iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q4 2024 (December 31)543holders +26
37new positions
37sold out
2famous investors
$42.62avg. 13F price*
At the end of Q4 2024, 543 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 26 from Q3 2024. 37 opened new positions and 37 sold out. The largest holders were Royal Bank of Canada ($539.7M), Empower Advisory Group, LLC ($366.5M) and Assetmark, Inc. ($353.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $111.9M |
| Exits | 37 | $346.2M |
All 13F filers, Q3 2024 → Q4 2024: 11,554,056 shares bought and 12,802,301 shares sold, net −1,248,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Royal Bank of Canada | 0.12% | Add +2.8% | 12,666,952 | $539.7M |
| Empower Advisory Group, LLC | 1.23% | Add +6.1% | 8,600,196 | $366.5M |
| Assetmark, Inc. | 0.96% | Add +7.2% | 8,288,172 | $353.2M |
| BlackRock, Inc. | 0.00% | Add +34.6% | 5,354,617 | $228.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.69% | Add +5.4% | 4,637,431 | $197.6M |
| Japan Science & Technology Agency | 3.25% | Reduce -12.2% | 4,450,000 | $189.6M |
| Commonwealth Equity Services, LLC | 0.26% | Add +20.4% | 4,159,091 | $177.2M |
| State of New Jersey Common Pension Fund D | 0.64% | No change | 3,703,519 | $157.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.5% | 3,226,183 | $137.5M |
| Morgan Stanley | 0.01% | Add +23.7% | 2,648,253 | $112.8M |
| Wealthfront Advisers LLC | 0.28% | Reduce -4.5% | 2,260,377 | $96.3M |
| Nepc LLC | 2.52% | Add +35.8% | 2,200,963 | $93.8M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 2,060,206 | $87.8M |
| Townsquare Capital LLC | 0.91% | Add +3.3% | 1,894,248 | $80.7M |
| Mercer Global Advisors Inc. | 0.20% | Add +15.2% | 1,884,413 | $80.3M |
| LPL Financial LLC | 0.03% | Add +21.4% | 1,759,164 | $75.0M |
| Ocean Park Asset Management, LLC | 2.36% | No change | 1,628,000 | $69.4M |
| Wells Fargo & Company | 0.01% | Reduce -12.4% | 1,166,634 | $49.7M |
| Sound Income Strategies, LLC | 2.67% | Add +3.4% | 1,011,736 | $43.1M |
| Advisors Capital Management, LLC | 0.59% | Add +0.9% | 884,795 | $37.7M |
| Gallagher Fiduciary Advisors, LLC | 6.59% | Reduce -6.7% | 790,269 | $33.7M |
| UBS Group AG | 0.01% | Add +21.4% | 771,155 | $32.9M |
| Atria Investments, Inc | 0.41% | Reduce -11.3% | 769,424 | $32.8M |
| Cetera Investment Advisers | 0.07% | Reduce -1.4% | 742,809 | $31.7M |
| Raymond James Financial Inc. | 0.01% | — | 699,490 | $29.8M |
| Greystone Financial Group, LLC | 4.99% | Add +1.6% | 673,348 | $28.7M |
| Pathstone Holdings, LLC | 0.13% | Reduce -43.8% | 673,364 | $28.7M |
| Nomura Asset Management Co. Ltd. | 0.09% | New | 667,200 | $28.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -60.2% | 655,640 | $27.9M |
| Mariner, LLC | 0.05% | Add +1.7% | 636,970 | $27.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +3.7% | 601,371 | $25.6M |
| KilterHowling LLC | 14.49% | Add +76.8% | 589,614 | $25.3M |
| Financial Advisory Partners, LLC | 8.39% | Add +3.4% | 592,681 | $25.3M |
| Osaic Holdings, Inc. | 0.05% | Add +22.6% | 564,966 | $24.1M |
| Creative Planning | 0.02% | Reduce -1.9% | 535,324 | $22.8M |
| Delphi Financial Group, Inc. | 12.18% | No change | 530,590 | $22.6M |
| Hilton Capital Management, LLC | 1.88% | New | 508,768 | $21.7M |
| Baker Avenue Asset Management, LP | 0.62% | Add +3.8% | 472,987 | $20.2M |
| HighTower Advisors, LLC | 0.03% | Add +10.5% | 461,651 | $19.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.1M |
| MML Investors Services, LLC | 0.06% | Add +142.7% | 434,840 | $18.5M |
| Matthew Goff Investment Advisor, LLC | 3.39% | Add +25.2% | 428,568 | $18.3M |
| Ninety One UK Ltd | 0.05% | Add +17.7% | 423,751 | $18.1M |
| Park Avenue Securities LLC | 0.18% | Add +14.2% | 413,602 | $17.6M |
| Financial Gravity Companies, Inc. | 3.96% | Add +1.4% | 407,160 | $17.3M |
| Betterment LLC | 0.04% | Add +16.8% | 400,515 | $17.1M |
| MAI Capital Management | 0.12% | New | 378,784 | $16.1M |
| High Probability Advisors, LLC | 2.82% | Add +3.7% | 368,833 | $15.7M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -49.1% | 349,597 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +19.8% | 337,556 | $14.4M |
| Mader & Shannon Wealth Management, Inc. | 8.84% | New | 335,545 | $14.3M |
| Trivium Point Advisory, LLC | 1.74% | Add +1.6% | 323,289 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 321,566 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 314,795 | $13.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -10.6% | 312,136 | $13.3M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +0.6% | 303,830 | $12.9M |
