%new13F-HRTimeline
UMB Bank, n.a.796$33.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC785$33.3K0.02%013F-HRTimeline
WealthShield Partners, LLC744$31.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.732$31K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC722$30.6K0.02%new13F-HRTimeline
Godfrey Financial Associates, Inc.700$29.7K0.02%013F-HRTimeline
Markowski Investments695$29.5K0.01%13F-HRTimeline
Cornerstone Financial Management LLC619$26.3K0.02%-113F-HR/ATimeline
Founders Financial Alliance, LLC490$20.8K<0.01%+613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS481$20.4K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN467$19.8K<0.01%-1613F-HRTimeline
Investors Research Corp455$19.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC446$18.9K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC445$18.9K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC365$15.5K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …365$15.5K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC351$14.9K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC338$14.3K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC331$14K<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC232$9.84K<0.01%+6313F-HRTimeline
ROTHSCHILD INVESTMENT LLC173$7.33K<0.01%+213F-HRTimeline
VIMA LLC160$6.79K0.01%13F-HRTimeline
SITTNER & NELSON, LLC143$6.07K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC130$5.52K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.122$5.17K<0.01%013F-HRTimeline
Front Row Advisors LLC120$5.06K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC115$4.88K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT114$4.83K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust100$4.24K<0.01%-27513F-HRTimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Dunhill Financial, LLC83$3.55K<0.01%+2113F-HRTimeline
Planning Strategies Inc.80$3.39K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$3.27K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.64$2.71K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC60$2.54K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.55$2.33K<0.01%-1,51513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources50$2.12K<0.01%-81,53813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46$1.95K<0.01%+2613F-HRTimelineGroup
Silver Grove Financial Group, Inc.44$1.87K<0.01%new13F-HRTimeline
Crews Bank & Trust36$1.53K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC30$1.27K<0.01%13F-HRTimeline
GGM Financial LLC30$1.27K<0.01%-1613F-HRTimeline
PlanVest Financial, Inc29$1.23K<0.01%013F-HRTimeline
SYM FINANCIAL Corp26$1.1K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.26$1.1K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC25$1.06K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.22$934<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC18$764<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…14$594<0.01%-113F-HRTimeline
Private Wealth Asset Management, LLC13$551<0.01%013F-HRTimeline
MASECO LLP10$424<0.01%013F-HRTimeline
GAMMA Investing LLC7$297<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$254<0.01%013F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC1$55<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$42<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1$31<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.