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 615 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$12,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
291
shares
|
$12,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
284
shares
|
$12,135
0.01% of portfolio
|
Q4 2022
Reduced 53.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
274
shares
|
$11,708
0.0% of portfolio
|
Q3 2025
Reduced 97.46%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
259
shares
|
$11,067
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
253
shares
|
$10,810
0.05% of portfolio
|
Q3 2025
Reduced 79.07%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
248
shares
|
$10,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$9,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$8,546
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
193
shares
|
$8,246
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
190
shares
|
$8,118
0.0% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
190
shares
|
$8,118
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
160
shares
|
$6,836
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
124
shares
|
$5,298
0.0% of portfolio
|
Q2 2024
Reduced 97.2%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
122
shares
|
$5,213
0.0% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
120
shares
|
$5,127
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
112
shares
|
$4,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
106
shares
|
$4,529
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
93
shares
|
$3,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
90
shares
|
$3,845
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
75
shares
|
$3,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
64
shares
|
$2,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
58
shares
|
$2,478
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
54
shares
|
$2,307
0.0% of portfolio
|
Q3 2025
Reduced 64.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
49
shares
|
$2,093
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|