iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q3 2024 (September 30)517holders +6
49new positions
51sold out
3famous investors
$43.72avg. 13F price*
At the end of Q3 2024, 517 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 6 from Q2 2024. 49 opened new positions and 51 sold out. The largest holders were Royal Bank of Canada ($534.8M), Empower Advisory Group, LLC ($352.1M) and Assetmark, Inc. ($335.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 0-5 YR HY Corp. Bond
- CUSIP
- 46434V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $64.4M |
| Exits | 51 | $115.6M |
All 13F filers, Q2 2024 → Q3 2024: 7,329,959 shares bought and 9,857,154 shares sold, net −2,527,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Royal Bank of Canada | 0.12% | Add +5.4% | 12,317,375 | $534.8M |
| Empower Advisory Group, LLC | 1.19% | Add +4.9% | 8,108,797 | $352.1M |
| Assetmark, Inc. | 0.96% | Add +9.4% | 7,728,368 | $335.6M |
| Bramshill Investments, LLC | 31.78% | Reduce -29.8% | 6,682,194 | $290.1M |
| Japan Science & Technology Agency | 2.91% | No change | 5,070,493 | $220.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.17% | Add +3.8% | 4,400,345 | $191.1M |
| BlackRock, Inc. | 0.00% | — | 3,976,588 | $172.7M |
| State of New Jersey Common Pension Fund D | 0.66% | Reduce -17.8% | 3,703,519 | $160.8M |
| Commonwealth Equity Services, LLC | 0.23% | Add +3.7% | 3,455,892 | $150.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.5% | 3,087,285 | $134.0M |
| Wealthfront Advisers LLC | 0.32% | Add +31.6% | 2,365,957 | $102.7M |
| Bank of America Corp. | 0.01% | Add +13.0% | 2,158,004 | $93.7M |
| Morgan Stanley | 0.01% | Add +32.4% | 2,141,299 | $93.0M |
| Townsquare Capital LLC | 0.95% | Add +4.7% | 1,834,021 | $79.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.9% | 1,646,327 | $71.5M |
| Ocean Park Asset Management, LLC | 3.10% | No change | 1,628,000 | $70.7M |
| Mercer Global Advisors Inc. | 0.17% | Add +10.3% | 1,635,466 | $70.6M |
| Nepc LLC | 2.12% | No change | 1,621,106 | $70.4M |
| LPL Financial LLC | 0.03% | Add +11.9% | 1,449,194 | $62.9M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,332,153 | $57.8M |
| Pathstone Holdings, LLC | 0.23% | Reduce -0.7% | 1,198,212 | $52.0M |
| Focus Partners Wealth | 0.14% | Add +2629.5% | 167,594 | $43.5M |
| Sound Income Strategies, LLC | 2.73% | Reduce -1.6% | 978,437 | $42.5M |
| Advisors Capital Management, LLC | 0.62% | Add +2.7% | 876,753 | $38.1M |
| Atria Investments, Inc | 0.47% | Reduce -2.2% | 867,900 | $37.7M |
| Gallagher Fiduciary Advisors, LLC | 7.45% | Add +6.2% | 846,992 | $36.8M |
| Cetera Investment Advisers | 0.07% | Reduce -0.7% | 753,582 | $32.7M |
| Motley Fool Wealth Management, LLC | 1.50% | Add +98.5% | 686,613 | $29.8M |
| Greystone Financial Group, LLC | 5.14% | Add +2.3% | 662,508 | $28.8M |
| UBS Group AG | 0.01% | Reduce -1.6% | 635,017 | $27.6M |
| Mariner, LLC | 0.05% | Reduce -21.9% | 626,098 | $27.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +10.4% | 579,920 | $25.2M |
| Financial Advisory Partners, LLC | 8.27% | Add +21.6% | 573,288 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.1% | 547,938 | $23.8M |
| Creative Planning | 0.02% | Add +7.5% | 545,663 | $23.7M |
| Delphi Financial Group, Inc. | 13.26% | No change | 530,590 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -38.3% | 460,960 | $20.0M |
| Baker Avenue Asset Management, LP | 0.63% | Add +2.9% | 455,762 | $19.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +13.2% | 447,528 | $19.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -35.5% | 430,145 | $18.4M |
| HighTower Advisors, LLC | 0.03% | Add +6.6% | 417,744 | $18.1M |
| Financial Gravity Companies, Inc. | 4.67% | — | 401,562 | $17.4M |
| NEOS Investment Management LLC | 0.52% | New | 395,438 | $17.1M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.9% | 362,177 | $15.7M |
| Ninety One UK Ltd | 0.04% | Add +3.5% | 359,972 | $15.6M |
| High Probability Advisors, LLC | 2.63% | Reduce -3.6% | 355,666 | $15.4M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.4% | 349,229 | $15.2M |
| Sage Advisory Services, Ltd.Co. | 4.21% | No change | 355,125 | $15.0M |
| Betterment LLC | 0.04% | Add +32.8% | 343,033 | $14.9M |
| Matthew Goff Investment Advisor, LLC | 2.83% | Add +1.5% | 342,427 | $14.9M |
| KilterHowling LLC | 9.10% | Add +4.5% | 333,544 | $14.5M |
