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Disclosery

SHYG ISHARES TR

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COM (fund)

537 managers (542 13F filers) reported a position in SHYG shares at 2024-12-31, 112,205,775 shares in all. 37 filers opened a position and 38 filers sold out during the quarter.

Managers
537
13F filers
542
New
37
Added
245
Reduced
160
Sold out
38
Shares held by filers
112,205,775

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
B. Riley Wealth Advisors, Inc.6,246$266K0.01%-3,33813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,229$265K<0.01%-45713F-HRTimelineGroup
Saxony Capital Management, LLC6,198$264K0.23%+2513F-HRTimeline
Valmark Advisers, Inc.6,185$264K<0.01%-6,81213F-HRTimeline
Procyon Advisors, LLC6,176$263K0.02%-71813F-HRTimeline
Bright Futures Wealth Management, LLC.6,033$261K0.23%-1,79613F-HRTimeline
Koshinski Asset Management, Inc.5,995$255K0.02%+1,15113F-HRTimeline
AlphaCentric Advisors LLC5,963$254K0.25%+38013F-HRTimeline
Cherry Creek Investment Advisors, Inc.5,961$254K0.12%+16513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,929$253K<0.01%-3,65313F-HRTimeline
CABOT WEALTH MANAGEMENT INC5,870$250K0.03%-1113F-HRTimeline
RFG Advisory, LLC5,856$250K0.01%+90513F-HRTimeline
Savvy Advisors, Inc.5,847$249K0.03%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,748$245K0.01%+1,10013F-HRTimeline
Dana Investment Advisors, Inc.5,717$244K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC5,559$237K0.01%-53613F-HRTimeline
Financial Network Wealth Advisors LLC5,552$237K0.44%-14,84113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,405$230K0.01%-1,34313F-HRTimelineGroup
Kathleen S. Wright Associates Inc.5,392$230K0.1%-4,43013F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$229K0.12%013F-HRTimeline
Broadway Wealth Solutions, Inc.5,321$227K0.17%13F-HRTimeline
MJP ASSOCIATES INC /ADV5,217$222K0.04%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,183$221K0.02%-45613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,143$219K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC4,891$208K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC4,878$208K0.04%+2,45513F-HRTimeline
North Star Investment Management Corp.4,865$207K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,805$205K<0.01%new13F-HRTimelineGroup
TrueWealth Advisors, LLC4,700$200K0.07%013F-HRTimeline
CONQUIS FINANCIAL LLC4,688$200K0.2%13F-HRTimeline
WINTRUST INVESTMENTS LLC4,486$191K0.17%+3,32913F-HRTimeline
First Horizon Advisors, Inc.4,318$184K0.01%+2,16313F-HRTimeline
GeoWealth Management, LLC3,401$145K<0.01%-154,37113F-HRTimeline
Capital Investment Advisory Services, L…3,234$138K0.01%-9413F-HRTimeline
CoreCap Advisors, LLC2,891$123K0.01%-43,49013F-HRTimeline
Lowe Wealth Advisors, LLC2,745$117K0.05%-45313F-HRTimeline
Northwest Capital Management Inc2,659$113K0.05%-17413F-HRTimeline
FMR LLCin group FMR LLC2,607$111K<0.01%-49613F-HRTimelineGroup
Coastline Trust Co2,560$109K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO2,513$107K<0.01%-6513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,512$107K<0.01%+2013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,476$105K0.01%-1,56413F-HRTimelineGroup
Blue Trust, Inc.2,440$104K<0.01%-16,09513F-HR/ATimeline
EPG Wealth Management LLC2,245$95.7K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC2,104$89.6K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC2,004$85.4K0.02%013F-HRTimeline
Richardson Capital Management LLC1,969$83.9K0.05%+42913F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,966$83.8K0.07%-39713F-HRTimeline
Laurel Wealth Advisors LLC1,940$82.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,749$74.5K<0.01%+51413F-HRTimeline
Wells Financial Advisors INC1,655$70.5K0.1%013F-HRTimeline
AMERIFLEX GROUP, INC.1,628$70.3K0.03%13F-HRTimeline
Vermillion & White Wealth Management Gr…1,593$67.9K0.05%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,490$63.4K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,476$62.9K0.03%13F-HRTimeline
Park Square Financial Group, LLC1,444$61.5K0.04%13F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$59.7K0.04%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,392$59.3K<0.01%+1,35313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,375$58.8K<0.01%+29613F-HRTimelineGroup
MidAtlantic Capital Management, Inc.1,288$54.9K0.04%+3313F-HRTimeline
