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 597 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 $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
90
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
90
shares
|
$3,861
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
82
shares
|
$3,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
70
shares
|
$3,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
67
shares
|
$2,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
Reduced 95.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
33
shares
|
$1,416
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$1,330
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
25
shares
|
$1,072
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
23
shares
|
$986
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
20
shares
|
$858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
19
shares
|
$815
0.0% of portfolio
|
Q2 2025
Reduced 86.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17
shares
|
$729
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$643
0.0% of portfolio
|
Q2 2024
Reduced 93.02%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$557
0.0% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
9
shares
|
$386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
7
shares
|
$300
0.0% of portfolio
|
Q2 2025
Reduced 99.74%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$257
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$85
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2
shares
|
$85
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|