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Disclosery

SHYG ISHARES TR

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COM (fund)

528 managers (533 13F filers) reported a position in SHYG shares at 2025-03-31, 115,119,085 shares in all. 51 filers opened a position and 52 filers sold out during the quarter.

Managers
528
13F filers
533
New
51
Added
232
Reduced
166
Sold out
52
Shares held by filers
115,119,085

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CAPTRUST FINANCIAL ADVISORS5,977$254K<0.01%+4813F-HRTimeline
&PARTNERS5,906$251K<0.01%-8,99113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,900$251K0.01%-75013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.6,001$250K0.27%-3213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,858$249K0.01%+11013F-HRTimeline
Insight Wealth Partners, LLC5,796$246K0.15%new13F-HRTimeline
Shepherd Financial Partners LLC5,584$237K0.03%-1,50013F-HRTimeline
Cherry Creek Investment Advisors, Inc.5,490$233K0.12%-47113F-HRTimeline
Princeton Global Asset Management LLC5,477$233K0.05%+59913F-HRTimeline
North Star Investment Management Corp.5,471$233K0.02%+60613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,470$233K0.13%new13F-HRTimeline
Procyon Advisors, LLC5,412$230K0.01%-76413F-HRTimeline
Kathleen S. Wright Associates Inc.5,392$229K0.09%013F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$228K0.13%013F-HRTimeline
Optivise Advisory Services LLC5,368$228K0.13%new13F-HRTimeline
Broadway Wealth Solutions, Inc.5,321$226K0.17%013F-HRTimeline
Twelve Points Wealth Management LLC5,283$225K0.06%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/5,247$223K0.14%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd5,242$223K0.02%new13F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC5,237$223K0.03%-63313F-HRTimeline
MJP ASSOCIATES INC /ADV5,217$222K0.04%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,059$215K0.05%new13F-HR/ATimeline
Benchmark Wealth Management, LLC4,899$208K0.1%new13F-HRTimeline
Copia Wealth Management4,891$208K0.19%new13F-HRTimeline
Sowell Financial Services LLC4,853$206K0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,820$205K<0.01%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.4,778$203K0.01%-93913F-HRTimeline
CONQUIS FINANCIAL LLC4,688$199K0.21%013F-HRTimeline
Larson Financial Group LLC4,430$188K0.01%+3,62013F-HRTimeline
Capital Investment Advisory Services, L…4,130$176K0.02%+89613F-HRTimeline
Realta Investment Advisors3,510$149K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,309$141K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,130$133K<0.01%+52313F-HRTimelineGroup
Olde Wealth Management, LLC2,993$127K0.04%new13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,784$118K0.1%+81813F-HRTimeline
Lowe Wealth Advisors, LLC2,745$117K0.05%013F-HRTimeline
Northwest Capital Management Inc2,659$113K0.05%013F-HRTimeline
CoreCap Advisors, LLC2,565$109K<0.01%-32613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,562$109K<0.01%+5013F-HRTimelineGroup
Coastline Trust Co2,560$109K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.2,531$108K<0.01%-1,78713F-HRTimeline
WHITTIER TRUST CO2,513$107K<0.01%013F-HRTimeline
Blue Trust, Inc.2,469$105K<0.01%+2913F-HRTimeline
Westend Capital Management, LLC2,427$103K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,417$103K0.01%-5913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,397$102K<0.01%+64813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,443$99.7K<0.01%+1,06813F-HRTimelineGroup
WINNACLE WEALTH LLC2,264$96.2K0.09%-13,35813F-HRTimeline
Richardson Capital Management LLC2,222$94.5K0.06%+25313F-HRTimeline
EPG Wealth Management LLC2,173$92.4K0.03%-7213F-HRTimeline
Wells Financial Advisors INC2,135$90.8K0.13%+48013F-HRTimeline
Glen Eagle Advisors, LLC2,104$89.4K0.01%013F-HRTimeline
Arax Advisory Partners2,089$88.8K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC2,004$85.2K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,949$82.9K0.01%-39,34113F-HRTimeline
Laurel Wealth Advisors LLC1,940$82.5K0.01%013F-HRTimeline
Parallel Advisors, LLC1,930$82.1K<0.01%+1,03113F-HRTimeline
AMERIFLEX GROUP, INC.1,577$67.1K0.03%-5113F-HRTimeline
AdvisorNet Financial, Inc1,551$65.9K<0.01%+46713F-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$62.8K0.03%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$59.5K0.04%013F-HRTimeline
Park Square Financial Group, LLC1,348$57.3K0.05%-9613F-HRTimeline
Spectrum Wealth Counsel, LLC1,028$43.7K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…971$41.3K0.03%-62213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$39.5K<0.01%013F-HRTimelineGroup
NFSG Corp884$37.6K0.01%+1113F-HRTimeline
Avion Wealth825$35K0.01%013F-HRTimeline
UMB Bank, n.a.796$33.8K<0.01%-37213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON FINANCIAL SERVICES, LLC790$33.6K0.02%-42,15613F-HR/ATimeline
Bellwether Advisors, LLC714$30.4K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …695$29.6K<0.01%-10013F-HRTimelineGroup
Pacifica Partners Inc.684$28.6K0.01%013F-HRTimeline
WealthShield Partners, LLC638$27.1K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.625$26.6K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC603$25.6K0.02%013F-HRTimeline
Hurley Capital, LLC556$23.6K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC541$23K0.01%013F-HRTimeline
Golden State Wealth Management, LLC515$21.9K<0.01%-113F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.5K<0.01%013F-HRTimeline
Investors Research Corp455$19.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\426$18.1K<0.01%+2713F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …400$17K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc372$15.8K<0.01%+513F-HRTimeline
Founders Financial Alliance, LLC358$15.2K<0.01%+513F-HRTimeline
Rialto Wealth Management, LLC355$15.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC351$14.9K<0.01%013F-HRTimeline
Front Row Advisors LLC300$12.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc280$11.9K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.280$11.9K0.04%new13F-HRTimeline
Hexagon Capital Partners LLC249$10.6K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC236$10K<0.01%+5513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH215$9.14K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC194$8.25K<0.01%-10513F-HRTimeline
ROTHSCHILD INVESTMENT LLC191$8.12K<0.01%013F-HRTimeline
Key Financial Inc190$8.08K<0.01%013F-HRTimeline
Allworth Financial LP190$8.04K<0.01%-2713F-HRTimeline
SYNTAX RESEARCH, INC.189$8.04K0.01%-54513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…163$6.93K<0.01%-4413F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC155$6.59K<0.01%+2013F-HRTimeline
Synergy Investment Management, LLC150$6.38K<0.01%+1813F-HRTimeline
Transce3nd, LLC145$6.17K<0.01%-36113F-HRTimeline
Truvestments Capital LLC134$5.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC132$5.61K<0.01%-48813F-HRTimeline
GPS Wealth Strategies Group, LLC131$5.57K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…105$4.46K<0.01%13F-HRTimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$3.83K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB79$3.36K<0.01%-1,31313F-HRTimeline
Crewe Advisors LLC70$2.98K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50$2.13K<0.01%+4413F-HRTimelineGroup
CENTRAL TRUST Co47$2K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources47$2K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC36$1.52K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33$1.4K<0.01%-42913F-HRTimelineGroup
Bogart Wealth, LLC27$1.15K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC25$1.06K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.24$1.02K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$1K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT23$978<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.18$765<0.01%013F-HRTimeline
FSA Wealth Management LLC17$740<0.01%013F-HRTimeline
EASTERN BANK13$553<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10$426<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$425<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC2$75<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-148,36913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.