Vault-13

ISHARES TR SHYG

0-5YR HI YL CP · ETP · CUSIP 46434V407

573 institutional holders +15 vs Q1 2026
130,905,774130.9m shares reported held*
$5.6bnreported value*
61 new 288 added 140 reduced 46 sold out net bought ≈ $258.2m (+6.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.41.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 448Q4 22: 572Q1 23: 504Q2 23: 494Q3 23: 473Q4 23: 507Q1 24: 501Q2 24: 515Q3 24: 519Q4 24: 544Q1 25: 534Q2 25: 536Q3 25: 545Q4 25: 584Q1 26: 558Q2 26: 573573Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022448
Q4 2022572
Q1 2023504
Q2 2023494
Q3 2023473
Q4 2023507
Q1 2024501
Q2 2024515
Q3 2024519
Q4 2024544
Q1 2025534
Q2 2025536
Q3 2025545
Q4 2025584
Q1 2026558
Q2 2026573

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 274 bought or addedQ3 24: 206 cut or sold outQ4 24: 281 bought or addedQ4 24: 199 cut or sold outQ4 24Q1 25: 283 bought or addedQ1 25: 217 cut or sold outQ2 25: 291 bought or addedQ2 25: 229 cut or sold outQ2 25Q3 25: 329 bought or addedQ3 25: 197 cut or sold outQ4 25: 317 bought or addedQ4 25: 213 cut or sold outQ4 25Q1 26: 292 bought or addedQ1 26: 265 cut or sold outQ2 26: 349 bought or addedQ2 26: 186 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024274206
Q4 2024281199
Q1 2025283217
Q2 2025291229
Q3 2025329197
Q4 2025317213
Q1 2026292265
Q2 2026349186

Biggest buyers

MORGAN STANLEY Added +1,390,595+1.4m
Empower Advisory Group, LLC Added +955,664+955.7k
Wealthfront Advisers LLC Added +749,531+749.5k
ASSETMARK, INC Added +682,569+682.6k
CAPSTONE INVESTMENT ADVISORS, LLC New +598,401+598.4k
ROYAL BANK OF CANADA Added +485,328+485.3k
Matthew Goff Investment Advisor, LLC New +482,367+482.4k
WELLS FARGO & COMPANY/MN Added +394,476+394.5k
Carr Financial Group Corp Added +341,610+341.6k
LPL Financial LLC Added +325,059+325.1k

