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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,951
shares
|
$298,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,933
shares
|
$297,495
0.01% of portfolio
|
Q2 2025
Added 45.1%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
6,907
shares
|
$296,379
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,809
shares
|
$292,174
0.12% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
6,792
shares
|
$291,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,645
shares
|
$285,136
0.06% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,613
shares
|
$283,763
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,589
shares
|
$282,733
0.0% of portfolio
|
Q2 2025
Added 174.89%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
6,573
shares
|
$282,047
0.24% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,521
shares
|
$279,816
0.0% of portfolio
|
Q2 2025
Reduced 81.47%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
6,474
shares
|
$277,799
0.23% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
6,405
shares
|
$274,838
0.1% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
6,380
shares
|
$273,765
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,348
shares
|
$272,392
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
6,337
shares
|
$271,920
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,288
shares
|
$269,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,246
shares
|
$268,015
0.01% of portfolio
|
Q4 2024
Reduced 34.83%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
6,150
shares
|
$263,896
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,051
shares
|
$259,648
0.04% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
6,001
shares
|
$257,502
0.29% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
5,963
shares
|
$255,872
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,900
shares
|
$253,168
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,865
shares
|
$251,667
0.0% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,820
shares
|
$249,736
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,786
shares
|
$248,277
0.05% of portfolio
|
Q2 2025
Reduced 6.09%
|