| Atwood & Palmer Inc. | 0.83% | Add +1.8% | 285,223 | $12.2M |
| RiverFront Investment Group, LLC | 0.27% | Add +15.9% | 278,320 | $11.9M |
| Cascade Wealth Advisors, Inc | 7.72% | Add +14.6% | 267,781 | $11.4M |
| Gibbs Wealth Management | 2.85% | Add +16.7% | 246,507 | $10.5M |
| Legacy Financial Group LLC | 1.70% | Add +5.8% | 245,944 | $10.5M |
| Partners Value Investments L.P. | 0.11% | No change | 241,302 | $10.3M |
| Members Advisory Group LLC | 4.08% | Add +1732.6% | 233,513 | $10.0M |
| Merit Financial Group, LLC | 0.18% | Add +4.2% | 229,338 | $9.8M |
| Renaissance Technologies | 0.01% | Add +32.9% | 226,100 | $9.6M |
| New York Life Investment Management LLC | 0.09% | Add +6.8% | 221,972 | $9.5M |
| Peak Financial Management, Inc. | 2.79% | Add +4.5% | 218,907 | $9.3M |
| Retirement Financial Solutions, LLC | 5.01% | Reduce -2.5% | 217,927 | $9.3M |
| Kitching Partners, LLC | 11.77% | Add +0.7% | 215,246 | $9.2M |
| Waterloo Capital, L.P. | 0.97% | Add +13.3% | 215,053 | $9.2M |
| Ssi Investment Management LLC | 3.25% | Add +120.5% | 213,505 | $9.1M |
| Powers Advisory Group, LLC | 4.47% | Add +1.2% | 209,533 | $8.9M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -12.6% | 199,239 | $8.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -54.4% | 196,241 | $8.4M |
| Fairview Capital Investment Management, LLC | 0.43% | Reduce -2.3% | 193,422 | $8.2M |
| Summit Wealth Partners, LLC | 1.68% | Reduce -2.7% | 192,152 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +2.3% | 191,359 | $8.2M |
| Freestate Advisors LLC | 8.13% | Add +1.4% | 184,626 | $7.9M |
| Kiely Wealth Advisory Group, Inc. | 5.05% | Add +14.5% | 182,476 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.7% | 180,018 | $7.7M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.1% | 174,546 | $7.4M |
| Mgo One Seven LLC | 0.28% | Add +94.7% | 173,429 | $7.4M |
| Courier Capital LLC | 0.51% | Add +60.4% | 173,346 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.1% | 171,522 | $7.3M |
| Blue Barn Wealth, LLC | 3.80% | Add +5.0% | 169,075 | $7.2M |
| Advisory Alpha, LLC | 0.25% | Add +11.3% | 165,062 | $7.0M |
| Little Harbor Advisors, LLC | 4.00% | Add +5.5% | 158,896 | $6.8M |
| My Legacy Advisors, LLC | 2.62% | Add +4.4% | 156,849 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.5% | 154,999 | $6.6M |
| Clearstead Advisors, LLC | 0.10% | Reduce -36.0% | 152,859 | $6.5M |
| Curtis Advisory Group, LLC | 1.70% | Add +10.4% | 150,749 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +3.0% | 148,369 | $6.4M |
| Ritholtz Wealth Management | 0.19% | Reduce -8.8% | 149,578 | $6.4M |
| Towercrest Capital Management | 1.01% | Add +0.4% | 146,986 | $6.3M |
| First Hawaiian Bank | 0.20% | Add +70.8% | 142,092 | $6.1M |
| Ascent Group, LLC | 0.45% | Add +1.8% | 141,889 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +12.2% | 138,626 | $5.9M |
| Adell Harriman & Carpenter Inc. | 0.40% | Reduce -19.8% | 134,816 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +136.7% | 132,025 | $5.6M |
| Graypoint LLC | 0.34% | Add +4.3% | 131,461 | $5.6M |
| Prospera Financial Services Inc | 0.13% | Reduce -5.7% | 128,299 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +186.6% | 125,750 | $5.4M |
| Sigma Investment Counselors Inc. | 0.31% | Reduce -2.2% | 122,063 | $5.2M |
| Sage Advisory Services, Ltd.Co. | 3.08% | Reduce -65.7% | 121,818 | $5.2M |
| Level Financial Advisors | 1.85% | Reduce -3.2% | 118,617 | $5.1M |
| David Kennon Inc | 1.98% | Add +3.0% | 117,786 | $5.0M |
| Hudock, Inc. | 0.87% | Add +1.5% | 117,487 | $5.0M |
| SageView Advisory Group, LLC | 0.20% | Add +0.1% | 111,694 | $4.8M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -11.1% | 111,484 | $4.8M |
| Integrity Alliance, Llc. | 0.51% | — | 110,706 | $4.7M |
| Alliance Wealth Management Group | 1.26% | Add +2.3% | 110,231 | $4.7M |
| Composition Wealth, LLC | 0.09% | Reduce -10.8% | 108,217 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.4% | 107,600 | $4.6M |
| Central Pacific Bank - Trust Division | 0.62% | Add +101.0% | 106,573 | $4.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -22.1% | 106,237 | $4.5M |
| City Holding Co. | 0.62% | Add +10.2% | 103,107 | $4.4M |
| Madden Advisory Services, Inc. | 2.02% | Add +14.7% | 102,315 | $4.4M |
| Jefferies Financial Group Inc. | 0.05% | New | 102,251 | $4.4M |
| Pension & Wealth Management Advisors, Inc. | 1.68% | Add +18.1% | 98,778 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.57% | Add +7.1% | 98,271 | $4.2M |
| Allstate Corp. | 0.12% | Add +56.6% | 97,744 | $4.2M |
