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Disclosery

SHYG ISHARES TR

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COM (fund)

578 managers (583 13F filers) reported a position in SHYG shares at 2025-12-31, 138,334,065 shares in all. 53 filers opened a position and 43 filers sold out during the quarter.

Managers
578
13F filers
583
New
53
Added
265
Reduced
168
Sold out
43
Shares held by filers
138,334,065

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CANADA14,276,885$612M0.11%+278,72913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,779,590$548M0.03%+9,486,22213F-HR/ATimelineGroup
Bramshill Investments, LLC11,981,466$514M29.04%+3,289,15213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,725,197$503M1.03%+671,76013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,141,123$478M1.29%+850,60613F-HRTimelineGroup
Japan Science & Technology Agency4,450,000$191M3.51%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,817,286$164M<0.01%-455,73113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,951,728$127M0.17%-77,00413F-HRTimeline
LPL Financial LLC2,841,485$122M0.03%-86,96513F-HRTimeline
Wealthfront Advisers LLC2,813,101$121M0.27%+182,96413F-HRTimeline
NEPC LLC2,632,283$113M2.4%+431,32013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,422,351$104M0.01%-239,67713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,930,920$82.8M0.13%+113,62213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,743,915$74.8M-1,399,872Timeline
ARCH CAPITAL GROUP LTD.1,531,250$65.6M22.46%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,528,850$65.5M0.17%-56,15013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,505,269$64.5M0.01%+21,29713F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,077,221$46.2M0.05%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,077,058$46.2M0.05%+28,48413F-HRTimelineGroup
Sound Income Strategies, LLC1,035,730$44.6M2.11%+34,66713F-HRTimeline
Ocean Park Asset Management, LLC1,008,700$43.2M2.03%-229,60013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,000,360$42.9M0.16%-903,15913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp877,177$37.6M0.01%+11,67613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …865,592$37.1M0.06%+474,67013F-HRTimelineGroup
Cetera Investment Advisers863,563$37M0.04%+38,72513F-HRTimeline
Permanens Capital L.P.847,010$36.3M4.74%+60,94513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC841,451$36.1M0.01%-306,41013F-HRTimelineGroup
Betterment LLC827,737$35.5M0.07%+131,19513F-HRTimeline
UBS Group AGin group UBS Group AG710,154$30.4M0.01%-9,15313F-HRTimelineGroup
SHP Wealth Management624,049$26.8M2.08%13F-HRTimeline
Ninety One UK Ltd577,751$24.8M0.05%-32,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC545,412$23.4M0.2%-8,07413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC544,315$23.3M0.01%+165,90013F-HRTimelineGroup
Baker Avenue Asset Management, LP532,453$22.8M0.53%+25,05113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …526,684$22.6M4.35%+36,27213F-HRTimelineGroup
Creative Planningin group Creative Planning523,458$22.4M0.02%-13,26613F-HRTimelineGroup
SCOTIA CAPITAL INC.522,377$22.4M0.09%+106,78613F-HRTimeline
HighTower Advisors, LLC518,964$22.2M0.02%+20,88413F-HRTimeline
High Probability Advisors, LLC474,358$20.3M2.71%+21,00613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P466,000$20M0.02%+84,50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.461,718$19.8M0.03%-755,11913F-HRTimelineGroup
Atria Investments, Inc458,820$19.7M0.22%+19,31213F-HRTimeline
MML INVESTORS SERVICES, LLC455,534$19.5M0.05%+117,96413F-HRTimeline
