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Disclosery

SHYG ISHARES TR

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COM (fund)

529 managers (535 13F filers) reported a position in SHYG shares at 2025-06-30, 115,634,576 shares in all. 54 filers opened a position and 55 filers sold out during the quarter.

Managers
529
13F filers
535
New
54
Added
237
Reduced
174
Sold out
55
Shares held by filers
115,634,576

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,666,712$590M0.11%+733,44513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC10,397,272$449M1.06%+424,36813F-HRTimelineGroup
Empower Advisory Group, LLC9,687,474$418M1.25%+550,12813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,046,954$261M<0.01%+3,28913F-HRTimelineGroup
Japan Science & Technology Agency4,450,000$192M3.05%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,120,605$178M+1,626,802Timeline
COMMONWEALTH EQUITY SERVICES, LLC3,167,324$137M0.18%-667,73313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,009,970$130M0.01%+479,31813F-HRTimelineGroup
LPL Financial LLC2,589,503$112M0.04%+308,64113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…2,403,519$104M0.4%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,343,764$101M0.01%+222,88813F-HRTimelineGroup
Wealthfront Advisers LLC2,339,804$101M0.26%-42,61813F-HRTimeline
NEPC LLC2,200,963$94.9M2.4%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,801,171$77.6M0.17%-103,74413F-HRTimeline
Bramshill Investments, LLC1,761,481$76M7.95%+783,82113F-HRTimeline
Ocean Park Asset Management, LLC1,628,000$69.2M2.46%013F-HRTimeline
ARCH CAPITAL GROUP LTD.1,531,250$66.1M22.52%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,450,007$62.6M0.01%+150,47813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,431,900$61.8M0.17%+314,30013F-HRTimelineGroup
RiverFront Investment Group, LLC1,216,930$52.5M1.02%+917,03113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,174,281$50.2M0.09%+732,42213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,148,197$49.5M0.02%+438,52013F-HRTimelineGroup
Sound Income Strategies, LLC1,020,214$44M2.52%-4,29813F-HRTimeline
Permanens Capital L.P.881,749$38M5.19%new13F-HRTimeline
Advisors Capital Management, LLC874,294$37.7M0.52%+50,91313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp818,046$35.3M0.01%+2,79513F-HRTimelineGroup
UBS Group AGin group UBS Group AG744,118$32.1M0.01%-43,40513F-HRTimelineGroup
Hilton Capital Management, LLC685,212$29.6M2.36%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC637,079$27.5M0.04%-20,41013F-HRTimelineGroup
Cetera Investment Advisers629,985$27.2M0.05%-282,01413F-HRTimeline
Betterment LLC591,634$25.5M0.05%+50,24613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …578,233$24.9M1.51%-61,81913F-HRTimelineGroup
Creative Planningin group Creative Planning534,206$23M0.02%-23,23713F-HRTimelineGroup
Baker Avenue Asset Management, LP494,622$21.3M0.61%+11,87013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC485,338$20.9M0.19%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …471,100$20.3M3.99%13F-HRTimelineGroup
HighTower Advisors, LLC465,337$20.1M0.03%-32,87213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …447,528$19.3M0.03%013F-HRTimelineGroup
ATWOOD & PALMER INC436,172$18.8M1.18%+150,14913F-HRTimeline
Ninety One UK Ltd423,751$18.3M0.04%013F-HRTimeline
High Probability Advisors, LLC414,764$17.9M2.68%+23,56413F-HRTimeline
