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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
109,336
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
107,992
shares
|
$4.64 Million
0.18% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
107,104
shares
|
$4.6 Million
1.78% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
105,287
shares
|
$4.52 Million
0.18% of portfolio
|
Q2 2025
Added 81.47%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
104,523
shares
|
$4.49 Million
0.25% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
101,622
shares
|
$4.36 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
101,594
shares
|
$4.36 Million
0.58% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
99,323
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
99,028
shares
|
$4.25 Million
0.07% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
96,046
shares
|
$4.12 Million
0.06% of portfolio
|
Q2 2025
Added 155.69%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
95,021
shares
|
$4.08 Million
0.5% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
93,811
shares
|
$4.03 Million
0.91% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
92,809
shares
|
$3.98 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
91,881
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
91,681
shares
|
$3.93 Million
1.64% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
91,666
shares
|
$3.93 Million
0.59% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
91,421
shares
|
$3.92 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
86,911
shares
|
$3.73 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
85,462
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.19%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
84,784
shares
|
$3.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
84,089
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
84,017
shares
|
$3.61 Million
2.07% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
80,307
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
80,042
shares
|
$3.44 Million
0.99% of portfolio
|
Q1 2023
Added 40.23%
|