| Raymond James & Associates | 0.01% | Reduce -2.3% | 323,426 | $14.0M |
| Trivium Point Advisory, LLC | 1.91% | Add +3.5% | 318,338 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 309,700 | $13.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -39.6% | 302,023 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +6.8% | 296,133 | $12.9M |
| Truist Financial Corp. | 0.02% | Reduce -18.4% | 281,760 | $12.2M |
| Atwood & Palmer Inc. | 0.83% | Add +1.9% | 280,179 | $12.2M |
| Partners Value Investments L.P. | 0.12% | No change | 241,302 | $10.5M |
| RiverFront Investment Group, LLC | 0.25% | Add +13.6% | 240,099 | $10.4M |
| Clearstead Advisors, LLC | 0.16% | Reduce -0.9% | 238,994 | $10.4M |
| Sweeney & Michel, LLC | 4.01% | Add +4.5% | 235,703 | $10.2M |
| Cascade Wealth Advisors, Inc | 7.25% | Reduce -0.8% | 233,767 | $10.2M |
| Legacy Financial Group LLC | 1.94% | Add +41.3% | 232,350 | $10.1M |
| Capstone Investment Advisors, LLC | 0.34% | Reduce -46.1% | 226,678 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +4.7% | 227,848 | $9.8M |
| Retirement Financial Solutions, LLC | 4.25% | Add +2.4% | 223,600 | $9.7M |
| Merit Financial Group, LLC | 0.21% | Reduce -3.7% | 220,176 | $9.6M |
| Kitching Partners, LLC | 12.45% | Add +17.5% | 213,738 | $9.3M |
| Gibbs Wealth Management | 2.97% | Add +18.2% | 211,225 | $9.2M |
| Peak Financial Management, Inc. | 2.67% | Add +2.3% | 209,542 | $9.1M |
| New York Life Investment Management LLC | 0.09% | Add +4.5% | 207,862 | $9.0M |
| Powers Advisory Group, LLC | 4.49% | Add +2.4% | 207,086 | $9.0M |
| Fairview Capital Investment Management, LLC | 0.46% | Reduce -6.6% | 197,924 | $8.6M |
| Summit Wealth Partners, LLC | 1.65% | Reduce -3.9% | 197,571 | $8.6M |
| Waterloo Capital, L.P. | 0.90% | Add +15.3% | 189,813 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -18.3% | 187,110 | $8.1M |
| Freestate Advisors LLC | 8.22% | — | 182,023 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +95.5% | 179,156 | $7.8M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.6% | 174,376 | $7.6M |
| Renaissance Technologies | 0.01% | Add +194.9% | 170,177 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.1% | 169,607 | $7.4M |
| Adell Harriman & Carpenter Inc. | 0.53% | Reduce -2.2% | 168,146 | $7.3M |
| Ritholtz Wealth Management | 0.21% | Add +1.8% | 163,920 | $7.1M |
| Blue Barn Wealth, LLC | 3.59% | Add +3.1% | 161,062 | $7.0M |
| Kiely Wealth Advisory Group, Inc. | 4.35% | New | 159,323 | $6.9M |
| GeoWealth Management, LLC | 0.24% | Reduce -14.1% | 157,772 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.1% | 155,573 | $6.8M |
| Corient Private Wealth LP | 0.01% | Add +10.5% | 151,791 | $6.6M |
| Little Harbor Advisors, LLC | 4.06% | Add +8.0% | 150,541 | $6.5M |
| My Legacy Advisors, LLC | 2.58% | Reduce -13.2% | 150,279 | $6.5M |
| Advisory Alpha, LLC | 0.23% | Add +2.5% | 148,354 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +10.4% | 146,919 | $6.4M |
| Towercrest Capital Management | 1.02% | Reduce -11.1% | 146,409 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +2.9% | 143,982 | $6.3M |
| Ascent Group, LLC | 0.46% | Add +0.7% | 139,325 | $6.0M |
| Curtis Advisory Group, LLC | 1.68% | Add +2.2% | 136,567 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -22.4% | 136,441 | $5.9M |
| Prospera Financial Services Inc | 0.15% | New | 136,068 | $5.9M |
| GC Wealth Management RIA, LLC | 1.02% | Reduce -24.2% | 134,921 | $5.9M |
| Graypoint LLC | 0.35% | Add +2.5% | 126,099 | $5.5M |
| CreativeOne Wealth, LLC | 0.19% | Add +22.8% | 125,330 | $5.4M |
| Sigma Investment Counselors Inc. | 0.32% | Add +0.7% | 124,784 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.0% | 124,275 | $5.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +0.4% | 123,576 | $5.4M |
| Level Financial Advisors | 2.03% | Add +5.0% | 122,488 | $5.3M |
| Composition Wealth, LLC | 0.12% | Reduce -76.8% | 121,310 | $5.3M |
| Thrive Capital Management, LLC | 2.43% | Reduce -6.4% | 118,840 | $5.2M |
| Hudock, Inc. | 0.87% | Add +4.2% | 115,781 | $5.0M |
| David Kennon Inc | 1.95% | Add +2.0% | 114,343 | $5.0M |
| SageView Advisory Group, LLC | 0.25% | New | 111,627 | $4.8M |
| Courier Capital LLC | 0.32% | Reduce -50.0% | 108,069 | $4.7M |
| Alliance Wealth Management Group | 1.25% | Reduce -0.3% | 107,754 | $4.7M |
| IHT Wealth Management, LLC | 0.13% | Add +89.9% | 103,128 | $4.5M |
