Skip to content
Disclosery

SHYM BLACKROCK ETF TRUST II

Follow

ISHARES HIGH YIE (fund)

140 managers (142 13F filers) reported a position in SHYM shares at 2026-03-31, 10,890,129 shares in all. 27 filers opened a position and 17 filers sold out during the quarter.

Managers
140
13F filers
142
New
27
Added
68
Reduced
24
Sold out
17
Shares held by filers
10,890,129

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC1,445,659$31.8M0.01%+510,63413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,283,310$28.3M0.04%+695,20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding648,188$14.3M+160,117Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.625,733$13.8M0.02%+116,40713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO382,820$8.42M<0.01%+25,42013F-HR/ATimelineGroup
HighTower Advisors, LLC313,698$6.91M0.01%+42,46813F-HRTimeline
Dynasty Wealth Management, LLC303,178$6.68M0.06%+27,71713F-HRTimeline
Quotient Wealth Partners, LLC301,923$6.65M0.17%+8,35713F-HRTimeline
Trust Co291,964$6.43M0.6%+9,47713F-HRTimeline
IHT Wealth Management, LLC274,416$6.04M0.14%+75,35713F-HRTimeline
Prentice Wealth Management LLC216,305$4.76M1.07%-2,48213F-HRTimeline
Cambridge Investment Research Advisors,…197,096$4.34M0.01%-9,40313F-HRTimeline
MML INVESTORS SERVICES, LLC189,202$4.17M0.01%+13,64213F-HRTimeline
FORTE ASSET MANAGEMENT LLC178,412$3.93M1.72%+62,69413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC176,776$3.89M0.06%-33,49113F-HRTimeline
Evergreen Wealth Partners LLC151,336$3.33M2.54%+28,49913F-HRTimeline
Advisory Resource Group145,657$3.21M0.55%+5,39913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC140,364$3.09M0.08%+34,98013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC139,841$3.08M0.07%+1,15513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,778$2.9M<0.01%-80,12413F-HRTimelineGroup
Vertex Planning Partners, LLC116,843$2.57M0.5%+95,14413F-HRTimeline
Rialto Wealth Management, LLC109,656$2.41M0.54%+75,04013F-HRTimeline
FourThought Financial Partners, LLC106,134$2.34M0.2%+6113F-HRTimeline
Cetera Investment Advisers105,106$2.31M<0.01%-34,95113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,749$2.06M<0.01%+27,24013F-HRTimelineGroup
DeLarme Wealth Management, Inc.89,076$1.96M1.26%+17,26013F-HRTimeline
SK Wealth Management, LLC86,242$1.9M0.53%-2,14213F-HRTimeline
Janney Montgomery Scott LLC84,006$1.85M<0.01%+45,28713F-HRTimeline
WCG Wealth Advisors LLC83,718$1.84M0.05%+113F-HRTimeline
Legacy Advisory Services, LLC80,500$1.77M1.35%new13F-HRTimeline
Keebeck Wealth Management79,462$1.75M0.2%-1,17813F-HRTimeline
Ausdal Financial Partners, Inc.76,944$1.69M0.08%+5,47413F-HRTimeline
Private Advisor Group, LLC70,864$1.56M0.01%-14,50813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …70,045$1.54M0.09%+22,81313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…65,600$1.44M0.21%013F-HRTimelineGroup
Independent Advisor Alliance65,373$1.44M0.02%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding61,893$1.36M+16,276Timeline
COFG Advisors, LLC60,458$1.33M0.33%+37313F-HRTimeline
Joseph Group Capital Management60,341$1.33M0.33%-9,40513F-HRTimeline
Vestmark Advisory Solutions, Inc.58,806$1.29M0.01%new13F-HRTimeline
MBA Advisors LLC49,354$1.09M0.42%+4,17513F-HRTimeline
Destiny Wealth Partners, LLC48,680$1.07M0.12%+7,49513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding46,635$1.03M-31,874Timeline
Wealth Advisors of Tampa Bay, LLC45,000$991K0.33%013F-HRTimeline
World Investment Advisors44,666$984K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,577$982K0.01%+27,35013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,495$958K0.01%+13,74613F-HRTimelineGroup
Financial Engines Advisors L.L.C.42,855$944K<0.01%+2,32013F-HRTimeline
Aspen Wealth Management LLC42,693$940K0.19%-148,14713F-HRTimeline
Avior Wealth Management, LLC42,522$936K0.03%new13F-HRTimeline
Objective Capital Management, LLC40,296$887K0.9%+8,03913F-HRTimeline
Creative Planningin group Creative Planning36,563$805K<0.01%+13,14013F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,125$795K<0.01%-1,21413F-HRTimeline
Orion Porfolio Solutions, LLC35,800$788K0.01%-2,95713F-HRTimeline
OLD MISSION CAPITAL LLC34,943$769K0.02%new13F-HRTimeline
Ellis Investment Partners, LLC33,385$735K0.13%+8,28813F-HRTimeline
ShoreHaven Wealth Partners, LLC32,893$724K0.26%-83913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,774$700K0.01%new13F-HRTimeline
Beta Wealth Group, Inc.31,254$688K0.28%+35813F-HRTimeline
Per Stirling Capital Management, LLC.29,970$660K0.07%+10,02513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth29,918$659K0.01%+6,72913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.28,964$638K0.07%new13F-HRTimeline
Legacy Edge Advisors, LLC28,840$635K0.07%+8,98013F-HRTimeline
Allworth Financial LP28,703$632K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.26,662$587K0.01%-4,85713F-HRTimeline