| Investment Partners, LTD. | 1.70% | Add +12.4% | 97,040 | $4.1M |
| Factor Wealth Management LTD | 1.33% | — | 94,113 | $4.0M |
| Fulton Breakefield Broenniman LLC | 0.29% | Add +7.7% | 93,673 | $4.0M |
| Avior Wealth Management, LLC | 0.14% | Add +8.9% | 92,755 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.1% | 90,544 | $3.9M |
| Old National Bancorp | 0.09% | Reduce -6.7% | 89,334 | $3.8M |
| Jane Street Group, LLC | 0.01% | New | 88,774 | $3.8M |
| Thrive Capital Management, LLC | 1.73% | Reduce -25.5% | 88,554 | $3.8M |
| Bank of Montreal | 0.00% | Add +43.3% | 85,784 | $3.7M |
| One Capital Management, LLC | 0.12% | Add +0.8% | 85,561 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +38.3% | 84,925 | $3.6M |
| Arkadios Wealth Advisors | 0.20% | Add +1.5% | 84,412 | $3.6M |
| Jmac Enterprises LLC | 0.56% | Add +11.7% | 83,450 | $3.6M |
| Prosperity Consulting Group, LLC | 0.26% | Reduce -0.4% | 82,319 | $3.5M |
| SVB Wealth LLC | 0.07% | New | 81,838 | $3.5M |
| Webster Bank, N. A. | 0.36% | Add +2.5% | 79,439 | $3.4M |
| Portside Wealth Group, LLC | 0.55% | Add +2.2% | 78,258 | $3.3M |
| Virtue Capital Management, LLC | 0.66% | Add +0.7% | 77,494 | $3.3M |
| Manske Wealth Management | 1.30% | — | 76,640 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +92.5% | 76,194 | $3.2M |
| Roundview Capital LLC | 0.23% | Reduce -13.2% | 75,626 | $3.2M |
| Whitford Management LLC | 0.94% | New | 74,956 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -15.9% | 74,487 | $3.2M |
| Heritage Oak Wealth Advisors LLC | 1.50% | New | 73,526 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +25.7% | 72,657 | $3.1M |
| Owen LaRue, LLC | 1.62% | Add +3.8% | 72,655 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +129.9% | 70,877 | $3.0M |
| Geneos Wealth Management Inc. | 0.11% | Add +7.2% | 70,750 | $3.0M |
| Friedenthal Financial | 1.74% | Add +2.8% | 70,022 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +173.9% | 67,898 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +719.5% | 67,166 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +719.5% | 67,166 | $2.9M |
| Goldstone Financial Group, LLC | 0.44% | Add +10.6% | 66,560 | $2.8M |
| Portfolio Design Labs, LLC | 0.58% | New | 65,985 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.7% | 65,145 | $2.8M |
| FinDec Wealth Services, Inc. | 1.91% | Reduce -8.3% | 64,474 | $2.7M |
| Future Financial Wealth Managment LLC | 1.97% | Add +2.6% | 63,100 | $2.7M |
| Tidal Investments LLC | 0.02% | Add +0.8% | 62,446 | $2.7M |
| HRT Financial LP | 0.01% | New | 62,265 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +0.1% | 62,225 | $2.7M |
| Csenge Advisory Group | 0.14% | Add +3.8% | 61,050 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.33% | Reduce -11.9% | 60,020 | $2.6M |
| Blue Capital, Inc. | 1.76% | — | 58,488 | $2.5M |
| Insigneo Advisory Services, LLC | 0.26% | Add +17.6% | 58,237 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +15.6% | 56,551 | $2.4M |
| Center For Asset Management LLC | 1.58% | Reduce -13.9% | 57,346 | $2.4M |
| Cwm, LLC | 0.01% | Add +3.7% | 57,248 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 56,103 | $2.4M |
| Guardian Asset Advisors, LLC | 1.53% | Add +8.5% | 56,125 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.48% | Add +296.2% | 51,728 | $2.2M |
| HCR Wealth Advisors | 0.27% | Add +2.0% | 51,008 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +4.4% | 49,630 | $2.1M |
| Essex LLC | 0.43% | Reduce -5.1% | 48,454 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Reduce -53.6% | 47,887 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.61% | Add +5.2% | 47,779 | $2.0M |
| Whalen Wealth Management Inc. | 1.41% | Add +99.4% | 47,640 | $2.0M |
| Hofer & Associates. Inc | 1.36% | Add +8.4% | 47,456 | $2.0M |
| World Investment Advisors | 0.05% | Add +53.2% | 46,825 | $2.0M |
| Verum Partners LLC | 0.57% | Reduce -6.1% | 46,606 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Reduce -2.5% | 46,043 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +6.8% | 45,265 | $1.9M |
| Continuum Advisory, LLC | 0.25% | Add +7.0% | 45,397 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.34% | Reduce -3.0% | 45,036 | $1.9M |
| S. R. Schill & Associates | 1.59% | Reduce -9.0% | 44,705 | $1.9M |
| TFB Advisors LLC | 0.54% | Add +3.2% | 44,538 | $1.9M |
| Compound Planning, Inc. | 0.09% | Reduce -17.7% | 44,011 | $1.9M |
| Mount Lucas Management LP | 0.64% | Add +3.5% | 42,985 | $1.8M |
| Horizon Financial Services, LLC | 1.03% | Add +241.6% | 42,946 | $1.8M |