SCOTIA CAPITAL INC.406,648$17.5M0.08%+206,44313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP404,290$17.4M0.03%+62,47713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC397,693$17.2M<0.01%+18,01613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP383,821$16.6M0.02%+51,49113F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC380,537$16.4M3.04%-42,76113F-HRTimeline
MAI Capital Management356,360$15.4M0.11%-17,38913F-HRTimeline
Trivium Point Advisory, LLC348,131$15M1.63%+33,66313F-HRTimeline
Belpointe Asset Management LLC334,355$14.4M0.6%new13F-HRTimeline
MML INVESTORS SERVICES, LLC319,903$13.8M0.04%-109,63513F-HRTimeline
KilterHowling LLC318,795$13.8M8.19%+10,34213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO316,759$13.7M<0.01%+77,00013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC313,519$13.5M0.19%-6,22013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC299,848$12.9M0.05%-90,51213F-HRTimelineGroup
Gibbs Wealth Management290,391$12.5M2.41%+22,49013F-HRTimeline
SWEENEY & MICHEL, LLC287,658$12.3M4.37%+13,54113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding267,214$11.5M+60,962Timeline
Clearstead Advisors, LLC260,974$11.3M0.16%+108,01913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC257,021$11.1M3.9%-1,96313F-HR/ATimeline
Cascade Wealth Advisors, Inc252,550$10.8M6.13%-47,33813F-HRTimeline
OneDigital Investment Advisors LLC250,458$10.8M0.12%-19,38513F-HRTimeline
Legacy Financial Group LLC250,077$10.8M1.51%+2,44713F-HRTimeline
Members Advisory Group LLC241,812$10.4M3.92%-30913F-HRTimeline
Freestate Advisors LLC241,057$10.4M9.29%-4,11513F-HRTimeline
FORONJY FINANCIAL LLC236,958$10.2M4.78%13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…234,101$10.1M0.09%+36,00013F-HRTimelineGroup
Janney Montgomery Scott LLC231,390$9.98M0.03%+191,13513F-HRTimeline
Peak Financial Management, Inc.231,161$9.97M2.84%+5,40013F-HRTimeline
KITCHING PARTNERS, LLC225,023$9.71M9.85%+10,38413F-HRTimeline
Waterloo Capital, L.P.219,280$9.46M0.76%-11,05113F-HRTimeline
Powers Advisory Group, LLC217,929$9.4M4.13%+5,58313F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC217,415$9.38M2.95%-183,47713F-HRTimeline
MGO ONE SEVEN LLC205,574$8.87M0.29%+10,94513F-HRTimeline
Whitford Management LLC202,000$8.71M9.25%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nuveen, LLCin group TIAA196,241$8.47M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…195,411$8.43M0.03%-20,02813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC187,827$8.1M0.57%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…185,457$8M0.41%-2,53013F-HRTimeline
Blue Barn Wealth, LLC181,417$7.83M3.69%+4,09013F-HRTimeline
Graypoint LLC181,200$7.82M0.44%+6,97213F-HRTimeline
Curtis Advisory Group, LLC170,818$7.37M1.85%+19,62213F-HRTimeline
My Legacy Advisors, LLC171,103$7.34M2.61%+6,50513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.165,940$7.16M0.04%+10,97513F-HRTimeline
Western Asset Management Company, LLC165,300$7.13M9.34%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd165,231$7.13M0.12%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC156,133$6.74M0.26%-56,73213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…155,562$6.71M<0.01%+96813F-HRTimelineGroup
Financial Sense Advisors, Inc.152,590$6.58M1.59%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC148,889$6.42M0.04%+76,35613F-HRTimeline
TOWNSQUARE CAPITAL LLC144,287$6.22M0.61%-1,850,46313F-HRTimeline
Towercrest Capital Management141,807$6.12M1.09%-3513F-HRTimeline
Integrated Wealth Concepts LLC135,890$5.86M0.06%-91,30113F-HRTimeline
Alesco Advisors, LLC, An ESL Co135,265$5.84M0.17%+72,07013F-HRTimeline
EFG Private Wealth Management (Americas…131,752$5.68M1.05%+102,35713F-HRTimeline
Merit Financial Group, LLC130,476$5.63M0.06%-101,87413F-HRTimeline
