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Disclosery

SHYG ISHARES TR

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COM (fund)

578 managers (583 13F filers) reported a position in SHYG shares at 2025-12-31, 138,334,065 shares in all. 53 filers opened a position and 43 filers sold out during the quarter.

Managers
578
13F filers
583
New
53
Added
265
Reduced
168
Sold out
43
Shares held by filers
138,334,065

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Advisors Wealth Management, LLC7,933$340K0.05%+18113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,843$336K<0.01%+41213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management7,692$330K<0.01%+2,49413F-HRTimelineGroup
Stokes Family Office, LLC7,635$327K0.03%-83513F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,619$327K0.05%new13F-HRTimeline
Strategic Blueprint, LLC7,608$326K0.02%-81513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,538$323K<0.01%-4,10013F-HRTimelineGroup
Integrated Capital Management, LLC7,491$321K0.14%013F-HRTimeline
Two West Capital Advisors LLC7,432$319K0.19%-2,82213F-HRTimeline
Insight Wealth Partners, LLC7,431$319K0.13%-61413F-HRTimeline
Dana Investment Advisors, Inc.7,402$317K0.01%+2,72513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,337$315K0.21%013F-HRTimeline
PKS Advisory Services, LLC7,167$307K0.07%+1,28413F-HRTimeline
Liberty Capital Management, Inc.6,965$299K0.06%013F-HRTimeline
Optivise Advisory Services LLC6,922$297K0.17%+1,66913F-HRTimeline
Koss-Olinger Consulting, LLC6,870$295K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,757$290K0.03%+2,07513F-HRTimeline
ERn Financial, LLC6,727$288K0.05%+6613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,700$287K0.13%+12513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,614$284K<0.01%-17213F-HRTimelineGroup
Beacon Financial Advisory LLC6,578$282K0.07%-58013F-HRTimeline
AlphaCentric Advisors LLC6,556$281K0.28%13F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD6,544$281K0.04%13F-HRTimeline
Sowell Financial Services LLC6,441$276K0.01%-7,94213F-HRTimeline
Waverly Advisors, LLC6,362$273K<0.01%+55113F-HRTimeline
MJP ASSOCIATES INC /ADV6,319$271K0.03%013F-HRTimeline
Saxony Capital Management, LLC6,306$270K0.17%-24213F-HRTimeline
Bright Futures Wealth Management, LLC.6,268$269K0.2%+30513F-HRTimeline
Rossby Financial, LCC6,247$268K0.08%+32413F-HRTimeline
Americana Partners, LLC6,233$267K0.01%+1,17013F-HRTimeline
Columbia Bank6,215$266K0.07%-2313F-HRTimeline
WEDBUSH SECURITIES INC6,185$265K0.01%-5,81913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC6,055$260K0.02%+1,40013F-HRTimeline
VestGen Advisors, LLC6,050$259K0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,049$259K0.11%+2013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,924$254K0.06%new13F-HRTimeline
Vericrest Private Wealth5,922$254K0.23%13F-HRTimeline
S.E.E.D. Planning Group LLC5,921$254K0.07%+53313F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,880$252K0.48%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,865$251K<0.01%013F-HRTimelineGroup
BankPlus Wealth Management LLCin group BankPlus Trust Department5,860$251K0.14%new13F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC5,833$250K0.05%new13F-HRTimeline
United Advisor Group, LLC5,814$249K0.03%+93613F-HRTimeline
Shepherd Financial Partners LLC5,809$249K0.02%+9113F-HRTimeline
Independent Wealth Network Inc.5,685$244K0.07%new13F-HRTimeline
Asset One Wealth Management LLC5,666$243K0.03%13F-HRTimeline
Objective Capital Management, LLC5,634$242K0.25%+48913F-HRTimeline
SteelPeak Wealth, LLC5,572$239K0.01%+29413F-HRTimeline
Mosley Wealth Management5,549$239K0.11%13F-HRTimeline
Timber Creek Capital Management LLC5,550$238K0.06%-29613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,540$237K0.07%-1013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,538$237K<0.01%-2,10513F-HRTimelineGroup
