Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
186K+ 43.89% |
$7.95M - $8.07M
|
610K
$26.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
103K+ 119.84% |
$4.41M - $4.47M
|
189K
$8.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
86.9KNew |
$3.72M - $3.77M
|
86.9K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
68.4KNew |
$2.92M - $2.97M
|
68.4K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
68.1K+ 14.04% |
$2.91M - $2.96M
|
553K
$23.8M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
38.6K+ 9.3% |
$1.65M - $1.67M
|
453K
$19.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
27.3K+ 97.77% |
$1.17M - $1.18M
|
55.1K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
25.7K+ 10.85% |
$1.1M - $1.11M
|
263K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.9K+ 118.0% |
$1.06M - $1.08M
|
45.9K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 18.79% |
$739K - $750K
|
109K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17.3K+ 115.51% |
$738K - $749K
|
32.2K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
15.4K+ 4.05% |
$659K - $669K
|
396K
$17M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.6K+ 9.37% |
$626K - $635K
|
171K
$7.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$570K - $578K
|
13.3K
$572K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.3K+ 21.41% |
$567K - $575K
|
75.2K
$3.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
13.1K+ 19.98% |
$561K - $569K
|
78.8K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 11.79% |
$522K - $530K
|
116K
$4.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.4K+ 4.92% |
$486K - $493K
|
243K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 4.83% |
$424K - $430K
|
215K
$9.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
9.3K+ 3.86% |
$398K - $404K
|
250K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.65K+ 14.01% |
$370K - $375K
|
70.4K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.24KNew |
$352K - $357K
|
8.24K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.81K+ 14.9% |
$334K - $339K
|
60.2K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.62K+ 109.41% |
$326K - $330K
|
14.6K
$626K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.1K+ 25.52% |
$303K - $308K
|
34.9K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.02K+ 13.54% |
$300K - $304K
|
58.8K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.68K+ 18.71% |
$286K - $290K
|
42.4K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
6.58KNew |
$281K - $285K
|
6.58K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.17K+ 4.35% |
$264K - $268K
|
148K
$6.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.88K+ 5.96% |
$251K - $255K
|
105K
$4.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.76KNew |
$246K - $250K
|
5.76K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.55KNew |
$237K - $241K
|
5.55K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
5.42K+ 5.79% |
$232K - $235K
|
99K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.39KNew |
$230K - $234K
|
5.39K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
5.33K+ 1.22% |
$228K - $231K
|
442K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.28KNew |
$226K - $229K
|
5.28K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.27K+ 19.59% |
$225K - $229K
|
32.2K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$215K - $218K
|
5.02K
$215K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.99KNew |
$213K - $217K
|
4.99K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.98K+ 8.67% |
$213K - $216K
|
62.4K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.98KNew |
$213K - $216K
|
4.98K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
4.65KNew |
$199K - $202K
|
4.65K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.51K+ 40.74% |
$193K - $195K
|
15.6K
$668K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.47K+ 27.31% |
$191K - $194K
|
20.8K
$893K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.31K+ 6.86% |
$184K - $187K
|
67.1K
$2.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.06K+ 15.54% |
$174K - $176K
|
30.2K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.03K+ 8.98% |
$172K - $175K
|
48.9K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.59K+ 48.43% |
$153K - $156K
|
11K
$472K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.43K+ 3.07% |
$147K - $149K
|
115K
$4.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.37K+ 26.51% |
$144K - $146K
|
16.1K
$690K
|