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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
2,560
shares
|
$109,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,518
shares
|
$108,072
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,513
shares
|
$107,857
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,506
shares
|
$107,557
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$107,300
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,443
shares
|
$104,853
0.0% of portfolio
|
Q1 2025
Added 77.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
2,427
shares
|
$104,166
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,367
shares
|
$101,591
0.0% of portfolio
|
Q2 2020
Reduced 59.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,346
shares
|
$100,690
0.03% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,297
shares
|
$98,587
0.06% of portfolio
|
Q3 2020
Added 0.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,244
shares
|
$96,312
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,156
shares
|
$92,535
0.03% of portfolio
|
Q2 2025
Added 1290.97%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,145
shares
|
$92,063
0.03% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,135
shares
|
$91,634
0.13% of portfolio
|
Q1 2025
Added 29.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,104
shares
|
$90,303
0.01% of portfolio
|
Q2 2024
Added 6088.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,059
shares
|
$88,372
0.05% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$87,986
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,004
shares
|
$86,011
0.02% of portfolio
|
Q1 2021
Reduced 13.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,655
shares
|
$71,032
0.0% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,607
shares
|
$68,972
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,597
shares
|
$68,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,336
shares
|
$57,341
0.09% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,217
shares
|
$52,233
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,209
shares
|
$51,890
0.04% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,183
shares
|
$50,774
0.0% of portfolio
|
Q2 2025
New holding
|