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Disclosery

SHYG ISHARES TR

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COM (fund)

538 managers (543 13F filers) reported a position in SHYG shares at 2025-09-30, 125,201,757 shares in all. 62 filers opened a position and 49 filers sold out during the quarter.

Managers
538
13F filers
543
New
62
Added
268
Reduced
145
Sold out
49
Shares held by filers
125,201,757

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CANADA13,998,156$606M0.11%+331,44413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC11,053,437$479M1.03%+656,16513F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …10,290,517$446M1.24%+603,04313F-HRTimelineGroup
Bramshill Investments, LLC8,692,314$376M25.7%+6,930,83313F-HRTimeline
Japan Science & Technology Agency4,450,000$193M3.43%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,273,017$185M<0.01%-1,773,93713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,293,368$143M0.01%+283,39813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,143,787$136M-976,818Timeline
COMMONWEALTH EQUITY SERVICES, LLC3,028,732$131M0.17%-138,59213F-HRTimeline
LPL Financial LLC2,928,450$127M0.04%+338,94713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,662,028$115M0.01%+318,26413F-HR/ATimelineGroup
Wealthfront Advisers LLC2,630,137$114M0.27%+290,33313F-HRTimeline
NEPC LLC2,200,963$95.3M2.51%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,903,519$82.4M0.3%-500,00013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,817,298$78.7M0.13%+16,12713F-HRTimeline
State of Tennessee, Department of Treas…1,597,400$69.2M0.23%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,585,000$68.6M0.18%+153,10013F-HRTimelineGroup
ARCH CAPITAL GROUP LTD.1,531,250$66.3M22.57%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,483,972$64.3M0.01%+33,96513F-HRTimelineGroup
RiverFront Investment Group, LLC1,300,896$56.2M0.99%+83,96613F-HRTimeline
Ocean Park Asset Management, LLC1,238,300$53.6M2.21%-389,70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,216,837$52.7M0.07%+42,55613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,147,861$49.7M0.02%-33613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,048,574$45.4M0.06%+411,49513F-HRTimelineGroup
Sound Income Strategies, LLC1,001,063$42.9M2.34%-19,15113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp865,501$37.5M0.01%+47,45513F-HRTimelineGroup
Cetera Investment Advisers824,838$35.7M0.04%+194,85313F-HRTimeline
Permanens Capital L.P.786,065$34M5.08%-95,68413F-HRTimeline
UBS Group AGin group UBS Group AG719,307$31.1M0.01%-24,81113F-HRTimelineGroup
Betterment LLC696,542$30.2M0.06%+104,90813F-HRTimeline
Ninety One UK Ltd609,751$26.4M0.06%+186,00013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC553,486$24M0.19%+68,14813F-HRTimelineGroup
Creative Planningin group Creative Planning536,724$23.2M0.02%+2,51813F-HRTimelineGroup
Baker Avenue Asset Management, LP507,402$22M0.53%+12,78013F-HRTimeline
HighTower Advisors, LLC498,080$21.6M0.02%+32,74313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …490,412$21.2M4.2%13F-HRTimelineGroup
High Probability Advisors, LLC453,352$19.6M2.69%+38,58813F-HRTimeline
ATWOOD & PALMER INC441,503$19.1M1.12%+5,33113F-HRTimeline
Atria Investments, Inc439,508$19M0.22%+383,27513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC432,109$18.7M<0.01%+34,41613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP426,330$18.5M0.02%+42,50913F-HRTimelineGroup
SCOTIA CAPITAL INC.415,591$18M0.08%+8,94313F-HRTimeline
