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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
56,281
shares
|
$2.41 Million
0.54% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
55,915
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
54,842
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
52,965
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
52,794
shares
|
$2.26 Million
0.66% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
51,874
shares
|
$2.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
51,008
shares
|
$2.18 Million
0.29% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
49,992
shares
|
$2.14 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
49,702
shares
|
$2.12 Million
0.51% of portfolio
|
Q1 2025
Added 107.99%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
49,297
shares
|
$2.11 Million
0.27% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
49,235
shares
|
$2.1 Million
0.9% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
48,483
shares
|
$2.07 Million
1.4% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
48,244
shares
|
$2.06 Million
0.65% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
47,958
shares
|
$2.05 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
47,816
shares
|
$2.04 Million
0.28% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
47,511
shares
|
$2.03 Million
0.35% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
47,412
shares
|
$2.03 Million
1.61% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
46,980
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,837
shares
|
$2 Million
0.15% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
46,645
shares
|
$1.99 Million
0.21% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
45,870
shares
|
$1.96 Million
0.25% of portfolio
|
Q1 2025
Added 91.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,417
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 96.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
44,765
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.91 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
44,548
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.58%
|