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Disclosery

SHYG ISHARES TR

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COM (fund)

528 managers (533 13F filers) reported a position in SHYG shares at 2025-03-31, 115,119,085 shares in all. 51 filers opened a position and 52 filers sold out during the quarter.

Managers
528
13F filers
533
New
51
Added
232
Reduced
166
Sold out
52
Shares held by filers
115,119,085

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,933,267$550M0.12%+266,31513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,972,904$424M1.16%+1,684,73213F-HRTimelineGroup
Empower Advisory Group, LLC9,137,346$389M1.27%+537,15013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,043,665$257M0.01%+689,04813F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,821,058$205M6.34%+183,62713F-HRTimeline
Japan Science & Technology Agency4,450,000$189M2.91%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,835,057$163M0.23%-324,03413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,530,652$108M0.01%-117,60113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,493,803$106M-797,525Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…2,403,519$102M0.46%-1,300,00013F-HRTimelineGroup
Wealthfront Advisers LLC2,382,422$101M0.27%+122,04513F-HRTimeline
LPL Financial LLC2,280,862$97M0.04%+521,69813F-HRTimeline
NEPC LLC2,200,963$93.6M2.59%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,120,876$90.2M0.01%+60,67013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC1,994,750$84.8M0.9%+100,50213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,904,915$80.7M0.19%+20,50213F-HRTimeline
Ocean Park Asset Management, LLC1,628,000$69.2M2.46%013F-HRTimeline
ARCH CAPITAL GROUP LTD.1,531,250$65.1M18.16%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,299,529$55.3M0.01%+132,89513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,117,600$47.5M0.15%+450,40013F-HRTimelineGroup
Sound Income Strategies, LLC1,024,512$43.6M2.57%+12,77613F-HRTimeline
Bramshill Investments, LLC977,660$41.6M4.24%new13F-HRTimeline
Cetera Investment Advisers911,999$38.8M0.08%+169,19013F-HRTimeline
Advisors Capital Management, LLC823,381$35M0.54%-61,41413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp815,251$34.7M0.01%+159,61113F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…790,920$33.6M1.11%+65113F-HRTimelineGroup
UBS Group AGin group UBS Group AG787,523$33.5M0.01%+16,36813F-HRTimelineGroup
Atria Investments, Inc762,828$32.4M0.42%-6,59613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC709,677$30.2M0.01%+10,18713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC657,489$28M0.05%+20,51913F-HRTimelineGroup
Greystone Financial Group, LLC647,491$27.5M5%-25,85713F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …640,052$27.2M1.61%+290,45513F-HRTimelineGroup
Creative Planningin group Creative Planning557,443$23.7M0.02%+22,11913F-HRTimelineGroup
Betterment LLC541,388$23M0.05%+140,87313F-HRTimeline
HighTower Advisors, LLC498,209$21.2M0.03%+36,55813F-HRTimeline
Baker Avenue Asset Management, LP482,752$20.5M0.64%+9,76513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …447,528$19M0.03%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.441,859$18.8M0.04%-123,10713F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …441,866$18.8M4.1%13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC429,538$18.3M0.06%-5,30213F-HRTimeline
Ninety One UK Ltd423,751$18M0.05%013F-HRTimeline
Matthew Goff Investment Advisor, LLC423,298$18M3.32%-5,27013F-HRTimeline
