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Disclosery

SHYG ISHARES TR

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COM (fund)

538 managers (543 13F filers) reported a position in SHYG shares at 2025-09-30, 125,201,757 shares in all. 62 filers opened a position and 49 filers sold out during the quarter.

Managers
538
13F filers
543
New
62
Added
268
Reduced
145
Sold out
49
Shares held by filers
125,201,757

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Saxony Capital Management, LLC6,548$284K0.19%+7413F-HRTimeline
Moors & Cabot, Inc.6,372$276K0.01%+8413F-HRTimeline
MJP ASSOCIATES INC /ADV6,319$274K0.04%+1,10213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,299$273K0.01%new13F-HRTimeline
Columbia Bank6,238$268K0.08%new13F-HRTimeline
WMG Financial Advisors, LLC6,109$265K0.09%-70013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,029$261K0.12%new13F-HRTimeline
Buck Wealth Strategies, LLC6,022$261K0.04%-31513F-HRTimeline
North Star Investment Management Corp.6,021$261K0.02%+55013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,974$259K<0.01%+2,47013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.5,963$258K0.2%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,900$255K0.01%013F-HRTimelineGroup
Rossby Financial, LCC5,923$255K0.08%-45713F-HRTimeline
PKS Advisory Services, LLC5,883$255K0.05%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,865$254K<0.01%013F-HRTimelineGroup
Timber Creek Capital Management LLC5,846$253K0.06%-56,60813F-HRTimeline
Waverly Advisors, LLC5,811$252K<0.01%-71013F-HRTimeline
BRIGHTON JONES LLC5,759$249K0.01%new13F-HRTimeline
Shepherd Financial Partners LLC5,718$248K0.02%+6513F-HRTimeline
Signal Advisors Wealth, LLC5,695$247K0.02%+15813F-HRTimeline
Kathleen S. Wright Associates Inc.5,616$243K0.09%+29513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,550$240K0.08%new13F-HRTimeline
Tyche Wealth Partners LLC5,525$239K0.04%-26113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,501$238K0.01%new13F-HRTimeline
Blue Trust, Inc.5,482$237K<0.01%-13313F-HRTimeline
S.E.E.D. Planning Group LLC5,388$233K0.07%new13F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$233K0.11%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,358$232K0.01%+20013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,330$231K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,281$229K0.02%+1,15013F-HRTimeline
SteelPeak Wealth, LLC5,278$229K0.01%new13F-HRTimeline
Optivise Advisory Services LLC5,253$227K0.14%+2313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,198$225K<0.01%-14,43913F-HRTimelineGroup
Objective Capital Management, LLC5,145$223K0.23%+8713F-HRTimeline
Americana Partners, LLC5,063$219K0.01%-1,72913F-HRTimeline
Procyon Advisors, LLC5,028$218K0.01%-15913F-HRTimeline
CHAPIN DAVIS, INC.4,994$216K0.05%new13F-HRTimeline
Forza Wealth Management, LLC4,975$215K0.08%new13F-HRTimeline
Accurate Wealth Management, LLC5,020$215K0.03%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,947$214K<0.01%-14613F-HRTimelineGroup
Princeton Global Asset Management LLC4,915$213K0.04%013F-HRTimeline
BBR PARTNERS, LLC4,903$212K0.01%new13F-HRTimeline
Latitude Advisors, LLC4,882$211K0.1%new13F-HRTimeline
United Advisor Group, LLC4,878$211K0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,862$211K0.01%+18013F-HRTimeline
SSA SWISS ADVISORS AG4,858$210K0.1%+4,85713F-HRTimeline
Broadway Wealth Solutions, Inc.4,856$210K0.12%-46513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,845$210K0.03%new13F-HRTimeline
Beaumont Asset Management, L.L.C.4,789$207K0.1%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,682$203K0.02%new13F-HRTimeline
Dana Investment Advisors, Inc.4,677$203K0.01%-2,25613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,655$202K0.02%new13F-HRTimeline
Delta Wealth Advisors LLC4,649$201K0.16%new13F-HRTimeline
CONQUIS FINANCIAL LLC4,376$189K0.18%-14113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,191$181K+15Timeline
FMR LLCin group FMR LLC3,906$169K<0.01%+1,79513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,591$155K<0.01%-2,99813F-HRTimeline
Rialto Wealth Management, LLC3,034$131K0.03%-3813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,014$131K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC2,882$127K0.1%new13F-HRTimeline
Larson Financial Group LLC2,856$124K<0.01%-28313F-HRTimeline
GoalVest Advisory LLC2,618$113K0.02%013F-HRTimeline
