iShares 0-5 YR HY Corp. BondSHYGETF

13F holders, Q1 2024 (March 31)
500holders
4famous investors
$42.53avg. 13F price*

At the end of Q1 2024, 500 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings. The largest holders were Royal Bank of Canada ($468.3M), Empower Advisory Group, LLC ($318.7M) and Bramshill Investments, LLC ($293.4M). 4 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares 0-5 YR HY Corp. Bond
CUSIP
46434V407
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 500Q1 2024Q2 2024: 511Q2 2024Q3 2024: 517Q3 2024Q4 2024: 543Q4 2024Q1 2025: 532Q1 2025Q2 2025: 534Q2 2025Q3 2025: 543Q3 2025Q4 2025: 583Q4 2025Q1 2026: 557Q1 2026Q2 2026: 573Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions59$278.6M
Exits60$91.7M

Ownership 500 holders

Royal Bank of Canada 0.11% Add +7.7% 11,006,976 $468.3M
Empower Advisory Group, LLC 1.19% Add +3.5% 7,490,531 $318.7M
Bramshill Investments, LLC 34.54% Add +43.7% 6,894,384 $293.4M
Japan Science & Technology Agency 2.68% No change 5,070,493 $215.7M
Assetmark, Inc. 0.68% Add +139.3% 4,929,307 $209.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 5.32% Add +3.4% 4,065,885 $173.0M
State of New Jersey Common Pension Fund D 0.50% New 3,850,000 $163.8M
BlackRock Inc. 0.00% Add +2.2% 3,533,498 $150.4M
Commonwealth Equity Services, LLC 0.22% Add +3.2% 3,155,655 $134.3M
Envestnet Asset Management Inc. 0.05% Reduce -34.9% 3,011,283 $128.1M
Townsquare Capital LLC 1.27% Add +10.0% 2,033,246 $86.5M
Wealthfront Advisers LLC 0.29% Add +19.3% 1,948,768 $82.9M
Bank of New York Mellon Corp 0.02% Add +9.0% 1,940,347 $82.6M
Morgan Stanley 0.01% Add +1.6% 1,817,697 $77.3M
Bank of America Corp. 0.01% Add +12.1% 1,793,495 $76.3M
Ocean Park Asset Management, LLC 3.26% Add +11.6% 1,628,000 $69.3M
Nepc LLC 2.30% Add +76.6% 1,573,577 $67.0M
LPL Financial LLC 0.03% Add +5.7% 1,386,612 $59.0M
Mercer Global Advisors Inc. 0.17% Add +17.6% 1,365,111 $58.2M
Wells Fargo & Company 0.01% Add +10.0% 1,241,173 $52.8M
Pathstone Holdings, LLC 0.24% Add +2.0% 1,181,418 $50.3M
Sound Income Strategies, LLC 3.19% Add +0.5% 1,004,810 $42.8M
Point72 Asset Management 0.13% New 1,000,000 $42.5M
Atria Investments, Inc 0.50% Add +27.8% 859,052 $36.6M
Nomura Asset Management Co. Ltd. 0.13% Add +13.4% 825,700 $35.1M
Advisors Capital Management, LLC 0.64% Add +3.5% 823,395 $35.0M
Gallagher Fiduciary Advisors, LLC 1.21% Reduce -2.4% 800,972 $34.1M
Cetera Investment Advisers 0.08% Add +54.5% 774,329 $32.9M
HighTower Advisors, LLC 0.05% Add +3.1% 754,417 $32.1M
Nuveen Asset Management, LLC 0.01% Add +184.7% 665,827 $28.2M
UBS Group AG 0.01% Reduce -13.6% 663,426 $28.2M
Mariner, LLC 0.06% Add +2.5% 662,030 $28.2M
Wilbanks Smith & Thomas Asset Management LLC 0.78% Add +40.0% 655,571 $27.9M
Osaic Holdings, Inc. 0.06% Reduce -33.4% 633,553 $27.0M
Greystone Financial Group, LLC 5.35% Add +77.7% 629,876 $26.8M
Delphi Financial Group, Inc. 14.91% Reduce -32.9% 530,590 $22.6M
Raymond James Financial Services Advisors, Inc. 0.03% Add +6.6% 519,504 $22.1M
Composition Wealth, LLC 0.52% Reduce -1.0% 485,829 $20.7M
BNP Paribas Financial Markets 0.03% Reduce -1.0% 474,552 $20.2M
Creative Planning 0.02% Add +31.1% 469,451 $20.0M
Baker Avenue Asset Management, LP 0.72% Add +4.3% 438,351 $18.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% New 428,776 $18.2M
Financial Advisory Partners, LLC 6.52% Add +5.3% 396,338 $16.9M
Allspring Global Investments Holdings, LLC 0.03% No change 395,500 $16.8M
Sage Advisory Services, Ltd.Co. 4.53% Add +31.4% 390,365 $16.6M
Financial Gravity Asset Management, Inc. 4.42% Reduce -92.9% 372,044 $15.7M
Bartlett & Co. Wealth Management LLC 0.24% Add +156.6% 359,431 $15.3M