Mader & Shannon Wealth Management, Inc.411,869$17.5M9.99%+76,32413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC400,892$17M5.7%-191,78913F-HRTimeline
High Probability Advisors, LLC391,200$16.6M2.77%+22,36713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC390,360$16.6M0.07%-283,00413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC379,677$16.1M<0.01%+64,88213F-HRTimelineGroup
MAI Capital Management373,749$15.9M0.12%-5,03513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP341,813$14.5M0.02%+4,25713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP332,330$14.1M0.02%+10,76413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC319,739$13.6M0.2%+15,90913F-HRTimeline
Trivium Point Advisory, LLC314,468$13.4M1.66%-8,82113F-HRTimeline
KilterHowling LLC308,453$13M8.41%-281,16113F-HRTimeline
RiverFront Investment Group, LLC299,899$12.8M0.28%+21,57913F-HRTimeline
Cascade Wealth Advisors, Inc299,888$12.5M8.63%+32,10713F-HRTimeline
ATWOOD & PALMER INC286,023$12.2M0.84%+80013F-HRTimeline
OneDigital Investment Advisors LLC269,843$11.5M0.14%-42,29313F-HRTimeline
Gibbs Wealth Management267,901$11.4M2.75%+21,39413F-HRTimeline
SWEENEY & MICHEL, LLC274,117$11.2M4.9%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC258,984$11M4.29%+41,05713F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC254,100$10.8M0.02%+28,00013F-HRTimeline
Legacy Financial Group LLC247,630$10.5M1.62%+1,68613F-HRTimeline
Freestate Advisors LLC245,172$10.4M10.34%+60,54613F-HRTimeline
Members Advisory Group LLC242,121$10.3M4.3%+8,60813F-HRTimeline
Partners Value Investments L.P.241,302$10.3M0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239,759$10.2M<0.01%+114,00913F-HRTimelineGroup
Merit Financial Group, LLC232,350$9.88M0.15%+3,01213F-HRTimeline
Waterloo Capital, L.P.230,331$9.79M0.91%+15,27813F-HRTimeline
Integrated Wealth Concepts LLC227,191$9.66M0.11%+88,56513F-HRTimeline
Peak Financial Management, Inc.225,761$9.6M2.87%+6,85413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC217,196$9.24M0.02%+128,42213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…215,439$9.16M0.03%+35,42113F-HRTimeline
KITCHING PARTNERS, LLC214,639$9.13M10.5%-60713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC212,865$9.05M0.39%+70,97613F-HRTimelineGroup
Powers Advisory Group, LLC212,346$9.03M4.3%+2,81313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding206,252$8.77M+11,022Timeline
SCOTIA CAPITAL INC.200,205$8.51M0.05%+166,59013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…198,101$8.42M0.08%new13F-HRTimelineGroup
MGO ONE SEVEN LLC194,629$8.28M0.32%+21,20013F-HRTimeline
Geneos Wealth Management Inc.192,087$8.17M0.12%+121,33713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…187,987$7.99M0.42%-5,43513F-HRTimeline
Blue Barn Wealth, LLC177,327$7.54M3.93%+8,25213F-HRTimeline
COURIER CAPITAL LLC176,234$7.49M0.49%+2,88813F-HRTimeline
Graypoint LLC174,228$7.41M0.46%+42,76713F-HRTimeline
RWA WEALTH PARTNERS, LLC173,677$7.38M0.09%-86913F-HRTimeline
Atria Wealth Solutions, Inc.169,323$7.2M0.09%-22,03613F-HRTimeline
Summit Wealth Partners, LLC165,148$7.02M1.42%-27,00413F-HRTimeline
My Legacy Advisors, LLC164,598$7M2.7%+7,74913F-HRTimeline
Little Harbor Advisors, LLC158,896$6.76M4.17%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.154,965$6.59M0.04%-3413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154,594$6.57M0.01%+22,56913F-HRTimelineGroup
Clearstead Advisors, LLC152,955$6.5M0.1%+9613F-HRTimeline
Curtis Advisory Group, LLC151,196$6.43M1.89%+44713F-HRTimeline
Towercrest Capital Management141,842$6.03M1.15%-5,14413F-HRTimeline
INTEGRITY ALLIANCE, LLC.139,802$5.94M0.24%+29,09613F-HRTimeline