Matthew Goff Investment Advisor, LLC395,952$17.1M2.93%+15,41513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390,922$16.9M0.03%-56,60613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP388,908$16.8M0.02%-15,38213F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P381,500$16.5M0.02%new13F-HRTimelineGroup
Hilton Capital Management, LLC381,190$16.5M1.34%-304,02213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC378,415$16.4M0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC377,750$16.4M0.62%+43,39513F-HRTimeline
Trivium Point Advisory, LLC359,192$15.6M1.59%+11,06113F-HRTimeline
MAI Capital Management352,561$15.3M0.1%-3,79913F-HRTimeline
Advisors Capital Management, LLC349,136$15.1M0.19%-525,15813F-HRTimeline
MML INVESTORS SERVICES, LLC337,570$14.6M0.04%+17,66713F-HRTimeline
KilterHowling LLC328,334$14.2M7.92%+9,53913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO327,427$14.2M<0.01%+10,66813F-HR/ATimelineGroup
Cascade Wealth Advisors, Inc324,105$13.9M6.85%+71,55513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC309,335$13.4M0.18%-4,18413F-HRTimeline
Gibbs Wealth Management299,215$13M2.93%+8,82413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding288,942$12.5M+21,728Timeline
SWEENEY & MICHEL, LLC291,835$12.4M4.18%+4,17713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…284,601$12.3M0.11%+50,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…273,585$11.8M0.03%+78,17413F-HRTimeline
Financial Sense Advisors, Inc.273,186$11.8M2.18%+120,59613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …272,906$11.8M0.8%-305,32713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC266,563$11.5M0.04%-33,28513F-HRTimelineGroup
FORONJY FINANCIAL LLC262,664$11.4M4.98%+25,70613F-HRTimeline
Clearstead Advisors, LLC257,830$11.2M0.16%-3,14413F-HRTimeline
Legacy Financial Group LLC256,299$11.1M1.45%+6,22213F-HRTimeline
Freestate Advisors LLC250,361$10.8M9.09%+9,30413F-HRTimeline
Members Advisory Group LLC243,207$10.5M3.72%+1,39513F-HRTimeline
Peak Financial Management, Inc.242,526$10.5M2.78%+11,36513F-HRTimeline
OneDigital Investment Advisors LLC241,927$10.5M0.11%-8,53113F-HRTimeline
Waterloo Capital, L.P.235,112$10.2M0.76%+15,83213F-HRTimeline
KITCHING PARTNERS, LLC230,600$9.98M9.43%+5,57713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC226,702$9.82M0.16%+203,22013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC223,151$9.66M0.06%+74,26213F-HRTimeline
MGO ONE SEVEN LLC215,498$9.33M0.22%+9,92413F-HRTimeline
Powers Advisory Group, LLC212,141$9.19M3.66%-5,78813F-HRTimeline
Janney Montgomery Scott LLC211,243$9.15M0.02%-20,14713F-HRTimeline
Whitford Management LLC202,000$8.75M8.8%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Curtis Advisory Group, LLC196,158$8.49M1.93%+25,34013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC189,540$8.21M0.56%+1,71313F-HRTimeline
Friedenthal Financial189,198$8.19M4.23%+103,13513F-HRTimeline
Integrated Wealth Concepts LLC185,169$8.02M0.07%+49,27913F-HRTimeline
Blue Barn Wealth, LLC184,465$7.99M3.51%+3,04813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…178,027$7.71M0.39%-7,43013F-HRTimeline
Avior Wealth Management, LLC173,851$7.53M0.24%+50,64913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC170,765$7.39M0.26%+14,63213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT165,452$7.16M0.14%+63,42813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,532$6.86M<0.01%+2,97013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co153,700$6.66M0.18%+18,43513F-HRTimeline
Towercrest Capital Management147,977$6.41M1.03%+6,17013F-HRTimeline
BridgePort Financial Solutions, LLC145,144$6.28M1.69%new13F-HRTimeline