BETO FINANCIAL GROUP, LLC26,201$582K0.34%+12,99813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,733$567K0.01%-3,00013F-HRTimelineGroup
&PARTNERS24,794$546K<0.01%+2,62413F-HRTimeline
Kuhn & Co Investment Counsel23,720$522K0.34%013F-HRTimeline
Sovereign Financial Group, Inc.22,492$495K0.09%new13F-HRTimeline
Private Wealth Asset Management, LLC21,470$473K0.05%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,467$473K0.05%+13213F-HRTimeline
Veracity Capital LLC19,801$436K0.16%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY19,495$429K0.28%new13F-HRTimeline
RFG Advisory, LLC19,431$428K0.01%+4,10913F-HRTimeline
Serenity Investment Advisors19,113$423K0.2%+93913F-HRTimeline
Dynamic Advisor Solutions LLC18,172$400K0.01%+2,22813F-HRTimeline
Premier Path Wealth Partners, LLC17,866$393K0.05%+5,25113F-HRTimeline
Bedel Financial Consulting, Inc.17,236$380K0.04%+52413F-HRTimeline
McAdam, LLC16,748$369K0.02%-1,02613F-HRTimeline
Weitzel Financial Services, Inc.16,726$368K0.14%+42013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,245$358K<0.01%-58,29313F-HRTimeline
M Wealth Management, LLC16,200$357K0.3%-5,00013F-HRTimeline
Cornerstone Wealth Management, LLC15,914$350K0.02%new13F-HRTimeline
Brookwood Investment Group LLC15,875$350K0.04%+84613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,526$345K<0.01%+28713F-HRTimelineGroup
Camarda Financial Advisors, LLC15,300$337K0.18%+17613F-HRTimeline
Horizon Wealth Management, LLC15,000$330K0.05%new13F-HRTimeline
Capital Asset Advisory Services LLC14,596$324K0.01%-1,40213F-HRTimeline
Advisory Services Network, LLC14,355$316K<0.01%+413F-HRTimeline
Vawter Financial, Ltd.13,756$303K0.13%-1,49413F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC13,565$299K0.1%013F-HRTimeline
Vision Retirement, LLC12,812$282K0.08%-5,44613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,354$272K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,013$265K0.01%+10,04813F-HRTimelineGroup
WealthCare Investment Partners, LLC11,932$263K0.07%-4,51713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,702$258K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,462$252K<0.01%+2,40013F-HRTimelineGroup
Alpha Financial Partners LLC11,352$250K0.15%+7913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,262$248K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC11,207$247K0.01%+39213F-HRTimeline
NewEdge Wealth, LLC11,180$246K<0.01%013F-HRTimeline
Arrowroot Family Office, LLC10,567$233K0.08%new13F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,450$230K0.05%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,070$222K0.01%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO10,000$220K<0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,935$219K0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC9,926$219K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC9,782$215K<0.01%013F-HRTimeline
Triad Wealth Partners, LLC9,668$213K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,361$206K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC8,869$195K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.8,631$190K0.1%013F-HRTimeline
Farther Finance Advisors, LLC7,549$166K<0.01%+1,85513F-HRTimeline
PRIVATE TRUST CO NA7,484$165K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC6,784$149K0.01%013F-HRTimeline
IFP Advisors, Inc5,772$127K<0.01%+4013F-HRTimeline
Atlantic Edge Private Wealth Management…5,000$110K0.03%new13F-HRTimeline
Kings Path Partners LLC4,696$103K0.04%+1,31713F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,106$90.4K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.3,438$75.7K<0.01%+2313F-HRTimeline
GGM Financial LLC3,420$75.3K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,388$74.4K<0.01%+36613F-HRTimelineGroup
AE Wealth Management LLC2,842$62.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,790$61.4K<0.01%-21213F-HRTimeline
TSFG, LLC2,750$61K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,722$59.9K<0.01%+15213F-HRTimelineGroup
NewEdge Advisors, LLC2,359$51.9K<0.01%-15,79913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,180$26K<0.01%new13F-HRTimelineGroup
UBS AM, a distinct business unit of UBS…in group UBS Group AG1,050$23.1K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management773$17K<0.01%013F-HRTimelineGroup
Wilkerson Advisory Group LLC600$13.2K<0.01%013F-HRTimeline
WFA of San Diego, LLC400$8.81K0.01%+2013F-HRTimeline
Aptus Capital Advisors, LLC313$6.89K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.130$2.86K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC102$2.25K<0.01%+913F-HRTimeline
CWM, LLCin group CWM, LLC68$1.5K<0.01%013F-HRTimelineGroup
Imprint Wealth LLC40$881<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$32<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%+113F-HR/ATimelineGroup