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Security record · archived quarter

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · Financial Services · Asset Management - Bonds

41.12 +0.1% mkt cap $7.65B quote delayed (FMP) · as of Oct 22 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
64Tracked holders
0Δ holders
84.89MShares held
$3.64BReported value
+2New positions
−2Exits
Rising Conviction score 59/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.6% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 +1 580.89K $23.95M +1 −1
Q2 2026 66 +3 90.09M $3.82B +5 −3
Q1 2026 65 0 84.98M $3.60B +3 −3
Q4 2025 64 0 84.89M $3.64B +2 −2
Q3 2025 7 0 8.39M $363.30M n/a n/a
Q2 2025 4 0 6.13M $264.60M n/a n/a
Q1 2025 2 0 275.80K $11.73M n/a n/a
Q4 2024 2 -1 232.33K $9.90M n/a −1
Q3 2024 3 +2 235.21K $10.21M +2 n/a
Q2 2024 1 n/a 57.70K $2.43M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 14.28M n/a $612.05M 0.1% n/c 1 SEC ↗ ×7
2 Morgan Stanley ✦ 12.78M +288.0% $547.86M 0.0% ▲ Add 2 SEC ↗ ×7
3 Assetmark, Inc 11.73M n/a $502.66M 1.0% n/c 1 SEC ↗
4 Empower Advisory Group, LLC 11.14M n/a $477.62M 1.3% n/c 1 SEC ↗
5 BlackRock ✦ (passive) 3.82M -10.7% $163.65M 0.0% ▼ Trim 3 SEC ↗ ×8
6 Commonwealth Equity Services, Llc 2.95M n/a $126.54M 0.2% n/c 1 SEC ↗
7 LPL Financial LLC 2.84M n/a $121.81M 0.0% n/c 1 SEC ↗
8 Wealthfront Advisers LLC 2.81M n/a $120.60M 0.3% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 2.42M n/a $103.85M 0.0% n/c 1 SEC ↗ ×3
10 Mercer Global Advisors Inc /Adv 1.93M n/a $82.78M 0.1% n/c 1 SEC ↗
11 Envestnet Asset Management Inc 1.69M n/a $72.44M 0.0% n/c 1 SEC ↗
12 Nomura Asset Management Co Ltd 1.53M n/a $65.54M 0.2% n/c 1 SEC ↗ ×2
13 Wells Fargo & Company/Mn 1.51M n/a $64.53M 0.0% n/c 1 SEC ↗ ×3
14 BNP Paribas Asset Management… 1.08M n/a $46.18M 0.1% n/c 1 SEC ↗
15 Mariner, LLC 1.08M n/a $46.17M 0.1% n/c 1 SEC ↗
16 Bank of New York Mellon Corp 877.18K n/a $37.60M 0.0% n/c 1 SEC ↗ ×4
17 Allspring Global Investments… 865.59K n/a $37.11M 0.1% n/c 1 SEC ↗
18 Cetera Investment Advisers 863.56K n/a $37.02M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 841.45K n/a $36.07M 0.0% n/c 1 SEC ↗ ×3
20 UBS Group AG 710.15K n/a $30.44M 0.0% n/c 1 SEC ↗ ×3
21 Ninety One UK Ltd 577.75K n/a $24.77M 0.1% n/c 1 SEC ↗
22 American Century Companies Inc 544.32K n/a $23.33M 0.0% n/c 1 SEC ↗
23 Creative Planning 523.46K n/a $22.44M 0.0% n/c 1 SEC ↗ ×2
24 HighTower Advisors, LLC 518.96K n/a $22.25M 0.0% n/c 1 SEC ↗
25 Loomis Sayles & Co L P 466.00K n/a $19.98M 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 461.72K n/a $19.80M 0.0% n/c 1 SEC ↗ ×4
27 Mml Investors Services, Llc 455.53K n/a $19.53M 0.0% n/c 1 SEC ↗
