Institutional Ownership Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG). We have compiled data on the 588 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
34,569
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Added 916.44%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
34,384
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
34,188
shares
|
$1.46 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
34,072
shares
|
$1.46 Million
1.1% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
33,924
shares
|
$1.45 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
33,858
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
33,849
shares
|
$1.45 Million
0.84% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,011
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
33,009
shares
|
$1.41 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
32,686
shares
|
$1.4 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
32,552
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
32,477
shares
|
$1.39 Million
0.53% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
32,399
shares
|
$1.39 Million
1.37% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
31,927
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
31,603
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 77.76%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
31,488
shares
|
$1.35 Million
0.56% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
31,431
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 78.93%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
30,957
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,349
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
30,225
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
30,169
shares
|
$1.29 Million
0.21% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
30,033
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
May 14, 2025 Q1 2025 |
29,976
shares
|
$1.28 Million
7.31% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
29,425
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Added 10.47%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
29,395
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
Added 56.71%
|