iShares 0-5 YR HY Corp. BondSHYGETF

13F holders, Q2 2024 (June 30)
511holders +11
50new positions
42sold out
1famous investor
$42.20avg. 13F price*

At the end of Q2 2024, 511 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 11 from Q1 2024. 50 opened new positions and 42 sold out. The largest holders were Royal Bank of Canada ($493.3M), Bramshill Investments, LLC ($401.9M) and Empower Advisory Group, LLC ($326.1M). One famous investor held it 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 → Q2 2024

InstitutionsTotal Value
New Positions50$82.8M
Exits42$66.3M

All 13F filers, Q1 2024 → Q2 2024: 12,429,837 shares bought and 5,112,890 shares sold, net +7,316,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 511 holders

Royal Bank of Canada 0.12% Add +6.2% 11,690,169 $493.3M
Bramshill Investments, LLC 43.73% Add +38.1% 9,523,136 $401.9M
Empower Advisory Group, LLC 1.21% Add +3.1% 7,726,841 $326.1M
Assetmark, Inc. 0.92% Add +43.3% 7,064,647 $298.1M
Japan Science & Technology Agency 2.97% No change 5,070,493 $214.0M
State of New Jersey Common Pension Fund D 0.83% Add +17.0% 4,503,519 $190.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 5.35% Add +4.2% 4,238,345 $178.9M
BlackRock Inc. 0.00% Reduce -4.3% 3,379,846 $142.6M
Commonwealth Equity Services, LLC 0.22% Add +5.6% 3,333,378 $140.7M
Envestnet Asset Management Inc. 0.05% Add +5.1% 3,165,168 $133.6M
Bank of America Corp. 0.01% Add +6.5% 1,910,163 $80.6M
Bank of New York Mellon Corp 0.02% Reduce -2.6% 1,889,444 $79.7M
Wealthfront Advisers LLC 0.26% Reduce -7.8% 1,797,345 $75.8M
Townsquare Capital LLC 1.01% Reduce -13.8% 1,752,389 $74.0M
Ocean Park Asset Management, LLC 3.26% No change 1,628,000 $68.7M
Nepc LLC 2.26% Add +3.0% 1,621,106 $68.4M
Morgan Stanley 0.01% Reduce -11.0% 1,617,328 $68.3M
Mercer Global Advisors Inc. 0.17% Add +8.6% 1,482,721 $62.6M
Wells Fargo & Company 0.01% Add +7.8% 1,337,638 $56.4M
LPL Financial LLC 0.03% Reduce -6.6% 1,295,093 $54.7M
Pathstone Holdings, LLC 0.23% Add +2.2% 1,206,915 $50.9M
Sound Income Strategies, LLC 2.93% Reduce -1.1% 993,921 $41.9M
Hilton Capital Management, LLC 3.24% New 908,126 $38.3M
Atria Investments, Inc 0.49% Add +3.3% 887,724 $37.5M
Advisors Capital Management, LLC 0.63% Add +3.7% 853,980 $36.0M
Mariner, LLC 0.07% Add +21.0% 801,249 $33.8M
Gallagher Fiduciary Advisors, LLC 7.54% Reduce -0.4% 797,587 $33.7M
Cetera Investment Advisers 0.07% Reduce -2.0% 759,046 $32.0M
Osaic Holdings, Inc. 0.07% Add +17.9% 746,981 $31.5M
Nuveen Asset Management, LLC 0.01% Add +0.2% 666,943 $28.1M
Greystone Financial Group, LLC 5.35% Add +2.9% 647,800 $27.3M
UBS Group AG 0.01% Reduce -2.7% 645,277 $27.2M
Nomura Asset Management Co. Ltd. 0.09% Reduce -22.1% 643,000 $27.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +3.3% 536,501 $22.6M
Delphi Financial Group, Inc. 12.84% No change 530,590 $22.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +22.5% 525,061 $22.2M
Composition Wealth, LLC 0.54% Add +7.4% 521,974 $22.0M
Creative Planning 0.02% Add +8.1% 507,413 $21.4M
Bartlett & Co. Wealth Management LLC 0.32% Add +39.1% 499,896 $21.1M
Financial Advisory Partners, LLC 7.44% Add +19.0% 471,655 $19.9M
Baker Avenue Asset Management, LP 0.64% Add +1.1% 443,061 $18.7M
Capstone Investment Advisors, LLC 0.80% Add +22.4% 420,678 $17.8M
Financial Gravity Asset Management, Inc. 4.34% Add +11.3% 414,103 $17.4M
Allspring Global Investments Holdings, LLC 0.03% No change 395,500 $16.7M
HighTower Advisors, LLC 0.03% Reduce -48.1% 391,826 $16.5M
High Probability Advisors, LLC 2.82% Add +3.1% 369,106 $15.6M
Park Avenue Securities LLC 0.19% Add +17.0% 365,438 $15.4M
Sage Advisory Services, Ltd.Co. 4.21% Reduce -9.0% 355,125 $15.0M
