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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
153,700
shares
|
$6.6 Million
0.18% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152,590
shares
|
$6.55 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
148,889
shares
|
$6.39 Million
0.05% of portfolio
|
Q2 2025
Added 105.27%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
147,977
shares
|
$6.35 Million
1.03% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
144,287
shares
|
$6.19 Million
0.63% of portfolio
|
Q2 2025
Reduced 92.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$6.01 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.93 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
135,890
shares
|
$5.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
132,978
shares
|
$5.71 Million
0.89% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
130,843
shares
|
$5.62 Million
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
124,423
shares
|
$5.34 Million
2.97% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
123,202
shares
|
$5.29 Million
0.19% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
122,031
shares
|
$5.24 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
118,627
shares
|
$5.09 Million
0.66% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
118,314
shares
|
$5.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 32.87%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
116,219
shares
|
$4.99 Million
1.12% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
115,786
shares
|
$4.97 Million
1.95% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
115,380
shares
|
$4.95 Million
1.53% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
115,153
shares
|
$4.94 Million
0.15% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.83 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
112,427
shares
|
$4.83 Million
0.02% of portfolio
|
Q2 2025
Added 195.46%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
112,380
shares
|
$4.82 Million
0.15% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.82 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
112,137
shares
|
$4.81 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
110,233
shares
|
$4.73 Million
0.26% of portfolio
|
Q2 2025
Reduced 21.15%
|