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 604 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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,154
shares
|
$49,529
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$46,825
0.04% of portfolio
|
Q2 2025
Added 88.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,078
shares
|
$46,267
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,040
shares
|
$44,636
0.03% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,028
shares
|
$44,121
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
971
shares
|
$41,675
0.03% of portfolio
|
Q1 2025
Reduced 39.05%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
914
shares
|
$39,228
0.02% of portfolio
|
Q2 2025
Added 33.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
888
shares
|
$38,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
825
shares
|
$35,409
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
815
shares
|
$34,979
0.0% of portfolio
|
Q3 2018
Added 171.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
796
shares
|
$34,164
0.0% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
790
shares
|
$33,906
0.02% of portfolio
|
Q1 2025
Reduced 97.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
747
shares
|
$32,061
0.0% of portfolio
|
Q2 2025
Added 17.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
719
shares
|
$30,859
0.0% of portfolio
|
Q2 2025
Added 448.85%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
714
shares
|
$30,644
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
677
shares
|
$29,056
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
643
shares
|
$27,597
0.01% of portfolio
|
Q4 2023
Reduced 13.92%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
639
shares
|
$27,425
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
613
shares
|
$26,309
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
556
shares
|
$23,863
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
541
shares
|
$23,219
0.0% of portfolio
|
Q4 2024
Reduced 29.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
525
shares
|
$22,533
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
483
shares
|
$20,730
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
455
shares
|
$19,528
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
452
shares
|
$19,399
0.01% of portfolio
|
Q4 2024
Reduced 22.47%
|