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 |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
13,592
shares
|
$583,232
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,570
shares
|
$582,288
0.11% of portfolio
|
Q1 2024
Added 82.22%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,462
shares
|
$577,654
0.07% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
13,418
shares
|
$575,766
0.05% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
12,992
shares
|
$557,486
0.12% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
12,866
shares
|
$552,080
0.25% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,834
shares
|
$550,706
0.11% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,706
shares
|
$545,214
0.17% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
12,658
shares
|
$543,154
0.31% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,646
shares
|
$542,639
0.03% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,197
shares
|
$523,373
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,803
shares
|
$506,466
0.02% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
11,647
shares
|
$499,772
0.02% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,626
shares
|
$498,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,607
shares
|
$498,056
0.54% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,331
shares
|
$486,213
0.01% of portfolio
|
Q2 2025
Added 43.27%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
11,320
shares
|
$485,741
0.01% of portfolio
|
Q2 2025
Reduced 93.48%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
11,317
shares
|
$485,612
1.17% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
11,167
shares
|
$479,175
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
11,062
shares
|
$474,670
0.58% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
11,019
shares
|
$472,825
0.13% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
10,852
shares
|
$465,659
0.38% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,799
shares
|
$463,385
0.05% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,794
shares
|
$463,170
0.04% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
10,789
shares
|
$462,955
0.4% of portfolio
|
Q2 2025
New holding
|