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Disclosery

SHYG ISHARES TR

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COM (fund)

553 managers (560 13F filers) reported a position in SHYG shares at 2026-03-31, 125,968,807 shares in all. 51 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
560
New
51
Added
244
Reduced
188
Sold out
76
Shares held by filers
125,968,807

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CANADA14,711,414$622M0.12%+434,52913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,811,901$542M0.03%+32,31113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12,584,102$532M1.09%+858,90513F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,094,500$512M1.33%+953,37713F-HRTimelineGroup
Japan Science & Technology Agency4,450,000$188M3.91%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,218,424$178M<0.01%+401,13813F-HRTimelineGroup
LPL Financial LLC3,059,355$129M0.03%+217,87013F-HRTimeline
NEPC LLC2,632,283$111M2.22%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,607,822$110M0.15%-343,90613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,570,336$109M0.01%+147,98513F-HRTimelineGroup
Bramshill Investments, LLC2,091,384$88.5M7.62%-9,890,08213F-HRTimeline
Wealthfront Advisers LLC1,931,911$81.7M0.18%-881,19013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,795,049$75.9M0.11%-135,87113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,739,575$73.6M-4,340Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,577,340$66.7M0.17%+48,49013F-HRTimelineGroup
ARCH CAPITAL GROUP LTD.1,531,250$64.8M22.31%013F-HRTimeline
State of Tennessee, Department of Treas…1,163,200$49.2M0.17%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,149,340$48.6M0.01%+272,16313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,126,899$47.7M0.01%-378,37013F-HR/ATimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,077,221$45.6M0.05%013F-HRTimelineGroup
Sound Income Strategies, LLC1,015,055$42.8M2.06%-20,67513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …982,305$41.6M0.07%+116,71313F-HRTimelineGroup
Cetera Investment Advisers873,525$37M0.04%+9,96213F-HRTimeline
Betterment LLC873,283$36.9M0.07%+45,54613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC825,730$34.9M0.01%-15,72113F-HRTimelineGroup
UBS Group AGin group UBS Group AG741,693$31.4M0.01%+31,53913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC698,802$29.6M0.03%-378,25613F-HRTimelineGroup
Ninety One UK Ltd579,677$24.5M0.06%+1,92613F-HRTimeline
SCOTIA CAPITAL INC.579,590$24.5M0.1%+57,21313F-HRTimeline
HighTower Advisors, LLC549,075$23.2M0.02%+30,11113F-HRTimeline
Baker Avenue Asset Management, LP547,056$23.1M0.53%+14,60313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC544,315$23M0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC544,229$23M0.18%-1,18313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …541,783$22.9M4.08%+15,09913F-HRTimelineGroup
High Probability Advisors, LLC533,407$22.6M2.89%+59,04913F-HRTimeline
Creative Planningin group Creative Planning526,948$22.3M0.02%+3,49013F-HRTimelineGroup
SHP Wealth Management523,777$22.2M1.67%-100,27213F-HRTimeline
Gibbs Wealth Management518,491$21.9M2.89%+236,88013F-HRTimeline
Ocean Park Asset Management, LLC516,000$21.8M1.26%-492,70013F-HR/ATimeline
ATWOOD & PALMER INC457,730$19.4M1.09%+7,80213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP431,271$18.2M0.02%+26,28713F-HRTimelineGroup
BlueSky Wealth Advisors, LLC417,960$17.7M2.28%new13F-HRTimeline
Legacy Financial Group LLC414,479$17.5M2.21%-2,63413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.409,181$17.3M0.03%-52,53713F-HRTimelineGroup
