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 603 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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
430
shares
|
$18,455
0.0% of portfolio
|
Q3 2025
Reduced 58.49%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
420
shares
|
$18,026
0.06% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
414
shares
|
$17,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
379
shares
|
$16,266
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
365
shares
|
$15,665
0.0% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
364
shares
|
$15,622
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
351
shares
|
$15,064
0.0% of portfolio
|
Q2 2024
Reduced 56.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
350
shares
|
$15,022
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
302
shares
|
$12,961
0.0% of portfolio
|
Q2 2025
Reduced 85.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$12,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
291
shares
|
$12,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
284
shares
|
$12,189
0.01% of portfolio
|
Q4 2022
Reduced 53.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
274
shares
|
$11,760
0.0% of portfolio
|
Q3 2025
Reduced 97.46%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
259
shares
|
$11,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
248
shares
|
$10,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$9,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$8,584
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
191
shares
|
$8,197
0.0% of portfolio
|
Q4 2023
Reduced 42.93%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
190
shares
|
$8,154
0.0% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
190
shares
|
$8,154
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
180
shares
|
$7,725
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
169
shares
|
$7,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
151
shares
|
$6,480
0.0% of portfolio
|
Q2 2025
Added 179.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
124
shares
|
$5,322
0.0% of portfolio
|
Q2 2024
Reduced 97.2%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$5,236
0.0% of portfolio
|
Q2 2025
Reduced 35.45%
|