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 603 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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,093
shares
|
$218,591
0.01% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,063
shares
|
$217,303
0.01% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,028
shares
|
$215,801
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,020
shares
|
$215,458
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$214,600
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,994
shares
|
$214,342
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,975
shares
|
$213,527
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
4,915
shares
|
$210,951
0.04% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
4,866
shares
|
$208,848
0.06% of portfolio
|
Q2 2025
Reduced 61.07%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
4,789
shares
|
$205,543
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,682
shares
|
$200,951
0.01% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
4,649
shares
|
$199,535
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,577
shares
|
$196,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,530
shares
|
$194,427
0.0% of portfolio
|
Q2 2025
Added 134.72%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
4,517
shares
|
$193,869
0.19% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,486
shares
|
$192,539
0.18% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,131
shares
|
$177,302
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,139
shares
|
$134,725
0.01% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,086
shares
|
$132,451
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,072
shares
|
$131,850
0.04% of portfolio
|
Q2 2025
Added 765.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,993
shares
|
$128,459
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
2,785
shares
|
$119,532
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
2,618
shares
|
$112,364
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,601
shares
|
$111,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,579
shares
|
$110,690
0.0% of portfolio
|
Q2 2025
Added 0.66%
|