Biggest sellers

State of Tennessee, Department of Treasury Sold out -1,163,200-1.2m
Betterment LLC Reduced -855,143-855.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -691,766-691.8k
Ocean Park Asset Management, LLC Sold out -516,000-516.0k
SHP Wealth Management Reduced -502,127-502.1k
Motley Fool Wealth Management, LLC Sold out -180,444-180.4k
OneDigital Investment Advisors LLC Reduced -139,935-139.9k
Ameritas Advisory Services, LLC Sold out -138,978-139.0k
Allspring Global Investments Holdings, LLC Reduced -103,068-103.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -102,308-102.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.11% of their portfolio TORONTO, A6 15,196,74215.2m $644.5m $644.5m 0.11% Added +485.3k +485,328
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 14,202,49614.2m $602.3m $602.3m 0.03% Added +1.4m +1,390,595
3 ASSETMARK, INC 0.97% of their portfolio CONCORD, CA 13,266,67113.3m $562.6m $562.6m 0.97% Added +682.6k +682,569
4 Empower Advisory Group, LLC 1.32% of their portfolio Greenwood Village, CO 13,050,16413.1m $553.5m $553.5m 1.32% Added +955.7k +955,664
5 Japan Science & Technology Agency 3.57% of their portfolio TOKYO, M0 4,450,0004.5m $188.7m $188.7m 3.57% Unchanged
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,226,6154.2m $179.3m $179.3m 0.00% Added +8.2k +8,191
7 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,384,4143.4m $143.5m $143.5m 0.03% Added +325.1k +325,059
8 Wealthfront Advisers LLC 0.22% of their portfolio Palo Alto, CA 2,681,4422.7m $113.7m $113.7m 0.22% Added +749.5k +749,531
9 NEPC LLC 2.08% of their portfolio Boston, MA 2,632,2832.6m $111.6m $111.6m 2.08% Unchanged
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,623,8432.6m $111.3m $111.3m 0.01% Added +53.5k +53,507
11 Bramshill Investments, LLC 6.84% of their portfolio NAPLES, FL 2,108,5802.1m $89.4m $89.4m 6.84% Added +17.2k +17,196
12 MERCER GLOBAL ADVISORS INC /ADV 0.11% of their portfolio DENVER, CO 2,034,7372.0m $86.3m $86.3m 0.11% Added +239.7k +239,688
13 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 1,916,0561.9m $81.3m $81.3m 0.10% Reduced -691.8k -691,766
14 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,597,4041.6m $67.7m $67.7m 0.02% Reduced -102.3k -102,308
15 NOMURA ASSET MANAGEMENT CO LTD 0.14% of their portfolio TOKYO, M0 1,573,2401.6m $66.7m $66.7m 0.14% Reduced -4.1k -4,100
16 ARCH CAPITAL GROUP LTD. 22.32% of their portfolio PEMBROKE, D0 1,531,2501.5m $64.9m $64.9m 22.32% Unchanged
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,521,3751.5m $64.5m $64.5m 0.01% Added +394.5k +394,476
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,178,6521.2m $50.0m $50.0m 0.01% Added +29.3k +29,312
19 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio Paris, I0 1,077,2211.1m $45.7m $45.7m 0.05% Unchanged
20 Sound Income Strategies, LLC 1.94% of their portfolio FT LAUDERDALE, FL 1,017,6301.0m $43.2m $43.2m 1.94% Added +2.6k +2,575
21 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 990,960991.0k $42.0m $42.0m 0.04% Added +117.4k +117,435
22 Allspring Global Investments Holdings, LLC 0.06% of their portfolio CHARLOTTE, NC 879,237879.2k $37.3m $37.3m 0.06% Reduced -103.1k -103,068
23 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 837,457837.5k $35.5m $35.5m 0.01% Added +11.7k +11,727
24 UBS Group AG 0.01% of their portfolio ZURICH, V8 761,939761.9k $32.3m $32.3m 0.01% Added +20.2k +20,246
25 Mariner, LLC 0.03% of their portfolio Overland Park, KS 726,574726.6k $30.8m $30.8m 0.03% Added +27.8k +27,772
26 SCOTIA CAPITAL INC. 0.11% of their portfolio TORONTO, A6 671,455671.5k $28.5m $28.5m 0.11% Added +91.9k +91,865
27 CAPSTONE INVESTMENT ADVISORS, LLC 0.18% of their portfolio NEW YORK, NY 598,401598.4k $25.4m $25.4m 0.18% New
28 Ninety One UK Ltd 0.05% of their portfolio London, X0 579,677579.7k $24.6m $24.6m 0.05% Unchanged
29 Baker Avenue Asset Management, LP 0.46% of their portfolio SAN FRANCISCO, CA 574,072574.1k $24.3m $24.3m 0.46% Added +27.0k +27,016
30 High Probability Advisors, LLC 2.58% of their portfolio Pittsford, NY 568,588568.6k $24.1m $24.1m 2.58% Added +35.2k +35,181