| Diversify Wealth Management, LLC | 0.14% | Add +0.3% | 42,679 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.6% | 42,291 | $1.8M |
| Arete Wealth Advisors, LLC | 0.13% | Add +5.3% | 42,181 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | Add +4.3% | 42,169 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.79% | Add +8.4% | 42,029 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +124.8% | 40,920 | $1.8M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -14.4% | 41,290 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -12.2% | 41,055 | $1.7M |
| Strategic Investment Advisors / MI | 0.18% | Add +9.3% | 40,219 | $1.7M |
| 1834 Investment Advisors Co. | 0.22% | Add +13.6% | 40,124 | $1.7M |
| Western Wealth Management, LLC | 0.08% | Reduce -4.2% | 37,027 | $1.6M |
| Richardson Financial Services Inc. | 1.11% | Add +3.7% | 36,937 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +13.1% | 36,820 | $1.6M |
| Western Financial Corp | 0.85% | Add +8.9% | 36,360 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.60% | Add +9.4% | 36,191 | $1.5M |
| Laffer Tengler Investments, Inc. | 0.37% | Add +13.0% | 36,074 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | New | 36,025 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -6.3% | 35,771 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -4.2% | 35,401 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.92% | Reduce -1.2% | 34,951 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +1.2% | 34,719 | $1.5M |
| Investments & Financial Planning, LLC | 0.89% | Add +49.5% | 34,044 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -0.7% | 33,952 | $1.4M |
| Chesapeake Capital Corp. | 1.47% | Reduce -0.5% | 33,924 | $1.4M |
| Endowment Wealth Management, Inc. | 0.96% | Add +15.8% | 33,689 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -12.8% | 33,615 | $1.4M |
| Prudential PLC | 0.01% | Reduce -0.2% | 33,540 | $1.4M |
| Wbi Investments, LLC | 0.36% | New | 33,362 | $1.4M |
| Advisor OS, LLC | 0.16% | Reduce -9.2% | 33,171 | $1.4M |
| Sovran Advisors, LLC | 0.20% | — | 32,200 | $1.4M |
| Balefire, LLC | 0.47% | Reduce -12.2% | 32,096 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +20.6% | 31,777 | $1.4M |
| ArborFi Advisors, LLC | 1.35% | — | 31,474 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +8.9% | 30,536 | $1.3M |
| Canvas Wealth Advisors, LLC | 0.33% | Add +16.7% | 30,389 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -12.5% | 29,778 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -80.6% | 29,388 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +3.0% | 29,260 | $1.2M |
| Everstar Asset Management, LLC | 0.88% | Reduce -0.9% | 29,187 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Add +3.6% | 29,102 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.19% | Reduce -5.3% | 29,042 | $1.2M |
| TriaGen Wealth Management LLC | 0.41% | Add +1.5% | 28,451 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +138.7% | 28,240 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +9.8% | 27,686 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.6% | 27,918 | $1.2M |
| Bulltick Wealth Management, LLC | 0.28% | Reduce -5.8% | 27,899 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +157.4% | 27,162 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.0% | 26,730 | $1.1M |
| Addison Capital Co | 0.45% | Add +45.9% | 26,502 | $1.1M |
| Sheets Smith Wealth Management | 0.14% | Reduce -3.2% | 26,485 | $1.1M |
| Heritage Family Offices, LLP | 0.56% | Add +12.4% | 26,157 | $1.1M |
| Dohj, LLC | 0.26% | Reduce -10.8% | 26,150 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +14.4% | 25,603 | $1.1M |
| Bakala Capital LLC | 6.52% | Add +2.4% | 25,443 | $1.1M |
| Talon Private Wealth, LLC | 0.23% | Add +199.9% | 25,309 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +14.0% | 25,190 | $1.1M |
| Rosenberg Matthew Hamilton | 0.27% | Add +19.5% | 24,701 | $1.1M |
| Next Capital Management LLC | 0.43% | Reduce -17.6% | 24,600 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -10.9% | 24,007 | $1.0M |
| McNamara Financial Services, Inc. | 0.24% | Reduce -2.9% | 23,934 | $1.0M |
| Cascade Financial Partners, LLC | 0.13% | Add +91.1% | 23,905 | $1.0M |
| Pinion Investment Advisors, LLC | 0.41% | Add +13.5% | 23,896 | $1.0M |
| BayBridge Capital Group, LLC | 0.74% | Reduce -20.7% | 23,867 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.8% | 23,708 | $1.0M |
| Destiny Wealth Partners, LLC | 0.16% | Reduce -1.2% | 23,260 | $991K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +0.4% | 23,245 | $990K |
| First Foundation Advisors | 0.04% | Reduce -5.7% | 23,176 | $988K |
