iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q1 2025 (March 31)532holders −11
51new positions
53sold out
2famous investors
$42.51avg. 13F price*
At the end of Q1 2025, 532 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, down 11 from Q4 2024. 51 opened new positions and 53 sold out. The largest holders were Royal Bank of Canada ($549.9M), Assetmark, Inc. ($424.0M) and Empower Advisory Group, LLC ($388.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $153.6M |
| Exits | 53 | $139.4M |
All 13F filers, Q4 2024 → Q1 2025: 11,360,378 shares bought and 8,271,441 shares sold, net +3,088,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Royal Bank of Canada | 0.12% | Add +2.1% | 12,933,267 | $549.9M |
| Assetmark, Inc. | 1.16% | Add +20.3% | 9,972,904 | $424.0M |
| Empower Advisory Group, LLC | 1.27% | Add +6.3% | 9,137,346 | $388.5M |
| BlackRock, Inc. | 0.01% | Add +12.9% | 6,043,665 | $257.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.34% | Add +4.0% | 4,821,058 | $205.0M |
| Japan Science & Technology Agency | 2.91% | No change | 4,450,000 | $189.2M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -7.8% | 3,835,057 | $163.1M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 2,530,652 | $107.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -23.9% | 2,455,751 | $104.4M |
| State of New Jersey Common Pension Fund D | 0.46% | Reduce -35.1% | 2,403,519 | $102.2M |
| Wealthfront Advisers LLC | 0.27% | Add +5.4% | 2,382,422 | $101.3M |
| LPL Financial LLC | 0.04% | Add +29.7% | 2,280,862 | $97.0M |
| Nepc LLC | 2.59% | No change | 2,200,963 | $93.6M |
| Bank of America Corp. | 0.01% | Add +2.9% | 2,120,876 | $90.2M |
| Townsquare Capital LLC | 0.90% | Add +5.3% | 1,994,750 | $84.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +1.1% | 1,904,915 | $80.7M |
| Ocean Park Asset Management, LLC | 2.46% | No change | 1,628,000 | $69.2M |
| Arch Capital Group LTD. | 18.16% | New | 1,531,250 | $65.1M |
| Wells Fargo & Company | 0.01% | Add +11.4% | 1,299,529 | $55.3M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +67.5% | 1,117,600 | $47.5M |
| Sound Income Strategies, LLC | 2.57% | Add +1.3% | 1,024,512 | $43.6M |
| Bramshill Investments, LLC | 4.24% | New | 977,660 | $41.6M |
| Cetera Investment Advisers | 0.08% | Add +22.8% | 911,999 | $38.8M |
| Advisors Capital Management, LLC | 0.54% | Reduce -6.9% | 823,381 | $35.0M |
| Bank of New York Mellon Corp | 0.01% | Add +24.3% | 815,251 | $34.7M |
| Gallagher Fiduciary Advisors, LLC | 1.11% | Add +0.1% | 790,920 | $33.6M |
| UBS Group AG | 0.01% | Add +2.1% | 787,523 | $33.5M |
| Atria Investments, Inc | 0.42% | Reduce -0.9% | 762,828 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 709,677 | $30.2M |
| Mariner, LLC | 0.05% | Add +3.2% | 657,489 | $28.0M |
| Greystone Financial Group, LLC | 5.00% | Reduce -3.8% | 647,491 | $27.5M |
| Motley Fool Wealth Management, LLC | 1.61% | Add +83.1% | 640,052 | $27.2M |
| Creative Planning | 0.02% | Add +4.1% | 557,443 | $23.7M |
| Betterment LLC | 0.05% | Add +35.2% | 541,388 | $23.0M |
| HighTower Advisors, LLC | 0.03% | Add +7.9% | 498,209 | $21.2M |
| Baker Avenue Asset Management, LP | 0.64% | Add +2.1% | 482,752 | $20.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.8% | 441,859 | $18.8M |
| Financial Gravity Asset Management, Inc. | 4.10% | — | 441,866 | $18.8M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 429,538 | $18.3M |
| Ninety One UK Ltd | 0.05% | No change | 423,751 | $18.0M |
| Matthew Goff Investment Advisor, LLC | 3.32% | Reduce -1.2% | 423,298 | $18.0M |
| Mader & Shannon Wealth Management, Inc. | 9.99% | Add +22.8% | 411,869 | $17.5M |
| Financial Advisory Partners, LLC | 5.70% | Reduce -32.4% | 400,892 | $17.0M |
| High Probability Advisors, LLC | 2.77% | Add +6.1% | 391,200 | $16.6M |
| Pathstone Holdings, LLC | 0.07% | Reduce -42.0% | 390,360 | $16.6M |
| Ameriprise Financial Inc. | 0.00% | Add +20.6% | 379,677 | $16.1M |
| MAI Capital Management | 0.12% | Reduce -1.3% | 373,749 | $15.9M |
| Truist Financial Corp. | 0.02% | Add +1.3% | 341,813 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +3.4% | 332,330 | $14.1M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Add +5.2% | 319,739 | $13.6M |
| Trivium Point Advisory, LLC | 1.66% | Reduce -2.7% | 314,468 | $13.4M |
| KilterHowling LLC | 8.41% | Reduce -47.7% | 308,453 | $13.0M |
| RiverFront Investment Group, LLC | 0.28% | Add +7.8% | 299,899 | $12.8M |
| Cascade Wealth Advisors, Inc | 8.63% | Add +12.0% | 299,888 | $12.5M |