| Ssi Investment Management LLC | 1.60% | Add +0.1% | 96,817 | $4.2M |
| Old National Bancorp | 0.10% | Add +6.6% | 95,771 | $4.2M |
| City Holding Co. | 0.56% | Reduce -2.7% | 93,577 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.57% | Reduce -10.1% | 91,745 | $4.0M |
| Madden Advisory Services, Inc. | 1.77% | Add +12.7% | 89,241 | $3.9M |
| Mgo One Seven LLC | 0.17% | Add +23.4% | 89,094 | $3.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +7.1% | 88,614 | $3.8M |
| Roundview Capital LLC | 0.27% | Reduce -3.3% | 87,170 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.26% | Add +14.1% | 86,946 | $3.8M |
| Investment Partners, LTD. | 1.56% | Reduce -2.2% | 86,293 | $3.7M |
| Avior Wealth Management, LLC | 0.15% | Add +0.1% | 85,136 | $3.7M |
| One Capital Management, LLC | 0.12% | Add +4.8% | 84,916 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -75.4% | 84,547 | $3.7M |
| Pension & Wealth Management Advisors, Inc. | 1.86% | Reduce -0.2% | 83,665 | $3.6M |
| First Hawaiian Bank | 0.12% | Add +0.6% | 83,191 | $3.6M |
| Arkadios Wealth Advisors | 0.20% | Add +3.9% | 83,164 | $3.6M |
| Prosperity Consulting Group, LLC | 0.28% | New | 82,670 | $3.6M |
| Childress Capital Advisors, LLC | 0.92% | New | 78,772 | $3.4M |
| Webster Bank, N. A. | 0.36% | Reduce -4.2% | 77,514 | $3.4M |
| Virtue Capital Management, LLC | 0.67% | Reduce -2.3% | 76,994 | $3.3M |
| Portside Wealth Group, LLC | 0.57% | Add +14.2% | 76,585 | $3.3M |
| Jmac Enterprises LLC | 0.52% | Add +8.9% | 74,727 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.0% | 73,526 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -27.1% | 72,145 | $3.1M |
| FinDec Wealth Services, Inc. | 1.77% | Add +4.7% | 70,289 | $3.1M |
| Owen LaRue, LLC | 1.61% | Add +25.7% | 69,970 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 69,674 | $3.0M |
| Friedenthal Financial | 1.73% | Reduce -1.8% | 68,107 | $3.0M |
| Alternative Investment Advisors, LLC. | 1.55% | Add +12.4% | 68,102 | $3.0M |
| Center For Asset Management LLC | 1.73% | Add +19.9% | 66,587 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +51.3% | 66,004 | $2.9M |
| Donoghue Forlines LLC | 0.80% | Add +1.2% | 64,946 | $2.8M |
| Allstate Corp. | 0.26% | No change | 62,400 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +1.2% | 62,140 | $2.7M |
| Tidal Investments LLC | 0.03% | Add +17.6% | 61,961 | $2.7M |
| Future Financial Wealth Managment LLC | 1.91% | New | 61,502 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -25.2% | 61,407 | $2.7M |
| Goldstone Financial Group, LLC | 0.45% | Reduce -20.1% | 60,209 | $2.6M |
| Bank of Montreal | 0.00% | Add +9.2% | 59,871 | $2.6M |
| Citadel Advisors | 0.00% | New | 58,344 | $2.5M |
| Csenge Advisory Group | 0.13% | Add +5.2% | 58,806 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +2.8% | 57,811 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 56,881 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.6% | 55,785 | $2.4M |
| Probity Advisors, Inc. | 0.46% | Reduce -34.7% | 55,655 | $2.4M |
| Cwm, LLC | 0.01% | Add +21.6% | 55,223 | $2.4M |
| Compound Planning, Inc. | 0.15% | Add +3.2% | 53,487 | $2.3M |
| Nwam LLC | 0.14% | New | 53,419 | $2.3M |
| Central Pacific Bank - Trust Division | 0.30% | Add +14.8% | 53,010 | $2.3M |
| Guardian Asset Advisors, LLC | 1.53% | Add +160.4% | 51,719 | $2.2M |
| Essex LLC | 0.45% | Add +4.1% | 51,065 | $2.2M |
| HCR Wealth Advisors | 0.28% | Reduce -0.1% | 50,008 | $2.2M |
| Verum Partners LLC | 0.63% | Reduce -30.2% | 49,613 | $2.2M |
| Insigneo Advisory Services, LLC | 0.22% | Add +19.0% | 49,523 | $2.2M |
| S. R. Schill & Associates | 1.51% | Reduce -13.0% | 49,139 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.6% | 48,926 | $2.1M |
| Sunbelt Securities, Inc. | 0.21% | Add +4.3% | 48,262 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +29.5% | 47,537 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -23.7% | 47,224 | $2.1M |
| Naples Global Advisors, LLC | 0.19% | Reduce -5.7% | 47,208 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +49.9% | 46,734 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.35% | Add +2.9% | 46,432 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Add +0.4% | 46,381 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.58% | Add +12.5% | 45,436 | $2.0M |
| Crabel Capital Management, LLC | 1.36% | Add +44.8% | 44,521 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.1% | 43,879 | $1.9M |
