iShares Short Duration HighSHYMETF
13F holders, Q2 2026 (June 30)149holders +7
21new positions
10sold out
$22.45avg. 13F price*
At the end of Q2 2026, 149 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 7 from Q1 2026. 21 opened new positions and 10 sold out. The largest holders were Orgel Wealth Management, LLC ($182.9M), LPL Financial LLC ($59.1M) and Commonwealth Equity Services, LLC ($29.7M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q2 2026)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $193.1M |
| Exits | 10 | $4.7M |
All 13F filers, Q1 2026 → Q2 2026: 10,851,432 shares bought and 774,569 shares sold, net +10,076,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Orgel Wealth Management, LLC | 3.47% | New | 8,146,410 | $182.9M |
| LPL Financial LLC | 0.01% | Add +82.0% | 2,630,748 | $59.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.0% | 1,321,690 | $29.7M |
| Osaic Holdings, Inc. | 0.02% | Add +33.9% | 838,089 | $18.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.4% | 762,198 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 415,599 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +18.4% | 371,409 | $8.3M |
| Quotient Wealth Partners, LLC | 0.17% | Add +7.1% | 323,488 | $7.3M |
| Dynasty Wealth Management, LLC | 0.05% | Add +4.7% | 317,510 | $7.1M |
| Trust Co | 0.58% | Reduce -1.7% | 286,957 | $6.4M |
| Prentice Wealth Management LLC | 1.15% | Add +14.2% | 247,048 | $5.5M |
| MML Investors Services, LLC | 0.01% | Add +14.8% | 217,172 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 195,227 | $4.4M |
| Forte Asset Management LLC | 1.64% | Add +0.0% | 178,446 | $4.0M |
| Evergreen Wealth Partners LLC | 2.19% | Add +7.5% | 162,722 | $3.7M |
| Rialto Wealth Management, LLC | 0.72% | Add +47.3% | 161,516 | $3.6M |
| IHT Wealth Management, LLC | 0.07% | Reduce -42.8% | 157,020 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -12.8% | 154,176 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -1.1% | 138,370 | $3.1M |
| Capital Analysts, LLC | 0.07% | Reduce -1.7% | 137,977 | $3.1M |
| Vertex Planning Partners, LLC | 0.45% | Add +16.3% | 135,923 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 107,759 | $2.4M |
| FourThought Financial Partners, LLC | 0.18% | Add +0.1% | 106,231 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +12.2% | 105,171 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +25.0% | 105,010 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +757.9% | 96,618 | $2.2M |
| DeLarme Wealth Management, Inc. | 1.25% | Add +7.9% | 96,134 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +26.5% | 88,577 | $2.0M |
| Legacy Advisory Services, LLC | 1.27% | Reduce -0.4% | 80,200 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +2.7% | 78,991 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +9.1% | 77,325 | $1.7M |
| Aspen Wealth Management LLC | 0.29% | Add +75.7% | 75,007 | $1.7M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -16.5% | 69,927 | $1.6M |
| Keebeck Wealth Management | 0.15% | Reduce -13.9% | 68,406 | $1.5M |
| SK Wealth Management, LLC | 0.32% | Reduce -25.3% | 64,431 | $1.4M |
| Elequin Capital, LP | 0.24% | New | 63,097 | $1.4M |
| COFG Advisors, LLC | 0.23% | Reduce -2.0% | 59,216 | $1.3M |
| Ellis Investment Partners, LLC | 0.19% | Add +63.2% | 54,487 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -8.3% | 53,942 | $1.2M |
| Diversify Advisory Services, LLC | 0.02% | New | 53,449 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +14.6% | 53,449 | $1.2M |
| Joseph Group Capital Management | 0.25% | Reduce -12.5% | 52,776 | $1.2M |
| MBA Advisors LLC | 0.40% | Add +5.0% | 51,825 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.1% | 50,080 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +40.2% | 49,785 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +8.8% | 48,492 | $1.1M |