| Atwood & Palmer Inc. | 0.84% | Add +0.3% | 286,023 | $12.2M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -13.6% | 269,843 | $11.5M |
| Gibbs Wealth Management | 2.75% | Add +8.7% | 267,901 | $11.4M |
| Sweeney & Michel, LLC | 4.90% | — | 274,117 | $11.2M |
| Retirement Financial Solutions, LLC | 4.29% | Add +18.8% | 258,984 | $11.0M |
| Renaissance Technologies | 0.02% | Add +12.4% | 254,100 | $10.8M |
| Legacy Financial Group LLC | 1.62% | Add +0.7% | 247,630 | $10.5M |
| Freestate Advisors LLC | 10.34% | Add +32.8% | 245,172 | $10.4M |
| Members Advisory Group LLC | 4.30% | Add +3.7% | 242,121 | $10.3M |
| Partners Value Investments L.P. | 0.12% | No change | 241,302 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Add +90.7% | 239,759 | $10.2M |
| Merit Financial Group, LLC | 0.15% | Add +1.3% | 232,350 | $9.9M |
| Waterloo Capital, L.P. | 0.91% | Add +7.1% | 230,331 | $9.8M |
| Integrated Wealth Concepts LLC | 0.11% | Add +63.9% | 227,191 | $9.7M |
| Peak Financial Management, Inc. | 2.87% | Add +3.1% | 225,761 | $9.6M |
| Jane Street Group, LLC | 0.02% | Add +144.7% | 217,196 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +19.7% | 215,439 | $9.2M |
| Kitching Partners, LLC | 10.52% | Reduce -0.3% | 214,639 | $9.1M |
| Ascent Group, LLC | 0.39% | Add +50.0% | 212,865 | $9.1M |
| Powers Advisory Group, LLC | 4.30% | Add +1.3% | 212,346 | $9.0M |
| Scotia Capital Inc. | 0.05% | Add +495.6% | 200,205 | $8.5M |
| Capstone Investment Advisors, LLC | 0.10% | New | 198,101 | $8.4M |
| Mgo One Seven LLC | 0.32% | Add +12.2% | 194,629 | $8.3M |
| Fairview Capital Investment Management, LLC | 0.42% | Reduce -2.8% | 187,987 | $8.0M |
| Blue Barn Wealth, LLC | 3.93% | Add +4.9% | 177,327 | $7.5M |
| Courier Capital LLC | 0.49% | Add +1.7% | 176,234 | $7.5M |
| Graypoint LLC | 0.46% | Add +32.5% | 174,228 | $7.4M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -0.5% | 173,677 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -11.5% | 169,323 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.6% | 168,688 | $7.2M |
| Summit Wealth Partners, LLC | 1.42% | Reduce -14.1% | 165,148 | $7.0M |
| My Legacy Advisors, LLC | 2.70% | Add +4.9% | 164,598 | $7.0M |
| Little Harbor Advisors, LLC | 4.17% | No change | 158,896 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.0% | 154,965 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.1% | 154,594 | $6.6M |
| Clearstead Advisors, LLC | 0.10% | Add +0.1% | 152,955 | $6.5M |
| Curtis Advisory Group, LLC | 1.89% | Add +0.3% | 151,196 | $6.4M |
| Towercrest Capital Management | 1.15% | Reduce -3.5% | 141,842 | $6.0M |
| Integrity Alliance, Llc. | 0.24% | Add +26.3% | 139,802 | $5.9M |
| Hudock, Inc. | 0.94% | Add +7.2% | 125,905 | $5.4M |
| Adell Harriman & Carpenter Inc. | 0.40% | Reduce -6.8% | 125,616 | $5.3M |
| Tidal Investments LLC | 0.04% | Add +98.9% | 124,197 | $5.2M |
| Redhawk Wealth Advisors, Inc. | 0.68% | Add +21.7% | 119,614 | $5.1M |
| Level Financial Advisors | 1.73% | Add +0.8% | 119,598 | $5.1M |
| David Kennon Inc | 1.99% | Reduce -0.1% | 117,690 | $5.0M |
| Sage Advisory Services, Ltd.Co. | 2.93% | Reduce -3.7% | 117,328 | $5.0M |
| Sigma Investment Counselors Inc. | 0.30% | Reduce -5.6% | 115,176 | $4.9M |
| Pension & Wealth Management Advisors, Inc. | 1.82% | Add +16.5% | 115,103 | $4.9M |
| Alliance Wealth Management Group | 1.27% | Add +0.7% | 110,999 | $4.7M |
| SageView Advisory Group, LLC | 0.19% | Reduce -3.8% | 107,488 | $4.6M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -4.7% | 106,237 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 105,143 | $4.5M |
| Madden Advisory Services, Inc. | 2.06% | Add +1.7% | 104,100 | $4.4M |
| Fulton Breakefield Broenniman LLC | 0.31% | Add +9.1% | 102,221 | $4.3M |
| Arkadios Wealth Advisors | 0.16% | Add +20.8% | 101,967 | $4.3M |
| City Holding Co. | 0.61% | Reduce -1.3% | 101,749 | $4.3M |
| Investment Partners, LTD. | 1.77% | Add +3.2% | 100,128 | $4.3M |
| Smith Salley Wealth Management | 0.27% | New | 98,276 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.3% | 98,036 | $4.2M |
| Allstate Corp. | 0.12% | No change | 97,744 | $4.2M |
| Factor Wealth Management LTD | 1.27% | Add +3.1% | 97,001 | $4.1M |
| One Capital Management, LLC | 0.14% | Add +11.9% | 95,755 | $4.1M |
| Owen LaRue, LLC | 1.99% | Add +29.3% | 93,934 | $4.0M |
| Old National Bancorp | 0.10% | Add +1.6% | 90,771 | $3.9M |
| Avior Wealth Management, LLC | 0.14% | Reduce -3.3% | 89,677 | $3.8M |
