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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
22,255
shares
|
$951,401
0.04% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
22,008
shares
|
$940,842
0.46% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
21,959
shares
|
$938,747
0.16% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
21,695
shares
|
$927,461
0.0% of portfolio
|
Q1 2025
Added 248.29%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
21,634
shares
|
$924,853
0.11% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,555
shares
|
$921,476
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
21,544
shares
|
$921,006
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,499
shares
|
$919,082
0.03% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
21,099
shares
|
$901,982
0.06% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
21,060
shares
|
$900,315
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,937
shares
|
$895,056
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,858
shares
|
$891,679
0.26% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
20,818
shares
|
$889,969
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
20,458
shares
|
$874,579
0.03% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
20,310
shares
|
$868,252
0.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,299
shares
|
$867,782
0.01% of portfolio
|
Q1 2025
Reduced 69.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,207
shares
|
$863,849
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,950
shares
|
$852,862
0.01% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
19,403
shares
|
$829,478
0.81% of portfolio
|
Q1 2025
Added 205.9%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,372
shares
|
$828,153
0.01% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,032
shares
|
$813,618
0.15% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
18,954
shares
|
$810,283
0.28% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,834
shares
|
$805,153
0.02% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,740
shares
|
$801,135
0.09% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
18,724
shares
|
$800,451
0.87% of portfolio
|
Q1 2025
Reduced 3.86%
|