Ninety One UK Ltd 0.04% Add +77.2% 347,630 $14.7M
Motley Fool Wealth Management, LLC 0.74% Add +1.8% 345,864 $14.6M
Truist Financial Corp. 0.02% Add +13.3% 345,373 $14.6M
OneDigital Investment Advisors LLC 0.18% Reduce -0.2% 344,441 $14.5M
Robertson Stephens Wealth Management, LLC 0.76% Add +6.0% 343,163 $14.5M
Matthew Goff Investment Advisor, LLC 2.91% Add +1.5% 337,510 $14.2M
Raymond James & Associates 0.01% Add +15.1% 331,121 $14.0M
KilterHowling LLC 9.17% Add +3.1% 319,102 $13.5M
Stifel Financial Corp. 0.01% Add +9.6% 309,954 $13.1M
Trivium Point Advisory, LLC 1.93% Add +10.6% 307,493 $13.0M
Ameriprise Financial Inc. 0.00% Add +16.8% 277,391 $11.7M
Atwood & Palmer Inc. 0.88% Reduce -1.2% 275,018 $11.6M
Betterment LLC 0.03% Add +27.9% 258,409 $10.9M
Partners Value Investments L.P. 0.15% No change 241,302 $10.2M
Clearstead Advisors, LLC 0.17% Add +98296.3% 241,071 $10.2M
Cascade Wealth Advisors, Inc 7.42% Add +22.0% 235,710 $10.0M
Atria Wealth Solutions, Inc. 0.11% Add +39.3% 229,074 $9.7M
Merit Financial Group, LLC 0.21% Reduce -1.4% 228,642 $9.6M
Sweeney & Michel, LLC 4.06% Add +1.8% 225,478 $9.5M
Retirement Financial Solutions, LLC 4.33% Add +7.7% 218,276 $9.2M
O'shaughnessy Asset Management, LLC 0.09% Add +10.9% 217,714 $9.2M
Courier Capital LLC 0.72% Add +19.2% 216,087 $9.1M
Fairview Capital Investment Management, LLC 0.50% Reduce -2.9% 211,879 $8.9M
RiverFront Investment Group, LLC 0.24% Add +26.1% 211,365 $8.9M
Conning Inc. 0.33% No change 210,194 $8.9M
Summit Wealth Partners, LLC 1.80% Add +3.5% 205,498 $8.7M
Peak Financial Management, Inc. 2.70% Reduce -0.8% 204,771 $8.6M
Powers Advisory Group, LLC 4.65% Add +6.6% 202,197 $8.5M
New York Life Investment Management LLC 0.08% Add +4.7% 198,870 $8.4M
GeoWealth Management, LLC 0.34% Add +39.2% 183,639 $7.7M
Kitching Partners, LLC 13.96% Add +4.7% 181,871 $7.7M
Gibbs Wealth Management 3.05% Add +1.1% 178,736 $7.5M
GC Wealth Management RIA, LLC 1.48% Add +42.7% 177,940 $7.5M
Rwa Wealth Partners, LLC 0.10% Reduce -0.7% 177,202 $7.5M
United Capital Financial Advisors, LLC 0.06% Reduce -3.8% 175,841 $7.4M
My Legacy Advisors, LLC 2.33% Add +10.1% 173,081 $7.3M
Adell Harriman & Carpenter Inc. 0.56% Add +0.3% 171,946 $7.3M
Kestra Advisory Services, LLC 0.04% Add +6.9% 169,734 $7.2M
Towercrest Capital Management 1.14% Reduce -1.4% 164,718 $7.0M
Waterloo Capital, L.P. 0.83% Reduce -6.9% 164,673 $6.9M
Legacy Financial Group LLC 1.36% Reduce -0.9% 164,426 $6.9M
Ritholtz Wealth Management 0.22% Reduce -7.2% 161,049 $6.8M
Blue Barn Wealth, LLC 3.67% Add +3.3% 156,263 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.7% 146,573 $6.2M
Advisory Alpha, LLC 0.24% Add +21.8% 144,755 $6.1M
Whalen Wealth Management Inc. 4.76% Reduce -0.1% 142,217 $6.0M
Concourse Financial Group Securities, Inc. 0.37% Add +52.7% 139,940 $5.9M
Little Harbor Advisors, LLC 3.80% No change 139,393 $5.9M
Ascent Group, LLC 0.48% Reduce -0.5% 138,332 $5.8M
Corient Private Wealth LP 0.01% Reduce -1.0% 137,347 $5.8M
Curtis Advisory Group, LLC 1.99% Add +15.7% 133,685 $5.6M
Avantax Advisory Services, Inc. 0.04% Add +456.6% 133,126 $5.6M
Vectors Research Management, LLC 1.70% Reduce -4.7% 130,943 $5.5M
Leuthold Group, LLC 0.63% No change 128,392 $5.4M
Thrive Capital Management, LLC 2.45% New 126,937 $5.4M
Sigma Investment Counselors Inc. 0.33% Reduce -1.0% 123,942 $5.2M
Integrated Wealth Concepts LLC 0.07% Reduce -24.1% 123,084 $5.2M
Graypoint LLC 0.36% Reduce -39.9% 123,069 $5.2M
Level Financial Advisors 2.13% Add +5.4% 116,667 $4.9M
David Kennon Inc 1.99% Add +1.7% 112,095 $4.7M
Hudock, Inc. 0.87% New 111,161 $4.7M
Alliance Wealth Management Group 1.30% Add +3.1% 108,076 $4.6M
Janney Montgomery Scott LLC 0.01% Add +88.3% 106,781 $4.5M