Advisors Capital Management, LLC384,476$16.3M0.19%+8,04613F-HRTimeline
MAI Capital Management384,267$16.3M0.09%+19,64713F-HRTimeline
MML INVESTORS SERVICES, LLC364,727$15.4M0.04%-90,80713F-HRTimeline
KilterHowling LLC359,293$15.2M7.67%+97,89813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding355,341$15M+35,200Timeline
Cascade Wealth Advisors, Inc351,766$15M6.56%+5,07813F-HRTimeline
SWEENEY & MICHEL, LLC334,981$14.2M4.19%+13,33213F-HRTimeline
Belpointe Asset Management LLC306,676$13M0.47%-10,12513F-HRTimeline
MGO ONE SEVEN LLC302,510$12.8M0.26%+14,19813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP300,625$12.7M0.02%-36,86513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC291,657$12.4M0.16%-13,34613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO290,654$12.2M<0.01%-42,28213F-HR/ATimelineGroup
FORONJY FINANCIAL LLC287,637$12.2M5.06%+8,17413F-HRTimeline
Trivium Point Advisory, LLC285,455$12.1M2.18%-71,48513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC283,755$12M<0.01%-124,40913F-HR/ATimelineGroup
S&A Financial Services, Inc.274,785$11.6M7.99%13F-HRTimeline
Freestate Advisors LLC261,437$11.1M8.84%+46813F-HRTimeline
Peak Financial Management, Inc.260,488$11M2.8%+12,29813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC258,739$10.9M0.05%+16,61913F-HRTimeline
Twelve Points Wealth Management LLC257,699$10.9M2.4%+127,29913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…250,360$10.6M0.04%-750,00013F-HRTimelineGroup
Waterloo Capital, L.P.241,652$10.2M0.72%-21,67913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC240,544$10.2M0.04%-10,67713F-HRTimelineGroup
Powers Advisory Group, LLC236,270$10M3.53%+17,70313F-HRTimeline
Cambridge Investment Research Advisors,…230,626$9.76M0.03%-8,65813F-HRTimeline
Alesco Advisors, LLC, An ESL Co227,953$9.64M0.25%+76,29313F-HRTimeline
KITCHING PARTNERS, LLC225,435$9.54M8.78%-16,21313F-HRTimeline
OneDigital Investment Advisors LLC223,267$9.45M0.09%-9,03013F-HRTimeline
Integrated Wealth Concepts LLC215,537$9.12M0.07%+151,12913F-HRTimeline
Cascade Financial Partners, LLC207,426$8.78M0.9%+52,54813F-HRTimeline
Merit Financial Group, LLC204,172$8.64M0.06%+71,24513F-HRTimeline
Whitford Management LLC202,000$8.55M8.73%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ascent Group, LLCin group Ascent Group, LLC193,013$8.17M0.28%+6,77113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT191,327$8.1M0.14%+14,32313F-HRTimeline
Portside Wealth Group, LLC188,933$7.99M1.09%+24,11513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …180,444$7.63M0.86%-58,84113F-HRTimelineGroup
Towercrest Capital Management175,581$7.43M1.16%+12,06313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC175,574$7.43M0.01%-3,54613F-HRTimelineGroup
Smith Salley Wealth Management175,357$7.42M0.37%+68,50513F-HRTimeline
Curtis Advisory Group, LLC175,197$7.41M1.6%-25,65913F-HRTimeline
Alexis Investment Partners, LLC164,983$6.92M4.76%+17,17313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…162,881$6.89M0.22%+15,23613F-HRTimeline
RiverFront Investment Group, LLC159,167$6.73M0.1%+18,49113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.156,488$6.62M0.08%+3,04913F-HRTimelineGroup
Livet Wealth, LLC156,105$6.6M4.2%+83613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P154,258$6.53M0.01%-311,74213F-HRTimelineGroup
Hudock, Inc.152,332$6.45M0.95%+17,36113F-HRTimeline
Redhawk Wealth Advisors, Inc.150,865$6.38M0.7%+5,50413F-HRTimeline
Arkadios Wealth Advisors150,110$6.35M0.11%+9,05813F-HRTimeline
Independent Solutions Wealth Management…149,594$6.33M0.93%+60,54413F-HRTimeline
