SHYM iShares Short Duration High Yield Muni Active ETF
BATS close Oct 2, 2026SHYM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.08 | USD | ≈4.4% |
| Aug 3, 2026 | $0.08 | USD | — |
| Jul 1, 2026 | $0.07 | USD | — |
| Jun 1, 2026 | $0.06 | USD | — |
| May 1, 2026 | $0.08 | USD | — |
| Apr 1, 2026 | $0.08 | USD | — |
| Mar 2, 2026 | $0.08 | USD | — |
| Feb 2, 2026 | $0.08 | USD | — |
| Dec 19, 2025 | $0.10 | USD | — |
| Dec 1, 2025 | $0.08 | USD | — |
| Nov 3, 2025 | $0.09 | USD | — |
| Oct 1, 2025 | $0.08 | USD | — |
| Sep 2, 2025 | $0.08 | USD | — |
| Aug 1, 2025 | $0.08 | USD | — |
| Jul 1, 2025 | $0.08 | USD | — |
| Jun 2, 2025 | $0.09 | USD | — |
| May 1, 2025 | $0.09 | USD | — |
| Apr 1, 2025 | $0.09 | USD | — |
| Mar 3, 2025 | $0.08 | USD | — |
| Feb 3, 2025 | $0.08 | USD | — |
Institutional owners (13F) 159 filers · $462.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 21 (-8 vs prior Q) | 10 (-7 vs prior Q) | 67 (-1 vs prior Q) | 36 (+13 vs prior Q) | +9.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | $182,886,909 | 8,146,410 | 39.56% | Shares |
| LPL Financial LLC | $59,060,299 | 2,630,748 | 12.78% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $29,671,941 | 1,321,690 | 6.42% | Shares |
| OSAIC HOLDINGS, INC. | $18,815,492 | 838,089 | 4.07% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $17,111,350 | 762,198 | 3.70% | Shares |
| JPMORGAN CHASE & CO | $9,328,139 | 415,599 | 2.02% | Shares |
| HighTower Advisors, LLC | $8,338,126 | 371,409 | 1.80% | Shares |
| Quotient Wealth Partners, LLC | $7,262,306 | 323,488 | 1.57% | Shares |
| Dynasty Wealth Management, LLC | $7,128,097 | 317,510 | 1.54% | Shares |
| Trust Co | $6,429,047 | 291,964 | 1.39% | Shares |
| Prentice Wealth Management LLC | $5,546,228 | 247,048 | 1.20% | Shares |
| MML INVESTORS SERVICES, LLC | $4,875,504 | 217,172 | 1.05% | Shares |
| FORTE ASSET MANAGEMENT LLC | $4,006,123 | 178,446 | 0.87% | Shares |
| Evergreen Wealth Partners LLC | $3,653,105 | 162,722 | 0.79% | Shares |
| Rialto Wealth Management, LLC | $3,626,035 | 161,516 | 0.78% | Shares |
| IHT Wealth Management, LLC | $3,525,105 | 157,020 | 0.76% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3,461,252 | 154,176 | 0.75% | Shares |
| Ashton Thomas Private Wealth, LLC | $3,106,407 | 138,370 | 0.67% | Shares |
| Vertex Planning Partners, LLC | $3,051,471 | 135,923 | 0.66% | Shares |
| Cetera Investment Advisers | $2,419,195 | 107,759 | 0.52% | Shares |
| FourThought Financial Partners, LLC | $2,384,889 | 106,231 | 0.52% | Shares |
| TRUIST FINANCIAL CORP | $2,361,091 | 105,171 | 0.51% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2,163,072 | 96,618 | 0.47% | Shares |
| DeLarme Wealth Management, Inc. | $2,158,208 | 96,134 | 0.47% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1,988,549 | 88,577 | 0.43% | Shares |
| Legacy Advisory Services, LLC | $1,800,490 | 80,200 | 0.39% | Shares |
| Ausdal Financial Partners, Inc. | $1,773,349 | 78,991 | 0.38% | Shares |
| Private Advisor Group, LLC | $1,735,943 | 77,325 | 0.38% | Shares |
| Aspen Wealth Management LLC | $1,683,911 | 75,007 | 0.36% | Shares |
| H D Vest Advisory Services | $1,603,331 | 71,866 | 0.35% | Shares |
| WCG Wealth Advisors LLC | $1,569,861 | 69,927 | 0.34% | Shares |
| Keebeck Wealth Management | $1,535,715 | 68,406 | 0.33% | Shares |
| SK Wealth Management, LLC | $1,425,849 | 64,431 | 0.31% | Shares |
| Elequin Capital, LP | $1,416,528 | 63,097 | 0.31% | Shares |
| COFG Advisors, LLC | $1,329,399 | 59,216 | 0.29% | Shares |
| Ellis Investment Partners, LLC | $1,223,248 | 54,487 | 0.26% | Shares |
| Vestmark Advisory Solutions, Inc. | $1,210,998 | 53,942 | 0.26% | Shares |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1,185,504 | 53,449 | 0.26% | Shares |
| Diversify Advisory Services, LLC | $1,185,504 | 53,449 | 0.26% | Shares |
| Joseph Group Capital Management | $1,184,821 | 52,776 | 0.26% | Shares |
| MBA Advisors LLC | $1,163,471 | 51,825 | 0.25% | Shares |
| Stratos Wealth Partners, LTD. | $1,124,303 | 50,080 | 0.24% | Shares |
| Envestnet Portfolio Solutions, Inc. | $1,117,673 | 49,785 | 0.24% | Shares |
| Wealth Advisors of Tampa Bay, LLC | $1,010,250 | 45,000 | 0.22% | Shares |
| World Investment Advisors | $999,474 | 44,520 | 0.22% | Shares |
| Indivisible Partners | $990,292 | 44,111 | 0.21% | Shares |
| Tolleson Wealth Management, Inc. | $965,911 | 43,025 | 0.21% | Shares |
| Financial Engines Advisors L.L.C. | $962,095 | 42,855 | 0.21% | Shares |
| Objective Capital Management, LLC | $938,331 | 41,796 | 0.20% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $923,996 | 41,342 | 0.20% | Shares |
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