Goldman Sachs Group Inc. 0.00% Reduce -7.7% 106,205 $4.5M
Jane Street Group, LLC 0.00% Add +2097.4% 103,587 $4.4M
CreativeOne Wealth, LLC 0.22% Reduce -23.5% 102,040 $4.3M
Redhawk Wealth Advisors, Inc. 0.66% Add +23.5% 101,990 $4.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +83.3% 98,893 $4.2M
Ssi Investment Management LLC 1.61% New 96,713 $4.1M
City Holding Co. 0.60% Add +13.0% 96,188 $4.1M
Orion Porfolio Solutions, LLC 0.04% New 95,756 $4.0M
Orion Portfolio Solutions, LLC 0.04% New 95,756 $4.0M
MML Investors Services, LLC 0.02% Add +8.8% 91,621 $3.9M
Roundview Capital LLC 0.30% Reduce -3.1% 90,132 $3.8M
Old National Bancorp 0.09% Add +9.8% 89,819 $3.8M
Investment Partners, LTD. 1.67% Add +13.2% 88,219 $3.7M
Probity Advisors, Inc. 0.75% Reduce -38.4% 85,268 $3.6M
Avior Wealth Management, LLC 0.15% Add +145.3% 85,023 $3.6M
Pension & Wealth Management Advisors, Inc. 2.03% Add +10.8% 83,823 $3.5M
New Wave Wealth Advisors LLC 1.90% — 83,756 $3.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -9.0% 82,762 $3.5M
First Hawaiian Bank 0.12% Add +115.2% 82,736 $3.5M
Creative Financial Designs Inc. 0.31% Add +6.7% 82,281 $3.5M
Private Advisor Group, LLC 0.02% Add +106.5% 82,091 $3.5M
SVB Wealth LLC 0.09% No change 81,838 $3.5M
One Capital Management, LLC 0.12% Add +3.9% 81,019 $3.4M
Webster Bank, N. A. 0.37% Reduce -0.9% 80,891 $3.4M
Arkadios Wealth Advisors 0.23% Add +624.0% 80,057 $3.4M
Virtue Capital Management, LLC 0.58% Reduce -0.3% 78,766 $3.4M
Madden Advisory Services, Inc. 1.70% Add +4.3% 79,166 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +45.4% 79,092 $3.3M
Fulton Breakefield Broenniman LLC 0.24% Add +19.3% 76,212 $3.2M
Goldstone Financial Group, LLC 0.64% Reduce -2.7% 75,344 $3.2M
Mgo One Seven LLC 0.14% Add +85.4% 72,205 $3.0M
Verum Partners LLC 0.97% Reduce -5.0% 71,035 $3.0M
PNC Financial Services Group, Inc. 0.00% Reduce -3.7% 70,943 $3.0M
Friedenthal Financial 1.82% Add +10.5% 69,329 $2.9M
Jmac Enterprises LLC 0.51% Reduce -39.1% 68,632 $2.9M
FinDec Wealth Services, Inc. 1.79% Reduce -53.7% 67,147 $2.8M
Portside Wealth Group, LLC 0.54% Reduce -21.0% 67,072 $2.8M
American Trust 0.23% New 65,090 $2.7M
Donoghue Forlines LLC 0.77% Reduce -0.2% 64,183 $2.7M
Rooted Wealth Advisors, Inc. 1.19% Add +8.7% 63,166 $2.7M
Allstate Corp. 0.21% No change 62,400 $2.6M
Cresset Asset Management, LLC 0.01% New 61,878 $2.6M
Alesco Advisors, LLC, An ESL Co 0.08% Add +1.1% 61,415 $2.6M
Alternative Investment Advisors, LLC. 1.46% Add +16.8% 60,587 $2.6M
Heritage Oak Wealth Advisors LLC 1.32% — 59,683 $2.5M
Prudential Financial Inc. 0.00% Reduce -4.9% 58,374 $2.5M
Journey Strategic Wealth LLC 0.10% Add +3.2% 58,315 $2.5M
JPMorgan Chase & Co. 0.00% Reduce -70.8% 57,809 $2.4M
Renaissance Technologies 0.00% Add +191.4% 57,700 $2.4M
S. R. Schill & Associates 1.04% Add +4.0% 56,501 $2.4M
Equitable Holdings, Inc. 0.03% Add +0.5% 56,247 $2.4M
Csenge Advisory Group 0.13% Add +26.5% 55,892 $2.4M
Owen LaRue, LLC 1.45% Add +15.6% 55,647 $2.3M
Center For Asset Management LLC 1.55% Add +635.2% 55,558 $2.3M
Bank of Montreal 0.00% Add +16.5% 54,825 $2.3M
IHT Wealth Management, LLC 0.09% Reduce -21.3% 54,308 $2.3M
Dohj, LLC 0.57% Add +41.0% 54,175 $2.3M
Tidal Investments LLC 0.03% Add +29.2% 52,679 $2.2M
Compound Planning, Inc. 0.16% Reduce -13.0% 51,818 $2.2M
Beacon Pointe Advisors, LLC 0.03% Reduce -12.9% 51,551 $2.2M
Naples Global Advisors, LLC 0.21% Reduce -2.8% 50,083 $2.1M
HCR Wealth Advisors 0.30% Reduce -1.3% 50,048 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.6% 49,554 $2.1M
Essex LLC 0.46% Add +3.7% 49,069 $2.1M
AXS Investments LLC 0.55% New 46,843 $2.0M
Sunbelt Securities, Inc. 0.20% Add +8.6% 46,253 $2.0M
CoreCap Advisors, LLC 0.20% Add +18.1% 46,193 $1.9M
