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Disclosery

SHYM BLACKROCK ETF TRUST II

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ISHARES HIGH YIE (fund)

90 managers (91 13F filers) reported a position in SHYM shares at 2024-12-31, 5,700,436 shares in all. 24 filers opened a position and 11 filers sold out during the quarter.

Managers
90
13F filers
91
New
24
Added
36
Reduced
13
Sold out
11
Shares held by filers
5,700,436

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC916,921$20.8M0.03%-27,16313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding393,221$8.91M-45,953Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO379,118$8.59M<0.01%+50,54313F-HRTimelineGroup
LPL Financial LLC351,461$7.96M<0.01%+260,75513F-HRTimeline
Prentice Wealth Management LLC302,633$6.86M1.98%+21,39013F-HRTimeline
Secure Asset Management, LLC261,063$5.92M0.9%+44,27413F-HRTimeline
Dynasty Wealth Management, LLC255,382$5.79M0.1%+121,13913F-HRTimeline
Quotient Wealth Partners, LLC249,156$5.65M0.18%+7,11213F-HRTimeline
FORTE ASSET MANAGEMENT LLC242,458$5.49M2.92%+157,45813F-HRTimeline
Trust Co230,580$5.22M0.6%-70,32213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.170,219$3.86M0.01%+94,94213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,850$3.19M0.01%-127,07513F-HRTimelineGroup
Atria Investments, Inc118,070$2.68M0.03%+7,70213F-HRTimeline
IHT Wealth Management, LLC115,868$2.63M0.08%+21,49913F-HRTimeline
FourThought Financial Partners, LLC114,135$2.59M0.27%-5,30213F-HRTimeline
Cambridge Investment Research Advisors,…108,552$2.46M0.01%+36,73613F-HRTimeline
HighTower Advisors, LLC96,081$2.18M<0.01%+7,94913F-HRTimeline
Beta Wealth Group, Inc.86,981$1.97M0.87%+3,87213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,201$1.86M<0.01%-64,78313F-HRTimelineGroup
Orgel Wealth Management, LLC76,313$1.73M0.05%+37513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,570$1.53M0.31%new13F-HRTimelineGroup
Aspen Wealth Management LLC60,457$1.37M0.41%+2,47613F-HRTimeline
FLOW TRADERS U.S. LLC49,935$1.13M0.05%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers48,571$1.1M<0.01%+8,71713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.47,966$1.09M0.04%-2,39213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,310$891K0.01%+7,88413F-HRTimeline
MML INVESTORS SERVICES, LLC33,283$754K<0.01%+13,49713F-HRTimeline
Premier Path Wealth Partners, LLC28,919$655K0.1%-14713F-HRTimeline
Mariner, LLCin group Mariner, LLC28,908$655K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning24,831$563K<0.01%+1,40813F-HRTimelineGroup
Orion Porfolio Solutions, LLC23,775$539K0.01%-2,84313F-HRTimeline
Orion Portfolio Solutions, LLC23,775$539K0.01%-2,84313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,049$522K0.01%+5,95713F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC22,978$521K0.25%-91713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,754$493K0.04%+4,30313F-HR/ATimeline
Atria Wealth Solutions, Inc.21,582$489K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,345$461K<0.01%new13F-HR/ATimeline
Veracity Capital LLC19,800$449K0.16%013F-HRTimeline
McKinley Carter Wealth Services, Inc.18,676$423K0.03%+7,69513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,743$402K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,484$396K0.01%-49913F-HRTimelineGroup
Vertex Planning Partners, LLC16,502$374K0.08%+1,74813F-HRTimeline
SFI Advisors, LLC16,037$363K0.26%new13F-HRTimeline
&PARTNERS15,414$350K<0.01%+1,75513F-HRTimeline
Commonwealth Retirement Investments LLC15,368$348K0.14%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,975$339K0.04%+21413F-HRTimeline
SignalPoint Asset Management, LLC14,640$332K0.08%new13F-HRTimeline
Kuhn & Co Investment Counsel13,745$311K0.26%+3,83013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC13,416$304K0.15%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,167$298K<0.01%+2,83213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC11,402$258K0.02%+3,40513F-HRTimeline
New Capital Management LP11,160$253K0.07%013F-HRTimeline
Insight Wealth Strategies, LLC11,048$250K0.03%new13F-HRTimeline
IFG Advisors, LLC11,005$249K0.05%new13F-HRTimeline
Parallel Advisors, LLC10,799$245K0.01%013F-HRTimeline
Financial Partners Group, Inc10,722$243K0.04%-1,27713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,500$238K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,083$228K0.02%+55413F-HRTimeline
DIVERSIFIED TRUST CO10,000$227K0.01%013F-HRTimeline
Triad Wealth Partners, LLC9,812$222K0.08%new13F-HRTimeline
Thrive Wealth Management, LLC9,411$213K0.04%new13F-HRTimeline
CGN Advisors LLC9,298$211K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC9,268$210K<0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,920$202K0Timeline
WealthCare Investment Partners, LLC8,875$202K0.09%+7413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,877$201K0.02%new13F-HR/ATimelineGroup
WETZEL INVESTMENT ADVISORS, INC.8,828$200K0.1%013F-HRTimeline
Sunbelt Securities, Inc.7,445$169K0.01%+3,51313F-HRTimeline
Allworth Financial LP6,420$146K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,356$121K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,510$103K0.01%+4,29913F-HRTimeline
WINTRUST INVESTMENTS LLC3,838$87K0.08%+25113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,416$54.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,280$51.7K<0.01%+1,43413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,159$48.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc1,883$42.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,739$39.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,084$24.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,075$24.4K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.1,050$23.8K0.02%13F-HRTimeline
Transcendent Capital Group LLC741$16.8K0.01%013F-HRTimeline
NewEdge Advisors, LLC700$15.9K<0.01%+53513F-HRTimeline
WR Wealth Planners, LLC600$13.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC525$11.9K<0.01%new13F-HRTimeline
CVA Family Office, LLC462$10.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC341$8K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group345$7.82K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC220$4.99K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$37<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.