Skip to content
Disclosery

SHYM BLACKROCK ETF TRUST II

Follow

ISHARES HIGH YIE (fund)

133 managers (136 13F filers) reported a position in SHYM shares at 2025-12-31, 9,273,475 shares in all. 23 filers opened a position and 12 filers sold out during the quarter.

Managers
133
13F filers
136
New
23
Added
59
Reduced
29
Sold out
12
Shares held by filers
9,273,475

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC935,025$20.8M0.01%+99,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC588,103$13.1M0.02%-658,65113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.509,326$11.3M0.02%+4,32913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding488,071$10.8M-364,705Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO357,400$7.94M<0.01%-16,01013F-HRTimelineGroup
Strategic Equity Management313,634$6.97M2.36%new13F-HRTimeline
Quotient Wealth Partners, LLC293,566$6.52M0.17%+22,51713F-HRTimeline
Trust Co282,487$6.28M0.59%+20,35313F-HRTimeline
Dynasty Wealth Management, LLC275,461$6.12M0.06%+2,03213F-HRTimeline
HighTower Advisors, LLC271,230$6.03M0.01%+132,91913F-HRTimeline
MONEYWISE, INC.231,350$5.14M2.14%new13F-HRTimeline
Prentice Wealth Management LLC218,787$4.86M1.11%-86,69013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC211,902$4.71M0.01%+132,16413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC210,267$4.67M0.07%-6,33213F-HRTimeline
Cambridge Investment Research Advisors,…206,499$4.59M0.01%+4,73013F-HRTimeline
IHT Wealth Management, LLC199,059$4.42M0.11%+84,99613F-HRTimeline
Aspen Wealth Management LLC190,840$4.24M0.89%+33,11513F-HRTimeline
MML INVESTORS SERVICES, LLC175,560$3.9M0.01%+20,32713F-HRTimeline
Advisory Resource Group140,258$3.12M0.55%+7,75913F-HRTimeline
Cetera Investment Advisers140,057$3.11M<0.01%-26,52813F-HRTimeline
Ashton Thomas Private Wealth, LLC138,686$3.08M0.08%+43,14713F-HRTimeline
Evergreen Wealth Partners LLC122,837$2.73M2.3%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC115,718$2.57M1.17%+5213F-HRTimeline
FourThought Financial Partners, LLC106,073$2.36M0.2%+47413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC105,384$2.34M0.06%+4,35813F-HR/ATimelineGroup
SK Wealth Management, LLC88,384$1.98M0.55%new13F-HRTimeline
Private Advisor Group, LLC85,372$1.9M0.01%-12,34513F-HRTimeline
WCG Wealth Advisors LLC83,717$1.86M0.05%+22,59113F-HRTimeline
Keebeck Wealth Management80,640$1.79M0.21%+64,97013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding78,509$1.76M+7,526Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,538$1.66M<0.01%-10,41813F-HRTimeline
DeLarme Wealth Management, Inc.71,816$1.6M1.13%13F-HRTimeline
Ausdal Financial Partners, Inc.71,470$1.59M0.07%+72513F-HRTimeline
Joseph Group Capital Management69,746$1.55M0.41%-2,64513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,509$1.48M<0.01%-47,27213F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…65,600$1.46M0.21%013F-HRTimelineGroup
COFG Advisors, LLC60,085$1.34M0.33%13F-HRTimeline
Canal Capital Management, LLC55,123$1.22M0.17%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …47,232$1.05M0.06%+5,79713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding45,617$1.01M-471,732Timeline
MBA Advisors LLC45,179$1M0.4%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC45,000$1000K0.35%new13F-HRTimeline
Destiny Wealth Partners, LLC41,185$922K0.11%+3,60813F-HRTimeline
Financial Engines Advisors L.L.C.40,535$901K<0.01%+18,13813F-HRTimeline
Orion Porfolio Solutions, LLC38,757$861K0.01%+2,05813F-HRTimeline
Janney Montgomery Scott LLC38,719$860K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC37,339$830K0.01%013F-HRTimeline
Rialto Wealth Management, LLC34,616$769K0.18%+16,90313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,133$758K<0.01%+13,42113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC33,732$750K0.27%+3,33913F-HRTimeline
Objective Capital Management, LLC32,257$717K0.73%+15,71213F-HRTimeline
HARBOUR INVESTMENTS, INC.31,519$700K0.01%+14,41813F-HRTimeline
Beta Wealth Group, Inc.30,896$687K0.28%-5,76613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,749$661K0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,733$638K0.01%+10,00013F-HRTimelineGroup
Allworth Financial LP28,703$638K<0.01%-1,56813F-HRTimeline
Elequin Capital, LP28,492$633K0.08%+25,77413F-HRTimeline
Ellis Investment Partners, LLC25,097$558K0.1%new13F-HRTimeline
Kuhn & Co Investment Counsel23,720$527K0.35%+3,59813F-HRTimeline
Creative Planningin group Creative Planning23,423$520K<0.01%013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth23,189$515K0.01%-31,86913F-HRTimelineGroup
