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 604 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13,717
shares
|
$588,733
0.05% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
13,592
shares
|
$583,368
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
13,578
shares
|
$582,767
0.57% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,570
shares
|
$582,424
0.11% of portfolio
|
Q1 2024
Added 82.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
13,420
shares
|
$575,986
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,338
shares
|
$572,466
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
13,143
shares
|
$564,097
0.07% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
12,907
shares
|
$553,968
0.04% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
12,866
shares
|
$552,208
0.25% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,834
shares
|
$550,835
0.11% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
12,658
shares
|
$543,281
0.31% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,197
shares
|
$523,495
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,803
shares
|
$506,584
0.02% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
11,643
shares
|
$499,717
0.17% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
11,377
shares
|
$488,300
1.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
11,332
shares
|
$486,369
0.08% of portfolio
|
Q3 2025
Added 34.22%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
11,320
shares
|
$485,854
0.01% of portfolio
|
Q2 2025
Reduced 93.48%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,034
shares
|
$473,579
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
11,031
shares
|
$473,450
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
10,997
shares
|
$471,991
0.11% of portfolio
|
Q3 2025
Added 48.43%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
10,852
shares
|
$465,767
0.38% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
10,789
shares
|
$463,063
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,765
shares
|
$462,033
0.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
10,716
shares
|
$459,930
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
10,672
shares
|
$458,042
0.34% of portfolio
|
Q3 2025
Added 62.36%
|