Tyche Wealth Partners LLC5,525$237K0.04%013F-HRTimeline
Peak Retirement Planning, Inc.5,517$236K0.06%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,469$234K0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,463$234K0.01%-2,94613F-HRTimelineGroup
Accurate Wealth Management, LLC5,371$231K0.03%+35113F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$230K0.11%013F-HRTimeline
Buck Wealth Strategies, LLC5,326$228K0.03%-69613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,298$227K0.06%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…5,279$226K0.02%-213F-HRTimeline
Beaumont Asset Management, L.L.C.5,225$224K0.11%+43613F-HRTimeline
CHAPIN DAVIS, INC.5,111$219K0.05%+11713F-HRTimeline
RWA WEALTH PARTNERS, LLC5,100$219K<0.01%-4,82013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,088$218K<0.01%+14113F-HRTimelineGroup
Hudson Oak Wealth Advisory LLC5,017$215K0.19%13F-HRTimeline
Forza Wealth Management, LLC4,975$213K0.08%013F-HRTimeline
Princeton Global Asset Management LLC4,960$213K0.03%+4513F-HRTimeline
Latitude Advisors, LLC4,879$209K0.09%-313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,861$208K<0.01%-4,77913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,848$208K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.4,852$208K0.01%-3,88513F-HRTimeline
BAM Wealth Management, LLC4,797$206K0.15%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,722$202K0.07%new13F-HRTimeline
Kastel Capital Advisors, LLC4,720$202K0.12%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,708$202K0.02%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO4,670$200K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,612$198K<0.01%-1,36213F-HRTimelineGroup
CONQUIS FINANCIAL LLC4,376$188K0.16%013F-HRTimeline
FMR LLCin group FMR LLC4,217$181K<0.01%+31113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding4,055$174K-2,500Timeline
BLAIR WILLIAM & CO/IL3,682$158K<0.01%+9113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,291$141K0.01%new13F-HRTimeline
Signature Equity Partners, LLC3,055$131K0.07%13F-HRTimeline
Key Capital Management, INC3,023$130K0.13%13F-HRTimeline
Qube Research & Technologies Ltd2,931$126K<0.01%+2,84113F-HRTimeline
Larson Financial Group LLC2,699$116K<0.01%-15713F-HRTimeline
GoalVest Advisory LLC2,618$112K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,604$112K0.03%+34013F-HRTimeline
Coastline Trust Co2,560$110K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO2,513$108K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,481$106K<0.01%-2513F-HRTimeline
EPG Wealth Management LLC2,346$101K0.03%013F-HRTimeline
Richardson Capital Management LLC2,151$92.2K0.05%-9213F-HRTimeline
Realta Investment Advisors2,145$92K0.03%013F-HRTimeline
Wells Financial Advisors INC2,135$91.5K0.17%013F-HRTimeline
Glen Eagle Advisors, LLC2,103$90.2K0.01%013F-HRTimeline
WINNACLE WEALTH LLC2,052$88.2K0.07%-83013F-HRTimeline
DUNCKER STREETT & CO INC2,004$85.9K0.02%013F-HRTimeline
Rialto Wealth Management, LLC2,002$85.8K0.02%-1,03213F-HRTimeline
Westend Capital Management, LLC1,843$79K0.02%-58413F-HRTimeline
Triumph Capital Management1,745$74.8K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.43$66.8K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC1,549$66.4K0.05%+46813F-HRTimeline
Monetary Solutions, Ltd1,540$66K0.07%13F-HRTimeline
Sunbelt Securities, Inc.1,454$62.3K<0.01%-62613F-HRTimeline
SIGNATUREFD, LLC1,358$58.2K<0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.1,319$56.6K0.04%new13F-HRTimeline
FSA Advisors, Inc.47,330$48.9K0.03%new13F-HRTimeline
Allworth Financial LP1,125$48.2K<0.01%+93513F-HRTimeline
Vermillion & White Wealth Management Gr…1,075$46.1K0.03%+10413F-HRTimeline
AdvisorNet Financial, Inc1,056$45.3K<0.01%-59913F-HRTimeline