| Rockefeller Capital Management L.P. | 0.00% | Add +47.4% | 23,158 | $987K |
| Generation Capital Management LLC | 0.85% | — | 23,155 | $987K |
| Blankinship & Foster, LLC | 0.24% | Add +1.6% | 22,824 | $973K |
| Resurgent Financial Advisors LLC | 0.56% | Add +26.8% | 22,348 | $952K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.7% | 22,179 | $945K |
| Alterna Wealth Management, Inc. | 0.79% | Add +3.1% | 22,046 | $939K |
| WESPAC Advisors, LLC | 0.69% | Reduce -6.2% | 21,968 | $936K |
| Obsido Oy | 0.84% | — | 21,961 | $936K |
| Guidance Point Advisors, LLC | 0.27% | Add +14.6% | 21,902 | $933K |
| Norden Group LLC | 0.11% | Reduce -36.7% | 21,865 | $932K |
| Squire Investment Management Company, LLC | 0.41% | No change | 21,860 | $931K |
| Lane & Associates LLC | 0.48% | Reduce -3.4% | 21,460 | $926K |
| Anchor Pointe Wealth Management, LLC | 1.19% | — | 21,555 | $919K |
| HBK Sorce Advisory LLC | 0.03% | No change | 21,060 | $897K |
| GEN Financial Management, INC. | 0.58% | — | 20,998 | $895K |
| Darden Wealth Group Inc | 0.60% | Add +12.9% | 20,816 | $887K |
| Level Four Advisory Services, LLC | 0.04% | Add +8.7% | 20,619 | $879K |
| MAS Advisors LLC | 1.47% | Add +100.5% | 20,538 | $875K |
| Carr Financial Group Corp | 0.28% | Reduce -0.4% | 20,537 | $875K |
| Montecito Bank & Trust | 0.15% | Reduce -1.4% | 20,310 | $865K |
| Kades & Cheifetz LLC | 0.44% | New | 20,207 | $861K |
| PFG Advisors | 0.05% | Add +48.7% | 20,077 | $855K |
| Wambolt & Associates, LLC | 0.27% | Reduce -14.9% | 19,844 | $846K |
| Kraematon Investment Advisors, Inc. | 0.82% | Reduce -3.6% | 19,476 | $830K |
| Sierra Capital LLC | 0.10% | Reduce -11.2% | 19,195 | $818K |
| Principal Securities, Inc. | 0.02% | Add +26.8% | 18,834 | $803K |
| Financial Management Network Inc. | 0.17% | Add +7.7% | 18,711 | $800K |
| Round Rock Advisors LLC | 0.16% | Add +0.3% | 18,768 | $800K |
| EFG Asset Management (Americas) Corp. | 0.16% | Add +9.2% | 18,758 | $799K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.6% | 18,757 | $799K |
| Creative Financial Designs Inc. | 0.06% | Reduce -9.7% | 18,748 | $799K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -11.0% | 18,400 | $784K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.8% | 17,920 | $764K |
| Comerica Bank | 0.00% | Reduce -8.3% | 17,654 | $752K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -24.9% | 17,566 | $749K |
| Regions Financial Corp. | 0.01% | Add +0.8% | 17,406 | $742K |
| Diversified Portfolios, Inc. | 0.08% | No change | 17,370 | $740K |
| Maridea Wealth Management LLC | 0.24% | — | 17,257 | $735K |
| Sterling Investment Counsel, LLC | 0.48% | Reduce -0.5% | 17,077 | $728K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 16,798 | $716K |
| Global View Capital Management LLC | 0.24% | — | 16,369 | $699K |
| MMBG Investment Advisors Co. | 0.07% | No change | 16,348 | $697K |
| Zuckerman Investment Group, LLC | 0.07% | Add +8.7% | 16,148 | $692K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -7.8% | 15,805 | $673K |
| Penobscot Wealth Management | 0.31% | Add +0.8% | 15,745 | $671K |
| Aveo Capital Partners, LLC | 0.07% | Add +5.3% | 15,716 | $670K |
| Winnacle Wealth LLC | 0.66% | — | 15,622 | $664K |
| Focus Partners Wealth | 0.00% | Reduce -90.8% | 15,401 | $656K |
| Mendel Capital Management LLC | 0.39% | Add +0.6% | 15,274 | $651K |
| Absolute Capital Management, LLC | 0.36% | Add +83.0% | 15,227 | $649K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -54.6% | 15,016 | $640K |
| Probity Advisors, Inc. | 0.12% | Reduce -73.0% | 15,002 | $639K |
| &partners | 0.01% | Add +45.7% | 14,897 | $637K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $631K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.3% | 14,696 | $626K |
| Harbour Investments, Inc. | 0.02% | Add +5.7% | 14,520 | $619K |
| Synovus Financial Corp. | 0.01% | Add +12.7% | 14,331 | $611K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.2% | 14,306 | $610K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 14,234 | $607K |
| Advyzon Investment Management, LLC | 0.23% | — | 14,103 | $601K |
| Uptick Partners, LLC | 0.22% | New | 14,103 | $601K |
| IFP Advisors, Inc | 0.02% | Reduce -19.0% | 14,065 | $599K |
| AE Wealth Management LLC | 0.01% | Reduce -7.5% | 14,064 | $599K |
| PFG Investments, LLC | 0.04% | Add +110.8% | 13,815 | $589K |
| Root Financial Partners, LLC | 0.07% | New | 13,721 | $585K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +7.2% | 13,644 | $581K |
| First National Trust Co | 0.02% | Add +52.6% | 13,495 | $575K |
