iShares Short Duration HighSHYMETF
13F holders, Q1 2026 (March 31)142holders +7
27new positions
17sold out
$22.02avg. 13F price*
At the end of Q1 2026, 142 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 7 from Q4 2025. 27 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($31.8M), Commonwealth Equity Services, LLC ($28.3M) and Osaic Holdings, Inc. ($13.8M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q1 2026)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $12.8M |
| Exits | 17 | $18.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,899,469 shares bought and 1,263,685 shares sold, net +1,635,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| LPL Financial LLC | 0.01% | Add +54.6% | 1,445,659 | $31.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +118.2% | 1,283,310 | $28.3M |
| Osaic Holdings, Inc. | 0.02% | Add +22.9% | 625,733 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.6% | 612,682 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 382,820 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +15.7% | 313,698 | $6.9M |
| Dynasty Wealth Management, LLC | 0.06% | Add +10.1% | 303,178 | $6.7M |
| Quotient Wealth Partners, LLC | 0.17% | Add +2.9% | 301,923 | $6.6M |
| Trust Co | 0.60% | Add +3.4% | 291,964 | $6.4M |
| IHT Wealth Management, LLC | 0.14% | Add +37.9% | 274,416 | $6.0M |
| Prentice Wealth Management LLC | 1.07% | Reduce -1.1% | 216,305 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.5% | 197,096 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +7.8% | 189,202 | $4.2M |
| Forte Asset Management LLC | 1.72% | Add +54.2% | 178,412 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -15.9% | 176,776 | $3.9M |
| Evergreen Wealth Partners LLC | 2.54% | Add +23.2% | 151,336 | $3.3M |
| Advisory Resource Group | 0.55% | Add +3.9% | 145,657 | $3.2M |
| Capital Analysts, LLC | 0.08% | Add +33.2% | 140,364 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.8% | 139,841 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -37.8% | 131,778 | $2.9M |
| Vertex Planning Partners, LLC | 0.50% | Add +438.5% | 116,843 | $2.6M |
| Rialto Wealth Management, LLC | 0.54% | Add +216.8% | 109,656 | $2.4M |
| FourThought Financial Partners, LLC | 0.20% | Add +0.1% | 106,134 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -24.9% | 105,106 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +41.0% | 93,749 | $2.1M |
| DeLarme Wealth Management, Inc. | 1.26% | Add +24.0% | 89,076 | $2.0M |
| SK Wealth Management, LLC | 0.53% | Reduce -2.4% | 86,242 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +117.0% | 84,006 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | Add +0.0% | 83,718 | $1.8M |
| Legacy Advisory Services, LLC | 1.35% | New | 80,500 | $1.8M |
| Keebeck Wealth Management | 0.20% | Reduce -1.5% | 79,462 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +7.7% | 76,944 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.0% | 70,864 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +48.3% | 70,045 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.21% | No change | 65,600 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 65,373 | $1.4M |
| COFG Advisors, LLC | 0.33% | Add +0.6% | 60,458 | $1.3M |
| Joseph Group Capital Management | 0.33% | Reduce -13.5% | 60,341 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 58,806 | $1.3M |
| MBA Advisors LLC | 0.42% | Add +9.2% | 49,354 | $1.1M |
| Destiny Wealth Partners, LLC | 0.12% | Add +18.2% | 48,680 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +420.8% | 46,635 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.33% | No change | 45,000 | $991K |
| World Investment Advisors | 0.02% | New | 44,666 | $984K |
| Park Avenue Securities LLC | 0.01% | Add +158.8% | 44,577 | $982K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +46.2% | 43,495 | $958K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.7% | 42,855 | $944K |
| Aspen Wealth Management LLC | 0.19% | Reduce -77.6% | 42,693 | $940K |
| Avior Wealth Management, LLC | 0.03% | New | 42,522 | $936K |
| Objective Capital Management, LLC | 0.90% | Add +24.9% | 40,296 | $887K |
| Creative Planning | 0.00% | Add +56.1% | 36,563 | $805K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.3% | 36,125 | $795K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.6% | 35,800 | $788K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +36.7% | 35,506 | $782K |
| Old Mission Capital LLC | 0.02% | New | 34,943 | $769K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.1% | 34,471 | $759K |
| Ellis Investment Partners, LLC | 0.13% | Add +33.0% | 33,385 | $735K |
| ShoreHaven Wealth Partners, LLC | 0.26% | Reduce -2.5% | 32,893 | $724K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 31,774 | $700K |
| Beta Wealth Group, Inc. | 0.28% | Add +1.2% | 31,254 | $688K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +50.3% | 29,970 | $660K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +29.0% | 29,918 | $659K |
| Redhawk Wealth Advisors, Inc. | 0.07% | New | 28,964 | $638K |
| Legacy Edge Advisors, LLC | 0.07% | Add +45.2% | 28,840 | $635K |
| Allworth Financial LP | 0.00% | No change | 28,703 | $632K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +95.4% | 27,422 | $604K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.4% | 26,662 | $587K |
| Beto Financial Group, LLC | 0.34% | Add +98.5% | 26,201 | $582K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.4% | 25,733 | $567K |
| &partners | 0.00% | Add +11.8% | 24,794 | $546K |
| Kuhn & Co Investment Counsel | 0.34% | No change | 23,720 | $522K |
| Sovereign Financial Group, Inc. | 0.09% | New | 22,492 | $495K |
| Private Wealth Asset Management, LLC | 0.05% | New | 21,470 | $473K |
| Signet Financial Management, LLC | 0.05% | Add +0.6% | 21,467 | $473K |
| Veracity Capital LLC | 0.16% | No change | 19,801 | $436K |
| Retirement Planning Group, LLC / NY | 0.28% | New | 19,495 | $429K |
| RFG Advisory, LLC | 0.01% | Add +26.8% | 19,431 | $428K |
| Serenity Investment Advisors | 0.20% | Add +5.2% | 19,113 | $423K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +14.0% | 18,172 | $400K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +41.6% | 17,866 | $393K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +3.1% | 17,236 | $380K |
| McAdam, LLC | 0.02% | Reduce -5.8% | 16,748 | $369K |
| Weitzel Financial Services, Inc. | 0.14% | Add +2.6% | 16,726 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -78.2% | 16,245 | $358K |
| M Wealth Management, LLC | 0.30% | Reduce -23.6% | 16,200 | $357K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 15,914 | $350K |
| Brookwood Investment Group LLC | 0.04% | Add +5.6% | 15,875 | $350K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 15,526 | $345K |
| Camarda Financial Advisors, LLC | 0.18% | Add +1.2% | 15,300 | $337K |
| Horizon Wealth Management, LLC | 0.05% | New | 15,000 | $330K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -8.8% | 14,596 | $324K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 14,355 | $316K |
| Vawter Financial, Ltd. | 0.13% | Reduce -9.8% | 13,756 | $303K |
| Castle Wealth Management LLC | 0.10% | No change | 13,565 | $299K |
| Vision Retirement, LLC | 0.08% | Reduce -29.8% | 12,812 | $282K |
| Principal Securities, Inc. | 0.00% | New | 12,354 | $272K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +511.4% | 12,013 | $265K |
| WealthCare Investment Partners, LLC | 0.07% | Reduce -27.5% | 11,932 | $263K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 11,702 | $258K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +26.5% | 11,462 | $252K |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.