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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
116
shares
|
$4,978
0.0% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
93
shares
|
$3,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
90
shares
|
$3,862
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
90
shares
|
$3,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
75
shares
|
$3,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
70
shares
|
$3,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
67
shares
|
$2,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
64
shares
|
$2,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$2,017
0.0% of portfolio
|
Q4 2024
Reduced 95.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,845
0.0% of portfolio
|
Q3 2025
Reduced 93.12%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
40
shares
|
$1,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 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
|
$1,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
23
shares
|
$987
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%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
15
shares
|
$643
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
13
shares
|
$557
0.0% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$429
0.0% of portfolio
|
Q3 2025
Reduced 92.54%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
9
shares
|
$386
0.0% of portfolio
|
Q2 2025
New holding
|