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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,396
shares
|
$273,429
0.25% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,348
shares
|
$271,377
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
6,345
shares
|
$271,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,274
shares
|
$268,213
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,246
shares
|
$267,016
0.01% of portfolio
|
Q4 2024
Reduced 34.83%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
6,211
shares
|
$265,520
0.06% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,188
shares
|
$264,537
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,173
shares
|
$263,895
0.01% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,173
shares
|
$263,895
0.01% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,162
shares
|
$263,425
0.0% of portfolio
|
Q1 2025
Reduced 56.19%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
6,161
shares
|
$263,382
0.06% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
6,001
shares
|
$256,542
0.29% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,977
shares
|
$255,516
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
5,963
shares
|
$254,918
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,906
shares
|
$252,481
0.0% of portfolio
|
Q1 2025
Reduced 60.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,900
shares
|
$252,225
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
5,858
shares
|
$250,429
0.01% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,820
shares
|
$248,805
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
5,796
shares
|
$247,779
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$239,015
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,584
shares
|
$238,716
0.03% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,490
shares
|
$234,697
0.12% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,477
shares
|
$234,141
0.05% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,471
shares
|
$233,885
0.02% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
5,470
shares
|
$233,842
0.13% of portfolio
|
Q1 2025
New holding
|