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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,443
shares
|
$104,829
0.0% of portfolio
|
Q1 2025
Added 77.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2,427
shares
|
$104,142
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,367
shares
|
$101,567
0.0% of portfolio
|
Q2 2020
Reduced 59.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,346
shares
|
$100,666
0.03% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,297
shares
|
$98,564
0.06% of portfolio
|
Q3 2020
Added 0.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,244
shares
|
$96,290
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,156
shares
|
$92,513
0.03% of portfolio
|
Q2 2025
Added 1290.97%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
2,135
shares
|
$91,612
0.13% of portfolio
|
Q1 2025
Added 29.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,104
shares
|
$90,282
0.01% of portfolio
|
Q2 2024
Added 6088.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,059
shares
|
$88,351
0.05% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$87,965
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,004
shares
|
$85,991
0.02% of portfolio
|
Q1 2021
Reduced 13.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,645
shares
|
$70,586
0.03% of portfolio
|
Q2 2025
Reduced 53.13%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,607
shares
|
$68,956
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,597
shares
|
$68,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,516
shares
|
$65,051
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,336
shares
|
$57,327
0.09% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,217
shares
|
$52,221
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,209
shares
|
$51,878
0.04% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,197
shares
|
$51,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,183
shares
|
$50,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,154
shares
|
$49,518
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$46,814
0.04% of portfolio
|
Q2 2025
Added 88.1%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,080
shares
|
$46,342
0.0% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,040
shares
|
$44,626
0.03% of portfolio
|
Q2 2025
Reduced 25.71%
|