ISHARES TR (SHYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
555
Reporting holders
$5.6B
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $644.5M | 15,196,742 | 0.10% | 31q | +3.3%+$20.6M |
| MORGAN STANLEY | $602.3M | 14,202,496 | 0.03% | 35q | +10.9%+$59.0M |
| ASSETMARK, INC | $562.6M | 13,266,671 | 0.97% | 31q | +5.4%+$28.9M |
| Empower Advisory Group, LLC | $553.5M | 13,050,164 | 1.32% | 14q | +7.9%+$40.5M |
| Japan Science & Technology Agency | $188.7M | 4,450,000 | 3.57% | 14q | HELD |
| BlackRock, Inc. | $179.3M | 4,226,615 | 0.00% | 8q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $172.6M | 4,069,474 | 0.11% | 30q | +126.7%+$96.5M |
| LPL Financial LLC | $143.5M | 3,384,414 | 0.03% | 31q | +10.6%+$13.8M |
| Wealthfront Advisers LLC | $113.7M | 2,681,442 | 0.22% | 14q | +38.8%+$31.8M |
| NEPC LLC | $111.6M | 2,632,283 | 2.08% | 12q | HELD |
| BANK OF AMERICA CORP /DE/ | $111.3M | 2,623,843 | 0.01% | 31q | +2.1%+$2.3M |
| Bramshill Investments, LLC | $89.4M | 2,108,580 | 6.84% | 6q | +0.8%+$729.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.3M | 1,916,056 | 0.10% | 31q | -26.5%-$29.3M |
| ENVESTNET ASSET MANAGEMENT INC | $67.7M | 1,597,404 | 0.02% | 31q | -6.0%-$4.3M |
| NOMURA ASSET MANAGEMENT CO LTD | $66.7M | 1,573,240 | 0.14% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $64.5M | 1,521,375 | 0.01% | 31q | -32.5%-$31.1M |
| Bank of New York Mellon Corp | $50.0M | 1,178,652 | 0.01% | 31q | +2.6%+$1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $45.7M | 1,077,221 | 0.05% | 3q | HELD |
| Sound Income Strategies, LLC | $43.2M | 1,017,630 | 1.94% | 31q | HELD |
| Cetera Investment Advisers | $42.0M | 990,960 | 0.04% | 31q | +13.4%+$5.0M |
| Allspring Global Investments Holdings, LLC | $37.3M | 879,237 | 0.06% | 19q | -10.5%-$4.4M |
| RAYMOND JAMES FINANCIAL INC | $35.5M | 837,457 | 0.01% | 7q | +1.4%+$497.3K |
| UBS Group AG | $32.3M | 761,939 | 0.00% | 31q | +2.7%+$858.6K |
| Mariner, LLC | $30.8M | 726,574 | 0.03% | 23q | +4.0%+$1.2M |
| SCOTIA CAPITAL INC. | $28.5M | 671,455 | 0.11% | 28q | +15.8%+$3.9M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $25.4M | 598,401 | 0.05% | new | NEW |
| Ninety One UK Ltd | $24.6M | 579,677 | 0.05% | 12q | HELD |
| Baker Avenue Asset Management, LP | $24.3M | 574,072 | 0.46% | 25q | +4.9%+$1.1M |
| High Probability Advisors, LLC | $24.1M | 568,588 | 2.58% | 18q | +6.6%+$1.5M |
| Financial Gravity Companies, Inc. | $23.8M | 560,230 | 3.85% | 5q | +18.9%+$3.8M |
