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 588 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 $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
227,191
shares
|
$9.71 Million
0.12% of portfolio
|
Q1 2025
Added 63.89%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
225,761
shares
|
$9.65 Million
2.91% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
217,196
shares
|
$9.29 Million
0.0% of portfolio
|
Q1 2025
Added 144.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
215,439
shares
|
$9.21 Million
0.03% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
214,639
shares
|
$9.18 Million
10.5% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
212,865
shares
|
$9.1 Million
0.4% of portfolio
|
Q1 2025
Added 50.02%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
212,346
shares
|
$9.08 Million
4.34% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
208,840
shares
|
$8.93 Million
5.37% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
200,205
shares
|
$8.56 Million
0.05% of portfolio
|
Q1 2025
Added 495.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
198,101
shares
|
$8.47 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
194,629
shares
|
$8.32 Million
0.33% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
187,987
shares
|
$8.04 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
182,476
shares
|
$7.8 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.67 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
177,327
shares
|
$7.58 Million
3.95% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
176,234
shares
|
$7.53 Million
0.5% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
174,228
shares
|
$7.45 Million
0.47% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
173,677
shares
|
$7.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
169,323
shares
|
$7.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
168,688
shares
|
$7.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
165,148
shares
|
$7.06 Million
1.42% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
164,598
shares
|
$7.04 Million
2.77% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
158,896
shares
|
$6.79 Million
4.17% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
154,965
shares
|
$6.62 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|