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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
80,029
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
79,851
shares
|
$3.43 Million
0.23% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
78,803
shares
|
$3.38 Million
0.34% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
78,625
shares
|
$3.37 Million
0.25% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
77,881
shares
|
$3.34 Million
0.29% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
76,947
shares
|
$3.3 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
75,192
shares
|
$3.23 Million
0.58% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
75,027
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
74,821
shares
|
$3.21 Million
3.72% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
73,009
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
72,409
shares
|
$3.11 Million
0.66% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
71,771
shares
|
$3.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
70,728
shares
|
$3.04 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
70,379
shares
|
$3.02 Million
1.95% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
68,406
shares
|
$2.94 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
67,226
shares
|
$2.89 Million
1.78% of portfolio
|
Q3 2025
Reduced 65.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
67,206
shares
|
$2.88 Million
0.09% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
67,088
shares
|
$2.88 Million
0.61% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
66,217
shares
|
$2.84 Million
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
65,497
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
64,614
shares
|
$2.77 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
62,489
shares
|
$2.68 Million
1.55% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
62,454
shares
|
$2.68 Million
0.73% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
62,366
shares
|
$2.68 Million
0.89% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
61,075
shares
|
$2.62 Million
1.61% of portfolio
|
Q2 2025
Added 126.99%
|