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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,752
shares
|
$847,755
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
19,673
shares
|
$844,365
0.62% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
19,664
shares
|
$843,978
0.07% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
19,375
shares
|
$831,575
0.09% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,298
shares
|
$828,270
0.01% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
19,102
shares
|
$819,857
0.13% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
19,071
shares
|
$818,527
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
18,995
shares
|
$815,265
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
18,901
shares
|
$811,230
0.82% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
18,871
shares
|
$809,943
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,709
shares
|
$802,990
0.08% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
18,207
shares
|
$781,444
0.11% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
18,176
shares
|
$780,113
0.09% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
18,085
shares
|
$776,208
0.02% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
18,084
shares
|
$776,165
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
17,840
shares
|
$765,692
0.08% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,829
shares
|
$765,220
0.0% of portfolio
|
Q2 2025
Added 45.19%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
17,573
shares
|
$754,233
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
17,377
shares
|
$745,820
0.26% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
17,000
shares
|
$729,640
0.0% of portfolio
|
Q2 2025
Added 1040.94%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
16,798
shares
|
$720,970
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
16,690
shares
|
$716,334
0.43% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$716,248
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$710,969
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
16,251
shares
|
$697,492
0.33% of portfolio
|
Q2 2025
New holding
|