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 603 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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,423
shares
|
$361,515
0.02% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,415
shares
|
$361,171
0.02% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,330
shares
|
$357,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,313
shares
|
$356,793
0.01% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
8,263
shares
|
$354,647
0.13% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
8,243
shares
|
$353,789
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,080
shares
|
$346,793
0.02% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
8,054
shares
|
$345,677
0.01% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,897
shares
|
$338,939
0.06% of portfolio
|
Q3 2023
Reduced 12.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,762
shares
|
$333,145
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,752
shares
|
$332,715
0.05% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
7,596
shares
|
$326,020
0.16% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,517
shares
|
$322,629
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,459
shares
|
$320,140
0.0% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,337
shares
|
$314,904
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,337
shares
|
$314,904
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
7,271
shares
|
$312,071
0.25% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,169
shares
|
$307,693
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
7,159
shares
|
$307,264
0.42% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,158
shares
|
$307,221
0.08% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,083
shares
|
$304,002
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$303,101
0.21% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
7,050
shares
|
$302,586
0.15% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,951
shares
|
$298,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,933
shares
|
$297,564
0.01% of portfolio
|
Q2 2025
Added 45.1%
|