# ISHARES TR (SHYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHYG/

- Reporting holders: 32
- Reported value: $91.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $31.3M | 760,280 | 1.4% | 32 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $19.5M | 473,032 | 1.0% | 17 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $10.9M | 263,228 | 8.4% | 9 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $8.2M | 199,413 | 1.8% | 24 |
| [Shelter Rock Management, LLC](https://holderbook.com/funds/2109305-shelter-rock-management-llc/) | $5.4M | 132,225 | 5.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.8M | 67,061 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $2.7M | 66,659 | 0.5% | 26 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $1.6M | 37,744 | 0.2% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 36,596 | 0.2% | 12 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.0M | 24,996 | 0.8% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $778.4K | 18,870 | 0.1% | 26 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $650.7K | 15,775 | 0.2% | 5 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $542.0K | 13,140 | 0.4% | 5 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $528.8K | 12,820 | 0.1% | 11 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $499.7K | 12,167 | 0.1% | 16 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $419.6K | 10,172 | 0.1% | 24 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $386.0K | 9,358 | 0.2% | 2 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $385.9K | 9,355 | 0.0% | 1 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $351.3K | 8,516 | 0.1% | 24 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $320.0K | 7,757 | 0.0% | 23 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $271.0K | 6,570 | 0.0% | 1 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $245.4K | 5,948 | 0.1% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $229.0K | 5,553 | 0.1% | 1 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $220.8K | 5,352 | 0.0% | 5 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $200.8K | 4,867 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $91.3M |
| Q2 2026 | 578 | $5.8B |
| Q1 2026 | 557 | $5.4B |
| Q4 2025 | 583 | $5.9B |
| Q3 2025 | 544 | $5.5B |
| Q2 2025 | 535 | $5.6B |
| Q1 2025 | 533 | $4.9B |
| Q4 2024 | 544 | $15.3B |
| Q3 2024 | 518 | $5.0B |
| Q2 2024 | 515 | $4.9B |
| Q1 2024 | 500 | $4.8B |
| Q4 2023 | 505 | $4.3B |