| Hofer & Associates. Inc | 1.31% | Add +0.8% | 43,787 | $1.9M |
| TFB Advisors LLC | 0.56% | Add +7.8% | 43,142 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.4% | 42,377 | $1.8M |
| Diversify Wealth Management, LLC | 0.18% | Add +29.8% | 42,555 | $1.8M |
| Continuum Advisory, LLC | 0.23% | Add +13.8% | 42,411 | $1.8M |
| Mount Lucas Management LP | 0.61% | Add +4.6% | 41,512 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | Add +4.8% | 40,434 | $1.8M |
| Arete Wealth Advisors, LLC | 0.15% | Add +7.7% | 40,045 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -23.0% | 39,686 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -62.9% | 39,582 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -32.7% | 39,258 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.76% | Add +1.9% | 38,773 | $1.7M |
| Western Wealth Management, LLC | 0.10% | New | 38,668 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +34.1% | 38,550 | $1.7M |
| FDx Advisors, Inc. | 0.46% | Reduce -8.8% | 38,498 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.1% | 38,162 | $1.7M |
| AXS Investments LLC | 0.43% | Reduce -21.1% | 36,949 | $1.6M |
| Strategic Investment Advisors / MI | 0.17% | Add +8.2% | 36,792 | $1.6M |
| Balefire, LLC | 0.54% | Add +1.7% | 36,567 | $1.6M |
| Advisor OS, LLC | 0.16% | Add +28.4% | 36,549 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.90% | Add +1.8% | 35,389 | $1.5M |
| 1834 Investment Advisors Co. | 0.18% | Add +12.4% | 35,316 | $1.5M |
| Richardson Financial Services Inc. | 0.95% | No change | 35,612 | $1.5M |
| Norden Group LLC | 0.18% | Add +62.7% | 34,543 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +3.6% | 34,298 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +10.7% | 34,181 | $1.5M |
| Chesapeake Capital Corp. | 1.35% | Add +27.9% | 34,079 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.0% | 34,021 | $1.5M |
| Prudential PLC | 0.01% | Reduce -1.0% | 33,610 | $1.5M |
| Western Financial Corp | 0.82% | Add +2.2% | 33,383 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -13.0% | 33,091 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Add +0.3% | 32,773 | $1.4M |
| Rooted Wealth Advisors, Inc. | 0.63% | Reduce -47.6% | 33,087 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.7% | 32,548 | $1.4M |
| Laffer Tengler Investments, Inc. | 0.34% | Reduce -20.1% | 31,936 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +728.2% | 30,824 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -3.3% | 30,675 | $1.3M |
| World Investment Advisors | 0.04% | New | 30,567 | $1.3M |
| BayBridge Capital Group, LLC | 0.94% | Add +6.7% | 30,097 | $1.3M |
| Next Capital Management LLC | 0.53% | No change | 29,859 | $1.3M |
| Bulltick Wealth Management, LLC | 0.32% | Add +3.4% | 29,619 | $1.3M |
| Everstar Asset Management, LLC | 0.88% | — | 29,462 | $1.3M |
| Dohj, LLC | 0.30% | Reduce -45.9% | 29,331 | $1.3M |
| Endowment Wealth Management, Inc. | 0.83% | Reduce -25.2% | 29,096 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +10.7% | 28,417 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -23.6% | 28,080 | $1.2M |
| TriaGen Wealth Management LLC | 0.41% | Add +2.9% | 28,042 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | New | 27,400 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Reduce -2.8% | 27,349 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | New | 27,286 | $1.2M |
| Advisory Services Network, LLC | 0.02% | No change | 28,030 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -2.4% | 26,943 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +1.9% | 26,349 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.31% | Add +7.0% | 26,033 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.0% | 25,208 | $1.1M |
| Bakala Capital LLC | 7.18% | Add +3.7% | 24,850 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +3.1% | 24,786 | $1.1M |
| McNamara Financial Services, Inc. | 0.21% | Add +7.3% | 24,651 | $1.1M |
| First Foundation Advisors | 0.04% | No change | 24,579 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.4% | 24,365 | $1.1M |
| Whalen Wealth Management Inc. | 0.73% | Reduce -83.2% | 23,889 | $1.0M |
| Destiny Wealth Partners, LLC | 0.18% | Reduce -0.9% | 23,551 | $1.0M |
| WESPAC Advisors, LLC | 0.75% | Add +4.8% | 23,425 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +14.8% | 23,391 | $1.0M |