Central Pacific Bank - Trust Division 0.24% Add +1192.2% 46,171 $1.9M
Cwm, LLC 0.01% Add +13.3% 45,409 $1.9M
Klaas Financial Asset Advisors, LLC 0.35% Add +2.8% 45,129 $1.9M
Geneos Wealth Management Inc. 0.08% Reduce -34.9% 43,640 $1.8M
Hofer & Associates. Inc 1.42% Add +1.9% 43,450 $1.8M
Cabot Wealth Management Inc. 0.24% Add +24.3% 43,225 $1.8M
Sanctuary Advisors, LLC 0.01% — 42,712 $1.8M
FDx Advisors, Inc. 0.49% Reduce -4.5% 42,236 $1.8M
Perigon Wealth Management, LLC 0.05% Reduce -6.5% 42,210 $1.8M
Insigneo Advisory Services, LLC 0.20% New 41,607 $1.7M
Cerity Partners OCIO LLC 0.13% — 41,356 $1.7M
Jackson Creek Investment Advisors LLC 0.62% Add +27.8% 40,384 $1.7M
TFB Advisors LLC 0.55% Add +27.7% 40,024 $1.7M
Laffer Tengler Investments, Inc. 0.44% Add +98.6% 39,973 $1.7M
Mount Lucas Management LP 0.59% Reduce -3.5% 39,677 $1.7M
Endowment Wealth Management, Inc. 1.20% Add +9.7% 38,877 $1.6M
D L Carlson Investment Group Inc. 0.31% Reduce -3.2% 38,596 $1.6M
Waverly Advisors, LLC 0.03% Reduce -4.1% 38,571 $1.6M
Etesian Wealth Advisors, Inc. 0.90% Reduce -10.5% 38,055 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -13.2% 38,018 $1.6M
Continuum Advisory, LLC 0.23% Add +6.3% 37,251 $1.6M
Arete Wealth Advisors, LLC 0.13% Reduce -0.2% 37,198 $1.6M
Apollon Wealth Management, LLC 0.05% Add +2.5% 36,769 $1.6M
Sigma Planning Corp 0.05% Reduce -33.7% 36,703 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -46.8% 36,589 $1.5M
Balefire, LLC 0.54% Add +4.8% 35,969 $1.5M
Richardson Financial Services Inc. 1.08% Reduce -4.4% 35,612 $1.5M
Benjamin Edwards Inc. 0.28% New 34,938 $1.5M
Worth Financial Advisory Group, LLC 0.96% Add +3.8% 34,781 $1.5M
Strategic Investment Advisors / MI 0.17% Add +47.3% 33,996 $1.4M
Prudential PLC 0.01% Reduce -2.0% 33,940 $1.4M
Capital Analysts, LLC 0.06% Add +7.5% 33,101 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -2.9% 32,791 $1.4M
Western Financial Corp 0.83% Add +3.0% 32,678 $1.4M
Lanark Financial, Inc. 0.13% Add +0.5% 32,682 $1.4M
Diversify Wealth Management, LLC 0.17% — 32,780 $1.4M
Johnson Bixby & Associates, LLC 0.22% Add +5.7% 31,707 $1.3M
1834 Investment Advisors Co. 0.16% Add +1.1% 31,428 $1.3M
Foundations Investment Advisors, LLC 0.03% Add +6.0% 31,182 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Add +1.0% 30,876 $1.3M
Crabel Capital Management, LLC 1.59% Add +10.4% 30,756 $1.3M
Next Capital Management LLC 0.53% No change 29,859 $1.3M
Lane & Associates LLC 0.72% Add +21.8% 28,886 $1.2M
Scotia Capital Inc. 0.01% Reduce -24.9% 28,755 $1.2M
Sierra Capital LLC 0.16% Add +5.3% 28,691 $1.2M
Bulltick Wealth Management, LLC 0.34% Reduce -36.8% 28,651 $1.2M
Advisor OS, LLC 0.13% Reduce -79.0% 28,477 $1.2M
Faithward Advisors, LLC 0.22% New 28,353 $1.2M
CFS Investment Advisory Services, LLC 0.10% Reduce -2.0% 28,329 $1.2M
BayBridge Capital Group, LLC 0.93% Add +3.4% 28,214 $1.2M
Sheets Smith Wealth Management 0.14% Reduce -0.3% 28,134 $1.2M
Advisory Services Network, LLC 0.02% Add +2.5% 28,030 $1.2M
Transform Wealth, LLC 0.09% Reduce -76.0% 27,618 $1.2M
JFS Wealth Advisors, LLC 0.09% Add +0.7% 27,594 $1.2M
TriaGen Wealth Management LLC 0.44% Add +19.0% 27,265 $1.2M
Mutual Advisors, LLC 0.03% Add +0.7% 26,528 $1.1M
Chesapeake Capital Corp. 1.47% Reduce -51.4% 26,644 $1.1M
Econ Financial Services Corp 0.69% Add +0.1% 26,360 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +19.3% 26,192 $1.1M
Jaffetilchin Investment Partners, LLC 0.09% Add +6.1% 25,850 $1.1M
HSBC Holdings PLC 0.00% Add +11.4% 25,665 $1.1M
Benjamin F. Edwards & Company, Inc. 0.02% Add +737.2% 25,367 $1.1M
Wambolt & Associates, LLC 0.31% Add +3.1% 25,240 $1.1M
First Foundation Advisors 0.04% Reduce -10.5% 24,579 $1.0M