High Probability Advisors, LLC 2.83% Add +8.6% 358,011 $15.2M
OneDigital Investment Advisors LLC 0.23% Add +16.1% 345,271 $14.7M
Capstone Investment Advisors, LLC 0.51% Add +9.2% 343,801 $14.6M
Motley Fool Wealth Management, LLC 0.75% Reduce -23.4% 339,839 $14.5M
Matthew Goff Investment Advisor, LLC 2.86% Reduce -0.1% 332,547 $14.1M
Robertson Stephens Wealth Management, LLC 0.76% New 323,657 $13.8M
Park Avenue Securities LLC 0.17% Add +37.7% 312,344 $13.3M
KilterHowling LLC 9.25% Add +2.8% 309,460 $13.2M
Truist Financial Corp. 0.02% Reduce -30.0% 304,867 $13.0M
Raymond James & Associates 0.01% Reduce -64.3% 287,673 $12.2M
Stifel Financial Corp. 0.01% Reduce -19.0% 282,763 $12.0M
Atwood & Palmer Inc. 0.90% Add +1.2% 278,250 $11.8M
Trivium Point Advisory, LLC 2.55% Add +3.2% 277,959 $11.8M
Partners Value Investments L.P. 0.15% No change 241,302 $10.3M
Ameriprise Financial Inc. 0.00% Reduce -6.3% 237,555 $10.1M
Merit Financial Group, LLC 0.23% Add +750.3% 231,995 $9.8M
Susquehanna International Group, LLP 0.01% Add +652.8% 227,588 $9.7M
Sweeney & Michel, LLC 4.13% — 221,396 $9.3M
Fairview Capital Investment Management, LLC 0.52% Add +5.5% 218,278 $9.3M
Conning Inc. 0.31% No change 210,194 $8.9M
Peak Financial Management, Inc. 2.78% Add +2.1% 206,450 $8.8M
Graypoint LLC 0.63% Reduce -33.2% 204,857 $8.7M
Retirement Financial Solutions, LLC 4.43% Add +9.1% 202,623 $8.6M
Betterment LLC 0.02% Add +28.8% 202,091 $8.6M
Summit Wealth Partners, LLC 1.80% Reduce -2.1% 198,453 $8.4M
JPMorgan Chase & Co. 0.00% Add +89.9% 198,263 $8.4M
O'shaughnessy Asset Management, LLC 0.09% Add +981.6% 196,341 $8.4M
Ninety One UK Ltd 0.02% No change 196,200 $8.3M
Cascade Wealth Advisors, Inc 6.88% — 193,250 $8.1M
New York Life Investment Management LLC 0.08% Add +2.7% 189,875 $8.1M
Powers Advisory Group, LLC 4.61% Add +3.3% 189,661 $8.1M
United Capital Financial Advisors, LLC 0.06% Reduce -5.7% 182,860 $7.8M
Courier Capital LLC 0.56% Add +1.5% 181,292 $7.7M
Rwa Wealth Partners, LLC 0.10% Reduce -8.2% 178,463 $7.6M
Waterloo Capital, L.P. 0.96% Add +45.9% 176,882 $7.5M
Gibbs Wealth Management 4.32% — 176,794 $7.5M
Kitching Partners, LLC 14.03% Add +1.4% 173,688 $7.4M
Ritholtz Wealth Management 0.25% New 173,551 $7.4M
Adell Harriman & Carpenter Inc. 0.60% Reduce -0.4% 171,365 $7.3M
RiverFront Investment Group, LLC 0.20% Reduce -83.6% 167,571 $7.1M
Towercrest Capital Management 1.20% Add +3.4% 167,150 $7.1M
Legacy Financial Group LLC 1.43% Add +1435.8% 165,853 $7.1M
Atria Wealth Solutions, Inc. 0.08% Add +26.6% 164,461 $7.0M
Integrated Wealth Concepts LLC 0.10% Reduce -1.5% 162,073 $6.9M
Kestra Advisory Services, LLC 0.05% Add +10.6% 158,770 $6.8M
My Legacy Advisors, LLC 2.24% Add +2.2% 157,193 $6.7M
Blue Barn Wealth, LLC 3.59% Add +2.3% 151,255 $6.4M
FinDec Wealth Services, Inc. 3.88% Add +1.7% 145,034 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.5% 144,096 $6.1M
Whalen Wealth Management Inc. 4.49% New 142,310 $6.1M
Little Harbor Advisors, LLC 3.97% Reduce -2.0% 139,393 $5.9M
Ascent Group, LLC 0.52% Add +10.5% 139,090 $5.9M
Corient Private Wealth LP 0.01% Add +0.3% 138,744 $5.9M
Probity Advisors, Inc. 1.22% Reduce -50.5% 138,341 $5.9M
Vectors Research Management, LLC 1.65% Add +29.2% 137,373 $5.8M
Advisor OS, LLC 0.66% Add +3.6% 135,823 $5.8M
Systelligence, LLC 1.51% Reduce -0.7% 135,768 $5.8M
CreativeOne Wealth, LLC 0.23% Add +3.6% 133,458 $5.7M
GeoWealth Management, LLC 0.22% Add +24.1% 131,941 $5.6M
Leuthold Group, LLC 0.62% Add +69.0% 128,392 $5.5M
Sigma Investment Counselors Inc. 0.34% Reduce -4.7% 125,233 $5.3M
GC Wealth Management RIA, LLC 1.06% Add +79.6% 124,729 $5.3M
Advisory Alpha, LLC 0.21% Add +31.0% 118,864 $5.1M