EFG Private Wealth Management (Americas…144,973$6.28M1.08%+13,22113F-HRTimeline
Portside Wealth Group, LLC140,508$6.08M0.84%+48,84213F-HRTimeline
GC Wealth Management RIA, LLC137,534$5.96M0.2%+96,72413F-HRTimeline
GeoWealth Management, LLC134,011$5.8M0.21%+88,62213F-HRTimeline
Hudock, Inc.132,978$5.76M0.87%+2,54913F-HRTimeline
NorthCoast Asset Management LLC131,250$5.68M0.02%new13F-HRTimeline
Merit Financial Group, LLC130,843$5.67M0.05%+36713F-HR/ATimeline
Alexis Investment Partners, LLC128,813$5.58M2.25%+58,08513F-HRTimeline
Arkadios Wealth Advisors126,806$5.49M0.13%+14,42613F-HRTimeline
Sage Advisory Services, Ltd.Co.126,407$5.47M2.87%+1,98413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…125,429$5.43M0.19%+20,14213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC125,067$5.42M0.13%+9,91413F-HRTimelineGroup
COURIER CAPITAL LLC120,873$5.23M0.3%+2,55913F-HRTimeline
INTEGRITY ALLIANCE, LLC.119,103$5.16M0.24%+8,87013F-HRTimeline
Redhawk Wealth Advisors, Inc.118,627$5.14M0.6%+3,05613F-HRTimeline
Alliance Wealth Management Group116,219$5.03M1.12%+5,17713F-HRTimeline
Madden Advisory Services, Inc.115,786$5.01M1.94%+12,21213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,191$5M0.01%+7,13713F-HRTimeline
Level Financial Advisors115,380$5M1.41%+3,43413F-HRTimeline
INVESTMENT PARTNERS, LTD.115,221$4.99M1.76%+8,11713F-HRTimeline
Western Asset Management Company, LLC113,400$4.91M10.86%-51,90013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC112,137$4.86M0.25%-2,55513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC111,028$4.81M0.29%-11,00313F-HRTimeline
CWM, LLCin group CWM, LLC109,336$4.73M0.01%+17,29413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC108,374$4.69M<0.01%+9,05113F-HRTimelineGroup
SageView Advisory Group, LLC106,829$4.63M0.16%-1,16313F-HRTimeline
PLANNING DIRECTIONS INC106,752$4.62M2.41%+22,73513F-HRTimeline
Smith Salley Wealth Management104,523$4.53M0.23%+5,87913F-HRTimeline
Factor Wealth Management LTD101,622$4.4M1.1%-86213F-HRTimeline
CITY HOLDING CO101,594$4.4M0.55%+47913F-HRTimeline
JMAC ENTERPRISES LLC99,327$4.3M0.85%+5,51613F-HRTimeline
OLD NATIONAL BANCORP /IN/99,028$4.29M0.07%+5,41913F-HRTimeline
Manske Wealth Management95,681$4.14M1.27%+16,55713F-HRTimeline
One Capital Management, LLC95,202$4.12M0.13%+2,39313F-HRTimeline
Central Pacific Bank - Trust Division95,021$4.11M0.5%+2,57813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC94,392$4.09M1.28%-162,62913F-HR/ATimeline
Owen LaRue, LLC92,463$4M1.58%+1,04213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,549$3.96M<0.01%-33213F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…89,000$3.84M0.91%+55,50013F-HRTimeline
Norris Financial Group, LLC88,672$3.84M1.4%+72,94413F-HRTimeline
David Kennon Inc88,533$3.83M1.38%-3,14813F-HRTimeline
Archford Capital Strategies, LLC86,911$3.76M0.45%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,145$3.73M<0.01%+5,83813F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…80,942$3.5M0.13%-4,52013F-HRTimelineGroup
Composition Wealth, LLC80,029$3.47M0.05%-2,01313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC79,894$3.46M0.24%+2,01313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC79,851$3.46M0.22%+2,45713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…79,745$3.45M1.09%-50,30013F-HRTimeline
American Wealth Advisors, LLC79,574$3.45M3.41%13F-HRTimeline
WEBSTER BANK, N. A.78,803$3.41M0.33%+13,12513F-HRTimeline
Drucker Wealth 3.0, LLC75,577$3.27M0.58%+49,92913F-HRTimeline
Independent Solutions Wealth Management…75,192$3.26M0.58%+13,25813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP75,027$3.25M0.07%+8,40013F-HRTimelineGroup