| Yeomans Consulting Group, Inc. | 0.21% | Add +0.1% | 13,459 | $573K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.8% | 13,377 | $570K |
| Destiny Capital Corp | 0.34% | Add +27.6% | 13,245 | $564K |
| Courage Miller Partners, LLC | 0.19% | No change | 12,899 | $550K |
| IPG Investment Advisors LLC | 0.12% | Reduce -17.0% | 12,726 | $542K |
| Curi Capital, LLC | 0.01% | Reduce -12.0% | 12,720 | $542K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.2% | 12,672 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.0% | 12,527 | $534K |
| Disciplined Investments, LLC | 0.26% | Add +8.3% | 12,474 | $532K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.6% | 12,287 | $524K |
| Vantage Financial Partners, LLC | 0.13% | Add +12.1% | 12,233 | $521K |
| Ieq Capital, LLC | 0.01% | Add +1.8% | 12,135 | $517K |
| City Center Advisors, LLC | 0.56% | Add +44.5% | 11,768 | $501K |
| Global Value Investment Corp. | 0.53% | — | 11,762 | $501K |
| Blalock Williams, LLC | 0.57% | — | 11,587 | $494K |
| Seaview Investment Managers LLC | 0.14% | Add +144.4% | 11,455 | $488K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -28.0% | 11,427 | $487K |
| Crabel Capital Management, LLC | 1.57% | Reduce -74.5% | 11,370 | $484K |
| Tudor Financial Inc. | 0.28% | Add +5.0% | 11,320 | $482K |
| Channel Wealth LLC | 0.15% | Add +4.5% | 11,146 | $475K |
| KFA Private Wealth Group, LLC | 0.20% | Add +3.2% | 10,931 | $466K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.0% | 10,681 | $455K |
| Portland Financial Advisors Inc | 1.22% | — | 10,672 | $455K |
| Summit Investment Advisors, Inc. | 0.40% | — | 10,530 | $453K |
| Rossby Financial, LCC | 0.28% | — | 10,449 | $445K |
| Baker Tilly Wealth Management, LLC | 0.17% | Reduce -8.1% | 10,311 | $439K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 10,307 | $439K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.3% | 10,239 | $436K |
| Engineers Gate Manager LP | 0.01% | Reduce -6.8% | 10,163 | $433K |
| McAdam, LLC | 0.02% | Reduce -31.1% | 10,026 | $427K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -2.3% | 9,754 | $416K |
| TPG Financial Advisors, LLC | 0.18% | Reduce -23.1% | 9,679 | $412K |
| Debussy Capital Management LP | 0.06% | Add +13.8% | 9,537 | $412K |
| Capital Asset Advisory Services LLC | 0.02% | New | 9,616 | $411K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,616 | $410K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -15.7% | 9,572 | $408K |
| Private Client Services, LLC | 0.22% | Add +36.9% | 9,449 | $403K |
| Two West Capital Advisors LLC | 0.34% | Add +11.8% | 9,335 | $398K |
| Global Endowment Management, LP | 0.05% | New | 9,317 | $397K |
| GK Wealth Management LLC | 0.50% | — | 9,315 | $397K |
| Cadent Capital Advisors, LLC | 0.14% | Add +0.7% | 9,312 | $397K |
| MRA Advisory Group | 0.21% | Add +1.0% | 9,212 | $393K |
| Nwam LLC | 0.02% | Reduce -82.9% | 9,152 | $390K |
| Integrity Wealth Advisors, Inc. | 0.28% | — | 9,096 | $388K |
| CKW Financial Group | 0.05% | Reduce -12.2% | 9,047 | $385K |
| Redwood Financial Network Corp | 0.29% | Reduce -2.4% | 9,009 | $384K |
| Private Trust Co. NA | 0.04% | Add +24.8% | 8,982 | $383K |
| Comprehensive Money Management Services LLC | 0.31% | — | 8,890 | $379K |
| Stewardship Advisors, LLC | 0.10% | Add +39.4% | 8,793 | $375K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -0.5% | 8,741 | $372K |
| Beirne Wealth Consulting Services, LLC | 0.13% | Reduce -0.5% | 8,688 | $370K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 8,678 | $370K |
| Rehmann Capital Advisory Group | 0.02% | New | 8,587 | $366K |
| Objective Capital Management, LLC | 0.24% | Reduce -8.7% | 8,564 | $365K |
| Stokes Family Office, LLC | 0.04% | No change | 8,472 | $361K |
| Diversified Enterprises, LLC | 0.03% | Reduce -1.1% | 8,437 | $360K |
| Omega Financial Group, LLC | 0.13% | Add +0.8% | 8,103 | $345K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.9% | 7,984 | $340K |
| Saiph Capital, LLC | 0.15% | Add +3.4% | 7,958 | $339K |
| Global Retirement Partners, LLC | 0.01% | Add +1.5% | 7,909 | $337K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 7,815 | $333K |
| Integrated Capital Management, LLC | 0.17% | Reduce -0.6% | 7,569 | $323K |
| Hunter Associates Investment Management LLC | 0.05% | Add +3.8% | 7,531 | $320K |
| ERn Financial, LLC | 0.05% | Reduce -0.8% | 7,496 | $319K |
| Simplicity Wealth,LLC | 0.07% | No change | 7,337 | $313K |
| City National Bank of Florida | 0.29% | — | 7,337 | $313K |