Curtis Advisory Group, LLC 1.90% Add +115.0% 115,583 $4.9M
Goldman Sachs Group Inc. 0.00% Reduce -40.5% 115,080 $4.9M
Transform Wealth, LLC 0.46% Reduce -2.7% 114,993 $4.9M
Jmac Enterprises LLC 0.89% Add +26.0% 112,685 $4.8M
Level Financial Advisors 2.14% Add +5.0% 110,688 $4.7M
David Kennon Inc 2.01% Add +0.5% 110,267 $4.7M
Alliance Wealth Management Group 1.31% Add +4.1% 104,866 $4.5M
Roundview Capital LLC 0.32% Reduce -3.8% 93,038 $4.0M
Concourse Financial Group Securities, Inc. 0.25% Add +8.9% 91,666 $3.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -9.1% 90,959 $3.9M
Northern Trust Corp. 0.00% Add +55.8% 89,038 $3.8M
City Holding Co. 0.54% Reduce -1.1% 85,123 $3.6M
Portside Wealth Group, LLC 0.67% Reduce -1.5% 84,869 $3.6M
MML Investors Services, LLC 0.01% Reduce -16.8% 84,184 $3.6M
Redhawk Wealth Advisors, Inc. 0.57% Reduce -41.4% 82,606 $3.5M
SVB Wealth LLC 0.08% Reduce -1.3% 81,838 $3.5M
Old National Bancorp 0.08% Add +18.5% 81,772 $3.5M
Webster Bank, N. A. 0.39% Reduce -51.6% 81,631 $3.5M
Bush Investment Group, LLC 3.00% Add +1.9% 79,767 $3.4M
One Capital Management, LLC 0.12% Add +6.3% 78,008 $3.3M
Investment Partners, LTD. 1.50% Add +1.4% 77,941 $3.3M
Virtue Capital Management, LLC 0.59% Reduce -15.6% 78,983 $3.3M
Goldstone Financial Group, LLC 0.76% Add +7.9% 77,449 $3.3M
Creative Financial Designs Inc. 0.31% Add +11.3% 77,114 $3.3M
Madden Advisory Services, Inc. 1.70% Add +2.3% 75,938 $3.2M
Pension & Wealth Management Advisors, Inc. 2.12% Add +66.4% 75,647 $3.2M
Verum Partners LLC 1.13% Add +0.3% 74,732 $3.2M
PNC Financial Services Group, Inc. 0.00% Add +1.1% 73,685 $3.1M
Evermay Wealth Management LLC 0.47% New 73,023 $3.1M
IHT Wealth Management, LLC 0.12% Reduce -2.8% 68,993 $2.9M
Prime Capital Investment Advisors, LLC 0.04% Reduce -11.7% 68,741 $2.9M
Geneos Wealth Management Inc. 0.13% Reduce -3.9% 67,045 $2.9M
Donoghue Forlines LLC 0.78% Reduce -18.6% 64,333 $2.7M
Fulton Breakefield Broenniman LLC 0.21% Add +59.5% 63,868 $2.7M
Friedenthal Financial 1.64% Reduce -60.2% 62,760 $2.7M
Allstate Corp. 0.19% Reduce -43.1% 62,400 $2.7M
Prudential Financial Inc. 0.00% Reduce -1.2% 61,410 $2.6M
Alesco Advisors, LLC, An ESL Co 0.09% Add +1.1% 60,750 $2.6M
Compound Planning, Inc. 0.23% New 59,540 $2.5M
Beacon Pointe Advisors, LLC 0.03% Add +6.2% 59,172 $2.5M
Rooted Wealth Advisors, Inc. 1.21% Add +2.9% 58,109 $2.4M
Childress Capital Advisors, LLC 0.71% Reduce -44.3% 57,306 $2.4M
Janney Montgomery Scott LLC 0.01% Reduce -79.3% 56,708 $2.4M
Rockefeller Capital Management L.P. 0.01% New 56,589 $2.4M
Journey Strategic Wealth LLC 0.11% Add +41.7% 56,513 $2.4M
Equitable Holdings, Inc. 0.03% Reduce -4.3% 55,944 $2.4M
Sigma Planning Corp 0.07% Add +132.4% 55,322 $2.4M
Chesapeake Capital Corp. 1.74% Reduce -22.6% 54,837 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +110.3% 54,788 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.6% 54,402 $2.3M
S. R. Schill & Associates 1.01% Add +1.4% 54,320 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.0% 53,950 $2.3M
Naples Global Advisors, LLC 0.22% Reduce -4.7% 51,513 $2.2M
Alternative Investment Advisors, LLC. 1.32% Add +19.8% 51,856 $2.2M
HCR Wealth Advisors 0.33% Reduce -0.2% 50,713 $2.2M
Owen LaRue, LLC 1.28% New 48,132 $2.0M
Essex LLC 0.46% Reduce -2.4% 47,298 $2.0M
Bank of Montreal 0.00% Add +122.7% 47,060 $2.0M
Bulltick Wealth Management, LLC 0.40% Add +38.1% 45,347 $1.9M
Perigon Wealth Management, LLC 0.06% Reduce -26.6% 45,152 $1.9M
FDx Advisors, Inc. 0.29% Reduce -2.8% 44,251 $1.9M
Csenge Advisory Group 0.11% Add +18.1% 44,181 $1.9M
Klaas Financial Asset Advisors, LLC 0.37% Reduce -0.7% 43,888 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +5.0% 43,791 $1.9M