LFA - Lugano Financial Advisors SA1,040$44.6K0.02%013F-HRTimeline
NFSG Corp937$40.2K0.01%-9,61213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$39.8K<0.01%-15013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC904$39K<0.01%-2,11013F-HRTimelineGroup
Avion Wealth825$35K0.01%013F-HRTimeline
Pacifica Partners Inc.799$34.3K0.02%-11513F-HRTimeline
UMB Bank, n.a.796$34.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC785$33.7K0.02%new13F-HRTimeline
WealthShield Partners, LLC744$31.9K<0.01%-1213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC717$30.7K0.01%-7513F-HRTimeline
Godfrey Financial Associates, Inc.700$30K0.03%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.650$27.9K0.08%+23013F-HRTimeline
Cape Investment Advisory, Inc.637$27.3K0.01%new13F-HRTimeline
Wealth Watch Advisors, INC635$27.2K0.01%new13F-HRTimeline
Cornerstone Financial Management LLC620$26.6K0.02%13F-HR/ATimeline
Golden State Wealth Management, LLC599$25.7K<0.01%+1313F-HRTimeline
Hurley Capital, LLC556$23.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB500$21.4K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.7K<0.01%013F-HRTimeline
Investors Research Corp455$19.5K<0.01%013F-HRTimeline
Greenline Wealth Management LLC447$19.2K0.02%13F-HRTimeline
Crewe Advisors LLC440$18.9K<0.01%+38213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…415$17.8K0.01%new13F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.414$17.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC379$16.3K<0.01%-14913F-HRTimeline
Parkside Financial Bank & Trust375$16.1K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …365$15.6K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC351$15K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED339$14.5K<0.01%+6513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…335$14.4K<0.01%+713F-HRTimelineGroup
Smartleaf Asset Management LLC334$14.3K<0.01%-9813F-HRTimeline
WealthCollab, LLC302$12.9K0.01%new13F-HRTimeline
Scarborough Advisors, LLC258$11.1K<0.01%+613F-HRTimeline
Key Financial Inc190$8.14K<0.01%013F-HRTimeline
CX Institutional191$8K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC185$7.94K<0.01%-813F-HRTimeline
Park Square Financial Group, LLC176$7.5K0.04%-7713F-HRTimeline
New Millennium Group LLC167$7.16K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT123$5.27K<0.01%new13F-HRTimeline
SYNTAX RESEARCH, INC.122$5.23K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC120$5.14K<0.01%new13F-HRTimeline
Front Row Advisors LLC120$5.14K<0.01%013F-HRTimeline
Blue Trust, Inc.120$5.14K<0.01%-5,36213F-HRTimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…91$3.9K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$3.3K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC75$3.21K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC67$2.87K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.64$2.74K<0.01%013F-HRTimeline
Crews Bank & Trust36$1.54K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC36$1.54K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC31$1.33K<0.01%+2213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29$1.24K<0.01%-7713F-HRTimelineGroup
Truvestments Capital LLC28$1.2K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.26$1.11K<0.01%-37113F-HRTimeline
Trifecta Capital Advisors, LLC25$1.07K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF VERMONT23$986<0.01%013F-HRTimeline
Aventura Private Wealth, LLC20$857<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…15$644<0.01%013F-HR/ATimeline
EASTERN BANK13$557<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$557<0.01%-27813F-HRTimeline
MASECO LLP10$429<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$43<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1$31<0.01%-42913F-HRTimeline