Canvas Wealth Advisors, LLC 0.32% Add +2.7% 24,330 $1.0M
Ashton Thomas Private Wealth, LLC 0.06% Add +0.3% 24,046 $1.0M
Bakala Capital LLC 7.29% Add +21.3% 23,966 $1.0M
Destiny Wealth Partners, LLC 0.18% New 23,778 $1.0M
Carr Financial Group Corp 0.31% Reduce -33.0% 23,382 $987K
Heritage Wealth Management, LLC 0.54% Add +89.8% 23,247 $981K
Heritage Family Offices, LLP 0.54% — 23,247 $981K
Steward Partners Investment Advisory, LLC 0.01% Add +5.9% 23,120 $976K
McNamara Financial Services, Inc. 0.20% Add +9.3% 22,974 $970K
WESPAC Advisors, LLC 0.74% New 22,350 $943K
Blankinship & Foster, LLC 0.24% Reduce -10.3% 22,210 $937K
MA Private Wealth 0.18% Reduce -5.6% 22,055 $931K
Kraematon Investment Advisors, Inc. 0.93% Reduce -8.4% 21,809 $920K
Alterna Wealth Management, Inc. 0.79% Add +1.1% 21,391 $903K
Diversify Advisory Services, LLC 0.05% Reduce -17.5% 21,310 $900K
Norden Group LLC 0.18% Reduce -34.8% 21,231 $896K
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -0.7% 20,722 $875K
Montecito Bank & Trust 0.18% No change 20,590 $869K
Chicago Partners Investment Group LLC 0.03% Add +24.9% 20,335 $866K
Financial Network Wealth Advisors LLC 0.65% Reduce -8.8% 20,524 $866K
Farther Finance Advisors, LLC 0.04% Add +31.5% 20,377 $855K
Shepherd Financial Partners LLC 0.11% Reduce -0.9% 20,214 $853K
Investments & Financial Planning, LLC 0.57% Add +7.7% 20,196 $852K
Guardian Asset Advisors, LLC 0.62% Add +37.6% 19,861 $838K
Pinion Investment Advisors, LLC 0.41% Reduce -0.7% 19,764 $834K
Squire Investment Management Company, LLC 0.47% Add +3.8% 19,560 $825K
Guidance Point Advisors, LLC 0.26% Add +0.3% 18,753 $791K
Regions Financial Corp. 0.01% Reduce -2.2% 19,170 $781K
Round Rock Advisors LLC 0.19% Add +0.5% 18,361 $775K
Comerica Bank 0.00% Add +27.7% 18,345 $774K
Blue Trust, Inc. 0.01% Add +32.2% 17,442 $742K
Diversified Portfolios, Inc. 0.10% Add +1.8% 17,370 $733K
Baker Tilly Wealth Management, LLC 0.30% Reduce -19.8% 17,366 $733K
AE Wealth Management LLC 0.01% Reduce -19.9% 17,285 $729K
Financial Management Network Inc. 0.17% Add +5.7% 17,155 $725K
Level Four Advisory Services, LLC 0.03% Add +17.6% 17,088 $721K
Raymond James Trust N.A. 0.02% Reduce -19.1% 17,016 $718K
Rosenberg Matthew Hamilton 0.21% Add +1.5% 17,046 $715K
Vicus Capital 0.06% New 16,893 $713K
Sterling Investment Counsel, LLC 0.28% Add +2.0% 16,834 $710K
Kornitzer Capital Management Inc. 0.01% New 16,798 $709K
EFG Asset Management (Americas) Corp. 0.14% New 16,706 $705K
MMBG Investment Advisors Co. 0.07% No change 16,348 $690K
Capital Asset Advisory Services LLC 0.04% Add +72.2% 16,215 $685K
Snowden Capital Advisors LLC 0.02% Add +2.7% 16,097 $679K
Axxcess Wealth Management, LLC 0.02% Add +201.1% 16,070 $678K
Patriot Investment Management Group, Inc. 0.05% Add +6.7% 15,717 $663K
Thrivent Financial for Lutherans 0.00% Reduce -23.4% 15,646 $660K
Penobscot Wealth Management 0.39% Reduce -1.2% 15,433 $653K
Symphony Financial Services, Inc. 0.56% — 10,000 $651K
J.W. Cole Advisors, Inc. 0.03% Add +23.0% 15,388 $649K
IFP Advisors, Inc 0.03% Add +12.1% 15,228 $643K
Rockefeller Capital Management L.P. 0.00% Reduce -73.1% 15,214 $642K
GLOBALT Investments LLC / GA 0.03% Reduce -9.6% 14,957 $631K
IPG Investment Advisors LLC 0.14% Reduce -4.8% 14,890 $628K
Darden Wealth Group Inc 0.38% Add +39.0% 14,805 $625K
Advanced Asset Management Advisors Inc 0.17% No change 14,800 $625K
Mendel Capital Management LLC 0.40% Reduce -1.5% 14,698 $620K
Wealthspire Retirement, LLC 0.05% New 14,619 $617K
Aveo Capital Partners, LLC 0.07% Add +2.0% 14,608 $616K
Baird Financial Group, Inc. 0.00% Add +6.5% 14,375 $607K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 14,234 $601K
McAdam, LLC 0.04% Add +6.4% 14,195 $599K
