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 597 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 $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Aug 12, 2025 Q2 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
|
$2.01 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,837
shares
|
$2.01 Million
0.15% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
46,645
shares
|
$2 Million
0.21% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,389
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Added 31.3%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
45,093
shares
|
$1.93 Million
1.12% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
45,080
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
44,847
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
44,815
shares
|
$1.92 Million
0.7% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
44,765
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.92 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.9 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
42,396
shares
|
$1.82 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
42,231
shares
|
$1.81 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
42,123
shares
|
$1.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
41,848
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
41,815
shares
|
$1.79 Million
1.13% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
41,356
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
41,101
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
40,810
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Added 172.78%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
40,499
shares
|
$1.74 Million
0.65% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
39,793
shares
|
$1.71 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
39,407
shares
|
$1.69 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
38,340
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Added 14.31%
|