iShares Short Duration HighSHYMETF
13F holders, Q1 2024 (March 31)40holders
$22.45avg. 13F price*
At the end of Q1 2024, 40 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings. The largest holders were Trust Co ($6.5M), Truist Financial Corp. ($5.3M) and Dynasty Wealth Management, LLC ($4.9M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q1 2024)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.6M |
| Exits | 8 | $17.6M |
Ownership 40 holders
| Trust Co | 0.85% | Add +2.5% | 289,419 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +23.3% | 236,515 | $5.3M |
| Dynasty Wealth Management, LLC | 0.16% | — | 220,238 | $4.9M |
| Quotient Wealth Partners, LLC | 0.17% | Add +19.6% | 216,150 | $4.9M |
| Prentice Wealth Management LLC | 1.33% | Add +82.8% | 170,317 | $3.8M |
| Beta Wealth Group, Inc. | 1.22% | Add +2.7% | 112,131 | $2.5M |
| FourThought Financial Partners, LLC | 0.28% | New | 109,516 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -2.1% | 103,846 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -66.8% | 76,595 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 76,076 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -60.3% | 67,214 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.0% | 49,328 | $1.1M |
| Wintrust Investments LLC | 0.07% | Reduce -4.5% | 34,783 | $781K |
| Valued Retirements, Inc. | 1.20% | Reduce -7.6% | 33,450 | $751K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 26,488 | $595K |
| Creative Planning | 0.00% | New | 23,423 | $526K |
| Osaic Holdings, Inc. | 0.00% | Add +52.7% | 20,795 | $467K |
| Flow Traders U.S. LLC | 0.02% | Reduce -46.1% | 19,924 | $447K |
| Veracity Capital LLC | 0.17% | No change | 19,800 | $445K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 14,563 | $327K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,936 | $290K |
| Signet Financial Management, LLC | 0.04% | New | 12,107 | $272K |
| Mattern Capital Management, LLC | 0.04% | Reduce -1.8% | 11,744 | $264K |
| New Capital Management LP | 0.07% | No change | 11,160 | $251K |
| Diversified Trust Co. | 0.01% | New | 10,000 | $225K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 9,627 | $216K |
| CGN Advisors LLC | 0.03% | New | 9,298 | $209K |
| Wetzel Investment Advisors, Inc. | 0.11% | No change | 8,828 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Add +51.8% | 8,267 | $186K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $54K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,883 | $42K |
| Planning Capital Management Corp | 0.03% | No change | 1,651 | $37K |
| Principal Securities, Inc. | 0.00% | New | 1,000 | $22K |
| WR Wealth Planners, LLC | 0.01% | New | 902 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 846 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 799 | $18K |
| Transcendent Capital Group LLC | 0.01% | Add +79.4% | 741 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 485 | $11K |
| Cwm, LLC | 0.00% | New | 341 | $8K |
| Morgan Stanley | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.