31 Financial Gravity Companies, Inc. 3.85% of their portfolio Lakeway, TX 560,230560.2k $23.8m $23.8m 3.85% First filing
32 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 553,158553.2k $23.5m $23.5m 0.02% Added +4.1k +4,083
33 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 552,453552.5k $23.4m $23.4m 0.01% Added +25.5k +25,505
34 PARK AVENUE SECURITIES LLC 0.14% of their portfolio NEW YORK, NY 512,389512.4k $21.7m $21.7m 0.14% Reduced -31.8k -31,840
35 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 489,798489.8k $20.8m $20.8m 0.02% Added +259.2k +259,172
36 Matthew Goff Investment Advisor, LLC 3.45% of their portfolio HOUSTON, TX 482,367482.4k $20.5m $20.5m 3.45% New
37 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 480,840480.8k $20.4m $20.4m 0.04% Added +116.1k +116,113
38 ATWOOD & PALMER INC 1.05% of their portfolio KANSAS CITY, MO 465,716465.7k $19.8m $19.8m 1.05% Added +8.0k +7,986
39 BlueSky Wealth Advisors, LLC 2.23% of their portfolio New Bern, NC 453,800453.8k $19.2m $19.2m 2.23% Added +35.8k +35,840
40 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 444,098444.1k $18.8m $18.8m 0.01% Reduced -100.2k -100,217
41 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 442,322442.3k $18.8m $18.8m 0.02% Added +11.1k +11,051
42 Legacy Financial Group LLC 2.11% of their portfolio DES MOINES, IA 441,195441.2k $18.7m $18.7m 2.11% Added +26.7k +26,716
43 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 437,857437.9k $18.6m $18.6m 0.02% Added +28.7k +28,676
44 Advisors Capital Management, LLC 0.19% of their portfolio RIDGEWOOD, NJ 431,186431.2k $18.3m $18.3m 0.19% Added +46.7k +46,710
45 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 394,915394.9k $16.7m $16.7m 0.02% Added +240.7k +240,657
46 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 393,300393.3k $16.7m $16.7m 0.06% Added +9.0k +9,033
47 MGO ONE SEVEN LLC 0.27% of their portfolio Beachwood, OH 382,042382.0k $16.2m $16.2m 0.27% Added +79.5k +79,532
48 Alesco Advisors, LLC, An ESL Co 0.37% of their portfolio Pittsford, NY 381,033381.0k $16.2m $16.2m 0.37% Added +153.1k +153,080
49 Carr Financial Group Corp 3.68% of their portfolio WORCESTER, MA 376,508376.5k $16.0m $16.0m 3.68% Added +341.6k +341,610
50 KilterHowling LLC 6.97% of their portfolio BOULDER, CO 366,816366.8k $15.6m $15.6m 6.97% Added +7.5k +7,523
51 Cascade Wealth Advisors, Inc 6.15% of their portfolio WENATCHEE, WA 363,259363.3k $15.3m $15.3m 6.15% Added +11.5k +11,493
52 Trivium Point Advisory, LLC 1.37% of their portfolio WILTON, CT 354,915354.9k $15.1m $15.1m 1.37% Added +69.5k +69,460
53 SWEENEY & MICHEL, LLC 3.74% of their portfolio CHICO, CA 337,554337.6k $14.2m $14.2m 3.74% Added +2.6k +2,573
54 Ascent Group, LLC 0.43% of their portfolio VIRGINIA BEACH, VA 337,135337.1k $14.3m $14.3m 0.43% Added +144.1k +144,122
55 Belpointe Asset Management LLC 0.47% of their portfolio RENO, NV 337,014337.0k $14.3m $14.3m 0.47% Added +30.3k +30,338
56 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 316,580316.6k $13.4m $13.4m 0.02% Added +16.0k +15,955
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 314,777314.8k $13.3m $13.3m 0.00% Added +31.0k +31,022
58 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 303,321303.3k $12.9m $12.9m 0.06% Added +87.8k +87,784
59 FORONJY FINANCIAL LLC 4.72% of their portfolio Los Osos, CA 302,880302.9k $12.8m $12.8m 4.72% Added +15.2k +15,243
60 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 297,786297.8k $12.6m $12.6m 0.04% Added +52.0k +51,975
61 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.15% of their portfolio CINCINNATI, OH 285,175285.2k $12.1m $12.1m 0.15% Reduced -6.5k -6,482
62 S&A Financial Services, Inc. 7.26% of their portfolio Overland Park, KS 280,282280.3k $11.9m $11.9m 7.26% Added +5.5k +5,497
63 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio Stamford, CT 278,424278.4k $11.8m $11.8m 0.06% Added +19.7k +19,685
64 Peak Financial Management, Inc. 2.64% of their portfolio WELLESLEY, MA 271,489271.5k $11.5m $11.5m 2.64% Added +11.0k +11,001
65 Clearstead Advisors, LLC 0.11% of their portfolio CLEVELAND, OH 271,154271.2k $11.5m $11.5m 0.11% New