Hofer & Associates. Inc 1.53% Add +2.6% 42,646 $1.8M
Sunbelt Securities, Inc. 0.20% Reduce -7.1% 42,597 $1.8M
Etesian Wealth Advisors, Inc. 1.04% Add +1.7% 42,501 $1.8M
Perella Weinberg Partners Capital Management LP 0.18% New 41,356 $1.8M
Mount Lucas Management LP 0.59% Add +40.4% 41,121 $1.7M
Tidal Investments LLC 0.03% Reduce -7.8% 40,777 $1.7M
Waverly Advisors, LLC 0.04% Add +28.5% 40,214 $1.7M
Cwm, LLC 0.01% Reduce -24.7% 40,093 $1.7M
D L Carlson Investment Group Inc. 0.33% Add +1.8% 39,881 $1.7M
Private Advisor Group, LLC 0.01% Reduce -9.3% 39,747 $1.7M
CoreCap Advisors, LLC 0.09% Add +46.9% 39,103 $1.7M
Mgo One Seven LLC 0.09% Reduce -5.0% 38,938 $1.7M
First Hawaiian Bank 0.05% Reduce -16.7% 38,442 $1.6M
Dohj, LLC 0.43% Add +5.3% 38,409 $1.6M
Scotia Capital Inc. 0.01% Add +1.1% 38,292 $1.6M
Arete Wealth Advisors, LLC 0.15% Add +29.3% 37,285 $1.6M
Richardson Financial Services Inc. 1.12% Add +16.0% 37,268 $1.6M
Apollon Wealth Management, LLC 0.05% Reduce -6.9% 35,853 $1.5M
Endowment Wealth Management, Inc. 1.13% Add +4.7% 35,427 $1.5M
Carr Financial Group Corp 0.49% Reduce -12.7% 34,892 $1.5M
Cabot Wealth Management Inc. 0.19% Add +15.3% 34,789 $1.5M
Continuum Advisory, LLC 0.22% Reduce -13.6% 35,041 $1.5M
Avior Wealth Management, LLC 0.07% Add +3764.0% 34,660 $1.5M
Prudential PLC 0.01% Add +19.1% 34,650 $1.5M
Balefire, LLC 0.53% Add +23.6% 34,313 $1.5M
Kingsview Wealth Management, LLC 0.04% Add +3.0% 33,768 $1.4M
Worth Financial Advisory Group, LLC 0.99% Add +5.3% 33,510 $1.4M
FirstPurpose Wealth LLC 0.50% Reduce -1.6% 33,009 $1.4M
Norden Group LLC 0.28% New 32,547 $1.4M
Lanark Financial, Inc. 0.13% Add +5.8% 32,507 $1.4M
Cyndeo Wealth Partners, LLC 0.11% Reduce -32.8% 31,800 $1.4M
Western Financial Corp 0.83% Add +4.0% 31,724 $1.3M
Jackson Creek Investment Advisors LLC 0.48% Add +10.6% 31,603 $1.3M
1834 Investment Advisors Co. 0.16% Reduce -7.8% 31,099 $1.3M
TFB Advisors LLC 0.48% New 31,340 $1.3M
Capital Analysts, LLC 0.06% Add +9.8% 30,797 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Add +3.2% 30,574 $1.3M
Johnson Bixby & Associates, LLC 0.22% Reduce -8.8% 29,985 $1.3M
Next Capital Management LLC 0.52% Reduce -9.0% 29,859 $1.3M
Foundations Investment Advisors, LLC 0.03% Add +8.7% 29,414 $1.3M
CFS Investment Advisory Services, LLC 0.21% Reduce -10.2% 28,897 $1.2M
Sheets Smith Wealth Management 0.13% Reduce -4.2% 28,219 $1.2M
Crabel Capital Management, LLC 1.03% Reduce -23.5% 27,845 $1.2M
First Foundation Advisors 0.05% Reduce -18.3% 27,469 $1.2M
JFS Wealth Advisors, LLC 0.09% Add +45.2% 27,396 $1.2M
Advisory Services Network, LLC 0.03% Add +109.8% 27,337 $1.2M
Sierra Capital LLC 0.15% Add +1.3% 27,245 $1.2M
BayBridge Capital Group, LLC 1.00% Add +4.9% 27,282 $1.1M
Nwam LLC 0.09% Add +36.8% 26,674 $1.1M
Econ Financial Services Corp 0.70% Reduce -50.1% 26,344 $1.1M
Mutual Advisors, LLC 0.04% Reduce -7.8% 26,332 $1.1M
Diversify Advisory Services, LLC 0.06% — 25,823 $1.1M
Blankinship & Foster, LLC 0.28% Add +0.8% 24,772 $1.1M
Jaffetilchin Investment Partners, LLC 0.09% Add +1.1% 24,372 $1.0M
Wambolt & Associates, LLC 0.31% Reduce -44.0% 24,470 $1.0M
Ashton Thomas Private Wealth, LLC 0.06% Add +6.0% 23,980 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +132.4% 23,919 $1.0M
Kraematon Investment Advisors, Inc. 1.02% Reduce -1.5% 23,821 $1.0M
Lane & Associates LLC 0.64% Add +33.9% 23,717 $1.0M
MA Private Wealth 0.20% Reduce -22.0% 23,374 $995K
Mirae Asset Global Investments Co., Ltd. 0.00% New 23,290 $991K
Canvas Wealth Advisors, LLC 0.33% Add +39.6% 23,680 $987K
HSBC Holdings PLC 0.00% Reduce -23.9% 23,045 $982K
