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 |
|---|---|---|---|---|---|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
5,129
shares
|
$220,085
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,093
shares
|
$218,540
0.01% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,058
shares
|
$217,038
0.26% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$214,549
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
4,915
shares
|
$210,902
0.04% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
4,866
shares
|
$208,800
0.06% of portfolio
|
Q2 2025
Reduced 61.07%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
4,767
shares
|
$204,551
0.35% of portfolio
|
Q2 2025
Reduced 69.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,577
shares
|
$196,399
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,530
shares
|
$194,382
0.0% of portfolio
|
Q2 2025
Added 134.72%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
4,517
shares
|
$193,824
0.19% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,486
shares
|
$192,494
0.18% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,131
shares
|
$177,261
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,139
shares
|
$134,694
0.01% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,086
shares
|
$132,420
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,072
shares
|
$131,819
0.04% of portfolio
|
Q2 2025
Added 765.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,993
shares
|
$128,429
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
2,785
shares
|
$119,504
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
2,618
shares
|
$112,338
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,601
shares
|
$111,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,579
shares
|
$110,664
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
2,560
shares
|
$109,849
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,518
shares
|
$108,047
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,513
shares
|
$107,832
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,506
shares
|
$107,532
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$107,274
0.09% of portfolio
|
Q2 2025
New holding
|