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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
60,201
shares
|
$2.58 Million
0.31% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
60,100
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.57 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,978
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
58,838
shares
|
$2.53 Million
0.29% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
56,596
shares
|
$2.43 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%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,233
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 92.63%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
55,143
shares
|
$2.37 Million
1.39% of portfolio
|
Q3 2025
Added 97.77%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,008
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
54,651
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
54,022
shares
|
$2.32 Million
0.3% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
53,940
shares
|
$2.32 Million
1.16% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53,491
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
52,860
shares
|
$2.27 Million
0.41% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,930
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
50,985
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.23%
|
|
|
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%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,449
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
48,931
shares
|
$2.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
48,900
shares
|
$2.1 Million
1.56% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
48,892
shares
|
$2.1 Million
0.22% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
48,873
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
48,401
shares
|
$2.08 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
48,096
shares
|
$2.06 Million
0.68% of portfolio
|
Q3 2025
Added 7.32%
|