Strategic Investment Advisors / MI 0.13% New 23,073 $982K
TriaGen Wealth Management LLC 0.40% New 22,912 $975K
Financial Network Wealth Advisors LLC 0.95% Add +0.6% 22,493 $957K
Stratos Wealth Partners, LTD. 0.02% Add +37.3% 21,949 $934K
Steward Partners Investment Advisory, LLC 0.01% Add +11.8% 21,841 $929K
Two Sigma Securities, LLC 0.04% New 21,727 $924K
Baker Tilly Wealth Management, LLC 0.17% Reduce -37.6% 21,659 $922K
AE Wealth Management LLC 0.01% Reduce -96.3% 21,575 $918K
Alterna Wealth Management, Inc. 0.73% Reduce -0.6% 21,151 $900K
Raymond James Trust N.A. 0.02% Add +0.9% 21,047 $896K
McNamara Financial Services, Inc. 0.19% Add +20.2% 21,024 $895K
Gerber Kawasaki Wealth & Investment Management 0.05% Add +17.1% 20,870 $888K
Montecito Bank & Trust 0.18% Reduce -19.6% 20,590 $876K
Thrivent Financial for Lutherans 0.00% Reduce -5.5% 20,418 $869K
Shepherd Financial Partners LLC 0.11% Add +49.9% 20,395 $868K
Laffer Tengler Investments, Inc. 0.28% Reduce -31.8% 20,127 $856K
Pinion Investment Advisors, LLC 0.44% Add +14.1% 19,893 $846K
Renaissance Technologies 0.00% Reduce -92.5% 19,800 $842K
Bakala Capital LLC 7.23% Add +116.4% 19,760 $841K
B. Riley Wealth Advisors, Inc. 0.02% Add +21.5% 20,231 $830K
Resurgent Financial Advisors LLC 0.43% Add +316.2% 18,951 $806K
Regions Financial Corp. 0.01% Add +11.3% 19,595 $806K
Squire Investment Management Company, LLC 0.51% Add +10.3% 18,850 $802K
Investments & Financial Planning, LLC 0.55% Add +12.0% 18,759 $798K
Guidance Point Advisors, LLC 0.27% Add +1.1% 18,705 $796K
Round Rock Advisors LLC 0.19% Add +0.1% 18,278 $778K
Strategic Blueprint, LLC 0.05% Add +5.6% 18,119 $771K
Diversified Portfolios, Inc. 0.10% Add +22.6% 17,070 $726K
Rosenberg Matthew Hamilton 0.20% Add +9.2% 16,800 $708K
GLOBALT Investments LLC / GA 0.03% Reduce -4.5% 16,553 $704K
Sterling Investment Counsel, LLC 0.32% Add +2.1% 16,498 $702K
MMBG Investment Advisors Co. 0.07% No change 16,348 $692K
Chicago Partners Investment Group LLC 0.03% Add +84.9% 16,283 $686K
Financial Management Network Inc. 0.17% Add +9.9% 16,236 $684K
Snowden Capital Advisors LLC 0.02% Add +9.5% 15,675 $667K
IPG Investment Advisors LLC 0.15% Add +12.3% 15,640 $665K
Penobscot Wealth Management 0.42% Add +17.4% 15,626 $665K
Farther Finance Advisors, LLC 0.04% Reduce -24.2% 15,494 $653K
Alliance Wealth Advisors, LLC 0.19% Add +6.3% 15,260 $649K
NewEdge Wealth, LLC 0.01% New 15,363 $646K
Harbour Investments, Inc. 0.02% Add +0.3% 15,002 $638K
Mendel Capital Management LLC 0.42% Add +0.3% 14,923 $635K
Advanced Asset Management Advisors Inc 0.16% No change 14,800 $630K
Patriot Investment Management Group, Inc. 0.05% No change 14,726 $627K
Guardian Asset Advisors, LLC 0.51% Add +51.7% 14,431 $614K
Level Four Advisory Services, LLC 0.03% No change 14,536 $614K
Comerica Bank 0.00% Reduce -39.8% 14,367 $611K
Aptus Capital Advisors, LLC 0.01% Add +16294.3% 14,263 $607K
Aveo Capital Partners, LLC 0.07% Add +10.1% 14,322 $604K
Horizon Financial Services, LLC 0.38% Reduce -13.1% 14,065 $598K
Channel Wealth LLC 0.24% Add +43.9% 13,961 $594K
IFP Advisors, Inc 0.03% Add +6.7% 13,587 $578K
Coppell Advisory Solutions Corp. 0.11% — 13,570 $577K
Baird Financial Group, Inc. 0.00% Reduce -48.1% 13,495 $574K
McAdam, LLC 0.04% Reduce -0.2% 13,337 $567K
Yeomans Consulting Group, Inc. 0.25% Add +11.8% 13,199 $562K
Blue Trust, Inc. 0.01% Add +40.2% 13,190 $561K
Ieq Capital, LLC 0.01% Add +14.1% 12,976 $552K
Collective Family Office LLC 0.18% Reduce -1.8% 12,968 $552K
Synovus Financial Corp. 0.01% New 12,948 $551K
Share Andrew L. 0.29% Add +52.0% 12,839 $546K
Oppenheimer & Co. Inc. 0.01% Reduce -14.8% 12,810 $545K