| HighTower Advisors, LLC | $23.5M | 553,158 | 0.02% | 31q | +0.7%+$173.2K |
| Creative Planning | $23.4M | 552,453 | 0.01% | 31q | +4.8%+$1.1M |
| Matthew Goff Investment Advisor, LLC | $20.5M | 482,367 | 3.45% | new | NEW |
| MML INVESTORS SERVICES, LLC | $20.4M | 480,840 | 0.04% | 31q | +31.8%+$4.9M |
| ATWOOD & PALMER INC | $19.8M | 465,716 | 1.05% | 16q | +1.7%+$338.7K |
| BlueSky Wealth Advisors, LLC | $19.2M | 453,800 | 2.23% | 2q | +8.6%+$1.5M |
| AMERICAN CENTURY COMPANIES INC | $18.8M | 444,098 | 0.01% | 4q | -18.4%-$4.3M |
| STIFEL FINANCIAL CORP | $18.8M | 442,322 | 0.02% | 31q | +2.6%+$468.7K |
| Legacy Financial Group LLC | $18.7M | 441,195 | 2.11% | 23q | +6.4%+$1.1M |
| OSAIC HOLDINGS, INC. | $18.6M | 437,857 | 0.02% | 26q | +7.0%+$1.2M |
| Advisors Capital Management, LLC | $18.3M | 431,186 | 0.19% | 31q | +12.1%+$2.0M |
| Merit Financial Group, LLC | $18.3M | 430,908 | 0.06% | 15q | +111.1%+$9.6M |
| RITHOLTZ WEALTH MANAGEMENT | $17.1M | 402,178 | 0.13% | 10q | +110.2%+$8.9M |
| LOOMIS SAYLES & CO L P | $16.7M | 394,915 | 0.02% | 4q | +156.0%+$10.2M |
| MAI Capital Management | $16.7M | 393,300 | 0.06% | 7q | +2.4%+$383.1K |
| MGO ONE SEVEN LLC | $16.2M | 382,042 | 0.27% | 18q | +26.3%+$3.4M |
| Alesco Advisors, LLC, An ESL Co | $16.2M | 381,033 | 0.37% | 26q | +67.2%+$6.5M |
| Carr Financial Group Corp | $16.0M | 376,508 | 3.68% | 15q | +978.9%+$14.5M |
| KilterHowling LLC | $15.6M | 366,816 | 6.97% | 19q | +2.1%+$319.1K |
| Cascade Wealth Advisors, Inc | $15.3M | 363,259 | 6.15% | 10q | +3.3%+$484.4K |
| Trivium Point Advisory, LLC | $15.1M | 354,915 | 1.37% | 15q | +24.3%+$2.9M |
| Ascent Group, LLC | $14.3M | 337,135 | 0.43% | 19q | +74.7%+$6.1M |
| Belpointe Asset Management LLC | $14.3M | 337,014 | 0.47% | 5q | +9.9%+$1.3M |
| SWEENEY & MICHEL, LLC | $14.2M | 337,554 | 3.74% | 12q | +0.8%+$108.5K |
| TRUIST FINANCIAL CORP | $13.4M | 316,580 | 0.02% | 27q | +5.3%+$676.7K |
| AMERIPRISE FINANCIAL INC | $13.3M | 314,777 | 0.00% | 31q | -44.5%-$10.7M |
| Integrated Wealth Concepts LLC | $12.9M | 303,321 | 0.06% | 28q | +40.7%+$3.7M |
| FORONJY FINANCIAL LLC | $12.8M | 302,880 | 4.72% | 5q | +5.3%+$646.5K |
| Kestra Advisory Services, LLC | $12.6M | 297,786 | 0.04% | 24q | +21.1%+$2.2M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $12.1M | 285,175 | 0.15% | 23q | -2.2%-$274.9K |
| S&A Financial Services, Inc. | $11.9M | 280,282 | 7.26% | new | FIRST |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $11.8M | 278,424 | 0.05% | 27q | +7.6%+$834.8K |
