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 |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
16,074
shares
|
$689,896
0.21% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
15,845
shares
|
$680,067
0.03% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
15,569
shares
|
$668,221
0.74% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,553
shares
|
$667,534
0.02% of portfolio
|
Q2 2025
Added 151.95%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,498
shares
|
$665,174
0.39% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
15,335
shares
|
$658,178
0.13% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
15,289
shares
|
$656,203
0.38% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$653,929
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
15,209
shares
|
$652,770
0.42% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,094
shares
|
$647,834
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
15,067
shares
|
$646,675
0.14% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,850
shares
|
$637,362
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
14,818
shares
|
$635,988
0.18% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
14,800
shares
|
$635,216
0.17% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
14,628
shares
|
$627,833
0.12% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
14,577
shares
|
$625,644
0.17% of portfolio
|
Q3 2025
Added 109.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
14,547
shares
|
$624,357
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,464
shares
|
$620,794
0.01% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
14,435
shares
|
$619,550
0.15% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
14,422
shares
|
$618,992
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,383
shares
|
$617,318
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,327
shares
|
$614,914
0.01% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
14,121
shares
|
$606,073
0.04% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,070
shares
|
$603,884
0.0% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,736
shares
|
$589,549
0.04% of portfolio
|
Q2 2025
Added 14.12%
|