| World Investment Advisors | 0.10% | Add +91.1% | 89,471 | $3.8M |
| Bank of Montreal | 0.00% | Add +3.1% | 88,416 | $3.8M |
| Cwm, LLC | 0.01% | Add +53.8% | 88,025 | $3.7M |
| Jmac Enterprises LLC | 0.89% | Add +5.5% | 88,004 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +28.6% | 87,285 | $3.7M |
| Composition Wealth, LLC | 0.07% | Reduce -19.9% | 86,684 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | New | 84,201 | $3.6M |
| Virtue Capital Management, LLC | 0.41% | Add +5.5% | 81,748 | $3.5M |
| Friedenthal Financial | 2.06% | Add +15.6% | 80,957 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.7% | 80,925 | $3.4M |
| SVB Wealth LLC | 0.14% | Reduce -1.2% | 80,841 | $3.4M |
| Webster Bank, N. A. | 0.37% | Add +0.5% | 79,851 | $3.4M |
| Portside Wealth Group, LLC | 0.55% | Add +2.0% | 79,804 | $3.4M |
| Manske Wealth Management | 1.27% | Add +2.9% | 78,874 | $3.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +10.1% | 77,863 | $3.3M |
| Prosperity Consulting Group, LLC | 0.25% | Reduce -6.6% | 76,854 | $3.3M |
| Heritage Oak Wealth Advisors LLC | 1.44% | Add +4.0% | 76,427 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.8% | 75,850 | $3.2M |
| Planning Directions Inc. | 1.38% | New | 75,733 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -63.6% | 72,533 | $3.1M |
| Csenge Advisory Group | 0.17% | Add +18.6% | 72,390 | $3.0M |
| Insigneo Advisory Services, LLC | 0.31% | Add +22.2% | 71,149 | $3.0M |
| Goldstone Financial Group, LLC | 0.45% | Add +5.1% | 69,946 | $3.0M |
| HRT Financial LP | 0.02% | Add +12.1% | 69,783 | $3.0M |
| Center For Asset Management LLC | 1.80% | Add +20.7% | 69,235 | $2.9M |
| Future Financial Wealth Managment LLC | 2.09% | Add +6.1% | 66,924 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +62.4% | 66,663 | $2.8M |
| Portfolio Design Labs, LLC | 0.57% | Reduce -1.3% | 65,133 | $2.8M |
| Sigma Planning Corp | 0.09% | Add +29.2% | 64,143 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.9% | 63,850 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +1.6% | 63,195 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Reduce -71.6% | 63,097 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -42.0% | 61,600 | $2.6M |
| CI Investments Inc. | 0.01% | New | 60,000 | $2.6M |
| Guardian Asset Advisors, LLC | 1.61% | Add +3.6% | 58,157 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +130.3% | 58,019 | $2.5M |
| Alternative Investment Advisors, LLC. | 1.29% | Reduce -4.3% | 57,470 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.6% | 56,915 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +8.8% | 56,281 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -23.0% | 55,915 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.3% | 54,842 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | New | 55,000 | $2.3M |
| Old Mission Capital LLC | 0.04% | New | 52,965 | $2.3M |
| TFB Advisors LLC | 0.65% | Add +18.5% | 52,794 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -59.6% | 51,874 | $2.2M |
| HCR Wealth Advisors | 0.28% | No change | 51,008 | $2.2M |
| Timber Creek Capital Management LLC | 0.57% | New | 49,992 | $2.1M |
| Pinion Investment Advisors, LLC | 0.47% | Add +108.0% | 49,702 | $2.1M |
| 1834 Investment Advisors Co. | 0.27% | Add +22.9% | 49,297 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.90% | Add +17.1% | 49,235 | $2.1M |
| Hofer & Associates. Inc | 1.40% | Add +2.2% | 48,483 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.65% | Add +1.0% | 48,244 | $2.1M |
| Essex LLC | 0.44% | Reduce -1.0% | 47,958 | $2.0M |
| Continuum Advisory, LLC | 0.26% | Add +5.3% | 47,816 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.35% | Add +5.5% | 47,511 | $2.0M |
| S. R. Schill & Associates | 1.61% | Add +6.1% | 47,412 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | New | 46,980 | $2.0M |
| Arete Wealth Advisors, LLC | 0.15% | Add +11.0% | 46,837 | $2.0M |
| Strategic Investment Advisors / MI | 0.21% | Add +16.0% | 46,645 | $2.0M |
| Cascade Financial Partners, LLC | 0.25% | Add +91.9% | 45,870 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +96.1% | 45,417 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -6.5% | 44,765 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.6% | 44,548 | $1.9M |
| Naples Global Advisors, LLC | 0.17% | Reduce -6.2% | 43,188 | $1.8M |
| Investments & Financial Planning, LLC | 1.18% | Add +25.4% | 42,689 | $1.8M |
| D L Carlson Investment Group Inc. | 0.35% | Add +0.8% | 42,523 | $1.8M |