ATWOOD & PALMER INC449,928$19.3M1.1%+8,42513F-HRTimeline
Matthew Goff Investment Advisor, LLC445,011$19.1M3.38%+49,05913F-HRTimeline
Legacy Financial Group LLC417,113$17.8M2.2%+160,81413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC408,164$17.5M<0.01%-23,94513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP404,984$17.4M0.02%-21,34613F-HRTimelineGroup
Hilton Capital Management, LLC391,504$16.8M1.26%+10,31413F-HRTimeline
Advisors Capital Management, LLC376,430$16.1M0.19%+27,29413F-HRTimeline
MAI Capital Management364,620$15.6M0.09%+12,05913F-HRTimeline
Trivium Point Advisory, LLC356,940$15.3M1.54%-2,25213F-HRTimeline
Cascade Wealth Advisors, Inc346,688$14.9M6.89%+22,58313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…338,501$14.5M0.12%+53,90013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP337,490$14.5M0.02%-51,41813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO332,936$14.3M<0.01%+5,50913F-HRTimelineGroup
SWEENEY & MICHEL, LLC321,649$13.8M4.07%+29,81413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding320,141$13.7M+31,199Timeline
Belpointe Asset Management LLC316,801$13.6M0.49%-60,94913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305,003$13.1M0.17%-4,33213F-HRTimeline
MGO ONE SEVEN LLC288,312$12.4M0.25%+72,81413F-HRTimeline
Gibbs Wealth Management281,611$12.1M2.93%-17,60413F-HRTimeline
FORONJY FINANCIAL LLC279,463$12M5%+16,79913F-HRTimeline
Financial Sense Advisors, Inc.273,563$11.7M2.19%+37713F-HRTimeline
Waterloo Capital, L.P.263,331$11.3M0.81%+28,21913F-HRTimeline
OLD MISSION CAPITAL LLC262,076$11.2M0.43%new13F-HRTimeline
KilterHowling LLC261,395$11.2M5.68%-66,93913F-HRTimeline
Freestate Advisors LLC260,969$11.2M9.09%+10,60813F-HRTimeline
Clearstead Advisors, LLC257,425$11M0.14%-40513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC251,221$10.8M0.04%-15,34213F-HRTimelineGroup
Peak Financial Management, Inc.248,190$10.6M2.74%+5,66413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC242,120$10.4M0.06%+18,96913F-HRTimeline
KITCHING PARTNERS, LLC241,648$10.4M9.46%+11,04813F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …239,285$10.3M0.8%-33,62113F-HRTimelineGroup
Cambridge Investment Research Advisors,…239,284$10.3M0.03%-34,30113F-HRTimeline
OneDigital Investment Advisors LLC232,297$9.96M0.1%-9,63013F-HRTimeline
Powers Advisory Group, LLC218,567$9.37M3.53%+6,42613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC215,294$9.23M0.14%-11,40813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,868$8.98M0.01%+92,67713F-HRTimeline
Whitford Management LLC202,000$8.66M8.81%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Curtis Advisory Group, LLC200,856$8.61M1.81%+4,69813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC193,805$8.31M<0.01%+85,43113F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC186,242$7.98M0.27%+15,47713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC179,120$7.68M0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT177,004$7.59M0.14%+11,55213F-HRTimeline
Avior Wealth Management, LLC175,501$7.52M0.23%+1,65013F-HRTimeline
GeoWealth Management, LLC167,895$7.2M0.27%+33,88413F-HRTimeline
GC Wealth Management RIA, LLC167,889$7.2M0.26%+30,35513F-HRTimeline
Portside Wealth Group, LLC164,818$7.07M0.96%+24,31013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…164,472$7.05M0.36%-13,55513F-HRTimeline
Towercrest Capital Management163,518$7.01M1.11%+15,54113F-HRTimeline
BridgePort Financial Solutions, LLC162,840$6.98M1.88%+17,69613F-HRTimeline
Livet Wealth, LLC155,269$6.66M4.1%13F-HRTimeline