Aptus Capital Advisors, LLC 0.01% Reduce -0.6% 14,178 $598K
Strategic Blueprint, LLC 0.04% Reduce -21.9% 14,159 $598K
Zuckerman Investment Group, LLC 0.07% Add +14.0% 13,752 $580K
PFG Investments, LLC 0.04% Add +125.8% 13,585 $573K
Summit Investment Advisory Services, LLC 0.67% New 13,518 $570K
Principal Securities, Inc. 0.02% Add +13.9% 13,478 $569K
Harbour Investments, Inc. 0.02% Reduce -10.6% 13,415 $566K
Channel Wealth LLC 0.20% Reduce -5.4% 13,204 $557K
Yeomans Consulting Group, Inc. 0.21% Reduce -1.0% 13,062 $551K
Horizon Financial Services, LLC 0.34% Reduce -8.2% 12,912 $545K
New Republic Capital, LLC 0.27% No change 12,778 $539K
Alliance Wealth Advisors, LLC 0.15% Reduce -18.1% 12,496 $527K
Synovus Financial Corp. 0.01% Reduce -4.3% 12,390 $523K
Oppenheimer & Co. Inc. 0.01% Reduce -4.9% 12,182 $514K
Summit X, LLC 0.11% Add +37.9% 12,085 $511K
TPG Financial Advisors, LLC 0.24% — 12,014 $507K
Ieq Capital, LLC 0.01% Reduce -9.8% 11,711 $494K
Freedom Investment Management, Inc. 0.04% Add +15.8% 11,405 $481K
Beacon Financial Advisory LLC 0.18% Add +1.7% 11,327 $478K
Disciplined Investments, LLC 0.25% Reduce -1.4% 11,287 $476K
NewEdge Advisors, LLC 0.00% Add +0.5% 11,273 $476K
Courage Miller Partners, LLC 0.17% Reduce -1.3% 11,192 $472K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -45.2% 11,083 $468K
Curi Capital, LLC 0.01% Add +24.8% 10,866 $459K
KFA Private Wealth Group, LLC 0.23% Add +1.5% 10,337 $436K
MAS Advisors LLC 1.03% No change 10,243 $432K
CKW Financial Group 0.05% Add +12.1% 10,213 $428K
Kathleen S. Wright Associates Inc. 0.19% Add +1.4% 9,822 $414K
Susquehanna International Group, LLP 0.00% Reduce -95.7% 9,705 $410K
Lido Advisors, LLC 0.00% New 9,596 $405K
Commonwealth Financial Services, LLC 0.08% Add +62.7% 9,575 $405K
Destiny Capital Corp 0.27% Reduce -5.9% 9,481 $400K
Absolute Capital Management, LLC 0.24% New 9,265 $391K
Redwood Financial Network Corp 0.33% No change 9,234 $390K
Axiom Advisory, LLC 0.00% New 9,255 $390K
Vantage Financial Partners, LLC 0.10% Add +9.2% 9,200 $388K
Share Andrew L. 0.22% Reduce -28.7% 9,156 $386K
Cadent Capital Advisors, LLC 0.16% Reduce -1.1% 9,149 $386K
MRA Advisory Group 0.22% Reduce -3.9% 9,148 $386K
Resurgent Financial Advisors LLC 0.24% Reduce -52.3% 9,038 $381K
City Center Advisors, LLC 0.44% No change 8,813 $375K
Cyndeo Wealth Partners, LLC 0.03% Reduce -72.2% 8,857 $374K
Coppell Advisory Solutions LLC 0.06% — 8,772 $370K
Stokes Family Office, LLC 0.04% Reduce -2.0% 8,695 $367K
&partners 0.02% New 8,686 $367K
Beirne Wealth Consulting Services, LLC 0.15% Add +7.6% 8,665 $366K
Addison Capital Co 0.16% Add +77.7% 8,665 $366K
Diversified, LLC 0.04% Reduce -3.1% 8,486 $358K
TBH Global Asset Management, LLC 0.08% Reduce -10.3% 8,402 $355K
Omega Financial Group, LLC 0.14% Add +0.9% 7,918 $334K
Walkner Condon Financial Advisors LLC 0.07% Reduce -4.6% 7,914 $334K
FinTrust Capital Advisors, LLC 0.06% No change 7,897 $333K
AlphaStar Capital Management, LLC 0.03% Reduce -4.7% 7,852 $331K
Fifth Third Bancorp 0.00% Reduce -31.9% 7,848 $331K
Fulcrum Equity Management 0.30% Reduce -3.3% 7,816 $330K
Client 1ST Advisory Group, LLC 0.14% Reduce -8.9% 7,815 $330K
Bright Futures Wealth Management, LLC. 0.18% Reduce -8.8% 7,799 $330K
Saiph Capital, LLC 0.15% Reduce -2.2% 7,798 $329K
Acorn Wealth Advisors, LLC 0.16% Add +10.1% 7,746 $327K
Colonial Trust Co / SC 0.06% Reduce -0.9% 7,581 $320K
Cascade Financial Partners, LLC 0.04% Reduce -35.7% 7,520 $317K
ERn Financial, LLC 0.05% Add +7.5% 7,519 $317K
Northwest Investment Counselors, LLC 0.08% Add +0.3% 7,491 $316K
Collective Family Office LLC 0.09% Reduce -42.8% 7,420 $313K
Private Trust Co. NA 0.03% Add +19.2% 7,373 $311K