| Mount Lucas Management LP | 0.85% | Reduce -1.7% | 42,266 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.3% | 41,737 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 40,920 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | New | 41,345 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -47.2% | 40,255 | $1.7M |
| Diversify Wealth Management, LLC | 0.12% | Reduce -7.7% | 39,407 | $1.7M |
| Laffer Tengler Investments, Inc. | 0.43% | Add +6.9% | 38,571 | $1.6M |
| Prudential PLC | 0.01% | Add +14.3% | 38,340 | $1.6M |
| Alterna Wealth Management, Inc. | 1.23% | Add +73.6% | 38,269 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -41.6% | 38,052 | $1.6M |
| Rooted Wealth Advisors, Inc. | 0.69% | Add +7.9% | 39,066 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +58.4% | 37,564 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.1% | 37,217 | $1.6M |
| Endowment Wealth Management, Inc. | 1.02% | Add +10.2% | 37,120 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +24.0% | 36,290 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +3.3% | 35,869 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +248.3% | 35,397 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.6% | 35,197 | $1.5M |
| Balefire, LLC | 0.51% | Add +9.3% | 35,086 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +916.4% | 34,569 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -77.0% | 34,384 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.92% | Reduce -2.2% | 34,188 | $1.5M |
| Sovran Advisors, LLC | 0.19% | Add +7.8% | 34,699 | $1.5M |
| Richardson Financial Services Inc. | 1.10% | Reduce -7.8% | 34,072 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +13.7% | 33,858 | $1.4M |
| Western Financial Corp | 0.84% | Reduce -6.9% | 33,849 | $1.4M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.48% | New | 33,500 | $1.4M |
| Two Sigma Securities, LLC | 0.21% | New | 33,011 | $1.4M |
| Idaho Trust Co | 0.57% | New | 32,686 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +2.4% | 32,552 | $1.4M |
| TriaGen Wealth Management LLC | 0.49% | Add +14.2% | 32,477 | $1.4M |
| ArborFi Advisors, LLC | 1.37% | Add +2.9% | 32,399 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +19.4% | 31,927 | $1.4M |
| First Hawaiian Bank | 0.20% | Reduce -77.8% | 31,603 | $1.3M |
| Addison Capital Co | 0.52% | Add +18.8% | 31,488 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +78.9% | 31,431 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +20.9% | 30,957 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +3.3% | 30,349 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +30.0% | 30,225 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.19% | Add +3.9% | 30,169 | $1.3M |
| Rosenberg Matthew Hamilton | 0.32% | Add +21.6% | 30,033 | $1.3M |
| Bakala Capital LLC | 7.31% | Add +17.8% | 29,976 | $1.3M |
| EFG Asset Management (Americas) Corp. | 0.25% | Add +56.7% | 29,395 | $1.2M |
| Squire Investment Management Company, LLC | 0.51% | Add +32.0% | 28,854 | $1.2M |
| Compound Planning, Inc. | 0.06% | Reduce -34.9% | 28,632 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 28,301 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.31% | Reduce -6.2% | 28,521 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -8.4% | 27,977 | $1.2M |
| PFG Advisors | 0.07% | Add +38.9% | 27,877 | $1.2M |
| Bulltick Wealth Management, LLC | 0.31% | Reduce -0.4% | 27,788 | $1.2M |
| Crabel Capital Management, LLC | 1.24% | Add +136.6% | 26,906 | $1.1M |
| JFS Wealth Advisors, LLC | 0.08% | Add +11.4% | 26,740 | $1.1M |
| Heritage Family Offices, LLP | 0.57% | Reduce -0.3% | 26,082 | $1.1M |
| Beacon Financial Group | 0.12% | New | 25,647 | $1.1M |
| Carr Financial Group Corp | 0.34% | Add +19.9% | 24,614 | $1.0M |
| Next Capital Management LLC | 0.50% | No change | 24,600 | $1.0M |
| Norden Group LLC | 0.12% | Add +11.5% | 24,372 | $1.0M |
| Resurgent Financial Advisors LLC | 0.62% | Add +8.4% | 24,233 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +16.8% | 24,080 | $1.0M |
| Mission Wealth Management, LP | 0.03% | New | 23,767 | $1.0M |
| Everstar Asset Management, LLC | 0.66% | Reduce -19.3% | 23,560 | $1.0M |
| Blankinship & Foster, LLC | 0.25% | Add +0.8% | 23,006 | $978K |
| Lanark Financial, Inc. | 0.08% | — | 22,963 | $976K |
| Obsido Oy | 0.81% | Add +1.7% | 22,342 | $950K |
| Dohj, LLC | 0.22% | Reduce -14.8% | 22,285 | $948K |
| First Foundation Advisors | 0.04% | Reduce -4.0% | 22,255 | $946K |
| Penobscot Wealth Management | 0.39% | Add +39.8% | 22,008 | $936K |