| Heritage Family Offices, LLP | 0.52% | Add +0.1% | 23,261 | $1.0M |
| Wambolt & Associates, LLC | 0.28% | Reduce -7.6% | 23,314 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 23,144 | $1.0M |
| Investments & Financial Planning, LLC | 0.63% | Add +12.8% | 22,779 | $989K |
| Blankinship & Foster, LLC | 0.24% | Add +1.2% | 22,468 | $976K |
| Lane & Associates LLC | 0.53% | Reduce -23.1% | 22,208 | $964K |
| Chicago Partners Investment Group LLC | 0.03% | Add +10.1% | 22,385 | $961K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +6.6% | 22,092 | $959K |
| Squire Investment Management Company, LLC | 0.45% | Add +11.8% | 21,860 | $949K |
| Sierra Capital LLC | 0.11% | Reduce -24.6% | 21,620 | $939K |
| Alterna Wealth Management, Inc. | 0.83% | No change | 21,391 | $929K |
| HBK Sorce Advisory LLC | 0.03% | New | 21,060 | $914K |
| Pinion Investment Advisors, LLC | 0.38% | Add +6.5% | 21,046 | $914K |
| Creative Financial Designs Inc. | 0.08% | Reduce -74.8% | 20,762 | $901K |
| Rosenberg Matthew Hamilton | 0.23% | Add +21.3% | 20,676 | $898K |
| Carr Financial Group Corp | 0.27% | Reduce -11.8% | 20,621 | $895K |
| Montecito Bank & Trust | 0.15% | No change | 20,590 | $894K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -3.0% | 20,674 | $890K |
| Financial Network Wealth Advisors LLC | 0.73% | Reduce -0.6% | 20,393 | $885K |
| Kraematon Investment Advisors, Inc. | 0.86% | Reduce -7.4% | 20,201 | $877K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -24.9% | 19,684 | $855K |
| Comerica Bank | 0.00% | Add +5.0% | 19,257 | $836K |
| NewEdge Advisors, LLC | 0.01% | Add +70.5% | 19,222 | $835K |
| Guidance Point Advisors, LLC | 0.25% | Add +1.9% | 19,108 | $830K |
| Level Four Advisory Services, LLC | 0.03% | Add +11.0% | 18,966 | $815K |
| Round Rock Advisors LLC | 0.19% | Add +2.0% | 18,720 | $813K |
| Darden Wealth Group Inc | 0.58% | Add +24.5% | 18,431 | $800K |
| Thrivent Financial for Lutherans | 0.00% | Add +16.3% | 18,201 | $790K |
| Addison Capital Co | 0.32% | Add +109.6% | 18,165 | $789K |
| Blue Trust, Inc. | 0.01% | Add +6.3% | 18,535 | $782K |
| Resurgent Financial Advisors LLC | 0.45% | Add +95.0% | 17,622 | $765K |
| Diversified Portfolios, Inc. | 0.08% | No change | 17,370 | $754K |
| IFP Advisors, Inc | 0.03% | Add +14.0% | 17,355 | $754K |
| Financial Management Network Inc. | 0.16% | Add +1.3% | 17,380 | $748K |
| EFG Asset Management (Americas) Corp. | 0.15% | Add +2.9% | 17,183 | $746K |
| Sterling Investment Counsel, LLC | 0.27% | Add +1.9% | 17,158 | $745K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -39.5% | 17,152 | $745K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 16,957 | $736K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +9.2% | 16,806 | $730K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 16,798 | $729K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.9% | 16,688 | $725K |
| Regions Financial Corp. | 0.01% | Reduce -9.9% | 17,272 | $721K |
| Shepherd Financial Partners LLC | 0.09% | Reduce -18.4% | 16,489 | $716K |
| MMBG Investment Advisors Co. | 0.07% | No change | 16,348 | $710K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +1.0% | 15,878 | $689K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.2% | 15,707 | $682K |
| Penobscot Wealth Management | 0.37% | Add +1.2% | 15,614 | $678K |
| IPG Investment Advisors LLC | 0.14% | Add +3.0% | 15,334 | $666K |
| Brophy Wealth Management, LLC | 0.24% | — | 15,236 | $662K |
| AE Wealth Management LLC | 0.01% | Reduce -12.1% | 15,200 | $660K |
| Mendel Capital Management LLC | 0.40% | Add +3.3% | 15,188 | $659K |
| Aveo Capital Partners, LLC | 0.07% | Add +2.2% | 14,927 | $648K |
| Principal Securities, Inc. | 0.02% | Add +10.2% | 14,854 | $645K |
| Zuckerman Investment Group, LLC | 0.07% | Add +8.0% | 14,853 | $645K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.2% | 14,654 | $636K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.2% | 14,626 | $635K |
| McAdam, LLC | 0.04% | Add +2.4% | 14,541 | $631K |
| Curi Capital, LLC | 0.01% | Add +33.0% | 14,457 | $628K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $625K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 14,234 | $618K |
| Harbour Investments, Inc. | 0.02% | Add +2.4% | 13,737 | $596K |
| PFG Advisors | 0.04% | New | 13,505 | $586K |
| Yeomans Consulting Group, Inc. | 0.22% | Add +2.9% | 13,442 | $584K |