New Republic Capital, LLC 0.35% No change 12,778 $544K
J.W. Cole Advisors, Inc. 0.03% Add +38.3% 12,508 $532K
Heritage Wealth Management, LLC 0.27% Add +2.6% 12,249 $521K
Trademark Financial Management, LLC 0.43% Reduce -2.0% 12,223 $520K
Zuckerman Investment Group, LLC 0.06% Add +3.5% 12,063 $513K
Principal Securities, Inc. 0.02% Add +12.2% 11,834 $504K
All Season Financial Advisors, Inc. 0.41% Reduce -53.6% 11,765 $501K
Fifth Third Bancorp 0.00% Reduce -0.1% 11,523 $490K
Cascade Financial Partners, LLC 0.07% — 11,687 $490K
RFG Advisory, LLC 0.02% New 11,444 $487K
Disciplined Investments, LLC 0.27% Reduce -6.2% 11,443 $487K
Wbi Investments, LLC 0.10% New 11,426 $486K
Courage Miller Partners, LLC 0.17% Add +5.0% 11,340 $483K
NewEdge Advisors, LLC 0.00% Add +64.3% 11,222 $477K
Beacon Financial Advisory LLC 0.23% Add +0.4% 11,137 $474K
Arkadios Wealth Advisors 0.04% Add +32.0% 11,058 $470K
Darden Wealth Group Inc 0.36% New 10,655 $453K
MAS Advisors LLC 0.50% No change 10,243 $436K
KFA Private Wealth Group, LLC 0.13% Add +11.5% 10,180 $433K
Destiny Capital Corp 0.30% Reduce -92.5% 10,079 $429K
Freedom Investment Management, Inc. 0.03% Reduce -31.4% 9,845 $419K
Kathleen S. Wright Associates Inc. 0.19% Add +6.5% 9,687 $412K
Hamilton Wealth, LLC 0.13% New 9,675 $412K
MRA Advisory Group 0.24% Reduce -67.2% 9,514 $405K
Mainstay Capital Management LLC 0.08% Reduce -3.1% 9,422 $401K
TBH Global Asset Management, LLC 0.08% Add +0.0% 9,362 $398K
Capital Asset Advisory Services LLC 0.02% New 9,419 $397K
Cadent Capital Advisors, LLC 0.16% Add +1.9% 9,247 $393K
Redwood Financial Network Corp 0.34% Reduce -15.9% 9,234 $393K
CKW Financial Group 0.05% Reduce -2.2% 9,108 $384K
Significant Wealth Partners LLC 0.25% Reduce -19.6% 8,997 $383K
Stokes Family Office, LLC 0.05% Reduce -6.0% 8,875 $378K
City Center Advisors, LLC 0.44% — 8,813 $375K
Summit X, LLC 0.10% Reduce -4.2% 8,761 $373K
Diversified, LLC 0.05% Add +52.1% 8,760 $373K
Curi Capital, LLC 0.01% New 8,710 $371K
Client 1ST Advisory Group, LLC 0.16% Reduce -6.2% 8,576 $365K
Bright Futures Wealth Management, LLC. 0.20% — 8,550 $361K
SteelPeak Wealth, LLC 0.02% Add +24.9% 8,486 $361K
Vantage Financial Partners, LLC 0.10% Add +10.2% 8,428 $359K
Qube Research & Technologies Ltd 0.00% No change 8,352 $355K
NDWM LLC 0.32% Reduce -19.1% 8,345 $355K
Walkner Condon Financial Advisors LLC 0.07% Reduce -1.5% 8,294 $353K
AlphaStar Capital Management, LLC 0.04% Add +13.0% 8,238 $351K
Fulcrum Equity Management 0.41% Reduce -21.2% 8,079 $344K
Beirne Wealth Consulting Services, LLC 0.15% Reduce -1.5% 8,050 $343K
Saiph Capital, LLC 0.16% Reduce -5.3% 7,971 $339K
FinTrust Capital Advisors, LLC 0.06% No change 7,897 $336K
Omega Financial Group, LLC 0.14% New 7,849 $334K
Colonial Trust Co / SC 0.06% Reduce -7.7% 7,653 $326K
Wallace Advisory Group, LLC 0.24% Reduce -39.1% 7,676 $324K
Center For Asset Management LLC 0.26% New 7,557 $322K
Allworth Financial LP 0.00% Add +15.4% 7,479 $318K
Northwest Investment Counselors, LLC 0.08% Reduce -22.6% 7,465 $318K
Simplicity Wealth,LLC 0.01% New 7,337 $312K
Hunter Associates Investment Management LLC 0.05% Reduce -1.7% 7,125 $304K
Tyche Wealth Partners LLC 0.07% Add +0.3% 7,061 $300K
Acorn Wealth Advisors, LLC 0.16% Add +0.8% 7,037 $299K
Lincoln National Corp. 0.00% Reduce -40.1% 7,010 $298K
ERn Financial, LLC 0.05% Add +0.4% 6,991 $297K
ARK & TLK Investments, LLC 0.12% No change 6,928 $295K
Lockerman Financial Group, Inc. 0.55% New 6,748 $287K
Security Financial Services, INC. 0.06% Add +0.9% 6,619 $282K
Tudor Investment Corporation 0.00% New 6,560 $279K
Transcend Capital Advisors, LLC 0.02% Reduce -14.4% 6,541 $278K
Legacy PCG, LLC 0.17% New 6,502 $277K