BridgePort Financial Solutions, LLC143,490$6.07M1.72%-19,35013F-HRTimeline
Alliance Wealth Management Group142,298$6.02M1.32%+12,28313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding141,681$5.99M-6,024Timeline
COURIER CAPITAL LLC135,816$5.75M0.32%+9,74713F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…129,373$5.47M0.3%-35,09913F-HRTimeline
INTEGRITY ALLIANCE, LLC.128,410$5.43M0.21%+8,20413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…127,343$5.39M0.21%-4,51213F-HRTimelineGroup
Norris Financial Group, LLC121,776$5.15M1.68%+17,48413F-HRTimeline
Madden Advisory Services, Inc.120,790$5.11M2.01%+2,68013F-HRTimeline
Level Financial Advisors120,477$5.1M1.3%+2,85913F-HRTimeline
ADELL HARRIMAN & CARPENTER INC119,304$5.05M0.31%+7,10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP119,894$5.02M<0.01%+19,43413F-HRTimelineGroup
Manske Wealth Management116,590$4.93M1.38%+18,39713F-HRTimeline
Cadent Capital Advisors, LLC115,455$4.88M1.29%+86,17413F-HRTimeline
INVESTMENT PARTNERS, LTD.115,384$4.88M1.74%-9,83813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…113,256$4.79M<0.01%-3,60913F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC110,238$4.66M0.25%-96713F-HRTimeline
Friedenthal Financial108,647$4.6M2.31%+5,21513F-HRTimeline
JMAC ENTERPRISES LLC106,693$4.51M0.86%+1,40013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC104,835$4.44M0.1%-13,85813F-HRTimelineGroup
SageView Advisory Group, LLC102,708$4.35M0.16%-4,86813F-HRTimeline
Orion Porfolio Solutions, LLC101,306$4.29M0.04%+31,22713F-HRTimeline
One Capital Management, LLC100,838$4.27M0.12%-25313F-HRTimeline
CWM, LLCin group CWM, LLC100,656$4.26M0.01%-16,06713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP100,000$4.23M0.05%+16,48013F-HRTimelineGroup
EFG International AGin group EFG International AG97,596$4.13M0.09%-51,85713F-HRTimelineGroup
CITY HOLDING CO97,233$4.11M0.51%-3,58413F-HRTimeline
LARCH CAPITAL PARTNERS LLC97,092$4.11M0.6%+19213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…96,691$4.09M0.11%+21,89713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,886$4.01M<0.01%-98,91913F-HRTimelineGroup
Janney Montgomery Scott LLC92,829$3.93M0.01%-14,76813F-HRTimeline
Addison Capital Co90,121$3.81M0.68%+20,31713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,383$3.77M0.01%-119,48513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,774$3.76M<0.01%-1,40013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC86,843$3.67M0.24%+4,30613F-HRTimeline
WEBSTER BANK, N. A.84,601$3.58M0.34%+5,92313F-HRTimeline
American Wealth Advisors, LLC84,194$3.56M3.71%+1,91113F-HRTimeline
World Investment Advisors83,027$3.51M0.06%+6,35213F-HRTimeline
OLD NATIONAL BANCORP /IN/82,669$3.5M0.06%+59613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources81,588$3.45M<0.01%-31,86213F-HRTimelineGroup
Foundations Investment Advisors, LLC80,297$3.4M0.04%+21,52313F-HRTimeline
Prosperity Consulting Group, LLC79,658$3.37M0.15%+1,29013F-HRTimeline
Virtue Capital Management, LLC78,531$3.29M0.5%-1,04113F-HRTimeline
Sigma Planning Corp77,609$3.28M0.09%+98713F-HRTimeline
Drucker Wealth 3.0, LLC76,804$3.25M0.57%-1,24413F-HRTimeline
Flavin Financial Services, Inc.76,780$3.25M2.19%+1,97413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…76,630$3.24M0.96%+5,81513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding75,769$3.21M-73,940Timeline
Factor Wealth Management LTD75,442$3.19M0.6%-33,62113F-HRTimeline
Savvy Advisors, Inc.75,370$3.19M0.09%+54,99313F-HRTimeline
Future Financial Wealth Managment LLC74,217$3.16M2.04%-1,83413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC73,573$3.11M0.22%-2,86813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding72,738$3.1M+12,735Timeline
