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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
16,348
shares
|
$701,492
0.55% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
16,251
shares
|
$697,330
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
15,845
shares
|
$679,908
0.03% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,553
shares
|
$667,379
0.02% of portfolio
|
Q2 2025
Added 151.95%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,498
shares
|
$665,019
0.39% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
15,335
shares
|
$658,024
0.13% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
15,289
shares
|
$656,050
0.38% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$653,776
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,094
shares
|
$647,683
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
15,067
shares
|
$646,524
0.14% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
14,947
shares
|
$641,375
0.18% of portfolio
|
Q2 2025
Added 182.93%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,850
shares
|
$637,213
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
14,818
shares
|
$635,840
0.18% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
14,800
shares
|
$635,068
0.17% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
14,766
shares
|
$633,609
0.41% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
14,547
shares
|
$624,211
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
14,435
shares
|
$619,405
0.15% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
14,422
shares
|
$618,848
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,327
shares
|
$614,771
0.01% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,070
shares
|
$603,743
0.0% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
14,045
shares
|
$602,670
0.03% of portfolio
|
Q2 2025
Added 189.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,013
shares
|
$601,297
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,736
shares
|
$589,411
0.04% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
13,721
shares
|
$588,768
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13,717
shares
|
$588,596
0.05% of portfolio
|
Q2 2025
Reduced 25.35%
|