66 Twelve Points Wealth Management LLC 2.30% of their portfolio CONCORD, MA 270,157270.2k $11.5m $11.5m 2.30% Added +12.5k +12,458
67 Freestate Advisors LLC 8.40% of their portfolio OVERLAND PARK, KS 265,076265.1k $11.2m $11.2m 8.40% Added +3.6k +3,639
68 Waterloo Capital, L.P. 0.61% of their portfolio AUSTIN, TX 253,825253.8k $10.8m $10.8m 0.61% Added +12.2k +12,173
69 Powers Advisory Group, LLC 3.34% of their portfolio Highland, IL 251,518251.5k $10.7m $10.7m 3.34% Added +15.2k +15,248
70 State of New Jersey Common Pension Fund D 0.04% of their portfolio TRENTON, NJ 250,360250.4k $10.6m $10.6m 0.04% Unchanged
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 247,013247.0k $10.5m $10.5m 0.00% Reduced -43.6k -43,641
72 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 231,176231.2k $9.8m $9.8m 0.03% Reduced -9.4k -9,368
73 KITCHING PARTNERS, LLC 8.35% of their portfolio CONSHOHOCKEN, PA 229,252229.3k $9.7m $9.7m 8.35% Added +3.8k +3,817
74 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 215,454215.5k $9.1m $9.1m 0.06% Added +11.3k +11,282
75 Cascade Financial Partners, LLC 0.79% of their portfolio SAN DIEGO, CA 215,130215.1k $9.1m $9.1m 0.79% Added +7.7k +7,704
76 Coral Wealth Management, LLC 7.42% of their portfolio MIAMI, FL 213,527213.5k $9.1m $9.1m 7.42% New
77 Portside Wealth Group, LLC 1.04% of their portfolio Provo, UT 209,365209.4k $8.9m $8.9m 1.04% Added +20.4k +20,432
78 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 208,317208.3k $8.8m $8.8m 0.02% Added +166.7k +166,717
79 Curtis Advisory Group, LLC 1.69% of their portfolio SANTA BARBARA, CA 205,212205.2k $8.7m $8.7m 1.69% Added +30.0k +30,015
80 INTEGRITY ALLIANCE, LLC. 0.27% of their portfolio Urbandale, IA 203,697203.7k $8.6m $8.6m 0.27% Added +75.3k +75,287
81 RITHOLTZ WEALTH MANAGEMENT 0.13% of their portfolio NEW YORK, NY 201,089201.1k $8.5m $8.5m 0.13% Added +9.8k +9,762
82 Gerber Kawasaki Wealth & Investment Management 0.22% of their portfolio SANTA MONICA, CA 196,542196.5k $8.3m $8.3m 0.22% Added +33.7k +33,661
83 Redhawk Wealth Advisors, Inc. 0.75% of their portfolio MINNEAPOLIS, MN 180,364180.4k $7.6m $7.6m 0.75% Added +29.5k +29,499
84 Towercrest Capital Management 1.04% of their portfolio NEWTOWN, PA 175,323175.3k $7.4m $7.4m 1.04% Reduced -258 -258
85 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 173,081173.1k $7.3m $7.3m 0.01% Reduced -2.5k -2,493
86 Smith Salley Wealth Management 0.32% of their portfolio GREENSBORO, NC 171,419171.4k $7.3m $7.3m 0.32% Reduced -3.9k -3,938
87 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 171,156171.2k $7.3m $7.3m 0.07% Added +14.7k +14,668
88 Alexis Investment Partners, LLC 4.24% of their portfolio MONTGOMERY, TX 171,006171.0k $7.3m $7.3m 4.24% Added +6.0k +6,023
89 Avior Wealth Management, LLC 0.19% of their portfolio OMAHA, NE 169,050169.1k $7.2m $7.2m 0.19% Added +115.2k +115,244
90 Livet Wealth, LLC 4.12% of their portfolio SALT LAKE CITY, UT 168,489168.5k $7.1m $7.1m 4.12% Added +12.4k +12,384
91 Arkadios Wealth Advisors 0.11% of their portfolio ATLANTA, GA 162,058162.1k $6.9m $6.9m 0.11% Added +11.9k +11,948
92 Hudock, Inc. 0.86% of their portfolio Williamsport, PA 157,723157.7k $6.7m $6.7m 0.86% Added +5.4k +5,391
93 RiverFront Investment Group, LLC 0.09% of their portfolio RICHMOND, VA 154,635154.6k $6.6m $6.6m 0.09% Reduced -4.5k -4,532
94 Independent Solutions Wealth Management, LLC 0.85% of their portfolio Williamsville, NY 154,051154.1k $6.5m $6.5m 0.85% Added +4.5k +4,457
95 BridgePort Financial Solutions, LLC 1.58% of their portfolio FAIRFIELD, IA 146,455146.5k $6.2m $6.2m 1.58% Added +3.0k +2,965
96 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 145,486145.5k $6.2m $6.2m 0.00% Added +25.6k +25,592
97 Manske Wealth Management 1.53% of their portfolio HOUSTON, TX 145,122145.1k $6.2m $6.2m 1.53% Added +28.5k +28,532
98 Portfolio Design Labs, LLC 1.00% of their portfolio ENCINO, CA 143,624143.6k $6.1m $6.1m 1.00% New
99 COURIER CAPITAL LLC 0.30% of their portfolio BUFFALO, NY 142,466142.5k $6.0m $6.0m 0.30% Added +6.7k +6,650
100 Alliance Wealth Management Group 1.18% of their portfolio FLEMINGTON, NJ 142,228142.2k $6.0m $6.0m 1.18% Reduced -70 -70