iShares Short Duration HighSHYMETF
13F holders, Q2 2024 (June 30)57holders +17
18new positions
2sold out
$22.61avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 17 from Q1 2024. 18 opened new positions and 2 sold out. The largest holders were Trust Co ($6.6M), JPMorgan Chase & Co. ($6.1M) and Dynasty Wealth Management, LLC ($5.3M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q2 2024)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.4M |
| Exits | 2 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 891,741 shares bought and 171,171 shares sold, net +720,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Trust Co | 0.86% | Add +1.2% | 292,849 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | New | 269,192 | $6.1M |
| Dynasty Wealth Management, LLC | 0.16% | Add +7.3% | 236,304 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.5% | 230,505 | $5.2M |
| Quotient Wealth Partners, LLC | 0.18% | Add +6.5% | 230,130 | $5.2M |
| Prentice Wealth Management LLC | 1.67% | Add +32.8% | 226,182 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +112.7% | 161,807 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | — | 158,900 | $3.5M |
| FourThought Financial Partners, LLC | 0.31% | Reduce -1.6% | 107,797 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +3.0% | 106,958 | $2.4M |
| Ocean Park Asset Management, LLC | 0.10% | New | 95,300 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +8.1% | 82,806 | $1.9M |
| Beta Wealth Group, Inc. | 0.87% | Reduce -27.8% | 80,938 | $1.8M |
| LPL Financial LLC | 0.00% | New | 47,032 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +111.5% | 43,970 | $996K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +59.8% | 42,325 | $958K |
| Natixis Advisors, LLC | 0.00% | New | 37,428 | $847K |
| Wintrust Investments LLC | 0.06% | Add +1.0% | 35,133 | $795K |
| Envestnet Asset Management Inc. | 0.00% | Add +139.3% | 30,954 | $701K |
| Premier Path Wealth Partners, LLC | 0.11% | New | 27,592 | $625K |
| Avantax Advisory Services, Inc. | 0.00% | New | 26,562 | $601K |
| Valued Retirements, Inc. | 0.90% | Reduce -21.6% | 26,216 | $594K |
| Creative Planning | 0.00% | No change | 23,423 | $530K |
| Americana Partners, LLC | 0.04% | New | 22,653 | $513K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 22,380 | $507K |
| Aspen Wealth Management LLC | 0.16% | New | 19,889 | $450K |
| Veracity Capital LLC | 0.19% | No change | 19,800 | $448K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +8.5% | 15,798 | $358K |
| Keel Point, LLC | 0.03% | New | 15,180 | $350K |
| Apollon Wealth Management, LLC | 0.01% | New | 14,233 | $322K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -74.7% | 12,478 | $283K |
| Signet Financial Management, LLC | 0.04% | Reduce -0.5% | 12,051 | $273K |
| Vertex Planning Partners, LLC | 0.07% | New | 11,483 | $260K |
| New Capital Management LP | 0.08% | No change | 11,160 | $253K |
| Mattern Capital Management, LLC | 0.03% | Reduce -5.7% | 11,075 | $251K |
| Parallel Advisors, LLC | 0.01% | Add +1251.6% | 10,799 | $244K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +11.6% | 10,741 | $243K |
| Diversified Trust Co. | 0.01% | No change | 10,000 | $226K |
| Kuhn & Co Investment Counsel | 0.19% | New | 9,330 | $211K |
| CGN Advisors LLC | 0.02% | No change | 9,298 | $211K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 8,920 | $202K |
| Wetzel Investment Advisors, Inc. | 0.11% | No change | 8,828 | $198K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 8,267 | $187K |
| Royal Bank of Canada | 0.00% | New | 6,466 | $146K |
| IFP Advisors, Inc | 0.00% | New | 2,902 | $66K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $55K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,883 | $43K |
| Planning Capital Management Corp | 0.03% | No change | 1,651 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 846 | $19K |
| BlackRock Inc. | 0.00% | New | 825 | $19K |
| Transcendent Capital Group LLC | 0.01% | No change | 741 | $17K |
| WR Wealth Planners, LLC | 0.00% | Reduce -33.5% | 600 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 485 | $11K |
| Cwm, LLC | 0.00% | No change | 341 | $8K |
| Cypress Capital, LLC | 0.00% | New | 250 | $6K |
| Morgan Stanley | 0.00% | No change | 1 | $33 |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.