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 591 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,288
shares
|
$55,074
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,217
shares
|
$52,038
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,168
shares
|
$49,943
0.0% of portfolio
|
Q2 2024
Added 46.73%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,154
shares
|
$49,345
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,084
shares
|
$46,351
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,028
shares
|
$43,957
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,006
shares
|
$43,016
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
990
shares
|
$42,332
0.02% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
928
shares
|
$39,681
0.0% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
899
shares
|
$38,441
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
885
shares
|
$37,842
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
873
shares
|
$37,329
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
825
shares
|
$35,277
0.01% of portfolio
|
Q3 2022
Reduced 31.25%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
815
shares
|
$34,849
0.0% of portfolio
|
Q3 2018
Added 171.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
810
shares
|
$34,635
0.0% of portfolio
|
Q4 2024
Added 85.78%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
795
shares
|
$33,994
0.0% of portfolio
|
Q2 2022
Reduced 39.54%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
734
shares
|
$31,385
0.02% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
714
shares
|
$30,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
684
shares
|
$29,247
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
677
shares
|
$28,948
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
643
shares
|
$27,494
0.01% of portfolio
|
Q4 2023
Reduced 13.92%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
639
shares
|
$27,323
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
638
shares
|
$27,280
0.0% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
625
shares
|
$26,725
0.0% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
620
shares
|
$26,511
0.01% of portfolio
|
Q4 2024
Added 27.05%
|