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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,645
shares
|
$285,203
0.06% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,589
shares
|
$282,799
0.0% of portfolio
|
Q2 2025
Added 174.89%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
6,575
shares
|
$282,199
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
6,573
shares
|
$282,113
0.24% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
6,548
shares
|
$281,040
0.2% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,521
shares
|
$279,881
0.0% of portfolio
|
Q2 2025
Reduced 81.47%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
6,380
shares
|
$273,829
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,348
shares
|
$272,456
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
6,337
shares
|
$271,984
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,288
shares
|
$269,880
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
6,150
shares
|
$263,958
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,109
shares
|
$262,198
0.1% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,051
shares
|
$259,708
0.04% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,021
shares
|
$258,421
0.02% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
6,001
shares
|
$257,562
0.29% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
5,963
shares
|
$255,931
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,900
shares
|
$253,228
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,865
shares
|
$251,725
0.0% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,820
shares
|
$249,794
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,786
shares
|
$248,335
0.05% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,759
shares
|
$247,176
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,753
shares
|
$246,918
0.0% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,700
shares
|
$244,644
0.02% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,695
shares
|
$244,429
0.02% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
5,673
shares
|
$243,485
0.06% of portfolio
|
Q2 2025
Reduced 16.03%
|