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 601 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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,001,063
shares
|
$43 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
881,749
shares
|
$37.8 Million
5.39% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
874,294
shares
|
$37.5 Million
0.55% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
744,118
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
685,212
shares
|
$29.4 Million
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28.1 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.7 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.7 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
637,079
shares
|
$27.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
629,985
shares
|
$27 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Ninety One Uk LTD
London, X0 |
Oct 21, 2025 Q3 2025 |
609,751
shares
|
$26.2 Million
0.06% of portfolio
|
Q3 2025
Added 43.89%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
591,634
shares
|
$25.4 Million
0.05% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
578,233
shares
|
$24.8 Million
1.62% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
553,486
shares
|
$23.8 Million
0.19% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
534,206
shares
|
$22.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
494,622
shares
|
$21.2 Million
0.59% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
471,100
shares
|
$20.2 Million
3.99% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
465,337
shares
|
$20 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
453,352
shares
|
$19.5 Million
2.69% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
441,866
shares
|
$19 Million
4.1% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
441,503
shares
|
$18.9 Million
1.27% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
406,648
shares
|
$17.5 Million
0.09% of portfolio
|
Q2 2025
Added 103.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
404,290
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
397,693
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|