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Disclosery

SHYG ISHARES TR

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COM (fund)

537 managers (542 13F filers) reported a position in SHYG shares at 2024-12-31, 112,205,775 shares in all. 37 filers opened a position and 38 filers sold out during the quarter.

Managers
537
13F filers
542
New
37
Added
245
Reduced
160
Sold out
38
Shares held by filers
112,205,775

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,666,952$540M0.12%+349,57713F-HRTimelineGroup
Empower Advisory Group, LLC8,600,196$366M1.23%+491,39913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,288,172$353M0.96%+559,80413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,354,617$228M<0.01%+1,378,02913F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,637,431$198M5.69%+237,08613F-HRTimeline
Japan Science & Technology Agency4,450,000$190M3.25%-620,49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,159,091$177M0.26%+703,19913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,703,519$158M0.64%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,291,328$140M+131,898Timeline
MORGAN STANLEYin group MORGAN STANLEY2,648,253$113M0.01%+506,95413F-HR/ATimelineGroup
Wealthfront Advisers LLC2,260,377$96.3M0.28%-105,58013F-HR/ATimeline
NEPC LLC2,200,963$93.8M2.52%+579,85713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,060,206$87.8M0.01%-97,79813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC1,894,248$80.7M0.91%+60,22713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,884,413$80.3M0.2%+248,94713F-HRTimeline
LPL Financial LLC1,759,164$75M0.03%+309,97013F-HRTimeline
Ocean Park Asset Management, LLC1,628,000$69.4M2.36%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,166,634$49.7M0.01%-165,51913F-HRTimelineGroup
Sound Income Strategies, LLC1,011,736$43.1M2.67%+33,29913F-HRTimeline
Advisors Capital Management, LLC884,795$37.7M0.59%+8,04213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…790,269$33.7M6.59%-56,72313F-HRTimelineGroup
UBS Group AGin group UBS Group AG771,155$32.9M0.01%+136,13813F-HRTimelineGroup
Atria Investments, Inc769,424$32.8M0.41%-98,47613F-HRTimeline
Cetera Investment Advisers742,809$31.7M0.07%-10,77313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC699,490$29.8M0.01%13F-HR/ATimelineGroup
Greystone Financial Group, LLC673,348$28.7M4.99%+10,84013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC673,364$28.7M0.13%-524,84813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD667,200$28.4M0.09%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp655,640$27.9M0.01%-990,68713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC636,970$27.1M0.05%+10,87213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …601,371$25.6M0.06%+21,45113F-HRTimelineGroup
KilterHowling LLC589,614$25.3M14.49%+256,07013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC592,681$25.3M8.39%+19,39313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.564,966$24.1M0.05%+104,00613F-HR/ATimelineGroup
Creative Planningin group Creative Planning535,324$22.8M0.02%-10,33913F-HRTimelineGroup
Delphi Financial Group, Inc.in group Delphi Financial Group, Inc.530,590$22.6M11.96%013F-HRTimelineGroup
Hilton Capital Management, LLC508,768$21.7M1.88%new13F-HRTimeline
Baker Avenue Asset Management, LP472,987$20.2M0.62%+17,22513F-HRTimeline
HighTower Advisors, LLC461,651$19.7M0.03%+43,90713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …447,528$19.1M0.03%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC434,840$18.5M0.06%+255,68413F-HRTimeline
Matthew Goff Investment Advisor, LLC428,568$18.3M3.39%+86,14113F-HRTimeline
