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 591 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$239,071
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,559
shares
|
$237,702
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
5,552
shares
|
$237,403
0.44% of portfolio
|
Q4 2024
Reduced 72.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,405
shares
|
$231,117
0.01% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
5,392
shares
|
$230,561
0.09% of portfolio
|
Q4 2024
Reduced 45.1%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$230,177
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,372
shares
|
$229,706
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
5,321
shares
|
$227,525
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
5,217
shares
|
$223,078
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,183
shares
|
$221,625
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,143
shares
|
$219,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$213,800
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,891
shares
|
$209,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,878
shares
|
$208,583
0.04% of portfolio
|
Q4 2024
Added 101.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,865
shares
|
$208,027
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,805
shares
|
$205,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$200,972
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
4,688
shares
|
$200,458
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,486
shares
|
$191,821
0.18% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,318
shares
|
$184,637
0.01% of portfolio
|
Q4 2024
Added 100.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,401
shares
|
$145,426
0.0% of portfolio
|
Q4 2024
Reduced 97.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,234
shares
|
$138,285
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,891
shares
|
$123,619
0.01% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,745
shares
|
$117,376
0.05% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2,659
shares
|
$113,698
0.05% of portfolio
|
Q4 2024
Reduced 6.14%
|