| Destiny Wealth Partners, LLC | 0.15% | Reduce -5.6% | 21,959 | $934K |
| Millennium Management | 0.00% | Add +248.3% | 21,695 | $922K |
| Sierra Capital LLC | 0.11% | Add +12.7% | 21,634 | $920K |
| Ssa Swiss Advisors AG | 0.47% | — | 21,544 | $916K |
| Mutual Advisors, LLC | 0.03% | Reduce -22.4% | 21,499 | $912K |
| Diversify Advisory Services, LLC | 0.06% | Add +14.7% | 21,099 | $897K |
| HBK Sorce Advisory LLC | 0.03% | No change | 21,060 | $895K |
| Guidance Point Advisors, LLC | 0.26% | Reduce -4.8% | 20,858 | $887K |
| Darden Wealth Group Inc | 0.69% | Add +0.0% | 20,818 | $885K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +9.1% | 20,458 | $870K |
| Montecito Bank & Trust | 0.15% | No change | 20,310 | $864K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -69.8% | 20,299 | $863K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -69.8% | 20,299 | $863K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.1% | 19,950 | $848K |
| NDWM LLC | 0.81% | Add +205.9% | 19,403 | $825K |
| Brookstone Capital Management | 0.01% | Reduce -28.7% | 19,372 | $824K |
| Round Rock Advisors LLC | 0.15% | Add +1.4% | 19,032 | $809K |
| Sterling Investment Counsel, LLC | 0.28% | Add +11.0% | 18,954 | $806K |
| Principal Securities, Inc. | 0.02% | No change | 18,834 | $803K |
| Advisor OS, LLC | 0.09% | Reduce -43.5% | 18,740 | $797K |
| Kraematon Investment Advisors, Inc. | 0.81% | Reduce -3.9% | 18,724 | $796K |
| Seaview Investment Managers LLC | 0.19% | Add +62.6% | 18,628 | $792K |
| WESPAC Advisors, LLC | 0.64% | Reduce -15.4% | 18,573 | $790K |
| NewEdge Advisors, LLC | 0.00% | Add +3.3% | 18,510 | $787K |
| Regions Financial Corp. | 0.01% | Add +6.3% | 18,497 | $786K |
| Creative Financial Designs Inc. | 0.06% | Reduce -2.0% | 18,374 | $781K |
| Wambolt & Associates, LLC | 0.26% | Reduce -9.7% | 17,930 | $759K |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.8% | 17,562 | $747K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -1.1% | 17,170 | $730K |
| Talon Private Wealth, LLC | 0.10% | Reduce -32.8% | 17,002 | $723K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.8% | 16,931 | $720K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 16,798 | $714K |
| Financial Management Network Inc. | 0.16% | Reduce -7.4% | 17,330 | $709K |
| Destiny Capital Corp | 0.47% | Add +22.5% | 16,225 | $690K |
| Zuckerman Investment Group, LLC | 0.07% | Add +0.1% | 16,166 | $687K |
| Comerica Bank | 0.00% | Reduce -10.7% | 15,763 | $670K |
| Mendel Capital Management LLC | 0.40% | Add +3.0% | 15,729 | $669K |
| MAS Advisors LLC | 1.02% | Reduce -23.9% | 15,632 | $665K |
| Absolute Capital Management, LLC | 0.38% | Add +1.8% | 15,498 | $659K |
| IFP Advisors, Inc | 0.02% | Add +9.4% | 15,384 | $654K |
| McNamara Financial Services, Inc. | 0.14% | Reduce -37.2% | 15,036 | $639K |
| GC Wealth Management RIA, LLC | 0.12% | New | 14,961 | $636K |
| MMBG Investment Advisors Co. | 0.07% | Reduce -9.1% | 14,868 | $632K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $629K |
| Sheets Smith Wealth Management | 0.08% | Reduce -44.5% | 14,702 | $625K |
| AlphaCore Capital LLC | 0.05% | New | 14,506 | $617K |
| Synovus Financial Corp. | 0.01% | Add +1.2% | 14,505 | $617K |
| Uptick Partners, LLC | 0.21% | Add +2.5% | 14,459 | $615K |
| Advyzon Investment Management, LLC | 0.21% | Add +0.8% | 14,223 | $605K |
| BayBridge Capital Group, LLC | 0.43% | Reduce -40.7% | 14,159 | $602K |
| Focus Partners Wealth | 0.00% | Reduce -8.3% | 14,122 | $600K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -51.9% | 14,003 | $595K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.6% | 13,975 | $594K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +1.4% | 13,833 | $588K |
| Flow Traders U.S. LLC | 0.02% | New | 13,832 | $588K |
| Root Financial Partners, LLC | 0.06% | No change | 13,721 | $583K |
| City Center Advisors, LLC | 0.68% | Add +15.8% | 13,623 | $579K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.59% | New | 13,592 | $578K |
| First National Trust Co | 0.02% | No change | 13,495 | $574K |
| Disciplined Investments, LLC | 0.26% | Add +8.0% | 13,466 | $573K |
| PFG Investments, LLC | 0.04% | Reduce -5.0% | 13,130 | $558K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -9.3% | 12,976 | $552K |
| IPG Investment Advisors LLC | 0.12% | No change | 12,726 | $541K |
| Courage Miller Partners, LLC | 0.18% | Reduce -1.5% | 12,706 | $540K |
| Nwam LLC | 0.05% | Add +37.8% | 12,614 | $536K |
| Vantage Financial Partners, LLC | 0.13% | Add +2.2% | 12,500 | $531K |