| Fifth Third Bancorp | 0.00% | No change | 7,096 | $302K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -57.0% | 7,084 | $302K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -2.2% | 6,820 | $296K |
| Summit X, LLC | 0.07% | Reduce -11.9% | 6,947 | $296K |
| GTS Securities LLC | 0.01% | Reduce -9.0% | 6,851 | $292K |
| Lockerman Financial Group, Inc. | 0.49% | No change | 6,760 | $288K |
| SouthState Bank Corp | 0.02% | Add +15.7% | 6,705 | $286K |
| Cary Street Partners Financial LLC | 0.01% | — | 6,650 | $283K |
| SteelPeak Wealth, LLC | 0.01% | Add +34.2% | 6,588 | $281K |
| Tyche Wealth Partners LLC | 0.06% | No change | 6,561 | $280K |
| Wrapmanager Inc. | 0.07% | Add +40.3% | 6,560 | $280K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +21.6% | 6,445 | $275K |
| Fiduciary Trust Co | 0.00% | No change | 6,345 | $270K |
| NDWM LLC | 0.23% | Add +0.2% | 6,343 | $270K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -9.9% | 6,337 | $270K |
| Prossimo Advisors, LLC | 0.19% | Add +14.7% | 6,301 | $268K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -34.8% | 6,246 | $266K |
| Millennium Management | 0.00% | Reduce -6.8% | 6,229 | $265K |
| Saxony Capital Management, LLC | 0.23% | Add +0.4% | 6,198 | $264K |
| Valmark Advisers, Inc. | 0.00% | Reduce -52.4% | 6,185 | $264K |
| Procyon Advisors, LLC | 0.02% | Reduce -10.4% | 6,176 | $263K |
| Colonial Trust Co / SC | 0.04% | Reduce -8.0% | 6,167 | $263K |
| Bright Futures Wealth Management, LLC. | 0.23% | Reduce -22.9% | 6,033 | $261K |
| Koshinski Asset Management, Inc. | 0.02% | Add +23.8% | 5,995 | $255K |
| AlphaCentric Advisors LLC | 0.25% | Add +6.8% | 5,963 | $254K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Add +2.9% | 5,961 | $254K |
| Captrust Financial Advisors | 0.00% | Reduce -38.1% | 5,929 | $253K |
| Cabot Wealth Management Inc. | 0.03% | Reduce -0.2% | 5,870 | $250K |
| RFG Advisory, LLC | 0.01% | Add +18.3% | 5,856 | $250K |
| Savvy Advisors, Inc. | 0.03% | New | 5,847 | $249K |
| Eagle Global Advisors LLC | 0.01% | Add +23.7% | 5,748 | $245K |
| Dana Investment Advisors, Inc. | 0.01% | New | 5,717 | $244K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.8% | 5,559 | $237K |
| Financial Network Wealth Advisors LLC | 0.44% | Reduce -72.8% | 5,552 | $237K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -19.9% | 5,405 | $230K |
| Kathleen S. Wright Associates Inc. | 0.10% | Reduce -45.1% | 5,392 | $230K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 5,372 | $229K |
| Broadway Wealth Solutions, Inc. | 0.17% | — | 5,321 | $227K |
| MJP Associates Inc. | 0.04% | No change | 5,217 | $222K |
| 1900 Wealth Management LLC | 0.02% | Reduce -8.1% | 5,183 | $221K |
| Lido Advisors, LLC | 0.00% | New | 5,143 | $219K |
| Summit Financial, LLC | 0.01% | New | 4,891 | $208K |
| Princeton Global Asset Management LLC | 0.04% | Add +101.3% | 4,878 | $208K |
| North Star Investment Management Corp. | 0.01% | No change | 4,865 | $207K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 4,805 | $205K |
| TrueWealth Advisors, LLC | 0.07% | No change | 4,700 | $200K |
| Conquis Financial LLC | 0.20% | — | 4,688 | $200K |
| Wintrust Investments LLC | 0.17% | Add +287.7% | 4,486 | $191K |
| First Horizon Advisors, Inc. | 0.01% | Add +100.4% | 4,318 | $184K |
| GeoWealth Management, LLC | 0.00% | Reduce -97.8% | 3,401 | $145K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.8% | 3,234 | $138K |
| CoreCap Advisors, LLC | 0.01% | Reduce -93.8% | 2,891 | $123K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -14.2% | 2,745 | $117K |
| Northwest Capital Management Inc | 0.05% | Reduce -6.1% | 2,659 | $113K |
| FMR LLC | 0.00% | Reduce -16.0% | 2,607 | $111K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $109K |
| Whittier Trust Co. | 0.00% | Reduce -2.5% | 2,513 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.8% | 2,512 | $107K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -38.7% | 2,476 | $105K |
| Blue Trust, Inc. | 0.00% | Reduce -86.8% | 2,440 | $104K |
| Colonial Trust Advisors | 0.01% | Reduce -6.1% | 2,325 | $99K |
| EPG Wealth Management LLC | 0.03% | No change | 2,245 | $96K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,104 | $90K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $85K |
| Richardson Capital Management LLC | 0.05% | Add +27.9% | 1,969 | $84K |
| Twin City Private Wealth, LLC | 0.07% | Reduce -16.8% | 1,966 | $84K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,940 | $83K |
| Blair William & Co. | 0.00% | Add +41.6% | 1,749 | $75K |
| Wells Financial Advisors INC | 0.10% | No change | 1,655 | $71K |
