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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,836
shares
|
$505,989
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
11,738
shares
|
$501,799
0.19% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,531
shares
|
$492,950
0.01% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
11,336
shares
|
$484,614
0.29% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
11,215
shares
|
$479,441
0.02% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
11,167
shares
|
$477,389
0.04% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
11,147
shares
|
$476,534
0.62% of portfolio
|
Q1 2025
Added 100.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
11,119
shares
|
$475,337
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
10,937
shares
|
$467,556
1.19% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
10,934
shares
|
$467,428
0.38% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
10,881
shares
|
$465,162
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
10,660
shares
|
$455,715
0.4% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,527
shares
|
$450,029
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
10,516
shares
|
$449,559
0.16% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,145
shares
|
$433,698
0.01% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,115
shares
|
$432,416
0.05% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
10,074
shares
|
$430,663
0.16% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,960
shares
|
$425,790
0.05% of portfolio
|
Q4 2023
Reduced 20.6%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
9,908
shares
|
$423,567
0.06% of portfolio
|
Q1 2025
Reduced 90.7%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
9,790
shares
|
$418,522
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,697
shares
|
$414,546
0.01% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$409,929
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
9,537
shares
|
$407,706
0.07% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,511
shares
|
$406,595
0.12% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,485
shares
|
$405,483
0.18% of portfolio
|
Q1 2025
Reduced 2.0%
|