Ninety One UK Ltd423,751$18.1M0.05%+63,77913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC413,602$17.6M0.18%+51,42513F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …407,160$17.3M3.96%+5,59813F-HRTimelineGroup
Betterment LLC400,515$17.1M0.04%+57,48213F-HRTimeline
MAI Capital Management378,784$16.1M0.12%new13F-HRTimeline
High Probability Advisors, LLC368,833$15.7M2.82%+13,16713F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …349,597$14.9M0.77%-337,01613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP337,556$14.4M0.02%+55,79613F-HRTimelineGroup
Mader & Shannon Wealth Management, Inc.335,545$14.3M8.84%new13F-HRTimeline
Trivium Point Advisory, LLC323,289$13.8M1.74%+4,95113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP321,566$13.7M0.01%+11,86613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC314,795$13.4M<0.01%+18,66213F-HRTimelineGroup
OneDigital Investment Advisors LLC312,136$13.3M0.15%-37,09313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC303,830$12.9M0.19%+1,80713F-HRTimeline
ATWOOD & PALMER INC285,223$12.2M0.83%+5,04413F-HRTimeline
RiverFront Investment Group, LLC278,320$11.9M0.27%+38,22113F-HRTimeline
Cascade Wealth Advisors, Inc267,781$11.4M7.72%+34,01413F-HRTimeline
Gibbs Wealth Management246,507$10.5M2.85%+35,28213F-HRTimeline
Partners Value Investments L.P.241,302$10.3M0.11%013F-HRTimeline
Members Advisory Group LLC233,513$9.95M4.08%+220,77113F-HRTimeline
Merit Financial Group, LLC229,338$9.77M0.18%+9,16213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC226,100$9.63M0.01%+55,92313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…221,972$9.46M0.09%+14,11013F-HRTimelineGroup
Peak Financial Management, Inc.218,907$9.33M2.79%+9,36513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC217,927$9.29M5.01%-5,67313F-HRTimeline
KITCHING PARTNERS, LLC215,246$9.17M11.73%+1,50813F-HRTimeline
Waterloo Capital, L.P.215,053$9.16M0.97%+25,24013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC213,505$9.1M0.68%+116,68813F-HRTimeline
Powers Advisory Group, LLC209,533$8.93M4.47%+2,44713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC199,239$8.49M0.07%-28,60913F-HRTimeline
Nuveen Asset Management, LLCin group TIAA196,241$8.36M<0.01%-233,90413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding195,230$8.32M+8,666Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…193,422$8.24M0.43%-4,50213F-HRTimeline
Summit Wealth Partners, LLC192,152$8.19M1.68%-5,41913F-HRTimeline
Atria Wealth Solutions, Inc.191,359$8.15M0.09%+4,24913F-HRTimeline
Freestate Advisors LLC184,626$7.87M8.13%+2,60313F-HRTimeline
Kiely Wealth Advisory Group, Inc.182,476$7.85M5.05%+23,15313F-HRTimeline
Cambridge Investment Research Advisors,…180,018$7.67M0.03%+24,44513F-HRTimeline
RWA WEALTH PARTNERS, LLC174,546$7.44M0.09%+17013F-HRTimeline
MGO ONE SEVEN LLC173,429$7.39M0.28%+84,33513F-HRTimeline
COURIER CAPITAL LLC173,346$7.39M0.51%+65,27713F-HRTimeline
Blue Barn Wealth, LLC169,075$7.2M3.8%+8,01313F-HRTimeline
Advisory Alpha, LLC165,062$7.03M0.25%+16,70813F-HRTimeline
Little Harbor Advisors, LLC158,896$6.77M4%+8,35513F-HRTimeline
My Legacy Advisors, LLC156,849$6.74M2.62%+6,57013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.154,999$6.6M0.04%+8,08013F-HRTimeline
Clearstead Advisors, LLC152,859$6.51M0.1%-86,13513F-HRTimeline
Curtis Advisory Group, LLC150,749$6.42M1.7%+14,18213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…148,369$6.4M0.36%+4,38713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT149,578$6.37M0.19%-14,34213F-HRTimeline