Cascade Financial Partners, LLC154,878$6.64M0.67%+96,04013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.153,439$6.58M0.07%+128,58813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co151,660$6.5M0.17%-2,04013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth149,709$6.42M0.01%+119,04613F-HRTimelineGroup
EFG International AGin group EFG International AG149,453$6.41M0.12%13F-HRTimelineGroup
Alexis Investment Partners, LLC147,810$6.34M2.36%+18,99713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding147,705$6.33M+143,514Timeline
Gerber Kawasaki Wealth & Investment Man…147,645$6.33M0.22%+22,21613F-HRTimeline
Redhawk Wealth Advisors, Inc.145,361$6.23M0.7%+26,73413F-HRTimeline
Arkadios Wealth Advisors141,052$6.05M0.12%+14,24613F-HRTimeline
RiverFront Investment Group, LLC140,676$6.03M0.1%-1,160,22013F-HRTimeline
Hudock, Inc.134,971$5.79M0.85%+1,99313F-HRTimeline
Merit Financial Group, LLC132,927$5.7M0.05%+2,08413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…131,855$5.65M0.18%+50,91313F-HRTimelineGroup
Twelve Points Wealth Management LLC130,400$5.61M1.26%+98,18813F-HRTimeline
Alliance Wealth Management Group130,015$5.57M1.22%+13,79613F-HRTimeline
PLANNING DIRECTIONS INC129,248$5.54M2.79%+22,49613F-HRTimeline
COURIER CAPITAL LLC126,069$5.4M0.3%+5,19613F-HRTimeline
INVESTMENT PARTNERS, LTD.125,222$5.37M1.88%+10,00113F-HRTimeline
Sage Advisory Services, Ltd.Co.120,349$5.16M2.81%-6,05813F-HRTimeline
INTEGRITY ALLIANCE, LLC.120,206$5.15M0.19%+1,10313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC118,693$5.09M0.12%-6,37413F-HRTimelineGroup
Madden Advisory Services, Inc.118,110$5.06M2.04%+2,32413F-HRTimeline
Level Financial Advisors117,618$5.04M1.33%+2,23813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,865$5.01M<0.01%-41,66713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC116,723$5M0.01%+7,38713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources113,450$4.86M<0.01%+113,40113F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC112,204$4.81M0.29%+1,17613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC111,205$4.77M0.24%-93213F-HRTimeline
Factor Wealth Management LTD109,063$4.68M1.01%+7,44113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC108,096$4.63M0.74%new13F-HRTimeline
Janney Montgomery Scott LLC107,597$4.61M0.01%-103,64613F-HRTimeline
SageView Advisory Group, LLC107,576$4.61M0.16%+74713F-HRTimeline
Smith Salley Wealth Management106,852$4.58M0.23%+2,32913F-HRTimeline
JMAC ENTERPRISES LLC105,293$4.51M0.86%+5,96613F-HRTimeline
Norris Financial Group, LLC104,292$4.47M1.52%+15,62013F-HRTimeline
Friedenthal Financial103,432$4.43M2.29%-85,76613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC103,238$4.43M1.3%+8,84613F-HRTimeline
One Capital Management, LLC101,091$4.33M0.13%+5,88913F-HRTimeline
CITY HOLDING CO100,817$4.32M0.53%-77713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100,460$4.31M<0.01%+14,31513F-HRTimelineGroup
Manske Wealth Management98,193$4.21M1.24%+2,51213F-HRTimeline
Global Retirement Partners, LLC98,103$4.21M0.07%+83,63913F-HRTimeline
LARCH CAPITAL PARTNERS LLC96,900$4.15M0.57%13F-HRTimeline
Archford Capital Strategies, LLC90,779$3.89M0.45%+3,86813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90,174$3.87M<0.01%-1,37513F-HRTimelineGroup
David Kennon Inc89,488$3.84M1.36%+95513F-HRTimeline
Independent Solutions Wealth Management…89,050$3.82M0.7%+13,85813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…89,000$3.82M0.96%013F-HRTimeline
Owen LaRue, LLC84,221$3.61M1.37%-8,24213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP83,520$3.58M0.05%+8,49313F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC82,537$3.54M0.22%+2,68613F-HRTimeline
American Wealth Advisors, LLC82,283$3.53M3.46%+2,70913F-HRTimeline