Simplicity Wealth,LLC 0.01% No change 7,337 $310K
Hunter Associates Investment Management LLC 0.05% Add +2.3% 7,289 $307K
Wallace Advisory Group, LLC 0.21% Reduce -9.1% 6,975 $294K
Flow Traders U.S. LLC 0.01% New 6,861 $290K
Lockerman Financial Group, Inc. 0.52% Add +0.2% 6,760 $285K
Seaview Investment Managers LLC 0.08% New 6,618 $279K
Tyche Wealth Partners LLC 0.07% Reduce -7.1% 6,561 $277K
Global Retirement Partners, LLC 0.01% Add +28.1% 6,557 $277K
Transcend Capital Advisors, LLC 0.02% No change 6,541 $276K
First National Trust Co 0.01% New 6,513 $275K
Legacy PCG, LLC 0.17% Add +0.0% 6,503 $274K
Koshinski Asset Management, Inc. 0.03% New 6,382 $270K
Fiduciary Trust Co 0.00% No change 6,345 $268K
Mainstay Capital Management LLC 0.05% Reduce -32.8% 6,332 $267K
NDWM LLC 0.24% Reduce -24.2% 6,322 $267K
Procyon Advisors, LLC 0.02% New 6,189 $261K
Concorde Asset Management, LLC 0.16% Reduce -3.9% 6,171 $260K
Focus Partners Wealth 0.00% No change 6,140 $259K
Saxony Capital Management, LLC 0.28% Add +0.4% 6,109 $258K
Wedbush Securities Inc. 0.01% Reduce -2.3% 6,095 $257K
Cherry Creek Investment Advisors, Inc. 0.13% Add +3.0% 6,014 $254K
RFG Advisory, LLC 0.01% Reduce -50.3% 5,689 $240K
MJP Associates Inc. 0.05% No change 5,667 $239K
Captrust Financial Advisors 0.00% Reduce -5.8% 5,656 $239K
SteelPeak Wealth, LLC 0.01% Reduce -33.4% 5,654 $239K
1900 Wealth Management LLC 0.02% No change 5,639 $238K
AlphaCentric Advisors LLC 0.17% Reduce -0.1% 5,599 $236K
MontVue Capital Management, Inc. 0.18% New 5,494 $232K
Independent Solutions Wealth Management, LLC 0.05% New 5,410 $228K
FOCUS Wealth Advisors, LLC 0.12% No change 5,372 $227K
Brookstone Capital Management 0.00% New 5,316 $227K
Allworth Financial LP 0.00% Reduce -28.8% 5,327 $227K
Eagle Global Advisors LLC 0.01% No change 5,298 $224K
Capital Advisors Wealth Management, LLC 0.04% Reduce -9.5% 5,159 $218K
North Star Investment Management Corp. 0.02% No change 5,090 $215K
Hutchens & Kramer Investment Management Group, LLC 0.11% Reduce -6.7% 4,949 $208K
Bailard, Inc. 0.01% Add +0.5% 4,881 $206K
Summit Financial, LLC 0.01% Add +0.7% 4,762 $201K
Twin City Private Wealth, LLC 0.18% Reduce -12.2% 4,551 $192K
Headlands Technologies LLC 0.02% Add +3197.0% 4,352 $184K
EverSource Wealth Advisors, LLC 0.01% Add +46.2% 4,055 $173K
Jones Financial Companies LLLP 0.00% New 3,722 $157K
Allianz Asset Management GmbH 0.00% New 3,400 $143K
International Assets Investment Management, LLC 0.01% New 3,364 $142K
Capital Investment Advisory Services, LLC 0.01% Reduce -2.6% 3,328 $140K
Northwest Capital Management Inc 0.05% Reduce -38.6% 3,316 $140K
BNP Paribas Financial Markets 0.00% Reduce -99.3% 3,282 $139K
Triad Wealth Partners, LLC 0.07% New 3,279 $138K
Lowe Wealth Advisors, LLC 0.06% Reduce -2.6% 3,258 $137K
SouthState Bank Corp 0.01% New 2,696 $114K
FMR LLC 0.00% Reduce -49.3% 2,651 $112K
SWS Partners 0.03% New 2,617 $110K
Whittier Trust Co. 0.00% Add +27.3% 2,578 $109K
Ameritas Investment Partners, Inc. 0.00% Add +11.4% 2,512 $106K
Colonial Trust Advisors 0.01% Reduce -10.8% 2,475 $104K
Advisors Asset Management, Inc. 0.00% Reduce -52.0% 2,106 $89K
Glen Eagle Advisors, LLC 0.02% No change 2,104 $89K
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% Add +1.9% 1,784 $75K
First Horizon Advisors, Inc. 0.00% Add +31.8% 1,697 $72K
Wells Financial Advisors INC 0.05% No change 1,655 $70K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -93.6% 1,490 $63K
Scarborough Advisors, LLC 0.02% Add +1.8% 1,201 $51K
UMB Bank, n.a. 0.00% Add +46.7% 1,168 $49K
WFA of San Diego, LLC 0.04% — 1,080 $46K
Richardson Capital Management LLC 0.03% Add +23.2% 1,073 $45K
Archer Investment Corp 0.01% No change 1,014 $43K