Towercrest Capital Management146,986$6.26M1.01%+57713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK142,092$6.05M0.2%+58,90113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC141,889$6.05M0.45%+2,56413F-HRTimelineGroup
Integrated Wealth Concepts LLC138,626$5.91M0.07%+15,05013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC134,816$5.74M0.4%-33,33013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…132,025$5.63M<0.01%+76,24013F-HRTimelineGroup
Graypoint LLC131,461$5.6M0.34%+5,36213F-HRTimeline
Prospera Financial Services Inc128,299$5.47M0.13%-7,76913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO125,750$5.36M<0.01%+81,87113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC122,063$5.2M0.31%-2,72113F-HRTimeline
Sage Advisory Services, Ltd.Co.121,818$5.19M3.08%-233,30713F-HRTimeline
Level Financial Advisors118,617$5.05M1.85%-3,87113F-HRTimeline
David Kennon Inc117,786$5.02M1.98%+3,44313F-HRTimeline
Hudock, Inc.117,487$5.01M0.87%+1,70613F-HRTimeline
SageView Advisory Group, LLC111,694$4.76M0.2%+6713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,484$4.75M0.15%-13,84613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.110,706$4.72M0.51%13F-HRTimeline
Alliance Wealth Management Group110,231$4.7M1.26%+2,47713F-HRTimeline
Composition Wealth, LLC108,217$4.61M0.09%-13,09313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,600$4.58M<0.01%-16,67513F-HRTimelineGroup
Central Pacific Bank - Trust Division106,573$4.54M0.59%+53,56313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…106,237$4.53M0.04%-30,20413F-HRTimelineGroup
CITY HOLDING CO103,107$4.39M0.62%+9,53013F-HRTimeline
Madden Advisory Services, Inc.102,315$4.36M2.02%+13,07413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.102,251$4.36M0.05%new13F-HR/ATimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…98,778$4.21M1.68%+15,11313F-HRTimeline
Redhawk Wealth Advisors, Inc.98,271$4.19M0.57%+6,52613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP97,744$4.16M0.12%+35,34413F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.97,040$4.13M1.7%+10,74713F-HRTimeline
Factor Wealth Management LTD94,113$4.01M1.33%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC93,673$3.99M0.29%+6,72713F-HRTimeline
Avior Wealth Management, LLC92,755$3.95M0.14%+7,61913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,544$3.86M0.01%+17,01813F-HR/ATimeline
OLD NATIONAL BANCORP /IN/89,334$3.81M0.09%-6,43713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,774$3.78M0.01%new13F-HRTimelineGroup
Thrive Capital Management, LLC88,554$3.77M1.73%-30,28613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85,784$3.66M<0.01%+25,91313F-HRTimelineGroup
One Capital Management, LLC85,561$3.65M0.12%+64513F-HRTimeline
Private Advisor Group, LLC84,925$3.62M0.02%+23,51813F-HRTimeline
Arkadios Wealth Advisors84,412$3.6M0.2%+1,24813F-HRTimeline
JMAC ENTERPRISES LLC83,450$3.56M0.56%+8,72313F-HRTimeline
Prosperity Consulting Group, LLC82,319$3.51M0.26%-35113F-HRTimeline
SVB WEALTH LLC81,838$3.49M0.07%new13F-HRTimeline
WEBSTER BANK, N. A.79,439$3.38M0.36%+1,92513F-HRTimeline
Portside Wealth Group, LLC78,258$3.33M0.55%+1,67313F-HR/ATimeline
Virtue Capital Management, LLC77,494$3.3M0.66%+50013F-HRTimeline
Manske Wealth Management76,640$3.27M1.3%13F-HRTimeline
Janney Montgomery Scott LLC76,194$3.25M0.01%+36,61213F-HRTimeline
Roundview Capital LLC75,626$3.22M0.22%-11,54413F-HRTimeline
Whitford Management LLC74,956$3.19M0.94%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …74,487$3.17M<0.01%-14,12713F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC73,526$3.13M1.47%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,657$3.1M0.03%+14,84613F-HRTimelineGroup
