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Disclosery

SHYG ISHARES TR

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COM (fund)

529 managers (535 13F filers) reported a position in SHYG shares at 2025-06-30, 115,634,576 shares in all. 54 filers opened a position and 55 filers sold out during the quarter.

Managers
529
13F filers
535
New
54
Added
237
Reduced
174
Sold out
55
Shares held by filers
115,634,576

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fiduciary Trust Coin group Fiduciary Trust Co5,865$253K<0.01%-48013F-HRTimelineGroup
Tyche Wealth Partners LLC5,786$250K0.05%-37513F-HRTimeline
HRT FINANCIAL LP5,753$248K<0.01%-64,03013F-HRTimeline
Savvy Advisors, Inc.5,700$246K0.02%-1,26613F-HRTimeline
WRAPMANAGER INC5,673$245K0.06%-1,08313F-HRTimeline
Shepherd Financial Partners LLC5,653$244K0.03%+6913F-HRTimeline
Blue Trust, Inc.5,615$242K<0.01%+3,14613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,603$242K0.01%new13F-HRTimelineGroup
Prossimo Advisors, LLC5,567$240K0.19%-86713F-HRTimeline
Signal Advisors Wealth, LLC5,537$239K0.02%new13F-HRTimeline
North Star Investment Management Corp.5,471$236K0.02%013F-HRTimeline
NFSG Corp5,422$234K0.04%+4,53813F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$232K0.12%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,330$230K<0.01%new13F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …5,329$230K<0.01%+4,92913F-HRTimelineGroup
Broadway Wealth Solutions, Inc.5,321$230K0.14%013F-HRTimeline
Kathleen S. Wright Associates Inc.5,321$230K0.09%-7113F-HRTimeline
Optivise Advisory Services LLC5,230$226K0.12%-13813F-HRTimeline
NOVEM GROUP5,223$225K0.03%new13F-HRTimeline
MJP ASSOCIATES INC /ADV5,217$225K0.03%013F-HRTimeline
Procyon Advisors, LLC5,187$224K0.02%-22513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,158$223K0.01%-70013F-HRTimeline
Global View Capital Management LLC5,158$223K0.07%-2,46613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,134$221K0.06%13F-HRTimeline
TigerOak Management, L.L.C.5,129$221K0.08%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd5,110$220K0.02%-13213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,093$220K0.01%-2,26313F-HRTimelineGroup
Objective Capital Management, LLC5,058$218K0.25%-3,41113F-HRTimeline
Princeton Global Asset Management LLC4,915$212K0.04%-56213F-HRTimeline
Vantage Financial Partners, LLC4,866$210K0.05%-7,63413F-HRTimeline
MAS Advisors LLC4,767$206K0.34%-10,86513F-HRTimeline
Gladstone Institutional Advisory LLC4,726$204K0.01%-2,61813F-HRTimeline
B. Riley Wealth Advisors, Inc.4,682$202K0.01%-2,73613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,577$197K0.02%new13F-HR/ATimeline
Parallel Advisors, LLC4,530$195K<0.01%+2,60013F-HRTimeline
CONQUIS FINANCIAL LLC4,517$195K0.19%-17113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,176$180K+1,614Timeline
Capital Investment Advisory Services, L…4,131$178K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,504$151K<0.01%+1,06113F-HRTimelineGroup
Larson Financial Group LLC3,139$135K0.01%-1,29113F-HRTimeline
AE Wealth Management LLC3,086$133K<0.01%-3,07613F-HRTimeline
Rialto Wealth Management, LLC3,072$133K0.04%+2,71713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,785$120K0.1%+113F-HRTimeline
GoalVest Advisory LLC2,618$113K0.03%new13F-HRTimeline
EP Wealth Advisors, LLC2,601$112K<0.01%new13F-HRTimeline
Coastline Trust Co2,560$110K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.2,518$109K<0.01%-1313F-HRTimeline
WHITTIER TRUST CO2,513$108K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,506$108K<0.01%-5913F-HRTimeline
Boreal Capital Management LLC2,500$108K0.09%13F-HRTimeline
Westend Capital Management, LLC2,427$105K0.03%013F-HRTimeline
EPG Wealth Management LLC2,346$101K0.03%+17313F-HRTimeline
Richardson Capital Management LLC2,244$96.8K0.05%+2213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,156$93K0.03%+2,00113F-HRTimeline
Wells Financial Advisors INC2,135$92.1K0.13%013F-HRTimeline
FMR LLCin group FMR LLC2,111$91.1K<0.01%-1,01913F-HRTimelineGroup
Glen Eagle Advisors, LLC2,104$90.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,059$88.6K0.05%+48213F-HRTimeline
