| 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 31 Dec 2025, 132 institutional investors reported holding 9,191,881 shares of BlackRock ETF Trust II - Exchange Traded Fund (SHYM). This represents 103% of the company’s total 8,930,833 outstanding shares.
The largest institutional shareholders of BlackRock ETF Trust II - Exchange Traded Fund (SHYM) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 10% | 935,025 | +12% | 0.01% | $20,776,248 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.6% | 588,103 | -53% | 0.02% | $13,067,638 |
| OSAIC HOLDINGS, INC. | 5.7% | 509,326 | +0.86% | 0.02% | $11,317,644 |
| ENVESTNET ASSET MANAGEMENT INC | 5.2% | 462,105 | -45% | 0% | $10,267,970 |
| JPMORGAN CHASE & CO | 4% | 357,400 | -4.3% | 0% | $7,941,433 |
| Strategic Equity Management | 3.5% | 313,634 | 2.4% | $6,968,947 | |
| Quotient Wealth Partners, LLC | 3.3% | 293,566 | +8.3% | 0.17% | $6,523,037 |
| Trust Co | 3.2% | 282,487 | +7.8% | 0.59% | $6,276,861 |
| Dynasty Wealth Management, LLC | 3.1% | 275,461 | +0.74% | 0.06% | $6,120,733 |
| HighTower Advisors, LLC | 3% | 271,230 | +96% | 0.01% | $6,026,733 |
| MONEYWISE, INC. | 2.6% | 231,350 | 2.1% | $5,140,590 | |
| Prentice Wealth Management LLC | 2.4% | 218,787 | -28% | 1.1% | $4,861,447 |
| JANE STREET GROUP, LLC | 2.4% | 211,902 | +166% | 0.01% | $4,708,462 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2.4% | 210,267 | -2.9% | 0.07% | $4,672,133 |
| Cambridge Investment Research Advisors, Inc. | 2.3% | 206,499 | +2.3% | 0.01% | $4,588,000 |
| IHT Wealth Management, LLC | 2.2% | 199,059 | +75% | 0.11% | $4,423,088 |
| Aspen Wealth Management LLC | 2.1% | 190,840 | +21% | 0.89% | $4,240,464 |
| MML INVESTORS SERVICES, LLC | 2% | 175,560 | +13% | 0.01% | $3,900,954 |
| Advisory Resource Group | 1.6% | 140,258 | +5.9% | 0.55% | $3,116,533 |
| Cetera Investment Advisers | 1.6% | 140,057 | -16% | 0% | $3,112,069 |
| Ashton Thomas Private Wealth, LLC | 1.6% | 138,686 | +45% | 0.08% | $3,081,603 |
| Evergreen Wealth Partners LLC | 1.4% | 122,837 | 0% | 2.3% | $2,729,434 |
| FORTE ASSET MANAGEMENT LLC | 1.3% | 115,718 | +0.04% | 1.2% | $2,571,259 |
| FourThought Financial Partners, LLC | 1.2% | 106,073 | +0.45% | 0.2% | $2,356,946 |
| SK Wealth Management, LLC | 0.99% | 88,384 | 0.55% | $1,981,568 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 9,191,881 | $204,291,894 | -$4,322,178 | $22.22 | 132 |
| 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 |