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Disclosery

SHYG ISHARES TR

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COM (fund)

553 managers (560 13F filers) reported a position in SHYG shares at 2026-03-31, 125,968,807 shares in all. 51 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
560
New
51
Added
244
Reduced
188
Sold out
76
Shares held by filers
125,968,807

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Signal Advisors Wealth, LLC7,263$307K0.02%new13F-HRTimeline
Pointe Capital Management LLC7,255$307K0.15%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$305K0.13%new13F-HRTimelineAmount filed as zero, left out of ratios.
SUMMIT WEALTH GROUP LLC / CO7,194$304K0.03%+2,52413F-HRTimeline
AE Wealth Management LLC7,159$303K<0.01%-4,76913F-HRTimeline
John W. Brooker & Co., CPAs7,116$301K0.47%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,067$299K<0.01%-47113F-HRTimelineGroup
Koshinski Asset Management, Inc.6,979$295K0.02%+2,12713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,820$289K<0.01%13F-HRTimelineGroup
Dana Investment Advisors, Inc.6,727$285K0.01%-67513F-HRTimeline
ERn Financial, LLC6,551$277K0.05%-17613F-HRTimeline
Columbia Bank6,538$277K0.08%+32313F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD6,487$274K0.04%-5713F-HRTimeline
Saxony Capital Management, LLC6,354$269K0.16%+4813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,339$268K<0.01%-2,18213F-HRTimeline
WMG Financial Advisors, LLC6,327$268K0.11%new13F-HRTimeline
Bright Futures Wealth Management, LLC.6,325$268K0.18%+5713F-HRTimeline
MJP ASSOCIATES INC /ADV6,319$267K0.03%013F-HRTimeline
Americana Partners, LLC6,233$264K0.01%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…6,128$259K0.23%-18,44813F-HRTimeline
Beacon Financial Advisory LLC6,122$259K0.06%-45613F-HRTimeline
Koss-Olinger Consulting, LLC6,076$257K0.02%-79413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC6,055$256K0.02%013F-HRTimeline
Sowell Financial Services LLC6,053$256K0.01%-38813F-HRTimeline
Vericrest Private Wealth5,929$251K0.23%+713F-HRTimeline
Waverly Advisors, LLC5,928$251K<0.01%-43413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,865$248K<0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC5,854$248K0.01%+28213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,805$248K0.11%-24413F-HRTimeline
S.E.E.D. Planning Group LLC5,820$246K0.07%-10113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,755$243K0.07%+21513F-HRTimeline
Shepherd Financial Partners LLC5,747$243K0.02%-6213F-HRTimeline
United Advisor Group, LLC5,741$243K0.03%-7313F-HRTimeline
Mosley Wealth Management5,558$241K0.11%+913F-HRTimeline
Beaumont Asset Management, L.L.C.5,668$240K0.11%+44313F-HRTimeline
Accurate Wealth Management, LLC5,618$238K0.03%+24713F-HRTimeline
Ninety One North America, Inc.5,607$237K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,560$235K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,501$233K0.02%+22213F-HRTimeline
Peak Retirement Planning, Inc.5,467$231K0.05%-5013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,463$231K0.01%013F-HRTimelineGroup
Buck Wealth Strategies, LLC5,384$228K0.03%+5813F-HRTimeline
FOCUS Wealth Advisors, LLC5,372$227K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,330$226K<0.01%-11,70413F-HRTimelineGroup
Blue Trust, Inc.5,302$224K<0.01%+5,18213F-HRTimeline
Asset One Wealth Management LLC5,218$222K0.02%-44813F-HRTimeline
CHAPIN DAVIS, INC.5,170$219K0.05%+5913F-HRTimeline
Insight Wealth Partners, LLC5,130$217K0.09%-2,30113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.5,119$217K0.13%new13F-HRTimeline
Walkner Condon Financial Advisors LLC5,065$214K0.03%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,059$214K0.01%new13F-HRTimeline
Objective Capital Management, LLC5,032$213K0.22%-60213F-HRTimeline
Forum Finance Group S.A.6,264$211K0.11%13F-HRTimeline
Forza Wealth Management, LLC4,975$210K0.07%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC4,900$207K0.05%-1,02413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,886$207K<0.01%+3813F-HRTimelineGroup
Revisor Wealth Management LLC4,866$206K0.06%new13F-HRTimeline
Princeton Global Asset Management LLC4,797$203K0.03%-16313F-HRTimeline
Kastel Capital Advisors, LLC4,720$202K0.12%013F-HRTimeline
Timber Creek Capital Management LLC4,740$201K0.05%-81013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,935$166K-120Timeline
BLAIR WILLIAM & CO/IL3,677$156K<0.01%-513F-HRTimeline
Triumph Capital Management3,338$141K0.03%+1,59313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,295$139K0.01%+413F-HRTimeline
FMR LLCin group FMR LLC3,233$137K<0.01%-98413F-HRTimelineGroup
CONQUIS FINANCIAL LLC3,129$133K0.11%-1,24713F-HRTimeline
Arax Advisory Partners2,979$126K<0.01%-21,38613F-HRTimeline
Signature Equity Partners, LLC2,881$122K0.07%-17413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,848$120K0.03%+24413F-HRTimeline
Larson Financial Group LLC2,718$115K<0.01%+1913F-HRTimeline
