iShares Short Duration HighSHYMETF
13F holders, Q3 2024 (September 30)77holders +20
26new positions
7sold out
$23.99avg. 13F price*
At the end of Q3 2024, 77 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 20 from Q2 2024. 26 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($21.9M), Envestnet Asset Management Inc. ($9.8M) and JPMorgan Chase & Co. ($7.6M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q3 2024)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $22.4M |
| Exits | 7 | $4.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,529,814 shares bought and 357,813 shares sold, net +2,172,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +483.5% | 944,084 | $21.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1261.3% | 421,383 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +22.1% | 328,575 | $7.6M |
| Dynasty Wealth Management, LLC | 0.22% | Reduce -43.2% | 134,243 | $7.2M |
| Trust Co | 0.84% | Add +2.8% | 300,902 | $7.0M |
| Prentice Wealth Management LLC | 1.94% | Add +24.3% | 281,243 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +16.2% | 267,925 | $6.2M |
| Quotient Wealth Partners, LLC | 0.18% | Add +5.2% | 242,044 | $5.6M |
| Secure Asset Management, LLC | 0.85% | New | 216,789 | $5.0M |
| Jane Street Group, LLC | 0.01% | New | 146,984 | $3.4M |
| FourThought Financial Partners, LLC | 0.33% | Add +10.8% | 119,437 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +3.2% | 110,368 | $2.6M |
| Ocean Park Asset Management, LLC | 0.11% | Add +14.5% | 109,100 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | New | 94,369 | $2.2M |
| LPL Financial LLC | 0.00% | Add +92.9% | 90,706 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +6.4% | 88,132 | $2.0M |
| Forte Asset Management LLC | 1.05% | New | 85,000 | $2.0M |
| Beta Wealth Group, Inc. | 0.87% | Add +2.7% | 83,109 | $1.9M |
| Orgel Wealth Management, LLC | 0.04% | New | 75,938 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +71.2% | 75,277 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +69.7% | 71,816 | $1.7M |
| Aspen Wealth Management LLC | 0.41% | Add +191.5% | 57,981 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 50,358 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +6.5% | 39,854 | $924K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +67.8% | 37,547 | $870K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 35,000 | $813K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.3% | 31,426 | $728K |
| Premier Path Wealth Partners, LLC | 0.11% | Add +5.3% | 29,066 | $674K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 26,618 | $617K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 26,618 | $617K |
| Valued Retirements, Inc. | 0.84% | No change | 26,216 | $608K |
| ShoreHaven Wealth Partners, LLC | 0.27% | New | 23,895 | $554K |
| Creative Planning | 0.00% | No change | 23,423 | $543K |
| Tsfg, LLC | 0.10% | New | 20,000 | $464K |
| MML Investors Services, LLC | 0.00% | New | 19,786 | $459K |
| Veracity Capital LLC | 0.18% | No change | 19,800 | $459K |
| Apollon Wealth Management, LLC | 0.01% | Add +26.4% | 17,983 | $417K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 17,791 | $412K |
| Prudential Financial Inc. | 0.00% | New | 17,670 | $410K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 17,451 | $405K |
| Park Avenue Securities LLC | 0.00% | New | 17,092 | $396K |
| Cora Capital Advisors LLC | 0.18% | New | 16,000 | $371K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 15,724 | $364K |
| Signet Financial Management, LLC | 0.04% | Add +22.5% | 14,761 | $342K |
| Vertex Planning Partners, LLC | 0.08% | Add +28.5% | 14,754 | $342K |
| &partners | 0.01% | New | 13,659 | $317K |
| Financial Partners Group, Inc | 0.04% | New | 11,999 | $278K |
| New Capital Management LP | 0.07% | No change | 11,160 | $259K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +2.2% | 10,981 | $255K |
| Parallel Advisors, LLC | 0.01% | No change | 10,799 | $250K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.2% | 10,335 | $240K |
| Diversified Trust Co. | 0.01% | No change | 10,000 | $232K |
| Kuhn & Co Investment Counsel | 0.20% | Add +6.3% | 9,915 | $230K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -39.7% | 9,529 | $221K |
| CGN Advisors LLC | 0.02% | No change | 9,298 | $216K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 8,920 | $207K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 8,828 | $205K |
| WealthCare Investment Partners, LLC | 0.09% | New | 8,801 | $203K |
| Stewardship Advisors, LLC | 0.06% | New | 8,748 | $203K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 7,997 | $185K |
| BlackRock, Inc. | 0.00% | — | 5,356 | $124K |
| Sunbelt Securities, Inc. | 0.01% | Add +710.7% | 3,932 | $91K |
| Wintrust Investments LLC | 0.06% | Reduce -89.8% | 3,587 | $83K |
| IFP Advisors, Inc | 0.00% | No change | 2,902 | $67K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $56K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,883 | $44K |
| Planning Capital Management Corp | 0.03% | No change | 1,651 | $38K |
| Private Trust Co. NA | 0.00% | New | 1,084 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 846 | $20K |
| Transcendent Capital Group LLC | 0.01% | No change | 741 | $17K |
| WR Wealth Planners, LLC | 0.00% | No change | 600 | $14K |
| CVA Family Office, LLC | 0.00% | New | 462 | $11K |
| Cwm, LLC | 0.00% | No change | 341 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 220 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 211 | $5K |
| NewEdge Advisors, LLC | 0.00% | New | 165 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.