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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.58 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
58,488
shares
|
$2.52 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
58,157
shares
|
$2.5 Million
1.61% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
58,019
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2025
Added 130.33%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
57,390
shares
|
$2.47 Million
0.92% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
56,596
shares
|
$2.44 Million
1.45% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,551
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
55,915
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
54,842
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
54,022
shares
|
$2.33 Million
0.3% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
52,965
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
52,794
shares
|
$2.27 Million
0.66% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
51,874
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,016
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
49,992
shares
|
$2.15 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
49,524
shares
|
$2.13 Million
0.34% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
48,901
shares
|
$2.11 Million
0.81% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
48,900
shares
|
$2.11 Million
1.56% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
48,820
shares
|
$2.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
48,244
shares
|
$2.08 Million
0.65% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
47,958
shares
|
$2.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
47,816
shares
|
$2.06 Million
0.28% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
47,710
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
46,980
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
46,892
shares
|
$2.02 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.28%
|