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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.89 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
43,188
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
42,689
shares
|
$1.82 Million
1.18% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
42,523
shares
|
$1.82 Million
0.36% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
42,266
shares
|
$1.81 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,737
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
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
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
41,345
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
40,920
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 124.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
40,255
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
39,407
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
39,066
shares
|
$1.67 Million
0.69% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
38,571
shares
|
$1.65 Million
0.35% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
38,340
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
38,269
shares
|
$1.64 Million
1.27% of portfolio
|
Q1 2025
Added 73.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
38,052
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.59%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
37,564
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Added 58.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
37,217
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
37,120
shares
|
$1.59 Million
1.13% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
36,290
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
35,869
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
35,397
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Added 248.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
35,197
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
35,086
shares
|
$1.5 Million
0.56% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
34,699
shares
|
$1.48 Million
0.19% of portfolio
|
Q1 2025
Added 7.76%
|