SHYG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SHYG? 34 Institutions Hold $91.3M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SHYG)? 34 institutions reported holding $91.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($31.3M), Atwood & Palmer Inc ($19.5M), Freestate Advisors LLC ($10.9M).

Rank	Institution	Value	Shares	Change
1	Sound Income Strategies, LLC	$31.3M	760,280	Trimmed
2	ATWOOD & PALMER INC	$19.5M	473,032	Added
3	Freestate Advisors LLC	$10.9M	263,228	Trimmed
4	Cadent Capital Advisors, LLC	$8.2M	199,413	Added
5	Shelter Rock Management, LLC	$5.4M	132,225	Added
6	Farther Finance Advisors, LLC	$2.8M	67,061	Trimmed
7	Rosenberg Matthew Hamilton	$2.7M	66,659	Added
8	CLUNE & ASSOCIATES, LTD.	$1.6M	37,744	Trimmed
9	Balefire, LLC	$1.5M	36,596	Trimmed
10	City Center Advisors, LLC	$1.0M	24,996	Added
11	Montecito Bank & Trust	$778,388	18,870	Hold
12	S.E.E.D. Planning Group LLC	$650,727	15,775	Added
13	Delta Wealth Advisors LLC	$542,032	13,140	Trimmed
14	Central Pacific Bank - Trust Division	$528,825	12,820	Added
15	FINANCIAL MANAGEMENT NETWORK INC	$499,696	12,167	Trimmed
16	BAKER TILLY WEALTH MANAGEMENT, LLC	$419,600	10,172	Trimmed
17	GK Wealth Management LLC	$386,015	9,358	Trimmed
18	Insight Wealth Strategies, LLC	$385,895	9,355	New
19	MRA Advisory Group	$351,296	8,516	Added
20	Capital Advisors Wealth Management, LLC	$319,982	7,757	Trimmed
21	Avidian Wealth Enterprises, LLC	$271,017	6,570	New
22	STABLEFORD CAPITAL II LLC	$245,355	5,948	Hold
23	PRIVATE CLIENT SERVICES, LLC	$229,047	5,553	New
24	CHAPIN DAVIS, INC.	$220,790	5,352	Added
25	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$200,780	4,867	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30