Hudock, Inc.130,429$5.63M0.9%+4,52413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…130,045$5.61M1.88%+14,94213F-HRTimeline
Sage Advisory Services, Ltd.Co.124,423$5.37M2.92%+7,09513F-HRTimeline
Avior Wealth Management, LLC123,202$5.31M0.18%+33,52513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC122,031$5.26M0.35%-3,58513F-HRTimeline
COURIER CAPITAL LLC118,314$5.1M0.31%-57,92013F-HRTimeline
Redhawk Wealth Advisors, Inc.115,571$4.99M0.63%-4,04313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC115,153$4.97M0.13%+8,91613F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC114,692$4.95M0.27%-48413F-HRTimeline
Arkadios Wealth Advisors112,380$4.85M0.15%+10,41313F-HRTimeline
Level Financial Advisors111,946$4.83M1.5%-7,65213F-HRTimeline
Alliance Wealth Management Group111,042$4.79M1.22%+4313F-HRTimeline
INTEGRITY ALLIANCE, LLC.110,233$4.76M0.26%-29,56913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,054$4.69M0.01%+11,01813F-HRTimeline
SageView Advisory Group, LLC107,992$4.65M0.18%+50413F-HRTimeline
INVESTMENT PARTNERS, LTD.107,104$4.62M1.75%+6,97613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…105,287$4.54M0.18%+47,26813F-HRTimeline
Madden Advisory Services, Inc.103,574$4.47M1.9%-52613F-HRTimeline
Factor Wealth Management LTD102,484$4.42M1.21%+5,48313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT102,024$4.4M0.1%+67,64013F-HRTimeline
CITY HOLDING CO101,115$4.36M0.57%-63413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,323$4.28M<0.01%-5,82013F-HRTimelineGroup
Smith Salley Wealth Management98,644$4.26M0.25%+36813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC95,872$4.14M1.04%new13F-HRTimeline
JMAC ENTERPRISES LLC93,811$4.05M0.87%+5,80713F-HRTimeline
OLD NATIONAL BANCORP /IN/93,609$4.04M0.07%+2,83813F-HRTimeline
One Capital Management, LLC92,809$4M0.14%-2,94613F-HRTimeline
Central Pacific Bank - Trust Division92,443$3.99M0.51%+82,53513F-HRTimeline
CWM, LLCin group CWM, LLC92,042$3.97M0.01%+4,01713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,881$3.96M<0.01%+3,46513F-HRTimelineGroup
David Kennon Inc91,681$3.96M1.48%-26,00913F-HRTimeline
Portside Wealth Group, LLC91,666$3.95M0.59%+11,86213F-HRTimeline
Owen LaRue, LLC91,421$3.94M1.68%-2,51313F-HRTimeline
Geneos Wealth Management Inc.86,753$3.74M0.09%-105,33413F-HRTimeline
Friedenthal Financial86,063$3.71M2.04%+5,10613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…85,462$3.69M0.14%-705,45813F-HRTimelineGroup
Orion Porfolio Solutions, LLC84,784$3.66M0.03%+64,48513F-HR/ATimeline
OLD MISSION CAPITAL LLC84,089$3.63M0.1%+31,12413F-HRTimeline
PLANNING DIRECTIONS INC84,017$3.62M2.04%+8,28413F-HRTimeline
Essex LLC82,338$3.55M0.7%+34,38013F-HRTimeline
Composition Wealth, LLC82,042$3.54M0.06%-4,64213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,307$3.46M<0.01%+16,45713F-HRTimelineGroup
Manske Wealth Management79,124$3.41M1.13%+25013F-HRTimeline
Prosperity Consulting Group, LLC78,625$3.39M0.25%+1,77113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC77,881$3.36M0.29%+6,73213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …77,500$3.34M<0.01%+1,65013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC77,394$3.34M0.23%-24,82713F-HRTimeline
Virtue Capital Management, LLC76,947$3.32M0.61%-4,80113F-HRTimeline
Goldstone Financial Group, LLC72,235$3.1M0.41%+2,28913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC71,771$3.08M0.02%-52,42613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding71,151$3.06M+10,645Timeline
Alexis Investment Partners, LLC70,728$3.04M1.31%new13F-HRTimeline