| Independent Solutions Wealth Management, LLC | 0.13% | Add +141.3% | 13,055 | $567K |
| Valmark Advisers, Inc. | 0.01% | New | 12,997 | $564K |
| Courage Miller Partners, LLC | 0.19% | Add +15.3% | 12,899 | $560K |
| Strategic Blueprint, LLC | 0.03% | Reduce -9.4% | 12,830 | $557K |
| New Republic Capital, LLC | 0.32% | No change | 12,778 | $555K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -20.7% | 12,768 | $554K |
| Members Advisory Group LLC | 0.28% | New | 12,742 | $553K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +1.9% | 12,734 | $553K |
| Synovus Financial Corp. | 0.01% | Add +2.6% | 12,718 | $552K |
| TPG Financial Advisors, LLC | 0.25% | Add +4.7% | 12,579 | $546K |
| Horizon Financial Services, LLC | 0.32% | Reduce -2.6% | 12,573 | $546K |
| Hilltop Holdings Inc. | 0.04% | New | 12,491 | $542K |
| Cascade Financial Partners, LLC | 0.07% | Add +66.4% | 12,510 | $538K |
| Ieq Capital, LLC | 0.01% | Add +1.8% | 11,924 | $518K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.7% | 11,830 | $514K |
| Disciplined Investments, LLC | 0.25% | Add +2.0% | 11,517 | $500K |
| Beacon Financial Advisory LLC | 0.17% | Add +0.3% | 11,358 | $493K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -35.4% | 11,218 | $487K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -4.2% | 10,930 | $475K |
| Vantage Financial Partners, LLC | 0.12% | Add +18.6% | 10,915 | $474K |
| Engineers Gate Manager LP | 0.01% | New | 10,909 | $474K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -11.3% | 10,806 | $469K |
| Tudor Financial Inc. | 0.29% | — | 10,785 | $468K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -24.6% | 10,685 | $464K |
| Channel Wealth LLC | 0.15% | Reduce -19.2% | 10,663 | $463K |
| KFA Private Wealth Group, LLC | 0.22% | Add +2.4% | 10,589 | $460K |
| Brookstone Capital Management | 0.01% | Add +98.5% | 10,554 | $458K |
| D.A. Davidson & Co. | 0.00% | New | 10,334 | $449K |
| CKW Financial Group | 0.05% | Add +0.9% | 10,307 | $445K |
| MAS Advisors LLC | 0.95% | No change | 10,243 | $445K |
| Destiny Capital Corp | 0.28% | Add +9.5% | 10,382 | $444K |
| &partners | 0.01% | Add +17.7% | 10,225 | $444K |
| Commonwealth Financial Services, LLC | 0.09% | Add +4.2% | 9,980 | $431K |
| Kathleen S. Wright Associates Inc. | 0.18% | No change | 9,822 | $426K |
| Captrust Financial Advisors | 0.00% | Add +69.4% | 9,582 | $416K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -13.5% | 9,584 | $415K |
| Axiom Advisory, LLC | 0.00% | Add +3.6% | 9,589 | $409K |
| Objective Capital Management, LLC | 0.24% | — | 9,384 | $407K |
| Cadent Capital Advisors, LLC | 0.14% | Add +1.1% | 9,252 | $402K |
| Redwood Financial Network Corp | 0.31% | No change | 9,234 | $401K |
| MRA Advisory Group | 0.22% | Reduce -0.3% | 9,122 | $396K |
| First National Trust Co | 0.01% | Add +35.8% | 8,845 | $384K |
| TBH Global Asset Management, LLC | 0.08% | Add +4.6% | 8,787 | $382K |
| Beirne Wealth Consulting Services, LLC | 0.13% | Add +0.7% | 8,729 | $379K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -2.0% | 8,678 | $377K |
| Econ Financial Services Corp | 0.21% | Reduce -67.1% | 8,665 | $376K |
| Collective Family Office LLC | 0.10% | Add +15.7% | 8,582 | $373K |
| Diversified, LLC | 0.04% | Add +0.5% | 8,528 | $370K |
| Diversified Enterprises, LLC | 0.04% | — | 8,528 | $370K |
| Stokes Family Office, LLC | 0.04% | Reduce -2.6% | 8,472 | $368K |
| Talon Private Wealth, LLC | 0.08% | — | 8,439 | $366K |
| Debussy Capital Management LP | 0.11% | New | 8,378 | $364K |
| Two West Capital Advisors LLC | 0.29% | New | 8,351 | $363K |
| Absolute Capital Management, LLC | 0.21% | Reduce -10.2% | 8,322 | $361K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -91.4% | 8,196 | $356K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -91.4% | 8,196 | $356K |
| City Center Advisors, LLC | 0.39% | Reduce -7.6% | 8,143 | $354K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +4.0% | 8,054 | $350K |
| Omega Financial Group, LLC | 0.13% | Add +1.5% | 8,035 | $349K |
| Fulcrum Equity Management | 0.29% | Add +2.3% | 7,995 | $347K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 7,897 | $343K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 7,815 | $339K |
| Global Retirement Partners, LLC | 0.01% | Add +18.9% | 7,795 | $338K |
| Bright Futures Wealth Management, LLC. | 0.16% | Add +0.4% | 7,829 | $337K |