28 Ameriprise Financial Inc 408.16K n/a $17.50M 0.0% n/c 1 SEC ↗ ×3
29 Stifel Financial Corp 404.98K n/a $17.36M 0.0% n/c 1 SEC ↗ ×2
30 Capstone Investment Advisors, Llc 338.50K n/a $14.51M 0.1% n/c 1 SEC ↗
31 Truist Financial Corp 337.49K n/a $14.47M 0.0% n/c 1 SEC ↗ ×3
32 JPMorgan Chase ✦ 332.94K -49.2% $14.27M 0.0% ▼ Trim 2 SEC ↗ ×5
33 Wealth Enhancement Advisory… 208.87K n/a $8.98M 0.0% n/c 1 SEC ↗
34 Goldman Sachs Group ✦ 193.81K +78.8% $8.31M 0.0% ▲ Add 2 SEC ↗ ×3
35 Cerity Partners LLC 179.12K n/a $7.68M 0.0% n/c 1 SEC ↗
36 Focus Partners Wealth 149.71K n/a $6.42M 0.0% n/c 1 SEC ↗
37 Northwestern Mutual Wealth… 116.86K n/a $5.01M 0.0% n/c 1 SEC ↗
38 Cwm, Llc 116.72K n/a $5.00M 0.0% n/c 1 SEC ↗
39 Franklin Resources Inc 113.45K n/a $4.86M 0.0% n/c 1 SEC ↗ ×2
40 Jones Financial Companies Lllp 100.46K n/a $4.31M 0.0% n/c 1 SEC ↗
41 Bank Of Montreal /Can/ 90.17K n/a $3.87M 0.0% n/c 1 SEC ↗ ×2
42 Sumitomo Mitsui Trust Group, Inc. 67.24K n/a $2.88M 0.0% n/c 1 SEC ↗
43 Prudential Financial Inc 57.32K n/a $2.46M 0.0% n/c 1 SEC ↗
44 Pacer Advisors, Inc. 46.98K n/a $2.01M 0.0% n/c 1 SEC ↗
45 Citadel Advisors ✦ 42.80K New $1.83M 0.0% New 1 SEC ↗
46 Rockefeller Capital Management L.P. 42.59K n/a $1.83M 0.0% n/c 1 SEC ↗
47 Corient Private Wealth LP 39.70K n/a $1.70M 0.0% n/c 1 SEC ↗ ×2
48 Mirae Asset Global Investments Co.… 30.80K n/a $1.32M 0.0% n/c 1 SEC ↗
49 Tidal Investments LLC 29.80K n/a $1.28M 0.0% n/c 1 SEC ↗
50 Hsbc Holdings Plc 24.62K n/a $1.06M 0.0% n/c 1 SEC ↗ ×2
51 Alliancebernstein L.P. 24.62K n/a $1.06M 0.0% n/c 1 SEC ↗
52 National Bank Of Canada /Fi/ 19.76K n/a $846,829 0.0% n/c 1 SEC ↗
53 Pnc Financial Services Group, Inc. 18.82K n/a $806,649 0.0% n/c 1 SEC ↗ ×2
54 Brown Advisory Inc 17.03K n/a $730,248 0.0% n/c 1 SEC ↗
55 Fisher Asset Management ✦ 10.90K New $467,191 0.0% New 1 SEC ↗
56 Baird Financial Group, Inc. 10.61K n/a $455,022 0.0% n/c 1 SEC ↗ ×2
57 Captrust Financial Advisors 8.52K n/a $365,307 0.0% n/c 1 SEC ↗
58 Bnp Paribas Financial Markets 7.84K n/a $336,229 0.0% n/c 1 SEC ↗
59 Fifth Third Bancorp 5.54K n/a $237,414 0.0% n/c 1 SEC ↗
60 Fidelity (FMR) ✦ 4.22K +8.0% $180,782 0.0% ▲ Add 3 SEC ↗
61 Blair William & Co/Il 3.68K n/a $157,849 0.0% n/c 1 SEC ↗
62 Qube Research & Technologies Ltd 2.93K n/a $125,652 0.0% n/c 1 SEC ↗
63 Us Bancorp \De\ 29 n/a $1,243 0.0% n/c 1 SEC ↗
64 Russell Investments Group, Ltd. 1 n/a $43 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $1.83M 0.0%
Fisher Asset Management $467,191 0.0%

Exited

Millennium Management $1.24M was 0.0%
Renaissance Technologies $1.22M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 549 holders, 124.60M shares, $5.13B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API