Owen LaRue, LLC72,655$3.1M1.62%+2,68513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,877$3.02M<0.01%+40,05313F-HRTimelineGroup
Geneos Wealth Management Inc.70,750$3.01M0.11%+4,74613F-HRTimeline
Friedenthal Financial70,022$2.98M1.74%+1,91513F-HRTimeline
Ashton Thomas Private Wealth, LLC67,898$2.89M0.11%+43,11213F-HRTimeline
Orion Porfolio Solutions, LLC67,166$2.86M0.03%+58,97013F-HRTimeline
Orion Portfolio Solutions, LLC67,166$2.86M0.03%+58,97013F-HRTimeline
Goldstone Financial Group, LLC66,560$2.84M0.44%+6,35113F-HRTimeline
Portfolio Design Labs, LLC65,985$2.81M0.58%new13F-HRTimeline
FinDec Wealth Services, Inc.64,474$2.75M1.91%-5,81513F-HRTimeline
Future Financial Wealth Managment LLC63,100$2.69M1.97%+1,59813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC62,446$2.66M0.02%+48513F-HRTimelineGroup
HRT FINANCIAL LP62,265$2.65M0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co62,225$2.65M0.08%+8513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding61,079$2.6M-2,150Timeline
Csenge Advisory Group61,050$2.6M0.14%+2,24413F-HRTimeline
Alternative Investment Advisors, LLC.60,020$2.56M1.33%-8,08213F-HRTimeline
Blue Capital, Inc.58,488$2.49M1.76%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC58,237$2.48M0.26%+8,71413F-HRTimeline
Sanctuary Advisors, LLC56,551$2.45M0.02%+7,62513F-HRTimeline
Center For Asset Management LLC57,346$2.44M1.58%-9,24113F-HRTimeline
CWM, LLCin group CWM, LLC57,248$2.44M0.01%+2,02513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC56,103$2.41M<0.01%-77813F-HRTimelineGroup
Guardian Asset Advisors, LLC56,125$2.39M1.53%+4,40613F-HRTimeline
Independent Solutions Wealth Management…51,728$2.2M0.48%+38,67313F-HRTimeline
HCR Wealth Advisors51,008$2.17M0.27%+1,00013F-HRTimeline
Sigma Planning Corp49,630$2.11M0.07%+2,09313F-HRTimeline
Essex LLC48,454$2.06M0.43%-2,61113F-HRTimeline
IHT Wealth Management, LLC47,887$2.04M0.07%-55,24113F-HRTimeline
Jackson Creek Investment Advisors LLC47,779$2.04M0.61%+2,34313F-HRTimeline
Whalen Wealth Management Inc.47,640$2.03M1.41%+23,75113F-HRTimeline
Hofer & Associates. Inc47,456$2.02M1.36%+3,66913F-HRTimeline
World Investment Advisors46,825$2M0.05%+16,25813F-HRTimeline
Verum Partners LLC46,606$1.99M0.57%-3,00713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC46,043$1.96M0.18%-1,16513F-HRTimeline
Perigon Wealth Management, LLC45,265$1.95M0.05%+2,88813F-HRTimeline
Continuum Advisory, LLC45,397$1.93M0.25%+2,98613F-HRTimeline
Klaas Financial Asset Advisors, LLC45,036$1.92M0.34%-1,39613F-HRTimeline
S. R. Schill & Associates44,705$1.9M1.59%-4,43413F-HRTimeline
TFB Advisors LLC44,538$1.9M0.54%+1,39613F-HRTimeline
Compound Planning, Inc.44,011$1.88M0.09%-9,47613F-HRTimeline
Mount Lucas Management LP42,985$1.83M0.64%+1,47313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC42,946$1.83M1.03%+30,37313F-HRTimeline
Beacon Pointe Advisors, LLC42,291$1.8M0.02%+2,60513F-HRTimeline
Arete Wealth Advisors, LLC42,181$1.8M0.13%+2,13613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC42,169$1.8M0.32%+1,73513F-HRTimeline
Etesian Wealth Advisors, Inc.42,029$1.79M0.79%+3,25613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,920$1.77M<0.01%+22,71913F-HRTimelineGroup
Sunbelt Securities, Inc.41,290$1.76M0.16%-6,97213F-HRTimeline
Foundations Investment Advisors, LLC41,055$1.75M0.03%-5,67913F-HRTimeline
Strategic Investment Advisors / MI40,219$1.71M0.18%+3,42713F-HRTimeline
1834 INVESTMENT ADVISORS CO40,124$1.71M0.22%+4,80813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding38,646$1.65M-152,092Timeline
RICHARDSON FINANCIAL SERVICES INC.36,937$1.57M1.11%+1,32513F-HRTimeline
Kingsview Wealth Management, LLC36,820$1.57M0.03%+4,27213F-HRTimeline