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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,311
shares
|
$398,045
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,297
shares
|
$397,446
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,281
shares
|
$396,762
0.16% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,275
shares
|
$396,506
0.06% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
9,213
shares
|
$393,855
0.21% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
9,015
shares
|
$385,391
0.45% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
9,009
shares
|
$385,134
0.3% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
8,964
shares
|
$383,211
0.06% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
8,890
shares
|
$380,047
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
8,870
shares
|
$379,192
0.05% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
8,631
shares
|
$368,975
0.08% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,547
shares
|
$365,384
0.02% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,541
shares
|
$365,127
0.01% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
8,528
shares
|
$364,572
0.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$364,572
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
8,472
shares
|
$362,178
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
8,469
shares
|
$362,049
0.47% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,383
shares
|
$358,373
0.03% of portfolio
|
Q1 2025
Reduced 46.96%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
8,292
shares
|
$354,483
0.03% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,231
shares
|
$351,875
0.12% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
8,103
shares
|
$346,403
0.13% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
8,027
shares
|
$343,154
0.02% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,909
shares
|
$338,109
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,897
shares
|
$337,596
0.06% of portfolio
|
Q3 2023
Reduced 12.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
7,709
shares
|
$329,559
0.15% of portfolio
|
Q1 2025
Reduced 3.44%
|