| Saiph Capital, LLC | 0.16% | Reduce -1.3% | 7,698 | $334K |
| Summit X, LLC | 0.08% | Reduce -34.8% | 7,882 | $333K |
| Integrated Capital Management, LLC | 0.18% | — | 7,616 | $331K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -3.6% | 7,569 | $329K |
| ERn Financial, LLC | 0.05% | Add +0.6% | 7,560 | $328K |
| GTS Securities LLC | 0.01% | New | 7,528 | $327K |
| Northwest Investment Counselors, LLC | 0.07% | Add +0.3% | 7,517 | $326K |
| Simplicity Wealth,LLC | 0.03% | No change | 7,337 | $319K |
| Hunter Associates Investment Management LLC | 0.05% | Reduce -0.4% | 7,258 | $317K |
| Private Trust Co. NA | 0.03% | Reduce -2.4% | 7,198 | $313K |
| Fifth Third Bancorp | 0.00% | Reduce -9.6% | 7,096 | $308K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -19.8% | 7,032 | $305K |
| Private Client Services, LLC | 0.16% | New | 6,900 | $300K |
| Procyon Advisors, LLC | 0.02% | Add +11.4% | 6,894 | $299K |
| Wallace Advisory Group, LLC | 0.22% | No change | 6,975 | $294K |
| Share Andrew L. | 0.20% | Reduce -26.1% | 6,764 | $294K |
| Lockerman Financial Group, Inc. | 0.50% | No change | 6,760 | $294K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,748 | $293K |
| Colonial Trust Co / SC | 0.04% | Reduce -11.6% | 6,705 | $291K |
| Millennium Management | 0.00% | New | 6,686 | $290K |
| Tyche Wealth Partners LLC | 0.06% | No change | 6,561 | $285K |
| PFG Investments, LLC | 0.02% | Reduce -51.8% | 6,554 | $285K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 6,541 | $284K |
| Fiduciary Trust Co | 0.00% | No change | 6,345 | $276K |
| NDWM LLC | 0.23% | Add +0.1% | 6,331 | $275K |
| Stewardship Advisors, LLC | 0.08% | New | 6,306 | $274K |
| Saxony Capital Management, LLC | 0.25% | Add +1.1% | 6,173 | $268K |
| Wedbush Securities Inc. | 0.01% | No change | 6,095 | $265K |
| Cabot Wealth Management Inc. | 0.03% | Reduce -86.4% | 5,881 | $255K |
| Cherry Creek Investment Advisors, Inc. | 0.13% | Reduce -3.6% | 5,796 | $252K |
| SouthState Bank Corp | 0.02% | Add +115.0% | 5,795 | $252K |
| 1900 Wealth Management LLC | 0.02% | No change | 5,639 | $245K |
| AlphaCentric Advisors LLC | 0.18% | Reduce -0.3% | 5,583 | $242K |
| Prossimo Advisors, LLC | 0.17% | New | 5,492 | $238K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -31.1% | 5,450 | $237K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 5,372 | $233K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +2.8% | 5,301 | $230K |
| MJP Associates Inc. | 0.04% | Reduce -7.9% | 5,217 | $227K |
| Commerce Bank | 0.00% | New | 5,176 | $225K |
| RFG Advisory, LLC | 0.01% | Reduce -13.0% | 4,951 | $215K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -13.2% | 4,909 | $213K |
| North Star Investment Management Corp. | 0.01% | Reduce -4.4% | 4,865 | $211K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -24.1% | 4,844 | $210K |
| ProVise Management Group, LLC | 0.02% | New | 4,717 | $205K |
| TrueWealth Advisors, LLC | 0.07% | New | 4,700 | $204K |
| Seaview Investment Managers LLC | 0.06% | Reduce -29.2% | 4,686 | $203K |
| Wrapmanager Inc. | 0.05% | New | 4,675 | $203K |
| Eagle Global Advisors LLC | 0.01% | Reduce -12.3% | 4,648 | $202K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,577 | $199K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 4,040 | $175K |
| US Bancorp \de | 0.00% | Add +433.0% | 3,779 | $164K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,328 | $145K |
| Lowe Wealth Advisors, LLC | 0.06% | Reduce -1.8% | 3,198 | $139K |
| FMR LLC | 0.00% | Add +17.1% | 3,103 | $135K |
| Northwest Capital Management Inc | 0.04% | Reduce -14.6% | 2,833 | $123K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.1% | 2,720 | $118K |
| Whittier Trust Co. | 0.00% | No change | 2,578 | $112K |
| Coastline Trust Co | 0.01% | New | 2,560 | $111K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -0.8% | 2,492 | $108K |
| Colonial Trust Advisors | 0.01% | No change | 2,475 | $107K |
| Princeton Global Asset Management LLC | 0.02% | New | 2,423 | $105K |
| Twin City Private Wealth, LLC | 0.09% | Reduce -48.1% | 2,363 | $103K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 2,245 | $97K |
| First Horizon Advisors, Inc. | 0.00% | Add +27.0% | 2,155 | $94K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,104 | $91K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $87K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,940 | $84K |
