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 593 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
407,160
shares
|
$17.5 Million
3.96% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
404,290
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
390,360
shares
|
$16.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 42.03%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
380,537
shares
|
$16.4 Million
3.08% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
379,677
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
377,577
shares
|
$16.3 Million
4.42% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
373,749
shares
|
$16.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
348,131
shares
|
$15 Million
1.68% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.7 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
334,355
shares
|
$14.4 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
332,330
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,426
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
313,519
shares
|
$13.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
308,453
shares
|
$13.3 Million
8.41% of portfolio
|
Q1 2025
Reduced 47.69%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
299,899
shares
|
$12.9 Million
0.29% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
299,888
shares
|
$12.9 Million
8.63% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
287,658
shares
|
$12.4 Million
4.37% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
269,843
shares
|
$11.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
254,100
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
250,077
shares
|
$10.8 Million
1.83% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
242,121
shares
|
$10.4 Million
4.73% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Partners Value Investments LP
Toronto, A6 |
May 15, 2025 Q1 2025 |
241,302
shares
|
$10.4 Million
7.33% of portfolio
|
Q3 2020
Added 89.98%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
241,057
shares
|
$10.4 Million
9.41% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
239,759
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 90.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
231,390
shares
|
$9.96 Million
0.03% of portfolio
|
Q2 2025
Added 474.81%
|