Concorde Asset Management, LLC 0.19% Reduce -29.5% 6,421 $273K
Fiduciary Trust Co 0.00% New 6,345 $270K
Wedbush Securities Inc. 0.01% Reduce -68.8% 6,237 $265K
Private Trust Co. NA 0.03% Add +8.4% 6,186 $263K
Focus Partners Wealth 0.00% Add +22.8% 6,140 $261K
Saxony Capital Management, LLC 0.31% Reduce -8.6% 6,083 $259K
PFG Investments, LLC 0.02% Add +8.6% 6,016 $256K
Captrust Financial Advisors 0.00% Reduce -46.2% 6,001 $255K
Meitav Investment House Ltd. 0.00% No change 5,858 $249K
Cherry Creek Investment Advisors, Inc. 0.13% Reduce -5.2% 5,840 $248K
Commonwealth Financial Services, LLC 0.06% No change 5,885 $248K
Capital Advisors Wealth Management, LLC 0.05% Reduce -5.0% 5,703 $243K
MJP Associates Inc. 0.05% New 5,667 $241K
1900 Wealth Management LLC 0.02% Reduce -91.6% 5,639 $240K
AlphaCentric Advisors LLC 0.14% Add +37.0% 5,605 $238K
Retirement Group, LLC 0.09% Reduce -3.5% 5,591 $238K
ProVise Management Group, LLC 0.02% Reduce -46.6% 5,516 $235K
Salomon & Ludwin, LLC 0.02% New 5,491 $234K
Bank of Nova Scotia 0.00% No change 5,458 $232K
Brown Brothers Harriman & Co. 0.00% New 5,412 $230K
Northwest Capital Management Inc 0.07% Add +0.1% 5,400 $230K
FOCUS Wealth Advisors, LLC 0.12% No change 5,372 $229K
Axxcess Wealth Management, LLC 0.01% New 5,338 $227K
Eagle Global Advisors LLC 0.01% Reduce -5.4% 5,298 $225K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -47.7% 5,306 $224K
FMR LLC 0.00% Add +80.2% 5,225 $222K
Twin City Private Wealth, LLC 0.22% — 5,181 $220K
Global Retirement Partners, LLC 0.01% Add +13.3% 5,117 $218K
North Star Investment Management Corp. 0.02% No change 5,090 $217K
Fisher Asset Management 0.00% New 4,928 $210K
Addison Capital Co 0.10% New 4,875 $207K
Bailard, Inc. 0.01% Reduce -3.4% 4,857 $207K
Archford Capital Strategies, LLC 0.03% New 4,755 $202K
TrueWealth Advisors, LLC 0.08% No change 4,749 $202K
Summit Financial, LLC 0.01% New 4,727 $201K
Jane Street Group, LLC 0.00% New 4,714 $201K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -0.7% 4,706 $200K
ICA Group Wealth Management, LLC 0.04% Add +6.4% 4,431 $189K
Advisors Asset Management, Inc. 0.00% Reduce -7.8% 4,388 $187K
Blair William & Co. 0.00% Add +147.7% 4,268 $182K
Central Pacific Bank - Trust Division 0.02% — 3,573 $151K
Capital Investment Advisory Services, LLC 0.02% Reduce -13.0% 3,417 $145K
Lowe Wealth Advisors, LLC 0.07% Add +311.4% 3,345 $142K
Benjamin F. Edwards & Company, Inc. 0.00% Add +9.7% 3,030 $129K
EP Wealth Advisors, LLC 0.00% New 2,831 $120K
Colonial Trust Advisors 0.01% No change 2,775 $118K
EverSource Wealth Advisors, LLC 0.01% New 2,773 $116K
Global Assets Advisory, LLC 0.06% New 2,475 $104K
EPG Wealth Management LLC 0.02% No change 2,322 $99K
Ameritas Investment Partners, Inc. 0.00% Reduce -1.0% 2,254 $96K
Glen Eagle Advisors, LLC 0.02% Add +210300.0% 2,104 $90K
Whittier Trust Co. 0.00% Reduce -70.7% 2,025 $86K
Duncker Streett & Co. Inc. 0.02% No change 2,004 $85K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,793 $76K
Tucker Asset Management LLC 0.02% Reduce -1.0% 1,751 $75K
Wells Financial Advisors INC 0.05% No change 1,655 $70K
Core Wealth Advisors, Inc. 0.02% No change 1,593 $68K
First Horizon Advisors, Inc. 0.00% Add +28.9% 1,288 $55K
AdvisorNet Financial, Inc 0.01% Add +38.4% 1,259 $54K
Scarborough Advisors, LLC 0.02% Add +0.3% 1,180 $50K
Pingora Partners LLC 0.04% New 1,169 $50K
Paladin Advisory Group, LLC 0.04% Reduce -4.8% 1,120 $47K
Spectrum Wealth Counsel, LLC 0.01% Add +11.2% 1,076 $46K
Archer Investment Corp 0.01% Add +2.3% 1,014 $43K
Syntax Research, Inc. 0.03% No change 961 $41K
Spire Wealth Management 0.00% Reduce -37.9% 960 $41K
