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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,794
shares
|
$849,360
0.01% of portfolio
|
Q2 2025
Added 235.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,752
shares
|
$847,558
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
19,673
shares
|
$844,168
0.62% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
19,664
shares
|
$843,782
0.07% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,637
shares
|
$842,623
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
19,478
shares
|
$835,800
0.49% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
19,375
shares
|
$831,381
0.09% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,298
shares
|
$828,077
0.01% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
19,071
shares
|
$818,336
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
18,901
shares
|
$811,041
0.82% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
18,870
shares
|
$809,711
0.0% of portfolio
|
Q2 2025
Reduced 37.82%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,709
shares
|
$802,803
0.08% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
18,207
shares
|
$781,262
0.11% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
18,176
shares
|
$779,932
0.09% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
18,085
shares
|
$776,027
0.02% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
17,840
shares
|
$765,514
0.08% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,829
shares
|
$765,042
0.0% of portfolio
|
Q2 2025
Added 45.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,723
shares
|
$760,493
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
17,573
shares
|
$754,057
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
17,377
shares
|
$745,647
0.26% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
17,000
shares
|
$729,470
0.0% of portfolio
|
Q2 2025
Added 1040.94%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
16,798
shares
|
$720,802
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
16,690
shares
|
$716,167
0.43% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$716,082
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$710,804
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|