Hudock, Inc.125,905$5.35M0.94%+8,41813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC125,616$5.34M0.4%-9,20013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC124,197$5.25M0.04%+61,75113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.119,614$5.09M0.68%+21,34313F-HRTimeline
Level Financial Advisors119,598$5.09M1.73%+98113F-HRTimeline
David Kennon Inc117,690$5M1.99%-9613F-HRTimeline
Sage Advisory Services, Ltd.Co.117,328$4.99M2.93%-4,49013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC115,176$4.9M0.3%-6,88713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…115,103$4.89M1.82%+16,32513F-HRTimeline
Alliance Wealth Management Group110,999$4.72M1.27%+76813F-HRTimeline
SageView Advisory Group, LLC107,488$4.57M0.19%-4,20613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC106,237$4.52M0.14%-5,24713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC105,143$4.47M<0.01%-2,45713F-HR/ATimelineGroup
Madden Advisory Services, Inc.104,100$4.43M2.06%+1,78513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC102,221$4.35M0.31%+8,54813F-HRTimeline
Arkadios Wealth Advisors101,967$4.34M0.16%+17,55513F-HRTimeline
CITY HOLDING CO101,749$4.33M0.61%-1,35813F-HRTimeline
INVESTMENT PARTNERS, LTD.100,128$4.26M1.77%+3,08813F-HRTimeline
Smith Salley Wealth Management98,276$4.18M0.27%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,036$4.17M0.01%+7,49213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP97,744$4.16M0.12%013F-HRTimelineGroup
Factor Wealth Management LTD97,001$4.12M1.27%+2,88813F-HRTimeline
One Capital Management, LLC95,755$4.07M0.14%+10,19413F-HRTimeline
Owen LaRue, LLC93,934$3.99M1.99%+21,27913F-HRTimeline
OLD NATIONAL BANCORP /IN/90,771$3.86M0.1%+1,43713F-HRTimeline
Avior Wealth Management, LLC89,677$3.81M0.14%-3,07813F-HRTimeline
World Investment Advisors89,471$3.8M0.1%+42,64613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,416$3.76M<0.01%+2,63213F-HRTimelineGroup
CWM, LLCin group CWM, LLC88,025$3.74M0.01%+30,77713F-HRTimelineGroup
JMAC ENTERPRISES LLC88,004$3.74M0.89%+4,55413F-HRTimeline
Ashton Thomas Private Wealth, LLC87,285$3.71M0.14%+19,38713F-HRTimeline
Composition Wealth, LLC86,684$3.69M0.07%-21,53313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,201$3.58M0.01%new13F-HRTimelineGroup
Virtue Capital Management, LLC81,748$3.47M0.41%+4,25413F-HRTimeline
Friedenthal Financial80,957$3.44M2.06%+10,93513F-HRTimeline
Private Advisor Group, LLC80,925$3.44M0.02%-4,00013F-HRTimeline
SVB WEALTH LLC80,841$3.44M0.14%-99713F-HRTimeline
WEBSTER BANK, N. A.79,851$3.4M0.37%+41213F-HRTimeline
Portside Wealth Group, LLC79,804$3.39M0.55%+1,54613F-HR/ATimeline
Manske Wealth Management78,874$3.35M1.27%+2,23413F-HRTimeline
Prosperity Consulting Group, LLC76,854$3.27M0.25%-5,46513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC76,427$3.25M1.43%+2,90113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …75,850$3.23M<0.01%+1,36313F-HRTimelineGroup
PLANNING DIRECTIONS INC75,733$3.22M1.38%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC72,533$3.08M0.02%-126,70613F-HRTimeline
Csenge Advisory Group72,390$3.03M0.17%+11,34013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC71,149$3.03M0.31%+12,91213F-HRTimeline
Goldstone Financial Group, LLC69,946$2.97M0.45%+3,38613F-HRTimeline
HRT FINANCIAL LP69,783$2.97M0.02%+7,51813F-HRTimeline
Center For Asset Management LLC69,235$2.94M1.8%+11,88913F-HRTimeline
Future Financial Wealth Managment LLC66,924$2.85M2.09%+3,82413F-HRTimeline
Foundations Investment Advisors, LLC66,663$2.83M0.05%+25,60813F-HRTimeline
Portfolio Design Labs, LLC65,133$2.77M0.57%-85213F-HRTimeline
