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 599 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
32,893
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
32,870
shares
|
$1.41 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
31,868
shares
|
$1.37 Million
0.32% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
31,845
shares
|
$1.37 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
31,840
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
31,253
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 64.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
29,559
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
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%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
28,862
shares
|
$1.24 Million
7.15% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
28,343
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,982
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
27,977
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
27,882
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
27,805
shares
|
$1.19 Million
0.35% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
27,278
shares
|
$1.17 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
26,924
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
26,621
shares
|
$1.14 Million
0.43% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
26,119
shares
|
$1.12 Million
0.56% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
25,648
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,367
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 737.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,303
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,885
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
24,705
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
24,383
shares
|
$1.05 Million
0.44% of portfolio
|
Q2 2025
Added 10.79%
|