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 603 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
32,212
shares
|
$1.38 Million
0.36% of portfolio
|
Q3 2025
Added 115.51%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
32,198
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
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%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
30,178
shares
|
$1.3 Million
0.61% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
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%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
29,439
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
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
|
Oct 15, 2025 Q3 2025 |
28,645
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
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%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
27,504
shares
|
$1.18 Million
1.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,174
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.8%
|
|
|
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
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
25,381
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
24,402
shares
|
$1.05 Million
0.32% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
24,390
shares
|
$1.05 Million
0.91% of portfolio
|
Q3 2025
Reduced 26.59%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
24,383
shares
|
$1.05 Million
0.44% of portfolio
|
Q2 2025
Added 10.79%
|