Ticker: SHYM CUSIP: 092528108 Class: ISHARES HIGH YIE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strategic Equity Management | 313,634 | $6,969 |
| MONEYWISE, INC. | 231,350 | $5,141 |
| SK Wealth Management, LLC | 88,384 | $1,982 |
| MBA Advisors LLC | 45,179 | $1,004 |
| Wealth Advisors of Tampa Bay, LLC | 45,000 | $1,000 |
| Canal Capital Management, LLC | 55,123 | $1,225 |
| Alpha Financial Partners, LLC | 11,273 | $250 |
| Bowman & Co S.C. | 12,950 | $288 |
| Ellis Investment Partners, LLC | 25,097 | $558 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 10,450 | $232 |
| Bedel Financial Consulting, Inc. | 16,712 | $371 |
| Dynamic Advisor Solutions LLC | 15,944 | $354 |
| Stratos Wealth Partners, LTD. | 29,749 | $661 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8,954 | $200 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,034 | $312 |
| Tower Research Capital LLC (TRC) | 1,965 | $44 |
| Litman Gregory Wealth Management LLC | 1,111 | $25 |
| SageView Advisory Group, LLC | 281 | $6 |
| Aptus Capital Advisors, LLC | 313 | $7 |
| Janney Montgomery Scott LLC | 38,719 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Objective Capital Management, LLC | 16,545 | 32,257 | +15,712 (+95.0%) |
| Helen Stephens Group, LLC | 157,725 | 190,840 | +33,115 (+21.0%) |
| M Wealth Management, LLC | 11,200 | 21,200 | +10,000 (+89.3%) |
| Keebeck Wealth Management | 15,670 | 80,640 | +64,970 (+414.6%) |
| Rialto Wealth Management, LLC | 17,713 | 34,616 | +16,903 (+95.4%) |
| Trust Co | 262,134 | 282,487 | +20,353 (+7.8%) |
| Kuhn & Co Investment Counsel | 20,122 | 23,720 | +3,598 (+17.9%) |
| IHT Wealth Management, LLC | 114,063 | 199,059 | +84,996 (+74.5%) |
| Advisory Resource Group | 132,499 | 140,258 | +7,759 (+5.9%) |
| Weitzel Financial Services, Inc. | 9,470 | 16,306 | +6,836 (+72.2%) |
| Elequin Capital, LP | 2,718 | 28,492 | +25,774 (+948.3%) |
| WealthCare Investment Partners, LLC | 10,926 | 16,449 | +5,523 (+50.5%) |
| ShoreHaven Wealth Partners, LLC | 30,393 | 33,732 | +3,339 (+11.0%) |
| Ashton Thomas Private Wealth, LLC | 95,539 | 138,686 | +43,147 (+45.2%) |
| WCG Wealth Advisors LLC | 61,126 | 83,717 | +22,591 (+37.0%) |
| Quotient Wealth Partners, LLC | 271,049 | 293,566 | +22,517 (+8.3%) |
| CASTLE WEALTH MANAGEMENT LLC | 11,332 | 13,565 | +2,233 (+19.7%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 16,033 | 21,335 | +5,302 (+33.1%) |
| Destiny Wealth Partners, LLC | 37,577 | 41,185 | +3,608 (+9.6%) |
| Brookwood Investment Group LLC | 11,211 | 15,029 | +3,818 (+34.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prentice Wealth Management LLC | 305,477 | 218,787 | -86,690 (-28.4%) |
| Strategic Family Wealth Counselors, L.L.C. | 26,500 | 9,050 | -17,450 (-65.8%) |
| AMERIFLEX GROUP, INC. | 17,262 | 8,631 | -8,631 (-50.0%) |
| Keystone Financial Group, Inc. | 10,092 | 3,830 | -6,262 (-62.0%) |
| Beta Wealth Group, Inc. | 36,662 | 30,896 | -5,766 (-15.7%) |
| Per Stirling Capital Management, LLC. | 40,530 | 19,945 | -20,585 (-50.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,246,754 | 588,103 | -658,651 (-52.8%) |
| Joseph Group Capital Management | 72,391 | 69,746 | -2,645 (-3.7%) |
| Imprint Wealth LLC | 568 | 40 | -528 (-93.0%) |
| Premier Path Wealth Partners, LLC | 19,182 | 12,615 | -6,567 (-34.2%) |
| Buckingham Strategic Partners | 55,058 | 23,189 | -31,869 (-57.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 834,083 | 462,105 | -371,978 (-44.6%) |
| TRUIST FINANCIAL CORP | 113,781 | 66,509 | -47,272 (-41.5%) |
| Wealthcare Advisory Partners LLC | 17,160 | 9,062 | -8,098 (-47.2%) |
| Farther Finance Advisors, LLC | 15,905 | 5,694 | -10,211 (-64.2%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 216,599 | 210,267 | -6,332 (-2.9%) |
| Cetera Investment Advisers | 166,585 | 140,057 | -26,528 (-15.9%) |
| Private Advisor Group, LLC | 97,717 | 85,372 | -12,345 (-12.6%) |
| JPMORGAN CHASE & CO | 373,410 | 357,400 | -16,010 (-4.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84,956 | 74,538 | -10,418 (-12.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kestra Investment Management, LLC | 492,820 | $11,010 |
| Penney Financial, LLC | 27,300 | $610 |
| TCFG WEALTH MANAGEMENT, LLC | 9,266 | $207 |
| Claro Advisors Inc. | 11,719 | $262 |
| Capital Analysts, LLC | 101,026 | $2 |
| MISSION WEALTH MANAGEMENT, LP | 10,120 | $226 |
| Integrated Wealth Concepts LLC | 9,872 | $221 |
| Newbridge Financial Services Group, Inc. | 1,432 | $32 |
| ROYAL BANK OF CANADA | 2,926 | $65 |
| Parallel Advisors, LLC | 799 | $18 |
| NATIXIS ADVISORS, L.P. | 57,592 | $1 |
| Smartleaf Asset Management LLC | 147 | $3 |
| Thrivent Financial for Lutherans | 9,161 | $0 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |