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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
154,594
shares
|
$6.61 Million
0.01% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
152,955
shares
|
$6.54 Million
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
151,196
shares
|
$6.46 Million
2.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
141,842
shares
|
$6.06 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$5.99 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
139,802
shares
|
$5.98 Million
0.24% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.9 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
125,905
shares
|
$5.38 Million
0.94% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
125,616
shares
|
$5.37 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
124,197
shares
|
$5.31 Million
0.05% of portfolio
|
Q1 2025
Added 98.89%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
119,614
shares
|
$5.11 Million
0.74% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
119,598
shares
|
$5.11 Million
1.88% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
117,690
shares
|
$5.03 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
117,328
shares
|
$5.02 Million
2.93% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
115,176
shares
|
$4.92 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.81 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.8 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
110,999
shares
|
$4.75 Million
1.24% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
107,488
shares
|
$4.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
106,237
shares
|
$4.54 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
105,143
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
104,100
shares
|
$4.45 Million
2.07% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
102,221
shares
|
$4.37 Million
0.32% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
101,967
shares
|
$4.36 Million
0.17% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
101,749
shares
|
$4.35 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.32%
|