| Peak Financial Management, Inc. | $11.5M | 271,489 | 2.64% | 31q | +4.2%+$466.6K |
| Clearstead Advisors, LLC | $11.5M | 271,154 | 0.11% | new | NEW |
| Twelve Points Wealth Management LLC | $11.5M | 270,157 | 2.30% | 6q | +4.8%+$528.3K |
| Freestate Advisors LLC | $11.2M | 265,076 | 8.40% | 8q | +1.4%+$154.3K |
| Waterloo Capital, L.P. | $10.8M | 253,825 | 0.60% | 11q | +5.0%+$516.3K |
| Powers Advisory Group, LLC | $10.7M | 251,518 | 3.34% | 19q | +6.5%+$646.7K |
| State of New Jersey Common Pension Fund D | $10.6M | 250,360 | 0.04% | 10q | HELD |
| JPMORGAN CHASE & CO | $10.5M | 247,013 | 0.00% | 31q | -15.0%-$1.9M |
| Pathstone Holdings, LLC | $9.8M | 231,176 | 0.03% | 11q | -3.9%-$397.3K |
| KITCHING PARTNERS, LLC | $9.7M | 229,252 | 8.35% | 11q | +1.7%+$161.9K |
| Cascade Financial Partners, LLC | $9.1M | 215,130 | 0.79% | 10q | +3.7%+$326.7K |
| Coral Wealth Management, LLC | $9.1M | 213,527 | 7.42% | new | NEW |
| Portside Wealth Group, LLC | $8.9M | 209,365 | 1.03% | 13q | +10.8%+$866.5K |
| Mirae Asset Global Investments Co., Ltd. | $8.8M | 208,317 | 0.01% | 10q | +150.4%+$5.3M |
| Curtis Advisory Group, LLC | $8.7M | 205,212 | 1.69% | 27q | +17.1%+$1.3M |
| INTEGRITY ALLIANCE, LLC. | $8.6M | 203,697 | 0.27% | 7q | +58.6%+$3.2M |
| Gerber Kawasaki Wealth & Investment Management | $8.3M | 196,542 | 0.22% | 14q | +20.7%+$1.4M |
| Redhawk Wealth Advisors, Inc. | $7.6M | 180,364 | 0.75% | 31q | +19.6%+$1.3M |
| Towercrest Capital Management | $7.4M | 175,323 | 1.04% | 31q | HELD |
| Cerity Partners LLC | $7.3M | 173,081 | 0.01% | 3q | -1.4%-$105.7K |
| Smith Salley Wealth Management | $7.3M | 171,419 | 0.32% | 6q | -2.2%-$167.0K |
| Stratos Wealth Partners, LTD. | $7.3M | 171,156 | 0.07% | 31q | +9.4%+$622.1K |
| Alexis Investment Partners, LLC | $7.3M | 171,006 | 4.24% | 5q | +3.7%+$255.6K |
| Avior Wealth Management, LLC | $7.2M | 169,050 | 0.19% | 31q | +214.2%+$4.9M |
| Livet Wealth, LLC | $7.1M | 168,489 | 4.12% | 3q | +7.9%+$525.2K |
| Arkadios Wealth Advisors | $6.9M | 162,058 | 0.10% | 13q | +8.0%+$506.7K |
| Hudock, Inc. | $6.7M | 157,723 | 0.86% | 9q | +3.5%+$228.6K |
| RiverFront Investment Group, LLC | $6.6M | 154,635 | 0.09% | 19q | -2.8%-$192.2K |
| Independent Solutions Wealth Management, LLC | $6.5M | 154,051 | 0.85% | 9q | +3.0%+$189.0K |
| BridgePort Financial Solutions, LLC | $6.2M | 146,455 | 1.58% | 4q | +2.1%+$125.7K |
| JONES FINANCIAL COMPANIES LLLP | $6.2M | 145,486 | 0.00% | 9q | +21.3%+$1.1M |
| Manske Wealth Management | $6.2M | 145,122 | 1.53% | 7q | +24.5%+$1.2M |
