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Security record · archived quarter

SHYG

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

41.17 -0.2% mkt cap $7.44B quote delayed (FMP) · as of Oct 13 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65Tracked holders
0Δ holders
84.98MShares held
$3.60BReported value
+3New positions
−3Exits
Stable Conviction score 52/100 5 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 +0.1% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Q2 2025 4 0 6.13M $264.60M — —
Q1 2025 2 0 275.80K $11.73M — —
Q4 2024 2 -1 232.33K $9.90M — −1
Q3 2024 3 +2 235.21K $10.21M +2 —
Q2 2024 1 — 57.70K $2.43M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 14.71M +3.0% $622.44M 0.1% ▲ Add 2 SEC ↗ ×7
2 Morgan Stanley ✦ 12.81M +0.2% $542.07M 0.0% ▲ Add 3 SEC ↗ ×5
3 Assetmark, Inc 12.58M +7.3% $532.43M 1.1% ▲ Add 2 SEC ↗
4 Empower Advisory Group, LLC 12.09M +8.6% $511.72M 1.3% ▲ Add 2 SEC ↗
5 BlackRock ✦ (passive) 4.22M +10.5% $178.48M 0.0% ▲ Add 4 SEC ↗ ×6
6 LPL Financial LLC 3.06M +7.7% $129.44M 0.0% ▲ Add 2 SEC ↗
7 Commonwealth Equity Services, Llc 2.61M -11.7% $110.34M 0.2% ▼ Trim 2 SEC ↗
8 Bank Of America Corp /De/ 2.57M +6.1% $108.75M 0.0% ▲ Add 2 SEC ↗ ×2
9 Wealthfront Advisers LLC 1.93M -31.3% $81.74M 0.2% ▼ Trim 2 SEC ↗
10 Mercer Global Advisors Inc /Adv 1.80M -7.0% $75.95M 0.1% ▼ Trim 2 SEC ↗
11 Envestnet Asset Management Inc 1.70M +0.6% $71.91M 0.0% ▲ Add 2 SEC ↗
12 Nomura Asset Management Co Ltd 1.58M +3.2% $66.74M 0.2% ▲ Add 2 SEC ↗ ×2
13 Bank of New York Mellon Corp 1.15M +31.0% $48.63M 0.0% ▲ Add 2 SEC ↗ ×4
14 Wells Fargo & Company/Mn 1.13M -25.1% $47.68M 0.0% ▼ Trim 2 SEC ↗ ×3
15 BNP Paribas Asset Management… 1.08M 0.0% $45.58M 0.1% Held 2 SEC ↗
16 Allspring Global Investments… 982.30K +13.5% $41.56M 0.1% ▲ Add 2 SEC ↗
17 Cetera Investment Advisers 873.52K +1.1% $36.96M 0.0% ▲ Add 2 SEC ↗
18 Raymond James Financial Inc 825.73K -1.9% $34.94M 0.0% ▼ Trim 2 SEC ↗ ×3
19 UBS Group AG 741.69K +4.4% $31.38M 0.0% ▲ Add 2 SEC ↗ ×3
20 Mariner, LLC 698.80K -35.1% $29.57M 0.0% ▼ Trim 2 SEC ↗
21 Ninety One UK Ltd 579.68K +0.3% $24.53M 0.1% ▲ Add 2 SEC ↗
22 HighTower Advisors, LLC 549.08K +5.8% $23.23M 0.0% ▲ Add 2 SEC ↗
23 American Century Companies Inc 544.32K 0.0% $23.03M 0.0% Held 2 SEC ↗
24 Creative Planning 526.95K +0.7% $22.30M 0.0% ▲ Add 2 SEC ↗ ×2
25 Stifel Financial Corp 431.27K +6.5% $18.25M 0.0% ▲ Add 2 SEC ↗ ×2
26 Osaic Holdings, Inc. 409.18K -11.4% $17.31M 0.0% ▼ Trim 2 SEC ↗ ×3
27 Mml Investors Services, Llc 364.73K -19.9% $15.43M 0.0% ▼ Trim 2 SEC ↗
28 Truist Financial Corp 300.62K -10.9% $12.72M 0.0% ▼ Trim 2 SEC ↗ ×3
29 JPMorgan Chase ✦ 290.65K -12.7% $12.19M 0.0% ▼ Trim 3 SEC ↗ ×5
30 Ameriprise Financial Inc 283.75K -30.5% $12.02M 0.0% ▼ Trim 2 SEC ↗ ×3