| Wealth Advisors of Tampa Bay, LLC | 0.31% | No change | 45,000 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -0.3% | 44,520 | $999K |
| Indivisible Partners | 0.06% | New | 44,111 | $990K |
| Tolleson Wealth Management, Inc. | 0.13% | Reduce -34.4% | 43,025 | $966K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 42,855 | $962K |
| Objective Capital Management, LLC | 0.83% | Add +3.7% | 41,796 | $938K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +154.5% | 41,342 | $924K |
| NewEdge Advisors, LLC | 0.00% | Add +1499.5% | 37,732 | $847K |
| Legacy Edge Advisors, LLC | 0.08% | Add +29.8% | 37,438 | $840K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.9% | 36,452 | $818K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.2% | 33,924 | $762K |
| Marietta Wealth Management, LLC | 0.08% | New | 33,837 | $760K |
| ShoreHaven Wealth Partners, LLC | 0.24% | Add +2.7% | 33,794 | $759K |
| Advisory Resource Group | 0.11% | Reduce -77.8% | 32,370 | $727K |
| Tortuga Wealth Management, Inc | 0.53% | New | 31,092 | $698K |
| Jane Street Group, LLC | 0.00% | Reduce -76.4% | 31,072 | $698K |
| Beto Financial Group, LLC | 0.36% | Add +18.1% | 30,953 | $689K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.7% | 30,175 | $677K |
| Creative Planning | 0.00% | Reduce -19.5% | 29,421 | $661K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.2% | 28,876 | $648K |
| Beta Wealth Group, Inc. | 0.24% | Reduce -7.8% | 28,810 | $647K |
| &partners | 0.00% | Add +15.7% | 28,694 | $644K |
| Weitzel Financial Services, Inc. | 0.22% | Add +69.4% | 28,327 | $634K |
| Old Mission Capital LLC | 0.02% | Reduce -21.2% | 27,539 | $618K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -42.9% | 27,780 | $615K |
| Focused Alpha, LLC | 0.15% | New | 26,709 | $600K |
| Summit Financial, LLC | 0.01% | New | 25,955 | $583K |
| RFG Advisory, LLC | 0.01% | Add +32.8% | 25,799 | $579K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.9% | 25,233 | $566K |
| Kuhn & Co Investment Counsel | 0.31% | No change | 23,720 | $533K |
| Retirement Planning Group, LLC / NY | 0.28% | Add +18.4% | 23,077 | $518K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 22,492 | $505K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -19.9% | 21,951 | $493K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -32.4% | 21,496 | $483K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 21,470 | $482K |
| Sowell Financial Services LLC | 0.02% | Add +86.3% | 20,876 | $469K |
| Ameritas Advisory Services, LLC | 0.01% | New | 20,782 | $467K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +16.1% | 20,747 | $466K |
| Horizon Wealth Management, LLC | 0.06% | Add +34.6% | 20,184 | $453K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.4% | 19,875 | $446K |
| Veracity Capital LLC | 0.12% | No change | 19,801 | $445K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +68.5% | 19,715 | $443K |
| Serenity Investment Advisors | 0.19% | Add +4.6% | 19,995 | $442K |
| Advyzon Investment Management, LLC | 0.03% | New | 18,596 | $417K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +48.2% | 17,806 | $400K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.0% | 17,242 | $387K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +6.0% | 16,864 | $379K |
| HRT Financial LP | 0.00% | New | 16,537 | $371K |
| Equitable Holdings, Inc. | 0.00% | Add +2.1% | 15,859 | $356K |
| Arq Wealth Advisors, LLC | 0.04% | New | 16,000 | $355K |
| Perspective Wealth Advisors LLC | 0.19% | New | 15,557 | $349K |
| Camarda Financial Advisors, LLC | 0.10% | Reduce -0.9% | 15,162 | $340K |
| Advisory Services Network, LLC | 0.00% | Add +2.3% | 14,691 | $330K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.7% | 14,691 | $330K |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.