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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
76,427
shares
|
$3.27 Million
1.43% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
75,850
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
75,733
shares
|
$3.24 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
74,821
shares
|
$3.2 Million
3.72% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
72,533
shares
|
$3.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 63.59%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
72,390
shares
|
$3.09 Million
0.17% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
71,149
shares
|
$3.04 Million
0.31% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
69,946
shares
|
$2.99 Million
0.45% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
69,783
shares
|
$2.98 Million
0.02% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
69,235
shares
|
$2.96 Million
1.8% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
68,102
shares
|
$2.91 Million
1.55% of portfolio
|
Q3 2024
Added 31.33%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
66,924
shares
|
$2.86 Million
2.12% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,663
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Added 62.37%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
65,133
shares
|
$2.78 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
64,143
shares
|
$2.74 Million
0.09% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
63,850
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 2219.29%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
63,195
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
63,097
shares
|
$2.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 71.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,600
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.02%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
60,000
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.56 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
58,488
shares
|
$2.5 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
58,157
shares
|
$2.49 Million
1.61% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
58,019
shares
|
$2.48 Million
0.11% of portfolio
|
Q1 2025
Added 130.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,551
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Added 15.58%
|