Spectrum Wealth Counsel, LLC 0.01% Reduce -6.0% 1,012 $43K
Paladin Advisory Group, LLC 0.03% Reduce -9.1% 1,018 $43K
Blair William & Co. 0.00% Reduce -77.5% 959 $40K
Spire Wealth Management 0.00% Reduce -3.3% 928 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 921 $39K
Parallel Advisors, LLC 0.00% No change 845 $36K
NFSG Corp 0.01% Add +1.7% 838 $35K
Syntax Research, Inc. 0.03% Reduce -15.4% 813 $34K
WealthShield Partners, LLC 0.01% No change 810 $34K
Avion Wealth 0.01% No change 825 $34K
Edmond DE Rothschild Holding S.A. 0.00% No change 795 $34K
MidAtlantic Capital Management, Inc. 0.03% No change 777 $33K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -13.7% 750 $32K
US Bancorp \de 0.00% Add +39.3% 709 $30K
Gradient Investments LLC 0.00% Reduce -10.0% 701 $30K
Chilton Capital Management LLC 0.00% New 700 $30K
Franklin Resources Inc. 0.00% Add +13.0% 685 $29K
Pacifica Partners Inc. 0.01% New 684 $29K
Hobbs Group Advisors, LLC 0.01% — 647 $27K
NBT Bank, N.A. 0.00% No change 625 $26K
Great Lakes Retirement, Inc. 0.00% New 610 $26K
WR Wealth Planners, LLC 0.01% No change 583 $25K
National Bank of Canada 0.00% No change 550 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 488 $21K
Delta Asset Management LLC 0.00% No change 483 $20K
Investors Research Corp 0.00% No change 455 $19K
Opal Wealth Advisors, LLC 0.01% New 451 $19K
Kelly Financial Services LLC 0.01% Add +1.6% 443 $19K
Citigroup Inc. 0.00% Add +0.5% 439 $19K
Larson Financial Group LLC 0.00% Add +1142.9% 435 $18K
AdvisorNet Financial, Inc 0.00% Reduce -65.5% 434 $18K
Bell Investment Advisors, Inc 0.00% Add +2.0% 353 $15K
Mascoma Wealth Management LLC 0.00% Reduce -56.1% 351 $15K
Family Asset Management, LLC 0.01% New 350 $15K
Castleview Partners, LLC 0.01% Reduce -30.4% 350 $15K
Front Row Advisors LLC 0.01% No change 345 $15K
Founders Financial Alliance, LLC 0.00% Reduce -16.7% 339 $14K
Beacon Capital Management, LLC 0.00% No change 336 $14K
CIBC Private Wealth Group LLC 0.00% No change 328 $14K
Cornerstone Planning Group LLC 0.00% Reduce -0.6% 313 $13K
Asset Dedication, LLC 0.00% No change 288 $12K
Gen-Wealth Partners Inc 0.01% No change 280 $12K
Hexagon Capital Partners LLC 0.00% No change 249 $11K
Transcendent Capital Group LLC 0.01% New 230 $10K
Silver Oak Securities, Incorporated 0.00% New 219 $9K
Rothschild Investment LLC 0.00% Add +75.2% 191 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 189 $8K
ORG Partners LLC 0.00% New 187 $8K
Iron Horse Wealth Management, LLC 0.00% No change 181 $8K
Key Financial Inc 0.00% No change 178 $8K
Crewe Advisors LLC 0.00% No change 164 $7K
Brown Financial Advisors 0.00% — 152 $6K
FWL Investment Management, LLC 0.00% Add +3.7% 140 $6K
Qube Research & Technologies Ltd 0.00% Reduce -98.3% 138 $6K
Ridgewood Investments LLC 0.00% New 129 $5K
ICA Group Wealth Management, LLC 0.00% Reduce -97.2% 124 $5K
Financial Management Professionals, Inc. 0.00% No change 120 $5K
First PREMIER Bank 0.00% No change 93 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.8% 80 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 76 $3K
Harbor Investment Advisory, LLC 0.00% No change 60 $3K
Bogart Wealth, LLC 0.00% New 27 $1K
Trifecta Capital Advisors, LLC 0.00% No change 25 $1K
Financial Connections Group, Inc. 0.00% New 42 $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% No change 23 $971
AllSquare Wealth Management LLC 0.00% No change 15 $633
M&R Capital Management Inc. 0.00% Reduce -93.0% 15 $633
Carolinas Wealth Consulting LLC 0.00% No change 10 $422
Aspire Wealth Management Corp 0.00% Reduce -25.0% 3 $135
Cedar Wealth Management, LLC 0.00% No change 1 $42
NewSquare Capital LLC 0.00% No change 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.