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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
100,128
shares
|
$4.28 Million
1.78% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
98,276
shares
|
$4.2 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
98,036
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
97,744
shares
|
$4.18 Million
0.12% of portfolio
|
Q4 2024
Added 56.64%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
97,001
shares
|
$4.15 Million
1.27% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
95,755
shares
|
$4.09 Million
0.15% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
93,934
shares
|
$4.02 Million
2.26% of portfolio
|
Q1 2025
Added 29.29%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
90,771
shares
|
$3.88 Million
0.1% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
89,677
shares
|
$3.83 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
89,471
shares
|
$3.82 Million
0.1% of portfolio
|
Q1 2025
Added 91.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
88,416
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
88,025
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Added 53.76%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
88,004
shares
|
$3.76 Million
0.92% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
87,285
shares
|
$3.73 Million
0.14% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
86,684
shares
|
$3.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
84,201
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
81,748
shares
|
$3.49 Million
0.43% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
80,957
shares
|
$3.46 Million
2.36% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
80,925
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
80,841
shares
|
$3.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
80,042
shares
|
$3.42 Million
0.99% of portfolio
|
Q1 2023
Added 40.23%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
79,851
shares
|
$3.41 Million
0.38% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
79,804
shares
|
$3.41 Million
0.55% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,863
shares
|
$3.33 Million
0.11% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
76,854
shares
|
$3.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.64%
|