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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,627
shares
|
$456,110
0.12% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
10,343
shares
|
$443,921
0.29% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
10,331
shares
|
$443,406
0.12% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
10,233
shares
|
$439,200
0.14% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
10,216
shares
|
$438,470
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,962
shares
|
$427,569
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
9,960
shares
|
$427,483
0.18% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,960
shares
|
$427,483
0.05% of portfolio
|
Q4 2023
Reduced 20.6%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
9,791
shares
|
$420,229
0.38% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
9,717
shares
|
$417,053
0.06% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,657
shares
|
$414,478
0.06% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
9,637
shares
|
$413,620
0.06% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$411,559
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
9,441
shares
|
$405,207
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
9,009
shares
|
$386,666
0.27% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
8,998
shares
|
$386,194
0.13% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,990
shares
|
$385,850
0.29% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
8,965
shares
|
$384,777
0.18% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
8,816
shares
|
$378,382
0.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,803
shares
|
$377,824
0.03% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,737
shares
|
$374,992
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
8,679
shares
|
$372,502
0.04% of portfolio
|
Q2 2025
Reduced 59.88%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$366,021
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
8,472
shares
|
$363,618
0.08% of portfolio
|
Q3 2025
Added 64.25%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
8,472
shares
|
$363,618
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|