| Ameriflex Group, Inc. | 0.03% | — | 1,628 | $70K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 1,593 | $68K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 1,490 | $63K |
| Richards, Merrill & Peterson, Inc. | 0.03% | — | 1,476 | $63K |
| Park Square Financial Group, LLC | 0.04% | — | 1,444 | $62K |
| LFA - Lugano Financial Advisors SA | 0.04% | New | 1,400 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3469.2% | 1,392 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.4% | 1,375 | $59K |
| MidAtlantic Capital Management, Inc. | 0.04% | Add +2.6% | 1,288 | $55K |
| UMB Bank, n.a. | 0.00% | No change | 1,168 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.0% | 1,084 | $46K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +1.6% | 1,028 | $44K |
| Decker Retirement Planning Inc. | 0.02% | — | 1,006 | $43K |
| Fortitude Family Office, LLC | 0.02% | Add +15.4% | 990 | $42K |
| Spire Wealth Management | 0.00% | No change | 928 | $40K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 899 | $38K |
| Oarsman Capital, Inc. | 0.01% | No change | 885 | $38K |
| NFSG Corp | 0.01% | Add +2.3% | 873 | $37K |
| Avion Wealth | 0.01% | No change | 825 | $35K |
| Larson Financial Group LLC | 0.00% | Add +85.8% | 810 | $35K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 795 | $34K |
| Syntax Research, Inc. | 0.02% | Reduce -9.7% | 734 | $31K |
| Bellwether Advisors, LLC | 0.01% | New | 714 | $30K |
| Pacifica Partners Inc. | 0.01% | No change | 684 | $29K |
| WealthShield Partners, LLC | 0.00% | No change | 638 | $27K |
| NBT Bank, N.A. | 0.00% | No change | 625 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +27.1% | 620 | $26K |
| Paladin Advisory Group, LLC | 0.02% | Reduce -33.9% | 603 | $26K |
| Hurley Capital, LLC | 0.02% | — | 556 | $24K |
| Tucker Asset Management LLC | 0.01% | Reduce -29.5% | 541 | $23K |
| Golden State Wealth Management, LLC | 0.00% | — | 516 | $22K |
| New Wave Wealth Advisors LLC | 0.01% | New | 509 | $22K |
| Transce3nd, LLC | 0.01% | — | 506 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $21K |
| Ancora Advisors LLC | 0.00% | Add +281.8% | 462 | $20K |
| Investors Research Corp | 0.00% | No change | 455 | $19K |
| WR Wealth Planners, LLC | 0.01% | Reduce -22.5% | 452 | $19K |
| US Bancorp \de | 0.00% | Reduce -89.4% | 399 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.2% | 367 | $16K |
| Rialto Wealth Management, LLC | 0.01% | — | 355 | $15K |
| Founders Financial Alliance, LLC | 0.00% | Add +2.3% | 353 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Castleview Partners, LLC | 0.01% | Reduce -0.3% | 346 | $15K |
| Synergy Asset Management, LLC | 0.00% | New | 324 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $13K |
| Smartleaf Asset Management LLC | 0.00% | New | 299 | $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 +2.2% | 228 | $10K |
| Allworth Financial LP | 0.00% | Add +23.3% | 217 | $9K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 217 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 215 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +158.8% | 207 | $9K |
| ORG Partners LLC | 0.00% | Add +2.1% | 194 | $8K |
| Headlands Technologies LLC | 0.00% | New | 194 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 191 | $8K |
| Key Financial Inc | 0.00% | Add +6.7% | 190 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 181 | $8K |
| FWL Investment Management, LLC | 0.00% | Reduce -3.6% | 135 | $6K |
| Truvestments Capital LLC | 0.00% | New | 134 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 132 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 131 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 129 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 90 | $4K |
| Crewe Advisors LLC | 0.00% | New | 70 | $3K |
| Investment Counsel Co. of Nevada | 0.01% | — | 64 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 60 | $3K |
| Franklin Resources Inc. | 0.00% | Reduce -95.3% | 47 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -92.2% | 47 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 36 | $2K |
| Lanark Financial, Inc. | 0.11% | — | 28 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $980 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 18 | $767 |
| FSA Wealth Management LLC | 0.00% | No change | 17 | $742 |
| AllSquare Wealth Management LLC | 0.00% | No change | 15 | $639 |
| Eastern Bank | 0.00% | Reduce -96.1% | 13 | $554 |
| Citigroup Inc. | 0.00% | Reduce -40.0% | 6 | $256 |
| Endeavor Private Wealth, Inc. | 0.00% | — | 4 | $170 |
| NewSquare Capital LLC | 0.00% | Add +100.0% | 2 | $75 |
"% 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.