Prosperity Consulting Group, LLC74,559$3.23M0.16%-4,06613F-HRTimeline
Sigma Planning Corp73,237$3.17M0.09%+6,03113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …73,009$3.16M<0.01%-4,49113F-HRTimelineGroup
Flavin Financial Services, Inc.72,541$3.14M2.23%new13F-HR/ATimeline
HRT FINANCIAL LP72,559$3.14M0.01%+66,80613F-HRTimeline
Essex LLC72,409$3.14M0.57%-9,92913F-HRTimeline
Center For Asset Management LLC71,511$3.1M1.65%+14,91513F-HRTimeline
Private Advisor Group, LLC71,481$3.1M0.02%+5,98413F-HRTimeline
PFG Investments, LLC70,463$3.05M0.16%+57,81713F-HRTimeline
Future Financial Wealth Managment LLC70,379$3.05M1.92%+8,65013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parcion Private Wealth LLC68,406$2.96M0.18%new13F-HRTimeline
Balefire, LLC67,088$2.9M0.58%+4,30713F-HRTimeline
Orion Porfolio Solutions, LLC66,643$2.89M0.02%-18,14113F-HRTimeline
Thrive Capital Management, LLC64,614$2.8M0.72%-49313F-HRTimeline
1834 INVESTMENT ADVISORS CO63,149$2.73M0.34%+9,12713F-HRTimeline
Etesian Wealth Advisors, Inc.62,366$2.7M0.89%+4,97613F-HRTimeline
Continuum Advisory, LLC60,201$2.61M0.28%+7,80613F-HRTimeline
Guardian Asset Advisors, LLC59,489$2.58M1.39%-3,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding59,778$2.56M-11,373Timeline
Cascade Financial Partners, LLC58,838$2.55M0.29%+7,01713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC56,794$2.46M<0.01%+2,14313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,178$2.43M0.02%-2,80013F-HRTimelineGroup
Sovran Advisors, LLC56,193$2.42M0.21%+8,48313F-HRTimeline
PFG Advisors55,337$2.4M0.1%+20,56813F-HRTimeline
Whalen Wealth Management Inc.55,143$2.39M1.39%+27,26113F-HRTimeline
Endowment Wealth Management, Inc.54,432$2.36M1.07%+12,61713F-HRTimeline
Foundations Investment Advisors, LLC54,284$2.35M0.03%-72413F-HRTimeline
Arete Wealth Advisors, LLC53,541$2.32M0.15%+4,09213F-HRTimeline
Summit Wealth Partners, LLC52,860$2.29M0.41%-15,76513F-HRTimeline
Investments & Financial Planning, LLC52,684$2.28M1.23%+7,59113F-HRTimeline
Addison Capital Co52,655$2.28M0.67%+12,15613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,126$2.26M0.02%-1,36513F-HRTimelineGroup
Perigon Wealth Management, LLC51,930$2.25M0.05%+1,91413F-HRTimeline
Compound Planning, Inc.51,735$2.24M0.07%+13,08713F-HRTimeline
Sanctuary Advisors, LLC51,451$2.23M0.01%+2,93113F-HR/ATimeline
Geneos Wealth Management Inc.50,985$2.21M0.06%-35,76813F-HRTimeline
S. R. Schill & Associates50,349$2.18M1.53%+1,44913F-HRTimeline
Brand Asset Management Group, Inc.49,764$2.15M0.61%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC49,022$2.12M0.32%-50213F-HRTimeline
World Investment Advisors48,873$2.12M0.04%+4,02613F-HRTimeline
HCR Wealth Advisors48,892$2.11M0.22%+7213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC48,401$2.1M0.76%-50013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC48,316$2.09M0.35%+8,52313F-HRTimeline
Rooted Wealth Advisors, Inc.48,096$2.07M0.63%+3,28113F-HRTimeline
Pacer Advisors, Inc.46,980$2.03M0.01%013F-HRTimeline
Engineers Gate Manager LP46,646$2.02M0.02%+6,92613F-HRTimeline
Hofer & Associates. Inc46,359$2.01M1.15%-53313F-HRTimeline
Chicago Partners Investment Group LLC45,821$1.98M0.05%+8,99913F-HRTimeline
TOWNSQUARE CAPITAL LLC45,583$1.97M0.3%-98,70413F-HRTimeline
Strategic Investment Advisors / MI11,224$1.96M0.23%-34,41813F-HR/ATimeline
Crabel Capital Management, LLC44,948$1.95M1.74%-16,12713F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.44,641$1.93M0.31%+7,31113F-HRTimeline
J.W. COLE ADVISORS, INC.44,589$1.93M0.04%+23,09713F-HRTimeline
Mount Lucas Management LP44,214$1.91M0.86%+1,98313F-HRTimeline