| Wells Financial Advisors INC | 0.10% | No change | 1,655 | $72K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -11.2% | 1,593 | $69K |
| Richardson Capital Management LLC | 0.05% | Add +43.5% | 1,540 | $67K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 1,490 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +212.2% | 1,355 | $59K |
| MidAtlantic Capital Management, Inc. | 0.04% | Add +61.5% | 1,255 | $54K |
| Blair William & Co. | 0.00% | Add +28.8% | 1,235 | $54K |
| UMB Bank, n.a. | 0.00% | No change | 1,168 | $51K |
| Wintrust Investments LLC | 0.04% | New | 1,157 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Add +229.0% | 1,079 | $47K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,012 | $44K |
| Franklin Resources Inc. | 0.00% | Add +47.5% | 1,010 | $44K |
| Spire Wealth Management | 0.00% | No change | 928 | $40K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +22.1% | 916 | $40K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -10.4% | 912 | $40K |
| Parallel Advisors, LLC | 0.00% | Add +7.7% | 910 | $40K |
| Oarsman Capital, Inc. | 0.01% | New | 885 | $38K |
| Fortitude Family Office, LLC | 0.01% | New | 858 | $37K |
| NFSG Corp | 0.01% | Add +1.8% | 853 | $37K |
| Syntax Research, Inc. | 0.02% | No change | 813 | $35K |
| Avion Wealth | 0.01% | No change | 825 | $35K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 795 | $35K |
| Tucker Asset Management LLC | 0.01% | Reduce -57.0% | 767 | $33K |
| Pacifica Partners Inc. | 0.01% | No change | 684 | $30K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 647 | $28K |
| NorthRock Partners, LLC | 0.00% | New | 646 | $28K |
| WealthShield Partners, LLC | 0.00% | Reduce -21.2% | 638 | $28K |
| NBT Bank, N.A. | 0.00% | No change | 625 | $27K |
| CENTRAL TRUST Co | 0.00% | New | 601 | $26K |
| WR Wealth Planners, LLC | 0.01% | No change | 583 | $25K |
| WFA of San Diego, LLC | 0.02% | Reduce -46.3% | 580 | $25K |
| 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 | $20K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 436 | $19K |
| Kennebec Savings Bank | 0.02% | — | 407 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.7% | 359 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Family Asset Management, LLC | 0.01% | No change | 350 | $15K |
| Castleview Partners, LLC | 0.01% | Reduce -0.9% | 347 | $15K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.8% | 345 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 336 | $15K |
| Eastern Bank | 0.00% | New | 334 | $15K |
| Cedar Wealth Management, LLC | 0.00% | Add +30400.0% | 305 | $13K |
| Planning Capital Management Corp | 0.01% | New | 302 | $13K |
| Front Row Advisors LLC | 0.00% | Reduce -13.0% | 300 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 288 | $13K |
| 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% | No change | 230 | $10K |
| Silver Oak Securities, Incorporated | 0.00% | Add +1.8% | 223 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 191 | $8K |
| ORG Partners LLC | 0.00% | Add +1.6% | 190 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 189 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 181 | $8K |
| Key Financial Inc | 0.00% | No change | 178 | $8K |
| Allworth Financial LP | 0.00% | Reduce -96.7% | 176 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 140 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +72.4% | 131 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 129 | $6K |
| Ancora Advisors LLC | 0.00% | New | 121 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.8% | 90 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 80 | $3K |
| Operose Advisors LLC | 0.00% | New | 65 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 60 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 39 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $999 |
| FSA Wealth Management LLC | 0.00% | — | 17 | $756 |
| AllSquare Wealth Management LLC | 0.00% | No change | 15 | $651 |
| M&R Capital Management Inc. | 0.00% | No change | 15 | $651 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 10 | $435 |
| Citigroup Inc. | 0.00% | Reduce -97.7% | 10 | $434 |
| Aspire Wealth Management Corp | 0.00% | Reduce -33.3% | 2 | $102 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $32 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 9 | $0 |
"% 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.