Coastline Trust Co2,560$108K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC2,432$103K<0.01%-4913F-HRTimeline
EPG Wealth Management LLC2,346$99.3K0.03%013F-HRTimeline
WFA of San Diego, LLC2,243$94.9K0.08%+69413F-HRTimeline
Destiny Wealth Partners, LLC2,040$86.3K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC2,004$84.8K0.02%013F-HRTimeline
Rialto Wealth Management, LLC2,002$84.7K0.02%013F-HRTimeline
WHITTIER TRUST CO1,960$82.8K<0.01%-55313F-HRTimeline
Realta Investment Advisors1,935$81.9K0.03%-21013F-HRTimeline
Richardson Capital Management LLC1,784$75.5K0.04%-36713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,607$68K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,570$66.4K<0.01%+1,52713F-HRTimelineGroup
Key Capital Management, INC1,562$66.1K0.04%-1,46113F-HRTimeline
Monetary Solutions, Ltd1,540$65.2K0.06%013F-HRTimeline
KM Capital Management Ltd.1,524$64.7K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.1,466$62K<0.01%+1213F-HRTimeline
SIGNATUREFD, LLC1,358$57.5K<0.01%013F-HRTimeline
Allworth Financial LP1,304$55.2K<0.01%+17913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,234$52.2K0.04%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,204$50.9K0.03%+78913F-HRTimelineGroup
AdvisorNet Financial, Inc1,066$45.1K<0.01%+1013F-HRTimeline
LFA - Lugano Financial Advisors SA1,040$43.5K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,000$42.3K<0.01%new13F-HRTimelineGroup
NFSG Corp948$40.1K0.01%+1113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management841$35.6K<0.01%-8713F-HRTimelineGroup
Golden State Wealth Management, LLC839$35.5K<0.01%+24013F-HRTimeline
Pacifica Partners Inc.799$33.8K0.01%013F-HRTimeline
UMB Bank, n.a.796$33.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Magnolia Wealth Management, LLC789$33.4K0.02%new13F-HRTimeline
Millstone Evans Group, LLC785$33.2K0.02%013F-HRTimeline
WealthShield Partners, LLC744$31.5K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.700$29.6K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.650$27.5K0.08%013F-HRTimeline
Wells Financial Advisors INC635$26.9K0.12%-1,50013F-HRTimeline
Cornerstone Financial Management LLC620$26.2K0.02%013F-HR/ATimeline
Intentional Wealth Strategies, LLC485$20.5K0.02%13F-HRTimeline
Founders Financial Alliance, LLC484$20.5K<0.01%+10513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN483$20.4K<0.01%013F-HRTimeline
Wellington Grp LLC478$20.2K0.01%new13F-HRTimeline
Investors Research Corp455$19.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust375$15.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC365$15.4K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …365$15.4K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.356$15.1K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.356$15.1K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC351$14.8K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC313$13.2K0.01%new13F-HRTimeline
Scarborough Advisors, LLC261$11K<0.01%+313F-HRTimeline
Key Financial Inc178$7.53K<0.01%-1213F-HRTimeline
ROTHSCHILD INVESTMENT LLC171$7.25K<0.01%-1413F-HRTimeline
Dogwood Wealth Management LLC169$7.15K<0.01%+13813F-HRTimeline
Smartleaf Asset Management LLC130$5.45K<0.01%-20413F-HRTimeline
Truvestments Capital LLC123$5.2K<0.01%+9513F-HRTimeline
SYNTAX RESEARCH, INC.122$5.16K<0.01%013F-HRTimeline
Front Row Advisors LLC120$5.08K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC120$5.08K<0.01%013F-HRTimeline
First PREMIER Bank93$4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$3.26K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.64$2.71K<0.01%013F-HRTimeline
Dunhill Financial, LLC62$2.62K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC60$2.54K<0.01%new13F-HRTimeline
Walsh & Associates, LLC58$2.45K<0.01%new13F-HRTimeline
GGM Financial LLC46$1.95K<0.01%new13F-HRTimeline
Crews Bank & Trust36$1.52K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC36$1.52K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29$1.23K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc29$1.23K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.26$1.1K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC25$1.06K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.22$931<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20$846<0.01%-7,82313F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…15$635<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$550<0.01%013F-HRTimeline
MASECO LLP10$423<0.01%013F-HRTimeline
GAMMA Investing LLC7$296<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$253<0.01%-33013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC3$117<0.01%new13F-HRTimeline
PMV Capital Advisers, LLC2$104<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$42<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1$31<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%-71713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline