ISHARES SHORT DURATION HIGH SHYM
$22.39
0.0% 52w: $21.11 – $22.39
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.1121.7522.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
140
+5 QoQ
13F value
$238.3M
+15.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SHYM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.4M | $31.8M | 0.0% | +54.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $28.3M | 0.0% | +118.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 625.7K | $13.8M | 0.0% | +22.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 612.7K | $13.5M | 0.0% | +32.6% |
| JPMORGAN CHASE & CO | Bank broker | 382.8K | $8.4M | 0.0% | +7.1% |
| HighTower Advisors, LLC | Diversified mechanical | 313.7K | $6.9M | 0.0% | +15.7% |
| Dynasty Wealth Management, LLC | Wealth advisor | 303.2K | $6.7M | 0.1% | +10.1% |
| Quotient Wealth Partners, LLC | Wealth advisor | 301.9K | $6.6M | 0.2% | +2.8% |
| Trust Co | Wealth advisor | 292.0K | $6.4M | 0.6% | +3.4% |
| IHT Wealth Management, LLC | Wealth advisor | 274.4K | $6.0M | 0.1% | +37.9% |
| Prentice Wealth Management LLC | Wealth advisor | 216.3K | $4.8M | 1.1% | -1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 197.1K | $4.3M | 0.0% | -4.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 189.2K | $4.2M | 0.0% | +7.8% |
| FORTE ASSET MANAGEMENT LLC | Wealth advisor | 178.4K | $3.9M | 1.7% | +54.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 176.8K | $3.9M | 0.1% | -15.9% |
| Evergreen Wealth Partners LLC | Wealth advisor | 151.3K | $3.3M | 2.5% | +23.2% |
| Advisory Resource Group | Wealth advisor | 145.7K | $3.2M | 0.6% | +3.8% |
| Capital Analysts, LLC | Wealth advisor | 140.4K | $3.1M | 0.1% | +33.2% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 139.8K | $3.1M | 0.1% | +0.8% |
| JANE STREET GROUP, LLC | Market maker | 131.8K | $2.9M | 0.0% | -37.8% |
| Vertex Planning Partners, LLC | Wealth advisor | 116.8K | $2.6M | 0.5% | +438.5% |
| Rialto Wealth Management, LLC | Wealth advisor | 109.7K | $2.4M | 0.5% | +216.8% |
| FourThought Financial Partners, LLC | Other | 106.1K | $2.3M | 0.2% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 105.1K | $2.3M | 0.0% | -25.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 93.7K | $2.1M | 0.0% | +41.0% |
| DeLarme Wealth Management, Inc. | Wealth advisor | 89.1K | $2.0M | 1.3% | +24.0% |
| SK Wealth Management, LLC | Wealth advisor | 86.2K | $1.9M | 0.5% | -2.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 84.0K | $1.9M | 0.0% | +117.0% |
| WCG Wealth Advisors LLC | Wealth advisor | 83.7K | $1.8M | 0.1% | 0.0% |
| Legacy Advisory Services, LLC | Wealth advisor | 80.5K | $1.8M | 1.4% | New |
| Keebeck Wealth Management | Wealth advisor | 79.5K | $1.7M | 0.2% | -1.5% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 76.9K | $1.7M | 0.1% | +7.7% |
| Private Advisor Group, LLC | Wealth advisor | 70.9K | $1.6M | 0.0% | -17.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 70.0K | $1.5M | 0.1% | +48.3% |
| Independent Advisor Alliance | Wealth advisor | 65.4K | $1.4M | 0.0% | New |
| COFG Advisors, LLC | Wealth advisor | 60.5K | $1.3M | 0.3% | +0.6% |
| Joseph Group Capital Management | Wealth advisor | 60.3K | $1.3M | 0.3% | -13.5% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 58.8K | $1.3M | 0.0% | New |
| MBA Advisors LLC | Wealth advisor | 49.4K | $1.1M | 0.4% | +9.2% |
| Destiny Wealth Partners, LLC | Wealth advisor | 48.7K | $1.1M | 0.1% | +18.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 46.6K | $1.0M | 0.0% | +420.8% |
| Wealth Advisors of Tampa Bay, LLC | Other | 45.0K | $991K | 0.3% | Held |
| World Investment Advisors | Wealth advisor | 44.7K | $984K | 0.0% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 44.6K | $982K | 0.0% | +158.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 43.5K | $958K | 0.0% | +46.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 42.9K | $944K | 0.0% | +5.7% |
| Aspen Wealth Management LLC | Wealth advisor | 42.7K | $940K | 0.2% | -77.6% |
| Avior Wealth Management, LLC | Wealth advisor | 42.5K | $936K | 0.0% | New |
| Objective Capital Management, LLC | Wealth advisor | 40.3K | $887K | 0.9% | +24.9% |
| Creative Planning | Wealth advisor | 36.6K | $805K | 0.0% | +56.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.