Richardson Capital Management LLC 0.03% Reduce -0.6% 871 $37K
Foster Dykema Cabot & Partners, LLC 0.00% Add +600.8% 869 $37K
Avion Wealth 0.01% No change 825 $36K
Parallel Advisors, LLC 0.00% Reduce -53.8% 845 $36K
NFSG Corp 0.02% New 824 $35K
WealthShield Partners, LLC 0.01% Add +35.0% 810 $34K
Mascoma Wealth Management LLC 0.01% Reduce -85.8% 799 $34K
UMB Bank, n.a. 0.00% No change 796 $34K
Edmond DE Rothschild Holding S.A. 0.00% No change 795 $34K
Gradient Investments LLC 0.00% Reduce -48.4% 779 $33K
MidAtlantic Capital Management, Inc. 0.03% Reduce -58.6% 777 $33K
NBT Bank, N.A. 0.00% Reduce -18.6% 625 $27K
Franklin Resources Inc. 0.00% Reduce -0.7% 606 $26K
WR Wealth Planners, LLC 0.01% New 583 $25K
NorthRock Partners, LLC 0.00% Add +420.6% 557 $24K
National Bank of Canada 0.00% No change 550 $23K
Empirical Asset Management, LLC 0.01% New 22,949 $23K
US Bancorp \de 0.00% Reduce -81.8% 509 $22K
Castleview Partners, LLC 0.01% Add +137.3% 503 $21K
Cherry Tree Wealth Management, LLC 0.01% No change 488 $21K
Delta Asset Management LLC 0.00% No change 483 $21K
Investors Research Corp 0.00% No change 455 $19K
Versant Capital Management, Inc 0.01% New 453 $19K
Citigroup Inc. 0.00% No change 437 $19K
Kelly Financial Services LLC 0.01% Add +1.2% 436 $19K
Founders Financial Alliance, LLC 0.01% Reduce -38.8% 407 $17K
Bell Investment Advisors, Inc 0.00% Reduce -65.5% 346 $15K
Front Row Advisors LLC 0.01% Add +15.0% 345 $15K
Beacon Capital Management, LLC 0.00% No change 336 $14K
CIBC Private Wealth Group LLC 0.00% New 328 $14K
Cornerstone Planning Group LLC 0.00% Reduce -58.3% 315 $13K
Asset Dedication, LLC 0.00% No change 288 $12K
Gen-Wealth Partners Inc 0.01% — 280 $12K
Hexagon Capital Partners LLC 0.00% No change 249 $11K
Clearstead Advisors, LLC 0.00% Add +78.8% 245 $10K
M&R Capital Management Inc. 0.00% No change 215 $9K
Carmichael Hill & Associates, Inc. 0.00% No change 212 $9K
Caldwell Sutter Capital, Inc. 0.00% Reduce -46.0% 189 $8K
Iron Horse Wealth Management, LLC 0.00% No change 181 $8K
Key Financial Inc 0.00% No change 178 $8K
Tower Research Capital LLC (TRC) 0.00% Add +121.3% 177 $8K
Crewe Advisors LLC 0.00% New 164 $7K
Balentine LLC 0.00% New 159 $7K
FWL Investment Management, LLC 0.00% No change 135 $6K
Headlands Technologies LLC 0.00% Reduce -82.3% 132 $6K
GoalVest Advisory LLC 0.00% No change 129 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% New 120 $5K
Financial Management Professionals, Inc. 0.00% No change 120 $5K
Rothschild Investment LLC 0.00% No change 109 $5K
First PREMIER Bank 0.00% New 93 $4K
Guardian Wealth Advisors, LLC / NC 0.00% No change 87 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 76 $3K
Sittner & Nelson, LLC 0.00% New 74 $3K
Salem Investment Counselors Inc. 0.00% No change 71 $3K
Harbor Investment Advisory, LLC 0.00% No change 60 $3K
Creative Capital Management Investments LLC 0.00% New 37 $2K
Larson Financial Group LLC 0.00% Reduce -62.8% 35 $1K
Trifecta Capital Advisors, LLC 0.00% No change 25 $1K
Tsfg, LLC 0.00% No change 26 $1K
Transamerica Financial Advisors, LLC 0.00% No change 6 $1K
Trust Co. of Vermont 0.00% New 23 $979
FSA Wealth Management LLC 0.00% No change 17 $741
AllSquare Wealth Management LLC 0.00% No change 15 $638
Carolinas Wealth Consulting LLC 0.00% New 10 $426
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -66.7% 9 $383
Aspire Wealth Management Corp 0.00% No change 4 $172
Aspire Private Capital, LLC 0.00% Reduce -75.0% 1 $59
Cedar Wealth Management, LLC 0.00% Reduce -50.0% 1 $43
NewSquare Capital LLC 0.00% New 1 $30

"% of holder's portfolio" is SHYG's weight in each manager's 13F, not the share of iShares 0-5 YR HY Corp. Bond the manager owns.