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 601 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 |
|---|---|---|---|---|---|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
225,023
shares
|
$9.66 Million
9.85% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
219,280
shares
|
$9.41 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
215,498
shares
|
$9.25 Million
0.23% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
212,141
shares
|
$9.11 Million
3.7% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
211,243
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Whitford Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
202,000
shares
|
$8.67 Million
9.24% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
196,241
shares
|
$8.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
195,411
shares
|
$8.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
189,540
shares
|
$8.14 Million
3.17% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
189,198
shares
|
$8.12 Million
4.81% of portfolio
|
Q3 2025
Added 119.84%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
185,457
shares
|
$7.96 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
182,476
shares
|
$7.83 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
181,417
shares
|
$7.79 Million
3.72% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
181,200
shares
|
$7.78 Million
0.46% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.7 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
171,168
shares
|
$7.35 Million
0.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
171,103
shares
|
$7.34 Million
2.75% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
170,818
shares
|
$7.33 Million
1.95% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
170,765
shares
|
$7.33 Million
0.28% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
165,940
shares
|
$7.12 Million
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
165,452
shares
|
$7.1 Million
0.14% of portfolio
|
Q3 2025
Added 62.17%
|
|
|
Western Asset Management Company, LLC
Pasadena, CA |
Aug 12, 2025 Q2 2025 |
165,300
shares
|
$7.09 Million
20.86% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
165,231
shares
|
$7.09 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
155,562
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|