UMB Bank, n.a.1,168$49.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc1,084$46.2K<0.01%-27113F-HRTimeline
Spectrum Wealth Counsel, LLC1,028$43.8K0.01%+1613F-HRTimeline
Decker Retirement Planning Inc.1,006$42.9K0.02%13F-HRTimeline
Fortitude Family Office, LLC990$42.2K0.02%+13213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$39.5K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC899$38.3K<0.01%-1113F-HRTimeline
OARSMAN CAPITAL, INC.885$37.7K0.01%013F-HRTimeline
NFSG Corp873$37.2K0.01%+2013F-HRTimeline
Avion Wealth825$35K0.01%013F-HRTimeline
Larson Financial Group LLC810$34.5K<0.01%+37413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …795$33.9K<0.01%013F-HRTimelineGroup
SYNTAX RESEARCH, INC.734$31.3K0.02%-7913F-HRTimeline
Bellwether Advisors, LLC714$30.4K0.01%new13F-HRTimeline
Pacifica Partners Inc.684$29.2K0.01%013F-HRTimeline
WealthShield Partners, LLC638$27.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.625$26.6K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC620$26.4K0.01%+13213F-HRTimeline
Paladin Advisory Group, LLC603$25.7K0.02%-30913F-HRTimeline
Hurley Capital, LLC556$23.8K0.02%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC541$23.1K<0.01%-22613F-HRTimeline
Golden State Wealth Management, LLC516$22K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC509$21.7K0.01%new13F-HRTimeline
Transce3nd, LLC506$21.6K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC462$19.7K<0.01%+34113F-HRTimelineGroup
Investors Research Corp455$19.4K<0.01%013F-HRTimeline
WR Wealth Planners, LLC452$19.3K0.01%-13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\399$17K<0.01%-3,38013F-HRTimelineGroup
Bell Investment Advisors, Inc367$15.7K<0.01%+813F-HRTimeline
Rialto Wealth Management, LLC355$15.1K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC353$15.1K<0.01%+813F-HRTimeline
Mascoma Wealth Management LLC351$14.9K<0.01%013F-HRTimeline
Castleview Partners, LLC346$14.8K0.01%-113F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC324$14.1K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC300$12.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC299$12.7K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc280$11.9K0.01%013F-HRTimeline
Hexagon Capital Partners LLC249$10.6K<0.01%013F-HRTimeline
Transcendent Capital Group LLC230$9.8K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED228$9.74K<0.01%+513F-HRTimeline
Allworth Financial LP217$9.36K<0.01%+4113F-HRTimeline
Van Hulzen Asset Management, LLC217$9.25K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC215$9.16K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…207$8.82K<0.01%+12713F-HRTimelineGroup
ORG Partners LLC194$8.3K<0.01%+413F-HRTimeline
Headlands Technologies LLC194$8.27K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC191$8.14K<0.01%013F-HRTimeline
Key Financial Inc190$8.1K<0.01%+1213F-HRTimeline
Iron Horse Wealth Management, LLC181$7.71K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC135$5.75K<0.01%-513F-HRTimeline
Truvestments Capital LLC134$5.71K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC132$5.62K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC131$5.58K<0.01%013F-HRTimeline
Ridgewood Investments LLC129$5.5K<0.01%013F-HRTimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$3.83K<0.01%013F-HRTimeline
Crewe Advisors LLC70$2.98K<0.01%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA64$2.73K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60$2.56K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources47$2K<0.01%-96313F-HRTimelineGroup
CENTRAL TRUST Co47$2K<0.01%-55413F-HRTimeline
Medallion Wealth Advisors, LLC36$1.53K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.28$1.19K0.11%-32,74513F-HRTimeline
Bogart Wealth, LLC27$1.15K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC25$1.07K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$1K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT23$980<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.18$767<0.01%new13F-HR/ATimeline
FSA Wealth Management LLC17$742<0.01%013F-HRTimeline
AllSquare Wealth Management LLC15$639<0.01%013F-HRTimeline
EASTERN BANK13$554<0.01%-32113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$256<0.01%-413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.4$170<0.01%13F-HRTimeline
NewSquare Capital LLC2$75<0.01%+113F-HRTimeline
Legacy Financial Group LLC245,944$10.5B+13,59413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.