DUNCKER STREETT & CO INC2,004$86.5K0.02%013F-HRTimeline
Realta Investment Advisors1,645$71K0.03%-1,86513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,607$69.3K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc1,516$65.4K<0.01%-3513F-HRTimeline
Park Square Financial Group, LLC1,209$52.2K0.04%-13913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,197$51.6K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,183$51K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC1,091$47.1K0.03%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,080$46.5K<0.01%+15213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,036$44.7K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,040$44.3K0.03%-36013F-HRTimeline
Vermillion & White Wealth Management Gr…971$41.9K0.03%013F-HRTimeline
Pacifica Partners Inc.914$39.3K0.02%+23013F-HRTimeline
Avion Wealth825$35K0.01%013F-HR/ATimeline
UMB Bank, n.a.796$34.3K<0.01%013F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC791$34.1K0.02%+113F-HRTimeline
WealthShield Partners, LLC747$32.2K<0.01%+10913F-HRTimeline
GPS Wealth Strategies Group, LLC719$31K<0.01%+58813F-HRTimeline
Bellwether Advisors, LLC714$30.8K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.625$27K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC556$24K0.02%013F-HRTimeline
Golden State Wealth Management, LLC525$22.7K<0.01%+1013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.8K<0.01%013F-HRTimeline
Investors Research Corp455$19.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.420$18.1K0.06%+14013F-HRTimeline
Bell Investment Advisors, Inc379$16.3K<0.01%+713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …365$15.7K<0.01%-33013F-HRTimelineGroup
Founders Financial Alliance, LLC364$15.7K<0.01%+613F-HRTimeline
Mascoma Wealth Management LLC351$15.1K<0.01%013F-HRTimeline
Arax Advisory Partners302$13K<0.01%-1,78713F-HRTimeline
Private Wealth Asset Management, LLC291$12.6K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC259$11.2K<0.01%new13F-HRTimeline
Aspect Partners, LLC259$11.2K0.01%new13F-HRTimeline
Scarborough Advisors, LLC248$10.7K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC200$8.63K<0.01%-3613F-HRTimeline
ROTHSCHILD INVESTMENT LLC191$8.24K<0.01%013F-HRTimeline
Allworth Financial LP190$8.2K<0.01%013F-HRTimeline
Key Financial Inc190$8.2K<0.01%013F-HRTimeline
Front Row Advisors LLC180$7.76K<0.01%-12013F-HRTimeline
Providence Capital Advisors, LLC169$7.29K<0.01%new13F-HRTimeline
Bogart Wealth, LLC134$5.78K<0.01%+10713F-HRTimeline
SYNTAX RESEARCH, INC.122$5.26K<0.01%-6713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116$5K<0.01%-31013F-HRTimelineGroup
SIGNATUREFD, LLC115$4.96K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…105$4.53K0.01%013F-HR/ATimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$3.88K<0.01%013F-HRTimeline
High Note Wealth, LLC90$3.88K<0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.82$3.54K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$3.32K<0.01%-46413F-HRTimeline
Crewe Advisors LLC70$3.02K<0.01%013F-HRTimeline
Clearstead Trust, LLC67$2.89K<0.01%new13F-HRTimeline
Brooklyn Investment Group57$2.46K<0.01%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources47$2.03K<0.01%013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC40$1.73K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC36$1.54K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33$1.42K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC31$1.34K<0.01%-1913F-HRTimelineGroup
Trifecta Capital Advisors, LLC25$1.08K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT23$992<0.01%013F-HRTimeline
Aventura Private Wealth, LLC20$863<0.01%new13F-HRTimeline
Transce3nd, LLC19$820<0.01%-12613F-HRTimeline
FSA Wealth Management LLC17$751<0.01%013F-HRTimeline
EASTERN BANK13$561<0.01%013F-HRTimeline
Dogwood Wealth Management LLC9$385<0.01%new13F-HRTimeline
Northwest Capital Management Inc7$323<0.01%-2,65213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$259<0.01%013F-HRTimelineGroup
NewSquare Capital LLC2$77<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG1$43<0.01%-21,54313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.