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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,753
shares
|
$246,861
0.0% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,700
shares
|
$244,586
0.02% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
5,673
shares
|
$243,428
0.06% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
5,653
shares
|
$242,570
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,615
shares
|
$240,939
0.0% of portfolio
|
Q2 2025
Added 127.42%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,603
shares
|
$240,424
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$239,909
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
5,567
shares
|
$238,879
0.19% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,537
shares
|
$237,592
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,471
shares
|
$234,760
0.02% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$230,984
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,372
shares
|
$230,512
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$228,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
5,329
shares
|
$228,667
0.0% of portfolio
|
Q2 2025
Added 1232.25%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
5,321
shares
|
$228,324
0.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
5,321
shares
|
$228,324
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,247
shares
|
$225,148
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
5,242
shares
|
$224,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
5,230
shares
|
$224,419
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,223
shares
|
$224,118
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,217
shares
|
$223,861
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,187
shares
|
$222,574
0.02% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
5,158
shares
|
$221,329
0.07% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
5,158
shares
|
$221,329
0.01% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,134
shares
|
$220,299
0.06% of portfolio
|
Q2 2025
New holding
|