OLD NATIONAL BANCORP /IN/82,073$3.52M0.06%-16,95513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC80,791$3.46M2.47%13F-HRTimeline
Virtue Capital Management, LLC79,572$3.41M0.53%+72,08113F-HR/ATimeline
WEBSTER BANK, N. A.78,678$3.37M0.32%-12513F-HRTimeline
Prosperity Consulting Group, LLC78,368$3.36M0.15%+3,80913F-HRTimeline
Drucker Wealth 3.0, LLC78,048$3.35M0.59%+2,47113F-HRTimeline
Composition Wealth, LLC77,886$3.34M0.05%-2,14313F-HRTimeline
Private Advisor Group, LLC77,591$3.33M0.02%+6,11013F-HRTimeline
World Investment Advisors76,675$3.29M0.05%+27,80213F-HR/ATimeline
Sigma Planning Corp76,622$3.28M0.09%+3,38513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC76,441$3.28M0.24%-3,45313F-HRTimeline
Future Financial Wealth Managment LLC76,051$3.27M2.2%+5,67213F-HRTimeline
Flavin Financial Services, Inc.74,806$3.21M2.2%+2,26513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74,794$3.21M0.08%+74,41913F-HRTimelineGroup
Continuum Advisory, LLC73,375$3.15M0.31%+13,17413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…70,815$3.04M0.9%-8,93013F-HRTimeline
Orion Porfolio Solutions, LLC70,079$3M0.02%+3,43613F-HRTimeline
Addison Capital Co69,804$2.99M0.75%+17,14913F-HRTimeline
Parcion Private Wealth LLC69,451$2.98M0.18%+1,04513F-HRTimeline
Crabel Capital Management, LLC69,410$2.98M2.25%+24,46213F-HRTimeline
PFG Investments, LLC67,898$2.91M0.14%-2,56513F-HRTimeline
Balefire, LLC67,709$2.9M0.57%+62113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …67,237$2.88M<0.01%-5,77213F-HRTimelineGroup
Cordoba Advisory Partners LLC67,205$2.88M0.71%13F-HRTimeline
Etesian Wealth Advisors, Inc.65,652$2.81M0.88%+3,28613F-HRTimeline
Integrated Wealth Concepts LLC64,408$2.76M0.03%-120,76113F-HRTimeline
Center For Asset Management LLC64,041$2.75M1.44%-7,47013F-HRTimeline
Bauman Advisory Group, LLC62,708$2.69M2.17%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,485$2.68M0.02%+6,30713F-HRTimelineGroup
Guardian Asset Advisors, LLC61,966$2.66M1.38%+2,47713F-HRTimeline
Essex LLC61,669$2.64M0.47%-10,74013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding60,003$2.58M+225Timeline
Sovran Advisors, LLC59,770$2.57M0.22%+3,57713F-HRTimeline
Investments & Financial Planning, LLC59,389$2.55M1.37%+6,70513F-HRTimeline
Foundations Investment Advisors, LLC58,774$2.52M0.03%+4,49013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC57,319$2.46M<0.01%+52513F-HRTimelineGroup
Perigon Wealth Management, LLC57,085$2.45M0.04%+5,15513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC56,371$2.42M0.41%+8,05513F-HRTimeline
Endowment Wealth Management, Inc.55,789$2.39M1.1%+1,35713F-HRTimeline
Arete Wealth Advisors, LLC55,524$2.38M0.16%+1,98313F-HR/ATimeline
Thrive Capital Management, LLC54,291$2.33M0.52%-10,32313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP54,049$2.32M0.01%+35,52913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,957$2.31M0.01%+1,83113F-HRTimelineGroup
Sanctuary Advisors, LLC52,710$2.26M0.01%+1,25913F-HRTimeline
Compound Planning, Inc.52,421$2.25M0.07%+68613F-HRTimeline
Farther Finance Advisors, LLC52,137$2.24M0.02%+9,74313F-HRTimeline
Klaas Financial Asset Advisors, LLC51,492$2.21M0.32%+2,47013F-HRTimeline
Geneos Wealth Management Inc.50,694$2.17M0.05%-29113F-HRTimeline
Blue Barn Wealth, LLC50,219$2.15M3.14%-134,24613F-HRTimeline
S. R. Schill & Associates50,029$2.14M1.51%-32013F-HRTimeline
Hofer & Associates. Inc49,562$2.12M1.13%+3,20313F-HRTimeline
Rooted Wealth Advisors, Inc.49,259$2.11M0.59%+1,16313F-HRTimeline
J.W. COLE ADVISORS, INC.57,787$2.08M0.05%+13,19813F-HRTimeline
HCR Wealth Advisors48,414$2.08M0.21%-47813F-HRTimeline