Security Snapshot

BlackRock ETF Trust II - Exchange Traded Fund (SHYM) Institutional Ownership

CUSIP: 092528108

13F Institutional Holders and Ownership History from Q1 2021 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

149

Shares (Excl. Options)

20,942,019

Price

$22.45

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+10,076,005
Value change
+$226,282,216
Number of holders
149
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
8,930,833
SEC-reported price per share
$22.14
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SHYM - BlackRock ETF Trust II - Exchange Traded Fund is tracked under CUSIP 092528108.
  • 149 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 142 to 149 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $239,812,229 to $470,057,536.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 149 institutions filings for Q2 2026.

Open SEC evidence

Security key

092528108

Latest holder period

Q2 2026

13F holders

149

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SHYM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 3% $5,980,086 267,925 TRUIST FINANCIAL CORP 30 Sep 2024

As of 30 Jun 2026, 149 institutional investors reported holding 20,942,019 shares of BlackRock ETF Trust II - Exchange Traded Fund (SHYM). This represents 234% of the company’s total 8,930,833 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
198%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Orgel Wealth Management, LLC 91% 8,146,410 3.5% $182,886,909
LPL Financial LLC 29% 2,630,748 +82% 0.01% $59,060,299
COMMONWEALTH EQUITY SERVICES, LLC 15% 1,321,690 +3% 0.04% $29,671,941
OSAIC HOLDINGS, INC. 9.4% 838,089 +34% 0.02% $18,815,492
ENVESTNET ASSET MANAGEMENT INC 8.5% 762,198 +24% 0% $17,111,350
JPMORGAN CHASE & CO 4.7% 415,599 +8.6% 0% $9,328,139
HighTower Advisors, LLC 4.2% 371,409 +18% 0.01% $8,338,126
Quotient Wealth Partners, LLC 3.6% 323,488 +7.1% 0.17% $7,262,306
Dynasty Wealth Management, LLC 3.6% 317,510 +4.7% 0.05% $7,128,097
Trust Co 3.2% 286,957 -1.7% 0.58% $6,442,186
Prentice Wealth Management LLC 2.8% 247,048 +14% 1.1% $5,546,228
MML INVESTORS SERVICES, LLC 2.4% 217,172 +15% 0.01% $4,875,504
Cambridge Investment Research Advisors, Inc. 2.2% 195,227 -0.95% 0.01% $4,383,000
FORTE ASSET MANAGEMENT LLC 2% 178,446 +0.02% 1.6% $4,006,123
Evergreen Wealth Partners LLC 1.8% 162,722 +7.5% 2.2% $3,653,105
Rialto Wealth Management, LLC 1.8% 161,516 +47% 0.72% $3,626,035
IHT Wealth Management, LLC 1.8% 157,020 -43% 0.07% $3,525,105
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.7% 154,176 -13% 0.05% $3,461,252
Ashton Thomas Private Wealth, LLC 1.5% 138,370 -1.1% 0.06% $3,106,407
Capital Analysts, LLC 1.5% 137,977 -1.7% 0.07% $3,098,000
Vertex Planning Partners, LLC 1.5% 135,923 +16% 0.46% $3,051,471
Cetera Investment Advisers 1.2% 107,759 +2.5% 0% $2,419,195
FourThought Financial Partners, LLC 1.2% 106,231 +0.09% 0.18% $2,384,889
TRUIST FINANCIAL CORP 1.2% 105,171 +12% 0% $2,361,091
Janney Montgomery Scott LLC 1.2% 105,010 +25% 0% $2,357,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
22
Latest
Q2 2026
Rows shown
1-22 of 22
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 20,942,019 $470,057,536 +$226,282,216 $22.45 149
2026 Q1 10,890,129 $239,812,229 +$35,445,691 $22.02 142
2025 Q4 9,288,245 $206,434,749 -$2,978,272 $22.22 134
2025 Q3 9,089,646 $203,023,471 +$19,648,002 $22.34 116
2025 Q2 8,309,101 $185,368,426 +$5,169,980 $22.31 106
2025 Q1 8,091,054 $183,416,513 +$54,228,640 $22.67 98
2024 Q4 5,718,585 $129,586,434 +$10,934,175 $22.66 90
2024 Q3 4,965,511 $115,102,150 +$52,903,438 $23.18 76
2024 Q2 2,923,223 $66,106,459 +$16,335,863 $22.64 58
2024 Q1 2,043,753 $45,881,121 -$14,671,409 $22.45 41
2023 Q4 2,488,606 $55,051,713 +$24,395,464 $22.12 35
2023 Q3 1,159,526 $23,713,228 -$710,071 $20.45 25
2023 Q2 1,188,212 $25,866,632 +$9,752,576 $21.77 26
2023 Q1 740,212 $15,967,746 +$2,137,126 $21.57 21
2022 Q4 646,280 $13,638,734 -$4,299,306 $21.10 23
2022 Q3 853,011 $17,495,000 +$2,580,583 $20.50 19
2022 Q2 718,890 $15,571,000 -$3,474,090 $21.65 15
2022 Q1 861,336 $20,427,067 +$188,636 $23.79 13
2021 Q4 850,555 $22,191,072 -$2,170,705 $26.09 8
2021 Q3 933,615 $24,680,000 -$485,538 $26.44 8
2021 Q2 951,951 $25,275,000 -$1,120,444 $26.55 3
2021 Q1 994,111 $25,181,000 +$25,181,000 $25.33 3
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