Coastline Trust Co2,560$111K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC2,506$109K<0.01%013F-HRTimeline
WHITTIER TRUST CO2,513$108K<0.01%013F-HRTimeline
Westend Capital Management, LLC2,427$105K0.03%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,414$105K0.08%-37113F-HRTimeline
EPG Wealth Management LLC2,346$102K0.03%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,264$98K0.03%+10813F-HRTimeline
Richardson Capital Management LLC2,243$97.1K0.05%-113F-HRTimeline
Realta Investment Advisors2,145$92.9K0.03%+50013F-HRTimeline
Wells Financial Advisors INC2,135$92.4K0.12%013F-HRTimeline
Glen Eagle Advisors, LLC2,103$91.1K0.01%-113F-HRTimeline
Sunbelt Securities, Inc.2,080$90.1K0.01%-39,21013F-HRTimeline
DUNCKER STREETT & CO INC2,004$86.8K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,655$71.7K<0.01%+13913F-HRTimeline
GPS Wealth Strategies Group, LLC1,301$56.3K0.01%+58213F-HRTimeline
Wealthspire Advisors, LLC1,151$49.8K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,081$46.8K0.03%-1013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,078$46.7K<0.01%-213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,040$44.8K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…971$42K0.02%013F-HRTimeline
Pacifica Partners Inc.914$39.4K0.01%013F-HRTimeline
Avion Wealth825$35K0.01%013F-HRTimeline
UMB Bank, n.a.796$34.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON FINANCIAL SERVICES, LLC792$34.3K0.02%+113F-HRTimeline
WealthShield Partners, LLC756$32.7K<0.01%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.43$27.1K<0.01%-58213F-HRTimelineGroup
Golden State Wealth Management, LLC586$25.4K<0.01%+6113F-HRTimeline
Hurley Capital, LLC556$24.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC528$22.8K<0.01%+16413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.9K<0.01%013F-HRTimeline
Investors Research Corp455$19.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC432$18.7K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC430$18.6K<0.01%-60613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.420$18.2K0.05%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.414$17.9K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.397$17.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust375$16.2K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…375$16.2K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …365$15.8K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC351$15.2K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC331$14.3K0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…328$14.2K<0.01%+32213F-HRTimelineGroup
Private Wealth Asset Management, LLC291$12.6K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED274$11.9K<0.01%-10,52013F-HRTimeline
Aspect Partners, LLC259$11.2K0.01%013F-HRTimeline
Park Square Financial Group, LLC253$11K0.05%-95613F-HRTimeline
Scarborough Advisors, LLC252$10.9K<0.01%+413F-HRTimeline
Kings Path Partners LLC230$9.96K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC193$8.35K<0.01%+213F-HRTimeline
Allworth Financial LP190$8.23K<0.01%013F-HRTimeline
Key Financial Inc190$8.2K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC160$6.93K<0.01%-913F-HRTimeline
SYNTAX RESEARCH, INC.122$5.28K<0.01%013F-HRTimeline
Front Row Advisors LLC120$5.2K<0.01%-6013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…112$4.85K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\106$4.59K<0.01%-1013F-HRTimelineGroup
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$3.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$3.33K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC75$3.25K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.64$2.77K<0.01%new13F-HRTimeline
Crewe Advisors LLC58$2.51K<0.01%-1213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources49$2.12K<0.01%+213F-HRTimelineGroup
Medallion Wealth Advisors, LLC36$1.56K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33$1.43K<0.01%+213F-HRTimelineGroup
Trifecta Capital Advisors, LLC25$1.08K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT23$996<0.01%013F-HRTimeline
Aventura Private Wealth, LLC20$866<0.01%013F-HRTimeline
FSA Wealth Management LLC17$754<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…15$650<0.01%-9013F-HRTimeline
EASTERN BANK13$563<0.01%013F-HRTimeline
Bogart Wealth, LLC10$433<0.01%-12413F-HRTimeline
MASECO LLP10$433<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC9$390<0.01%013F-HRTimeline
Guerra Advisors Inc4$173<0.01%new13F-HRTimeline