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 |
|---|---|---|---|---|---|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
10,716
shares
|
$459,823
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
10,687
shares
|
$458,579
0.14% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,628
shares
|
$456,047
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
10,439
shares
|
$447,937
0.18% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
10,343
shares
|
$443,818
0.29% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
10,233
shares
|
$439,098
0.14% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
10,216
shares
|
$438,368
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,062
shares
|
$431,760
0.12% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
10,034
shares
|
$430,558
0.01% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,962
shares
|
$427,469
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,960
shares
|
$427,383
0.05% of portfolio
|
Q4 2023
Reduced 20.6%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
9,960
shares
|
$427,383
0.18% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
9,791
shares
|
$420,131
0.38% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
9,753
shares
|
$418,501
0.06% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,657
shares
|
$414,381
0.06% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
9,637
shares
|
$413,523
0.06% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$411,463
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
9,441
shares
|
$405,113
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
9,009
shares
|
$386,576
0.27% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
8,990
shares
|
$385,760
0.29% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
8,965
shares
|
$384,688
0.18% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
8,816
shares
|
$378,294
0.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,803
shares
|
$377,736
0.03% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,781
shares
|
$376,792
0.03% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
8,679
shares
|
$372,415
0.04% of portfolio
|
Q2 2025
Reduced 59.88%
|