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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
231,161
shares
|
$9.95 Million
2.95% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
230,331
shares
|
$9.92 Million
0.91% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
227,191
shares
|
$9.78 Million
0.12% of portfolio
|
Q1 2025
Added 63.89%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
217,929
shares
|
$9.38 Million
4.17% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
217,415
shares
|
$9.36 Million
2.95% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
217,196
shares
|
$9.35 Million
0.0% of portfolio
|
Q1 2025
Added 144.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
215,439
shares
|
$9.27 Million
0.03% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
214,639
shares
|
$9.24 Million
10.5% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
208,840
shares
|
$8.99 Million
5.37% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
205,574
shares
|
$8.85 Million
0.3% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
200,205
shares
|
$8.62 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
|
$8.53 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
187,987
shares
|
$8.09 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
|
$7.86 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
181,200
shares
|
$7.8 Million
0.46% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.72 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
177,327
shares
|
$7.63 Million
3.95% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
176,234
shares
|
$7.59 Million
0.5% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
173,677
shares
|
$7.48 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
171,103
shares
|
$7.37 Million
2.75% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
168,688
shares
|
$7.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
165,148
shares
|
$7.11 Million
1.42% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
158,896
shares
|
$6.84 Million
4.17% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
156,133
shares
|
$6.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 26.65%
|