| Ieq Capital, LLC | 0.00% | Add +1.2% | 12,280 | $522K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.0% | 12,036 | $512K |
| Curi Capital, LLC | 0.01% | Reduce -7.0% | 11,836 | $503K |
| Blalock Williams, LLC | 0.56% | Add +1.7% | 11,785 | $501K |
| Yeomans Consulting Group, Inc. | 0.19% | Reduce -12.8% | 11,738 | $499K |
| Aptus Capital Advisors, LLC | 0.01% | Add +8.0% | 11,531 | $490K |
| Tudor Financial Inc. | 0.29% | Add +0.1% | 11,336 | $482K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -21.2% | 11,215 | $477K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -2.3% | 11,167 | $475K |
| Financial Network Wealth Advisors LLC | 0.62% | Add +100.8% | 11,147 | $474K |
| Global Value Investment Corp. | 0.61% | Reduce -5.3% | 11,139 | $474K |
| Silver Oak Securities, Incorporated | 0.04% | Add +4776.8% | 11,119 | $473K |
| Portland Financial Advisors Inc | 1.19% | Add +2.5% | 10,937 | $465K |
| Channel Wealth LLC | 0.14% | Reduce -2.4% | 10,881 | $463K |
| Two West Capital Advisors LLC | 0.38% | Add +17.1% | 10,934 | $452K |
| Summit Investment Advisors, Inc. | 0.40% | Add +1.2% | 10,660 | $449K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 10,527 | $448K |
| KFA Private Wealth Group, LLC | 0.16% | Reduce -3.8% | 10,516 | $447K |
| Harbour Investments, Inc. | 0.01% | Reduce -30.1% | 10,145 | $431K |
| Private Trust Co. NA | 0.04% | Add +12.6% | 10,115 | $430K |
| Cadent Capital Advisors, LLC | 0.16% | Add +8.2% | 10,074 | $428K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -90.7% | 9,908 | $421K |
| Collective Family Office LLC | 0.11% | New | 9,790 | $416K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -27.5% | 9,697 | $412K |
| Debussy Capital Management LP | 0.07% | No change | 9,537 | $406K |
| Stewardship Advisors, LLC | 0.11% | Add +8.2% | 9,511 | $404K |
| TPG Financial Advisors, LLC | 0.18% | Reduce -2.0% | 9,485 | $403K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 9,297 | $395K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -10.0% | 9,281 | $395K |
| Global Endowment Management, LP | 0.05% | Reduce -0.5% | 9,275 | $394K |
| MRA Advisory Group | 0.21% | Add +0.0% | 9,213 | $392K |
| Global Assets Advisory, LLC | 0.07% | New | 9,311 | $389K |
| Rehmann Capital Advisory Group | 0.02% | Add +6.2% | 9,117 | $388K |
| Redwood Financial Network Corp | 0.29% | No change | 9,009 | $383K |
| Hunter Associates Investment Management LLC | 0.06% | Add +19.0% | 8,964 | $380K |
| GK Wealth Management LLC | 0.47% | Reduce -4.4% | 8,909 | $379K |
| Comprehensive Money Management Services LLC | 0.31% | No change | 8,890 | $378K |
| CKW Financial Group | 0.05% | Reduce -2.0% | 8,870 | $376K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -11.5% | 8,631 | $367K |
| Strategic Blueprint, LLC | 0.02% | Reduce -32.5% | 8,547 | $363K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -16.6% | 8,541 | $363K |
| Beirne Wealth Consulting Services, LLC | 0.13% | Reduce -1.8% | 8,528 | $363K |
| Stokes Family Office, LLC | 0.04% | No change | 8,472 | $360K |
| Objective Capital Management, LLC | 0.46% | Reduce -1.1% | 8,469 | $360K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -47.0% | 8,383 | $356K |
| Diversified Enterprises, LLC | 0.03% | Reduce -1.7% | 8,292 | $353K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -14.0% | 8,231 | $350K |
| Omega Financial Group, LLC | 0.13% | No change | 8,103 | $345K |
| McAdam, LLC | 0.02% | Reduce -19.9% | 8,027 | $341K |
| StoneX Group Inc. | 0.02% | New | 7,801 | $332K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -3.4% | 7,709 | $328K |
| Global View Capital Management LLC | 0.12% | Reduce -53.4% | 7,624 | $324K |
| Koshinski Asset Management, Inc. | 0.03% | Add +25.1% | 7,499 | $319K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +16.1% | 7,483 | $318K |
| Integrated Capital Management, LLC | 0.17% | Reduce -1.5% | 7,453 | $317K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +18.8% | 7,418 | $315K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +36.1% | 7,356 | $313K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,344 | $312K |
| City National Bank of Florida | 0.28% | No change | 7,337 | $312K |
| Simplicity Wealth,LLC | 0.02% | No change | 7,337 | $312K |
| Client 1ST Advisory Group, LLC | 0.12% | Reduce -6.9% | 7,279 | $310K |
| Integrity Wealth Advisors, Inc. | 0.22% | Reduce -21.9% | 7,102 | $302K |
| FinDec Wealth Services, Inc. | 0.30% | Reduce -89.0% | 7,066 | $300K |
