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 |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
80,042
shares
|
$3.45 Million
0.99% of portfolio
|
Q1 2023
Added 40.23%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
79,804
shares
|
$3.44 Million
0.55% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,863
shares
|
$3.35 Million
0.11% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
77,394
shares
|
$3.33 Million
0.23% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
76,854
shares
|
$3.31 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
75,850
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
75,733
shares
|
$3.26 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
72,533
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 63.59%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
72,390
shares
|
$3.12 Million
0.17% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
72,235
shares
|
$3.11 Million
0.41% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
71,149
shares
|
$3.06 Million
0.31% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
69,783
shares
|
$3 Million
0.02% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
68,102
shares
|
$2.93 Million
1.55% of portfolio
|
Q3 2024
Added 31.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,663
shares
|
$2.87 Million
0.06% of portfolio
|
Q1 2025
Added 62.37%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
65,678
shares
|
$2.83 Million
0.3% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
65,133
shares
|
$2.8 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
64,143
shares
|
$2.76 Million
0.09% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
63,850
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 2219.29%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
63,097
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 71.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
62,781
shares
|
$2.7 Million
0.63% of portfolio
|
Q2 2025
Added 78.93%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
61,934
shares
|
$2.67 Million
0.52% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
61,729
shares
|
$2.66 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,600
shares
|
$2.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.02%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
60,000
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
New holding
|