31 Cerity Partners LLC 175.57K -2.0% $7.43M 0.0% ▼ Trim 2 SEC ↗
32 Loomis Sayles & Co L P 154.26K -66.9% $6.53M 0.0% ▼ Trim 2 SEC ↗
33 Jones Financial Companies Lllp 119.89K +19.4% $5.02M 0.0% ▲ Add 2 SEC ↗
34 Northwestern Mutual Wealth… 113.26K -3.1% $4.79M 0.0% ▼ Trim 2 SEC ↗
35 Cwm, Llc 100.66K -13.8% $4.26M 0.0% ▼ Trim 2 SEC ↗
36 Goldman Sachs Group ✦ 94.89K -51.0% $4.01M 0.0% ▼ Trim 3 SEC ↗ ×2
37 Wealth Enhancement Advisory… 89.38K -57.2% $3.77M 0.0% ▼ Trim 2 SEC ↗
38 Bank Of Montreal /Can/ 88.77K -1.6% $3.76M 0.0% ▼ Trim 2 SEC ↗ ×2
39 Franklin Resources Inc 81.59K -28.1% $3.45M 0.0% ▼ Trim 2 SEC ↗ ×3
40 Sumitomo Mitsui Trust Group, Inc. 63.14K -6.1% $2.67M 0.0% ▼ Trim 2 SEC ↗
41 Prudential Financial Inc 60.36K +5.3% $2.55M 0.0% ▲ Add 2 SEC ↗
42 Rockefeller Capital Management L.P. 51.06K +19.9% $2.16M 0.0% ▲ Add 2 SEC ↗ ×2
43 Pacer Advisors, Inc. 46.98K 0.0% $1.99M 0.0% Held 2 SEC ↗
44 Mirae Asset Global Investments Co.… 41.60K +35.1% $1.76M 0.0% ▲ Add 2 SEC ↗
45 Susquehanna International Group, Llp 39.50K New $1.67M 0.0% New 1 SEC ↗ ×2
46 Tidal Investments LLC 29.16K -2.1% $1.23M 0.0% ▼ Trim 2 SEC ↗
47 Focus Partners Wealth 28.63K -80.9% $1.21M 0.0% ▼ Trim 2 SEC ↗
48 Pnc Financial Services Group, Inc. 23.12K +22.9% $978,244 0.0% ▲ Add 2 SEC ↗ ×2
49 AQR Capital Management ✦ 20.55K New $869,344 0.0% New 1 SEC ↗
50 National Bank Of Canada /Fi/ 20.09K +1.7% $849,901 0.0% ▲ Add 2 SEC ↗
51 Corient Private Wealth LP 20.22K -49.1% $843,116 0.0% ▼ Trim 2 SEC ↗
52 Alliancebernstein L.P. 18.67K -24.2% $800,211 0.0% ▼ Trim 2 SEC ↗
53 Fifth Third Bancorp 17.66K +219.0% $747,347 0.0% ▲ Add 2 SEC ↗
54 Hsbc Holdings Plc 16.79K -31.8% $710,427 0.0% ▼ Trim 2 SEC ↗ ×2
55 Baird Financial Group, Inc. 12.20K +14.9% $516,224 0.0% ▲ Add 2 SEC ↗ ×2
56 Qube Research & Technologies Ltd 11.17K +281.1% $472,645 0.0% ▲ Add 2 SEC ↗
57 CIBC Bancorp USA Inc. 6.82K — $288,554 0.0% n/c 1 SEC ↗
58 Captrust Financial Advisors 6.34K -25.6% $268,215 0.0% ▼ Trim 2 SEC ↗
59 Brown Advisory Inc 5.33K -68.7% $225,512 0.0% ▼ Trim 2 SEC ↗
60 Blair William & Co/Il 3.68K -0.1% $155,577 0.0% ▼ Trim 2 SEC ↗
61 Fidelity (FMR) ✦ 3.23K -23.3% $136,791 0.0% ▼ Trim 4 SEC ↗
62 Citigroup Inc 365 New $15,443 0.0% New 1 SEC ↗
63 Us Bancorp \De\ 29 0.0% $1,227 0.0% Held 2 SEC ↗
64 Bnp Paribas Financial Markets 20 -99.7% $846 0.0% ▼ Trim 2 SEC ↗
65 Russell Investments Group, Ltd. 1 0.0% $42 0.0% Held 2 SEC ↗

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

New buyers

Susquehanna International… $1.67M 0.0%
AQR Capital Management $869,344 0.0%
Citigroup Inc $15,443 0.0%

Exited

Capstone Investment Advisors… $14.51M was 0.1%
Citadel Advisors $1.83M was 0.0%
Fisher Asset Management $467,191 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: Q1 2026 · Methodology · Get this via the API