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 588 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
613
shares
|
$26,205
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
603
shares
|
$25,778
0.02% of portfolio
|
Q4 2024
Reduced 33.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
580
shares
|
$24,795
0.02% of portfolio
|
Q3 2024
Reduced 46.3%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
556
shares
|
$23,769
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
541
shares
|
$23,127
0.0% of portfolio
|
Q4 2024
Reduced 29.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
515
shares
|
$22,016
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
483
shares
|
$20,648
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
455
shares
|
$19,451
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
452
shares
|
$19,323
0.01% of portfolio
|
Q4 2024
Reduced 22.47%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
426
shares
|
$18,211
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 13, 2025 Q1 2025 |
400
shares
|
$17,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
372
shares
|
$15,903
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
358
shares
|
$15,304
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
355
shares
|
$15,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
351
shares
|
$15,005
0.0% of portfolio
|
Q2 2024
Reduced 56.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
350
shares
|
$14,962
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$12,910
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
300
shares
|
$12,825
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
284
shares
|
$12,141
0.01% of portfolio
|
Q4 2022
Reduced 53.9%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
280
shares
|
$11,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
280
shares
|
$11,970
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
249
shares
|
$10,644
0.0% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
236
shares
|
$10,089
0.0% of portfolio
|
Q1 2025
Added 30.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$9,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
215
shares
|
$9,191
0.0% of portfolio
|
Q1 2025
New holding
|