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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
390,922
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
388,908
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
381,500
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
381,190
shares
|
$16.3 Million
1.43% of portfolio
|
Q3 2025
Reduced 44.37%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
378,415
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
377,750
shares
|
$16.1 Million
0.7% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
377,577
shares
|
$16.1 Million
4.42% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
359,192
shares
|
$15.3 Million
1.66% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
352,561
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
349,136
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 60.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.6 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
337,570
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
328,334
shares
|
$14 Million
7.92% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
327,427
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 36.57%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
324,105
shares
|
$13.8 Million
6.85% of portfolio
|
Q3 2025
Added 28.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,426
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
309,335
shares
|
$13.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
299,215
shares
|
$12.8 Million
2.93% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
291,835
shares
|
$12.5 Million
4.18% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
284,601
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
273,585
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
273,186
shares
|
$11.7 Million
2.59% of portfolio
|
Q3 2025
Added 79.03%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
272,906
shares
|
$11.7 Million
0.87% of portfolio
|
Q3 2025
Reduced 52.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
266,563
shares
|
$11.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
262,664
shares
|
$11.2 Million
4.98% of portfolio
|
Q3 2025
Added 10.85%
|
|