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 585 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
76,194
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
75,626
shares
|
$3.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
74,985
shares
|
$3.23 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Whitford Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74,956
shares
|
$3.23 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
74,833
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
74,821
shares
|
$3.22 Million
3.72% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
74,487
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
73,526
shares
|
$3.17 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
72,657
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
72,655
shares
|
$3.13 Million
1.83% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
70,877
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Added 129.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
70,750
shares
|
$3.05 Million
0.11% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
70,022
shares
|
$3.02 Million
1.94% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
68,102
shares
|
$2.94 Million
1.55% of portfolio
|
Q3 2024
Added 31.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
67,898
shares
|
$2.93 Million
0.11% of portfolio
|
Q4 2024
Added 173.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
67,166
shares
|
$2.89 Million
0.03% of portfolio
|
Q4 2024
Added 719.5%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
66,560
shares
|
$2.87 Million
0.44% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
65,985
shares
|
$2.84 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
65,145
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
64,474
shares
|
$2.78 Million
1.91% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
63,100
shares
|
$2.72 Million
1.99% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
62,446
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
62,265
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
62,225
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
61,050
shares
|
$2.63 Million
0.14% of portfolio
|
Q4 2024
Added 3.82%
|