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 |
|---|---|---|---|---|---|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
18,628
shares
|
$796,347
0.2% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,573
shares
|
$793,995
0.69% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,510
shares
|
$791,302
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
18,497
shares
|
$790,746
0.01% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
18,374
shares
|
$785,488
0.06% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
17,930
shares
|
$766,507
0.26% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
17,562
shares
|
$750,775
0.0% of portfolio
|
Q1 2025
Reduced 37.81%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
17,330
shares
|
$740,857
0.17% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
17,170
shares
|
$734,017
0.09% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
17,002
shares
|
$726,835
0.1% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,931
shares
|
$723,800
0.02% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
16,798
shares
|
$718,114
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$713,412
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$708,153
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
16,225
shares
|
$693,618
0.47% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
16,166
shares
|
$691,096
0.08% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,763
shares
|
$673,868
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
15,729
shares
|
$672,414
0.41% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,632
shares
|
$668,268
1.05% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,498
shares
|
$662,539
0.39% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
15,384
shares
|
$657,666
0.02% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$651,339
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
15,036
shares
|
$642,789
0.14% of portfolio
|
Q1 2025
Reduced 37.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
14,961
shares
|
$639,582
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
14,868
shares
|
$635,607
0.07% of portfolio
|
Q1 2025
Reduced 9.05%
|