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 582 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
28,240
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,918
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
27,899
shares
|
$1.18 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,740
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
26,502
shares
|
$1.12 Million
0.47% of portfolio
|
Q4 2024
Added 45.9%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
26,082
shares
|
$1.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
25,647
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
25,603
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Feb 14, 2025 Q4 2024 |
25,443
shares
|
$1.08 Million
6.52% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,367
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2024
Added 737.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,303
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
25,190
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,885
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
24,614
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
24,600
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
23,905
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Added 91.09%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
23,767
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,708
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 39.81%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
23,247
shares
|
$983,813
0.55% of portfolio
|
Q2 2024
Added 89.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,245
shares
|
$983,728
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
23,176
shares
|
$980,808
0.04% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,158
shares
|
$980,046
0.0% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
23,155
shares
|
$979,919
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,963
shares
|
$971,794
0.08% of portfolio
|
Q1 2025
Added 81910.71%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
22,824
shares
|
$965,911
0.24% of portfolio
|
Q3 2024
Reduced 1.56%
|