&PARTNERS22,170$493K<0.01%+1,94413F-HRTimeline
Vertex Planning Partners, LLC21,699$482K0.11%-34713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,335$474K0.05%+5,30213F-HRTimeline
M Wealth Management, LLC21,200$471K0.41%+10,00013F-HRTimeline
Per Stirling Capital Management, LLC.19,945$443K0.05%-20,58513F-HRTimeline
Legacy Edge Advisors, LLC19,860$441K0.05%new13F-HRTimeline
Veracity Capital LLC19,801$440K0.13%013F-HRTimeline
Vision Retirement, LLC18,258$406K0.11%13F-HRTimeline
Serenity Investment Advisors18,174$405K0.24%13F-HRTimeline
NewEdge Advisors, LLC18,158$403K<0.01%+7,14513F-HRTimeline
McAdam, LLC17,774$395K0.02%-88213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,227$383K<0.01%-5,04513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,834$374K<0.01%+1813F-HRTimelineGroup
Bedel Financial Consulting, Inc.16,712$371K0.04%new13F-HRTimeline
WealthCare Investment Partners, LLC16,449$366K0.11%+5,52313F-HRTimeline
Weitzel Financial Services, Inc.16,306$363K0.14%+6,83613F-HRTimeline
Capital Asset Advisory Services LLC15,998$357K0.01%+22513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,998$355K0.01%+22513F-HR/ATimeline
Dynamic Advisor Solutions LLC15,944$354K0.01%new13F-HRTimeline
Rye Brook Capital LLC15,750$350K0.33%013F-HRTimeline
RFG Advisory, LLC15,322$340K0.01%+34813F-HRTimeline
Vawter Financial, Ltd.15,250$339K0.14%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,239$339K<0.01%+4,73913F-HRTimelineGroup
Camarda Financial Advisors, LLC15,124$336K0.13%+3613F-HRTimeline
Brookwood Investment Group LLC15,029$334K0.04%+3,81813F-HRTimeline
Advisory Services Network, LLC14,351$319K<0.01%+1,50213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC13,565$301K0.1%+2,23313F-HRTimeline
BETO FINANCIAL GROUP, LLC13,203$295K0.2%13F-HRTimeline
Bowman & Co S.C.12,950$288K0.12%new13F-HRTimeline
Premier Path Wealth Partners, LLC12,615$280K0.04%-6,56713F-HRTimeline
Insight Wealth Strategies, LLC11,558$257K0.03%+18013F-HRTimeline
Alpha Financial Partners LLC11,273$250K0.15%new13F-HRTimeline
NewEdge Wealth, LLC11,180$248K<0.01%013F-HRTimeline
Sowell Financial Services LLC10,815$240K0.01%+20613F-HRTimeline
Atria Investments, Inc10,563$235K<0.01%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,450$232K0.05%new13F-HRTimeline
DIVERSIFIED TRUST CO10,000$222K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC9,782$217K<0.01%013F-HRTimeline
Triad Wealth Partners, LLC9,668$215K0.02%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…9,050$202K0.05%-17,45013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,062$201K<0.01%-8,09813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC8,869$197K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.8,631$192K0.1%-8,63113F-HRTimeline
PRIVATE TRUST CO NA7,484$166K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC6,784$151K0.01%+65013F-HRTimeline
IFP Advisors, Inc5,732$127K<0.01%+8913F-HRTimeline
Farther Finance Advisors, LLC5,694$127K<0.01%-10,21113F-HRTimeline
BLUELINE ADVISORS LLC5,118$114K0.09%13F-HRTimeline
COMERICA BANK4,211$93.6K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.3,830$85.1K0.04%-6,26213F-HRTimeline
GGM Financial LLC3,420$76K0.04%013F-HRTimeline
Sunbelt Securities, Inc.3,415$75.9K0.01%+5313F-HRTimeline
Kings Path Partners LLC3,379$75.1K0.03%-1,12113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,022$67.1K<0.01%+17013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,002$66.7K<0.01%-27313F-HRTimeline
TSFG, LLC2,750$61K0.01%+50013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,570$57.1K<0.01%+2313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,965$43.7K<0.01%new13F-HRTimelineGroup
Litman Gregory Wealth Management LLC1,111$24.7K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC858$19.1K<0.01%+3513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management773$17.2K<0.01%+8713F-HRTimelineGroup
Wilkerson Advisory Group LLC600$13.3K<0.01%13F-HRTimeline
CVA Family Office, LLC462$10.3K<0.01%013F-HRTimeline
WFA of San Diego, LLC380$8.44K0.01%+3513F-HRTimeline
Aptus Capital Advisors, LLC313$6.96K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC281$6.24K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC93$2.07K<0.01%-8813F-HRTimeline
CWM, LLCin group CWM, LLC68$2K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67$1.49K<0.01%new13F-HRTimeline
Imprint Wealth LLC40$889<0.01%-52813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$38<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.