| Fifth Third Bancorp | 0.00% | Reduce -1.3% | 7,005 | $298K |
| Savvy Advisors, Inc. | 0.03% | Add +19.1% | 6,966 | $296K |
| Wallace Advisory Group, LLC | 0.20% | Add +1.2% | 6,903 | $294K |
| SouthState Bank Corp | 0.01% | Add +2.6% | 6,880 | $293K |
| WNY Asset Management, LLC | 0.03% | New | 6,840 | $291K |
| Lockerman Financial Group, Inc. | 0.43% | No change | 6,760 | $287K |
| Wrapmanager Inc. | 0.08% | Add +3.0% | 6,756 | $287K |
| ERn Financial, LLC | 0.04% | Reduce -12.5% | 6,562 | $279K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.3% | 6,501 | $276K |
| Prossimo Advisors, LLC | 0.21% | Add +2.1% | 6,434 | $274K |
| Saxony Capital Management, LLC | 0.24% | Add +3.2% | 6,396 | $272K |
| Rossby Financial, LCC | 0.12% | Reduce -38.7% | 6,402 | $271K |
| Fiduciary Trust Co | 0.00% | No change | 6,345 | $270K |
| WMG Financial Advisors, LLC | 0.11% | New | 6,274 | $267K |
| Summit X, LLC | 0.06% | Reduce -10.6% | 6,211 | $264K |
| GTS Securities LLC | 0.01% | Reduce -9.7% | 6,188 | $263K |
| RFG Advisory, LLC | 0.01% | Add +5.4% | 6,173 | $262K |
| Summit Financial, LLC | 0.01% | Add +26.2% | 6,173 | $262K |
| AE Wealth Management LLC | 0.00% | Reduce -56.2% | 6,162 | $262K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -6.1% | 6,161 | $262K |
| Norris Financial Group, LLC | 0.12% | New | 6,000 | $255K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 5,977 | $254K |
| &partners | 0.00% | Reduce -60.4% | 5,906 | $251K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.3% | 5,900 | $251K |
| Bright Futures Wealth Management, LLC. | 0.28% | Reduce -0.5% | 6,001 | $250K |
| Eagle Global Advisors LLC | 0.01% | Add +1.9% | 5,858 | $249K |
| Colonial Trust Co / SC | 0.04% | Reduce -5.6% | 5,820 | $247K |
| Insight Wealth Partners, LLC | 0.15% | New | 5,796 | $246K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -21.2% | 5,584 | $237K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -7.9% | 5,490 | $233K |
| Princeton Global Asset Management LLC | 0.05% | Add +12.3% | 5,477 | $233K |
| North Star Investment Management Corp. | 0.02% | Add +12.5% | 5,471 | $233K |
| Howard Wealth Management, LLC | 0.13% | New | 5,470 | $233K |
| Procyon Advisors, LLC | 0.01% | Reduce -12.4% | 5,412 | $230K |
| Kathleen S. Wright Associates Inc. | 0.09% | No change | 5,392 | $229K |
| FOCUS Wealth Advisors, LLC | 0.13% | No change | 5,372 | $228K |
| Optivise Advisory Services LLC | 0.13% | New | 5,368 | $228K |
| Broadway Wealth Solutions, Inc. | 0.17% | No change | 5,321 | $226K |
| Twelve Points Wealth Management LLC | 0.06% | New | 5,283 | $225K |
| NorthStar Asset Management LLC | 0.14% | New | 5,247 | $223K |
| Cumberland Partners Ltd | 0.02% | New | 5,242 | $223K |
| Cabot Wealth Management Inc. | 0.03% | Reduce -10.8% | 5,237 | $223K |
| MJP Associates Inc. | 0.04% | No change | 5,217 | $222K |
| Calton & Associates, Inc. | 0.05% | New | 5,059 | $215K |
| Benchmark Wealth Management, LLC | 0.10% | New | 4,899 | $208K |
| Copia Wealth Management | 0.19% | New | 4,891 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 4,853 | $206K |
| Commerce Bank | 0.00% | New | 4,820 | $205K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -16.4% | 4,778 | $203K |
| Conquis Financial LLC | 0.21% | No change | 4,688 | $199K |
| Larson Financial Group LLC | 0.01% | Add +446.9% | 4,430 | $188K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +27.7% | 4,130 | $176K |
| Realta Investment Advisors | 0.07% | New | 3,510 | $149K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,309 | $141K |
| FMR LLC | 0.00% | Add +20.1% | 3,130 | $133K |
| Olde Wealth Management, LLC | 0.04% | New | 2,993 | $127K |
| Twin City Private Wealth, LLC | 0.10% | Add +41.6% | 2,784 | $118K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 2,745 | $117K |
| Northwest Capital Management Inc | 0.05% | No change | 2,659 | $113K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.3% | 2,565 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.0% | 2,562 | $109K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $109K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -41.4% | 2,531 | $108K |
| Whittier Trust Co. | 0.00% | No change | 2,513 | $107K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 2,469 | $105K |
| Westend Capital Management, LLC | 0.04% | New | 2,427 | $103K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.4% | 2,417 | $103K |
| Blair William & Co. | 0.00% | Add +37.0% | 2,397 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | Add +77.7% | 2,443 | $100K |
