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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
5,673
shares
|
$243,485
0.06% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
5,653
shares
|
$242,626
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
5,616
shares
|
$241,038
0.09% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,603
shares
|
$240,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$239,965
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
5,550
shares
|
$238,206
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,482
shares
|
$235,287
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
5,422
shares
|
$232,712
0.04% of portfolio
|
Q2 2025
Added 513.35%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
5,388
shares
|
$231,252
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$231,038
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
5,372
shares
|
$230,566
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
5,358
shares
|
$229,965
0.01% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$228,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
5,329
shares
|
$228,720
0.0% of portfolio
|
Q2 2025
Added 1232.25%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
5,321
shares
|
$228,377
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,278
shares
|
$226,531
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
5,253
shares
|
$225,458
0.14% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,247
shares
|
$225,201
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
5,242
shares
|
$224,986
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,223
shares
|
$224,171
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,217
shares
|
$223,913
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,198
shares
|
$223,098
0.0% of portfolio
|
Q3 2025
Reduced 73.53%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,145
shares
|
$220,823
0.24% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,134
shares
|
$220,351
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
5,129
shares
|
$220,136
0.08% of portfolio
|
Q2 2025
New holding
|