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Disclosery

SHYG ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 32 13F filers report a position in SHYG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sound Income Strategies, LLC760,280$31.3M1.4%-257,35013F-HRTimeline
ATWOOD & PALMER INC473,032$19.5M1%+7,31613F-HRTimeline
Freestate Advisors LLC263,228$10.9M8.35%-1,84813F-HRTimeline
Cadent Capital Advisors, LLC199,413$8.23M1.76%+71,98213F-HRTimeline
Shelter Rock Management, LLC132,225$5.45M5.07%+126,32913F-HRTimeline
Farther Finance Advisors, LLC67,061$2.77M0.02%-97513F-HRTimeline
Rosenberg Matthew Hamilton66,659$2.75M0.49%+7,38613F-HRTimeline
Factor Wealth Management LTD37,744$1.56M0.24%-27413F-HRTimeline
Balefire, LLC36,596$1.51M0.24%-10,40213F-HRTimeline
City Center Advisors, LLC24,996$1.03M0.79%+5,77313F-HRTimeline
Montecito Bank & Trust18,870$778K0.12%013F-HRTimeline
S.E.E.D. Planning Group LLC15,775$651K0.16%+40913F-HRTimeline
Delta Wealth Advisors LLC13,140$542K0.37%-89013F-HRTimeline
Central Pacific Bank - Trust Division12,820$529K0.06%+10813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,167$500K0.07%-32513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,172$420K0.08%-31213F-HRTimeline
GK Wealth Management LLC9,358$386K0.22%-6,88213F-HRTimeline
Insight Wealth Strategies, LLC9,355$386K0.04%new13F-HRTimeline
MRA Advisory Group8,516$351K0.13%+4613F-HRTimeline
Capital Advisors Wealth Management, LLC7,757$320K0.04%-1,80013F-HRTimeline
Avidian Wealth Enterprises, LLC6,570$271K0.01%new13F-HRTimeline
STABLEFORD CAPITAL II LLC5,948$245K0.09%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,553$229K0.06%new13F-HRTimeline
CHAPIN DAVIS, INC.5,352$221K0.04%+9013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…4,867$201K0.14%-68013F-HRTimeline
Pacifica Partners Inc.3,124$128K0.04%+1,82513F-HRTimeline
CoreCap Advisors, LLC2,397$98.9K<0.01%-3613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,814$74.8K0.02%new13F-HRTimeline
Coastline Trust Co560$23.1K<0.01%-2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Planning Strategies Inc.80$3.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14$578<0.01%013F-HRTimeline
GAMMA Investing LLC7$289<0.01%013F-HRTimeline