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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
156,133
shares
|
$6.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
154,965
shares
|
$6.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
154,594
shares
|
$6.66 Million
0.01% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
152,955
shares
|
$6.58 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
|
$6.51 Million
2.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
141,842
shares
|
$6.11 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$6.03 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
139,802
shares
|
$6.02 Million
0.24% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.94 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
135,265
shares
|
$5.82 Million
0.17% of portfolio
|
Q2 2025
Added 114.04%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
130,476
shares
|
$5.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 43.85%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
125,905
shares
|
$5.42 Million
0.94% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
125,616
shares
|
$5.41 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
124,197
shares
|
$5.35 Million
0.05% of portfolio
|
Q1 2025
Added 98.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
123,202
shares
|
$5.3 Million
0.19% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
117,328
shares
|
$5.05 Million
2.93% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
115,571
shares
|
$4.98 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
115,176
shares
|
$4.96 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
|
$4.85 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.84 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
111,946
shares
|
$4.82 Million
1.62% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
110,999
shares
|
$4.78 Million
1.24% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,054
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
107,488
shares
|
$4.63 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
|
$4.57 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.71%
|