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Disclosery

SHYM BLACKROCK ETF TRUST II

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ISHARES HIGH YIE (fund)

98 managers (99 13F filers) reported a position in SHYM shares at 2025-03-31, 8,072,904 shares in all. 22 filers opened a position and 10 filers sold out during the quarter.

Managers
98
13F filers
99
New
22
Added
35
Reduced
21
Sold out
10
Shares held by filers
8,072,904

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC1,238,529$28.1M0.04%+321,60813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding731,999$16.6M+338,778Timeline
LPL Financial LLC510,732$11.6M<0.01%+159,27113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding506,752$11.5M+493,585Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.427,470$9.69M0.02%+257,25113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO347,216$7.87M<0.01%-31,90213F-HRTimelineGroup
Prentice Wealth Management LLC308,971$7M2.02%+6,33813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC297,380$6.74M0.13%new13F-HRTimeline
Dynasty Wealth Management, LLC264,155$5.99M0.1%+8,77313F-HRTimeline
Quotient Wealth Partners, LLC258,705$5.86M0.19%+9,54913F-HRTimeline
Trust Co246,135$5.58M0.66%+15,55513F-HRTimeline
FORTE ASSET MANAGEMENT LLC223,831$5.07M2.56%-18,62713F-HRTimeline
NorthCoast Asset Management LLC219,470$4.98M0.02%new13F-HR/ATimeline
Atria Investments, Inc186,669$4.23M0.05%+68,59913F-HRTimeline
Beta Wealth Group, Inc.179,439$4.07M1.46%+92,45813F-HRTimeline
Cambridge Investment Research Advisors,…151,132$3.43M0.01%+42,58013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP138,156$3.13M0.01%-2,69413F-HRTimelineGroup
IHT Wealth Management, LLC113,365$2.57M0.08%-2,50313F-HRTimeline
FourThought Financial Partners, LLC111,222$2.52M0.26%-2,91313F-HRTimeline
HighTower Advisors, LLC110,345$2.5M<0.01%+14,26413F-HRTimeline
Secure Asset Management, LLC101,046$2.29M0.46%-160,01713F-HRTimeline
Orgel Wealth Management, LLC95,500$2.16M0.06%+19,18713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,306$1.96M<0.01%+4,10513F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,570$1.53M0.3%013F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.64,172$1.45M0.01%+24,86213F-HRTimeline
Aspen Wealth Management LLC62,834$1.42M0.4%+2,37713F-HRTimeline
Ashton Thomas Private Wealth, LLC53,290$1.21M0.05%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,816$1.13M<0.01%+1,24513F-HRTimelineGroup
RFG Advisory, LLC44,184$1M0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC40,484$918K<0.01%+7,20113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,290$846K0.07%+15,53613F-HRTimeline
Premier Path Wealth Partners, LLC31,185$707K0.11%+2,26613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth28,879$655K0.01%new13F-HRTimelineGroup
Elequin Capital, LP27,450$622K0.12%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…26,500$601K0.2%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC26,270$596K0.29%+3,29213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,483$578K0.01%+7,99913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.25,378$575K0.01%-22,58813F-HRTimeline
Creative Planningin group Creative Planning24,831$563K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,887$519K0.01%-88813F-HRTimeline
Orion Portfolio Solutions, LLC22,887$519K0.01%-88813F-HR/ATimeline
Private Advisor Group, LLC22,642$513K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.22,342$506K0.01%+76013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,168$503K0.01%-88113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,212$458K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,963$453K<0.01%-38213F-HRTimeline
Veracity Capital LLC19,800$449K0.18%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,791$426K0.01%new13F-HRTimelineGroup
IFG Advisors, LLC16,737$379K0.07%+5,73213F-HRTimeline
Vertex Planning Partners, LLC16,459$373K0.08%-4313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,433$373K<0.01%-1,31013F-HRTimelineGroup
&PARTNERS15,451$350K<0.01%+3713F-HRTimeline
Commonwealth Retirement Investments LLC15,368$348K0.14%013F-HRTimeline
Farther Finance Advisors, LLC14,640$332K0.01%new13F-HRTimeline
Kuhn & Co Investment Counsel14,170$321K0.27%+42513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,254$300K0.04%-1,72113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,387$281K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC12,069$274K0.01%-37,86613F-HRTimeline
Camarda Financial Advisors, LLC12,068$274K0.12%new13F-HRTimeline
Gladstone Institutional Advisory LLC11,817$268K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC11,435$259K0.02%+3313F-HRTimeline
New Capital Management LP11,160$253K0.07%013F-HRTimeline
Insight Wealth Strategies, LLC11,127$252K0.03%+7913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,862$246K0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC10,799$245K0.01%013F-HRTimeline
Financial Partners Group, Inc10,786$245K0.04%+6413F-HRTimeline
Ausdal Financial Partners, Inc.10,527$239K0.02%+44413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,500$238K<0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO10,000$227K0.01%013F-HRTimeline
Triad Wealth Partners, LLC9,668$219K0.07%-14413F-HRTimeline
WealthCare Investment Partners, LLC9,943$218K0.09%+1,06813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,520$216K<0.01%new13F-HRTimelineGroup
CGN Advisors LLC9,298$211K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC9,268$210K<0.01%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,941$203K0.02%+6413F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,920$202K0.01%013F-HRTimelineGroup
Cetera Investment Advisers8,897$202K<0.01%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,828$200K0.1%013F-HRTimeline
Sunbelt Securities, Inc.6,809$154K0.01%-63613F-HRTimeline
N.E.W. Advisory Services LLC6,584$149K0.01%new13F-HRTimeline
Allworth Financial LP4,781$106K<0.01%-1,63913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,853$87.3K<0.01%-1,50313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,416$54.8K<0.01%013F-HRTimeline
Kings Path Partners LLC2,206$50K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,159$48.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,075$48.7K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Steward Partners Investment Advisory, L…2,062$46.7K<0.01%-21813F-HRTimeline
AdvisorNet Financial, Inc1,883$42.7K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.1,355$30.2K0.02%+30513F-HRTimeline
PRIVATE TRUST CO NA1,084$24.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,075$24.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC954$21.6K<0.01%+25413F-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%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC295$6.69K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,51013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.