Summit Wealth Partners, LLC68,625$2.96M0.56%-96,52313F-HRTimeline
Csenge Advisory Group68,990$2.95M0.15%-3,40013F-HRTimeline
Sigma Planning Corp67,206$2.9M0.09%+3,06313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP66,627$2.87M0.21%-31,11713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…66,217$2.86M0.03%+3,12013F-HRTimelineGroup
WEBSTER BANK, N. A.65,678$2.83M0.29%-14,17313F-HRTimeline
Private Advisor Group, LLC65,497$2.83M0.02%-15,42813F-HRTimeline
Thrive Capital Management, LLC65,107$2.81M0.88%new13F-HRTimeline
Balefire, LLC62,781$2.71M0.59%+27,69513F-HRTimeline
Guardian Asset Advisors, LLC62,489$2.7M1.55%+4,33213F-HRTimeline
Timber Creek Capital Management LLC62,454$2.68M0.68%+12,46213F-HRTimeline
Independent Solutions Wealth Management…61,934$2.67M0.52%+5,65313F-HRTimeline
Future Financial Wealth Managment LLC61,729$2.66M1.81%-5,19513F-HRTimeline
Crabel Capital Management, LLC61,075$2.63M1.61%+34,16913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC60,100$2.59M<0.01%-194,00013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,978$2.54M0.02%+3,06313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.57,390$2.48M0.92%+8,15513F-HRTimeline
Atria Investments, Inc56,233$2.43M0.03%-706,59513F-HRTimeline
Center For Asset Management LLC56,596$2.41M1.49%-12,63913F-HRTimeline
Foundations Investment Advisors, LLC55,008$2.37M0.04%-11,65513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC54,651$2.35M<0.01%-19113F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO54,022$2.33M0.3%+4,72513F-HRTimeline
Alternative Investment Advisors, LLC.53,940$2.33M1.16%-3,53013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,491$2.31M0.02%-8,10913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,203$2.3M0.03%new13F-HRTimelineGroup
Continuum Advisory, LLC52,395$2.26M0.27%+4,57913F-HRTimeline
Cascade Financial Partners, LLC51,821$2.24M0.27%+5,95113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,388$2.22M+7,041Timeline
Perigon Wealth Management, LLC50,016$2.16M0.05%+5,46813F-HRTimeline
Klaas Financial Asset Advisors, LLC49,524$2.14M0.34%+2,01313F-HRTimeline
Arete Wealth Advisors, LLC49,449$2.13M0.15%+2,61213F-HRTimeline
TFB Advisors LLC48,931$2.11M0.55%-3,86313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC48,901$2.11M0.81%-27,52613F-HRTimeline
S. R. Schill & Associates48,900$2.11M1.55%+1,48813F-HRTimeline
HCR Wealth Advisors48,820$2.11M0.25%-2,18813F-HRTimeline
Sanctuary Advisors, LLC48,520$2.09M0.01%-8,39513F-HRTimeline
Jackson Creek Investment Advisors LLC47,862$2.06M0.56%-38213F-HRTimeline
Sovran Advisors, LLC47,710$2.04M0.21%+13,01113F-HRTimeline
Pacer Advisors, Inc.46,980$2.03M0.01%013F-HRTimeline
Hofer & Associates. Inc46,892$2.02M1.26%-1,59113F-HRTimeline
Strategic Investment Advisors / MI45,642$1.97M0.19%-1,00313F-HRTimeline
GeoWealth Management, LLC45,389$1.96M0.08%+10,82013F-HRTimeline
Investments & Financial Planning, LLC45,093$1.95M1.12%+2,40413F-HRTimeline
Prospera Financial Services Inc45,080$1.94M0.04%-6,79413F-HRTimeline
World Investment Advisors44,847$1.93M0.04%-44,62413F-HRTimeline
Rooted Wealth Advisors, Inc.44,815$1.92M0.66%+5,74913F-HRTimeline
Scott Marsh Financial, LLC43,177$1.86M0.69%13F-HRTimeline
IHT Wealth Management, LLC42,937$1.85M0.05%-1,82813F-HRTimeline
AXS Investments LLC42,396$1.83M0.75%new13F-HRTimeline
Mount Lucas Management LP42,231$1.82M0.87%-3513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC42,123$1.82M0.16%-1,06513F-HRTimeline
Endowment Wealth Management, Inc.41,815$1.8M0.93%+4,69513F-HRTimeline
Kingsview Wealth Management, LLC41,101$1.77M0.03%+3,88413F-HRTimeline