Continuum Advisory, LLC73,056$3.09M0.3%-31913F-HRTimeline
Investments & Financial Planning, LLC71,535$3.03M1.65%+12,14613F-HRTimeline
Gateway Wealth Partners, LLC71,337$3.02M0.12%new13F-HRTimeline
Parcion Private Wealth LLC70,587$2.99M0.19%+1,13613F-HRTimeline
Farther Finance Advisors, LLC69,034$2.91M0.03%+16,89713F-HRTimeline
Endowment Wealth Management, Inc.68,594$2.9M1.28%+12,80513F-HRTimeline
Mutual Advisors, LLC67,975$2.88M0.06%+46,64513F-HRTimeline
Composition Wealth, LLC67,727$2.87M0.04%-10,15913F-HRTimeline
Essex LLC67,499$2.86M0.5%+5,83013F-HRTimeline
Etesian Wealth Advisors, Inc.66,622$2.82M0.9%+97013F-HRTimeline
Sovran Advisors, LLC65,864$2.81M0.22%+6,09413F-HRTimeline
Owen LaRue, LLC64,306$2.72M1.04%-19,91513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,297$2.71M0.02%+81213F-HRTimelineGroup
Center For Asset Management LLC63,610$2.69M1.34%-43113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …63,144$2.67M<0.01%-4,09313F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP62,831$2.66M0.02%+8,78213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.61,625$2.61M0.09%+3,83813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.60,706$2.56M0.14%+16,87413F-HRTimelineGroup
Advisory Services Network, LLC60,396$2.56M0.03%+24,79813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC60,357$2.55M<0.01%+3,03813F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC59,700$2.53M0.43%+3,32913F-HRTimeline
Guardian Asset Advisors, LLC57,598$2.44M1.42%-4,36813F-HRTimeline
PFG Investments, LLC57,243$2.42M0.11%-10,65513F-HRTimeline
Strategic Investment Advisors / MI57,224$2.42M0.17%+12,38113F-HRTimeline
S. R. Schill & Associates53,932$2.28M1.54%+3,90313F-HRTimeline
Avior Wealth Management, LLC53,806$2.28M0.06%-121,69513F-HRTimeline
Arete Wealth Advisors, LLC53,729$2.27M0.17%-1,79513F-HR/ATimeline
Cordoba Advisory Partners LLC53,213$2.25M0.62%-13,99213F-HRTimeline
Chicago Partners Investment Group LLC52,454$2.24M0.05%+6,09413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,528$2.22M0.01%-1,42913F-HRTimelineGroup
Perigon Wealth Management, LLC51,571$2.18M0.04%-5,51413F-HRTimeline
Rosenberg Matthew Hamilton51,523$2.18M0.45%+4,02713F-HRTimeline
Mount Lucas Management LP51,356$2.17M0.8%+4,99413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,057$2.16M<0.01%+8,46913F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO50,242$2.13M0.27%+1,93913F-HRTimeline
Sanctuary Advisors, LLC49,651$2.1M0.01%-3,05913F-HRTimeline
Hofer & Associates. Inc49,512$2.09M1.13%-5013F-HRTimeline
Geneos Wealth Management Inc.48,326$2.04M0.05%-2,36813F-HRTimeline
Thrive Capital Management, LLC48,227$2.04M0.45%-6,06413F-HRTimeline
Diversified Enterprises, LLC47,672$2.02M0.11%+54813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.47,395$2.01M0.3%+2,98213F-HRTimeline
Rooted Wealth Advisors, Inc.46,951$2M0.53%-2,30813F-HRTimeline
TigerOak Management, L.L.C.47,139$1.99M0.63%+21,69313F-HRTimeline
Pacer Advisors, Inc.46,980$1.99M0.01%013F-HR/ATimeline
Impact Partnership Wealth, LLC46,694$1.98M0.24%+11,08813F-HRTimeline
Western Wealth Management, LLC46,283$1.96M0.07%new13F-HR/ATimeline
HCR Wealth Advisors45,621$1.93M0.2%-2,79313F-HRTimeline
Csenge Advisory Group45,527$1.93M0.09%+4,69013F-HRTimeline
Summit Financial, LLC45,448$1.92M0.02%+10,90913F-HRTimeline
TICINO WEALTH40,135$1.91M0.66%+18,73713F-HRTimeline
Indivisible Partners44,582$1.89M0.17%+12,02413F-HRTimeline
Sanchez Gaunt Capital Management, LLC43,068$1.82M1.14%13F-HRTimeline
Squire Investment Management Company, L…42,848$1.81M0.5%+49113F-HRTimeline