Sigma Planning Corp64,143$2.73M0.09%+14,51313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,850$2.71M<0.01%-7,02713F-HR/ATimelineGroup
Alesco Advisors, LLC, An ESL Co63,195$2.69M0.08%+97013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…63,097$2.68M0.03%-158,87513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,600$2.62M0.02%-44,63713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding60,506$2.57M-573Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.60,000$2.55M0.01%new13F-HRTimelineGroup
Guardian Asset Advisors, LLC58,157$2.47M1.61%+2,03213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…58,019$2.47M0.11%+32,82913F-HRTimeline
Alternative Investment Advisors, LLC.57,470$2.44M1.29%-2,55013F-HRTimeline
Sanctuary Advisors, LLC56,915$2.42M0.02%+36413F-HRTimeline
Independent Solutions Wealth Management…56,281$2.39M0.54%+4,55313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,915$2.38M0.02%-16,74213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC54,842$2.36M<0.01%-1,26113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS55,000$2.34M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC52,965$2.25M0.04%new13F-HRTimeline
TFB Advisors LLC52,794$2.24M0.65%+8,25613F-HRTimeline
Prospera Financial Services Inc51,874$2.21M0.05%-76,42513F-HRTimeline
HCR Wealth Advisors51,008$2.17M0.28%013F-HRTimeline
Timber Creek Capital Management LLC49,992$2.13M0.57%new13F-HRTimeline
Pinion Investment Advisors, LLC49,702$2.11M0.47%+25,80613F-HRTimeline
1834 INVESTMENT ADVISORS CO49,297$2.1M0.27%+9,17313F-HRTimeline
Etesian Wealth Advisors, Inc.49,235$2.09M0.9%+7,20613F-HRTimeline
Hofer & Associates. Inc48,483$2.06M1.4%+1,02713F-HRTimeline
Jackson Creek Investment Advisors LLC48,244$2.05M0.65%+46513F-HRTimeline
Essex LLC47,958$2.04M0.44%-49613F-HRTimeline
Continuum Advisory, LLC47,816$2.03M0.26%+2,41913F-HRTimeline
Klaas Financial Asset Advisors, LLC47,511$2.02M0.35%+2,47513F-HRTimeline
S. R. Schill & Associates47,412$2.02M1.61%+2,70713F-HRTimeline
Pacer Advisors, Inc.46,980$2M<0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC46,837$1.99M0.15%+4,65613F-HRTimeline
Strategic Investment Advisors / MI46,645$1.98M0.21%+6,42613F-HRTimeline
Cascade Financial Partners, LLC45,870$1.95M0.25%+21,96513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,417$1.93M<0.01%+22,25913F-HRTimelineGroup
IHT Wealth Management, LLC44,765$1.9M0.06%-3,12213F-HRTimeline
Perigon Wealth Management, LLC44,548$1.89M0.05%-71713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding44,347$1.89M+5,701Timeline
NAPLES GLOBAL ADVISORS, LLC43,188$1.84M0.17%-2,85513F-HRTimeline
Investments & Financial Planning, LLC42,689$1.82M1.18%+8,64513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC42,523$1.81M0.35%+35413F-HRTimeline
Mount Lucas Management LP42,266$1.8M0.85%-71913F-HRTimeline
Beacon Pointe Advisors, LLC41,737$1.77M0.02%-55413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,920$1.77M<0.01%013F-HR/ATimelineGroup
Cresset Asset Management, LLC41,345$1.76M0.01%new13F-HRTimeline
Janney Montgomery Scott LLC40,255$1.71M<0.01%-35,93913F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.38,571$1.64M0.36%+2,49713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC38,340$1.63M0.01%+4,80013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC38,269$1.63M1.23%+16,22313F-HRTimeline
Rooted Wealth Advisors, Inc.39,066$1.61M0.69%+2,87513F-HRTimeline
Kingsview Wealth Management, LLC37,217$1.58M0.03%+39713F-HRTimeline
Endowment Wealth Management, Inc.37,120$1.58M1.02%+3,43113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC36,290$1.54M<0.01%+7,03013F-HRTimelineGroup