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Disclosery

SHYM BLACKROCK ETF TRUST II

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ISHARES HIGH YIE (fund)

105 managers (107 13F filers) reported a position in SHYM shares at 2025-06-30, 8,290,951 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
105
13F filers
107
New
26
Added
36
Reduced
30
Sold out
19
Shares held by filers
8,290,951

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC1,298,897$29M0.04%+60,36813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding784,360$17.5M+52,361Timeline
LPL Financial LLC735,685$16.4M0.01%+224,95313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding478,551$10.7M-28,201Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.354,744$7.91M0.01%-72,72613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO321,352$7.17M<0.01%-25,86413F-HRTimelineGroup
Prentice Wealth Management LLC317,137$7.08M1.86%+8,16613F-HRTimeline
Dynasty Wealth Management, LLC263,063$5.87M0.1%-1,09213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC262,371$5.85M0.1%-35,00913F-HRTimeline
Quotient Wealth Partners, LLC259,886$5.8M0.17%+1,18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC208,596$4.65M0.01%+122,29013F-HRTimelineGroup
Trust Co206,807$4.61M0.52%-39,32813F-HRTimeline
FORTE ASSET MANAGEMENT LLC199,881$4.46M2.27%-23,95013F-HRTimeline
Cambridge Investment Research Advisors,…180,788$4.03M0.01%+29,65613F-HRTimeline
Advisory Resource Group138,701$3.09M0.59%new13F-HRTimeline
HighTower Advisors, LLC127,828$2.85M<0.01%+17,48313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,501$2.76M<0.01%-14,65513F-HRTimelineGroup
FourThought Financial Partners, LLC112,742$2.52M0.25%+1,52013F-HRTimeline
Beta Wealth Group, Inc.111,604$2.49M0.91%-67,83513F-HRTimeline
IHT Wealth Management, LLC110,005$2.45M0.07%-3,36013F-HRTimeline
Aspen Wealth Management LLC101,353$2.26M0.56%+38,51913F-HRTimeline
Orgel Wealth Management, LLC95,515$2.13M0.05%+1513F-HRTimeline
Private Advisor Group, LLC81,320$1.81M0.01%+58,67813F-HRTimeline
Elequin Capital, LP76,652$1.71M0.24%+49,20213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC74,364$1.66M<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.71,866$1.6M0.01%+7,69413F-HRTimeline
MML INVESTORS SERVICES, LLC67,879$1.51M<0.01%+27,39513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…65,600$1.46M0.25%-1,97013F-HR/ATimelineGroup
Atria Investments, Inc63,534$1.42M0.02%-123,13513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers50,406$1.12M<0.01%+59013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC48,456$1.08M0.04%-4,83413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …35,919$801K0.05%-1,37113F-HR/ATimeline
Orion Porfolio Solutions, LLC34,789$776K0.01%+11,90213F-HR/ATimeline
Gradient Capital Advisors, LLC34,635$773K0.23%new13F-HRTimeline
Allworth Financial LP32,662$729K<0.01%+27,88113F-HRTimeline
Premier Path Wealth Partners, LLC29,095$649K0.09%-2,09013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,556$615K0.02%+7,34413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth27,529$614K0.01%-1,35013F-HRTimelineGroup
Penney Financial, LLC27,300$609K0.31%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…26,500$591K0.17%013F-HRTimeline
Atria Wealth Solutions, Inc.23,872$533K0.01%+1,53013F-HRTimeline
Creative Planningin group Creative Planning23,423$523K<0.01%-1,40813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,151$472K<0.01%-1,01713F-HRTimelineGroup
MONEYWISE, INC.20,947$467K0.22%new13F-HRTimeline
Strategic Equity Management20,947$467K0.17%new13F-HRTimeline
McAdam, LLC20,562$459K0.03%new13F-HRTimeline
Veracity Capital LLC19,801$442K0.15%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,644$416K0.01%-14713F-HRTimelineGroup
Joseph Group Capital Management18,511$413K0.14%new13F-HR/ATimeline
RFG Advisory, LLC18,124$404K0.01%-26,06013F-HRTimeline
&PARTNERS17,741$396K<0.01%+2,29013F-HRTimeline
Vertex Planning Partners, LLC17,703$395K0.08%+1,24413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,519$391K0.01%new13F-HRTimelineGroup
IFG Advisors, LLC16,838$376K0.06%+10113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,733$373K0.01%-8,75013F-HRTimelineGroup
Kuhn & Co Investment Counsel15,972$356K0.27%+1,80213F-HRTimeline
Rye Brook Capital LLC15,750$351K0.37%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,809$330K0.04%+1,55513F-HRTimeline
Farther Finance Advisors, LLC14,640$327K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,765$306K<0.01%-6,19813F-HRTimeline
Camarda Financial Advisors, LLC13,391$299K0.12%+1,32313F-HRTimeline
ShoreHaven Wealth Partners, LLC12,280$274K0.11%-13,99013F-HRTimeline
Insight Wealth Strategies, LLC11,261$250K0.03%+13413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,055$247K0.01%new13F-HRTimeline
Capital Asset Advisory Services LLC11,055$246K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,902$243K0.02%+37513F-HRTimeline
Parallel Advisors, LLC10,799$241K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,500$234K<0.01%013F-HRTimelineGroup
Objective Capital Management, LLC10,285$229K0.26%new13F-HRTimeline
Thrive Wealth Management, LLC10,113$226K0.04%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,016$223K<0.01%-2,37113F-HRTimeline
DIVERSIFIED TRUST CO10,000$223K<0.01%013F-HRTimeline
WealthCare Investment Partners, LLC10,014$222K0.08%+7113F-HRTimeline
Integrated Wealth Concepts LLC9,848$220K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC9,782$218K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC9,668$216K0.04%013F-HRTimeline
Advisory Services Network, LLC9,461$209K<0.01%new13F-HRTimeline
Weitzel Financial Services, Inc.9,470$209K0.09%new13F-HRTimeline
Kovack Advisors, Inc.9,025$201K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.7,445$169K0.01%+63613F-HRTimeline
PRIVATE TRUST CO NA7,484$167K0.02%+6,40013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,787$151K0.01%-4,64813F-HRTimeline
N.E.W. Advisory Services LLC6,584$147K0.01%013F-HRTimeline
Kings Path Partners LLC4,493$100K0.04%+2,28713F-HRTimeline
Keystone Financial Group, Inc.2,705$59.5K0.04%+1,35013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,547$56.8K<0.01%-1,30613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,416$53.9K<0.01%013F-HRTimeline
TSFG, LLC2,250$50K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,184$48.7K<0.01%+1,10913F-HRTimelineGroup
COMERICA BANK2,006$44.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,860$41.5K<0.01%-20213F-HRTimeline
Global Retirement Partners, LLC1,346$30K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,175$26.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,075$24K<0.01%013F-HRTimeline
NewEdge Advisors, LLC965$21.5K<0.01%+1113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…529$11.8K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC462$10.3K<0.01%013F-HRTimeline
Brooklyn Investment Group345$7.7K<0.01%013F-HR/ATimeline
WFA of San Diego, LLC300$6.69K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC136$3.03K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29$647<0.01%-26613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$446<0.01%-2,13913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$48<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.