| Portfolio Design Labs, LLC | $6.1M | 143,624 | 1.00% | new | NEW |
| COURIER CAPITAL LLC | $6.0M | 142,466 | 0.30% | 13q | +4.9%+$282.0K |
| Alliance Wealth Management Group | $6.0M | 142,228 | 1.17% | 30q | HELD |
| CreativeOne Wealth, LLC | $6.0M | 140,602 | 0.13% | 22q | +34.1%+$1.5M |
| Arete Wealth Advisors, LLC | $5.6M | 132,488 | 0.12% | 11q | +146.6%+$3.3M |
| Gallagher Fiduciary Advisors, LLC | $5.5M | 129,960 | 0.18% | 14q | +2.1%+$111.0K |
Showing the largest 100 of 573 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 555 | $5.6B | 131,105,813 | 61 | 271 | 127 | 0.0% |
| Q1 2026 | 540 | $5.2B | 123,664,684 | 49 | 224 | 178 | 0.0% |
| Q4 2025 | 563 | $5.7B | 133,827,824 | 49 | 256 | 153 | 0.0% |
| Q3 2025 | 526 | $5.2B | 119,654,519 | 63 | 249 | 132 | 0.0% |
| Q2 2025 | 513 | $5.3B | 122,494,165 | 52 | 217 | 157 | 0.0% |
| Q1 2025 | 505 | $4.6B | 107,934,916 | 47 | 215 | 150 | 0.0% |
| Q4 2024 | 515 | $4.5B | 105,173,551 | 36 | 215 | 147 | 0.0% |
| Q3 2024 | 488 | $4.7B | 106,812,638 | 46 | 198 | 139 | 0.0% |
| Q2 2024 | 480 | $4.6B | 108,697,769 | 49 | 187 | 158 | 0.0% |
| Q1 2024 | 464 | $4.5B | 104,976,694 | 55 | 192 | 139 | 0.0% |
| Q4 2023 | 462 | $4.0B | 97,065,043 | 48 | 168 | 147 | 0.0% |
| Q3 2023 | 427 | $3.7B | 92,620,090 | 37 | 147 | 164 | 0.0% |
| Q2 2023 | 442 | $3.7B | 88,619,515 | 35 | 146 | 173 | 0.0% |
| Q1 2023 | 441 | $3.4B | 81,400,911 | 51 | 127 | 199 | 0.0% |
| Q4 2022 | 491 | $5.1B | 126,457,360 | 122 | 159 | 126 | 0.0% |
| Q3 2022 | 445 | $3.2B | 78,993,928 | 49 | 161 | 162 | 0.0% |
| Q2 2022 | 459 | $3.3B | 81,441,294 | 66 | 140 | 178 | 0.0% |
| Q1 2022 | 452 | $3.5B | 79,589,719 | 56 | 167 | 149 | 0.0% |
| Q4 2021 | 457 | $3.4B | 74,085,796 | 46 | 173 | 135 | 0.0% |
| Q3 2021 | 412 | $3.3B | 71,926,768 | 39 | 179 | 131 | 0.0% |
| Q2 2021 | 403 | $3.1B | 68,236,194 | 28 | 196 | 107 | 0.0% |
| Q1 2021 | 406 | $2.7B | 59,304,360 | 40 | 128 | 173 | 0.0% |
| Q4 2020 | 441 | $4.1B | 90,272,006 | 51 | 207 | 82 | 0.0% |
| Q3 2020 | 378 | $3.7B | 83,746,748 | 35 | 205 | 86 | 0.1% |
| Q2 2020 | 367 | $3.1B | 71,978,696 | 66 | 170 | 80 | 0.0% |
| Q1 2020 | 333 | $2.4B | 62,968,855 | 86 | 116 | 88 | 0.0% |
| Q4 2019 | 293 | $2.2B | 47,703,215 | 46 | 109 | 59 | 0.0% |
| Q3 2019 | 242 | $1.8B | 39,387,214 | 37 | 110 | 61 | 0.0% |
| Q2 2019 | 235 | $1.8B | 38,834,821 | 20 | 111 | 62 | 0.0% |
| Q1 2019 | 243 | $1.3B | 28,853,497 | 41 | 94 | 58 | 0.0% |
| Q4 2018 | 227 | $1.2B | 27,022,602 | 5 | 7 | 5 | 0.0% |