| Colonial Trust Advisors | 0.01% | No change | 2,325 | $99K |
| Winnacle Wealth LLC | 0.09% | Reduce -85.5% | 2,264 | $96K |
| Richardson Capital Management LLC | 0.06% | Add +12.8% | 2,222 | $94K |
| EPG Wealth Management LLC | 0.03% | Reduce -3.2% | 2,173 | $92K |
| Wells Financial Advisors INC | 0.13% | Add +29.0% | 2,135 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,104 | $89K |
| Arax Advisory Partners | 0.01% | New | 2,089 | $89K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $85K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -95.3% | 1,949 | $83K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,940 | $82K |
| Parallel Advisors, LLC | 0.00% | Add +114.7% | 1,930 | $82K |
| Ameriflex Group, Inc. | 0.03% | Reduce -3.1% | 1,577 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Add +43.1% | 1,551 | $66K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 1,490 | $63K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,476 | $63K |
| LFA - Lugano Financial Advisors SA | 0.04% | No change | 1,400 | $60K |
| Park Square Financial Group, LLC | 0.05% | Reduce -6.7% | 1,348 | $57K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,028 | $44K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -39.0% | 971 | $41K |
| Spire Wealth Management | 0.00% | No change | 928 | $39K |
| NFSG Corp | 0.01% | Add +1.3% | 884 | $38K |
| Avion Wealth | 0.01% | No change | 825 | $35K |
| UMB Bank, n.a. | 0.00% | Reduce -31.9% | 796 | $34K |
| Horizon Financial Services, LLC | 0.02% | Reduce -98.2% | 790 | $34K |
| Bellwether Advisors, LLC | 0.01% | No change | 714 | $30K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -12.6% | 695 | $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 |
| Paladin Advisory Group, LLC | 0.02% | No change | 603 | $26K |
| Hurley Capital, LLC | 0.02% | No change | 556 | $24K |
| Tucker Asset Management LLC | 0.01% | No change | 541 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -0.2% | 515 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $21K |
| Investors Research Corp | 0.00% | No change | 455 | $19K |
| US Bancorp \de | 0.00% | Add +6.8% | 426 | $18K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 400 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.4% | 372 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.4% | 358 | $15K |
| Rialto Wealth Management, LLC | 0.00% | No change | 355 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $13K |
| Gen-Wealth Partners Inc | 0.01% | No change | 280 | $12K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 280 | $12K |
| Hexagon Capital Partners LLC | 0.00% | No change | 249 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +30.4% | 236 | $10K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 215 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -35.1% | 194 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 191 | $8K |
| Key Financial Inc | 0.00% | No change | 190 | $8K |
| Allworth Financial LP | 0.00% | Reduce -12.4% | 190 | $8K |
| Syntax Research, Inc. | 0.01% | Reduce -74.3% | 189 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -21.3% | 163 | $7K |
| FWL Investment Management, LLC | 0.00% | Add +14.8% | 155 | $7K |
| Synergy Investment Management, LLC | 0.00% | Add +13.6% | 150 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -71.3% | 145 | $6K |
| Truvestments Capital LLC | 0.00% | No change | 134 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -78.7% | 132 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 131 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 105 | $4K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 90 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -94.3% | 79 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 70 | $3K |
| Citigroup Inc. | 0.00% | Add +733.3% | 50 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 47 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 36 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -92.9% | 33 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 24 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $978 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 18 | $765 |
| FSA Wealth Management LLC | 0.00% | No change | 17 | $740 |
| Eastern Bank | 0.00% | No change | 13 | $553 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10 | $426 |
| Russell Investments Group, Ltd. | 0.00% | New | 10 | $425 |
| NewSquare Capital LLC | 0.00% | No change | 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.