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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
22,348
shares
|
$945,767
0.57% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
22,285
shares
|
$943,101
0.22% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
22,008
shares
|
$931,378
0.46% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
21,959
shares
|
$929,304
0.16% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
21,902
shares
|
$926,892
0.27% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
21,865
shares
|
$925,326
0.11% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
21,860
shares
|
$925,115
0.41% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
21,634
shares
|
$915,550
0.11% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,555
shares
|
$912,207
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,499
shares
|
$909,837
0.03% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
21,060
shares
|
$891,259
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,937
shares
|
$886,053
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
20,816
shares
|
$880,933
0.6% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
20,619
shares
|
$872,596
0.04% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
20,538
shares
|
$869,168
1.5% of portfolio
|
Q4 2024
Added 100.51%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
20,310
shares
|
$859,519
0.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,207
shares
|
$855,160
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
20,077
shares
|
$849,658
0.05% of portfolio
|
Q4 2024
Added 48.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,950
shares
|
$844,284
0.01% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
19,844
shares
|
$839,798
0.27% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,372
shares
|
$819,823
0.01% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,032
shares
|
$805,434
0.15% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
18,954
shares
|
$802,133
0.28% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,834
shares
|
$797,054
0.02% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
18,758
shares
|
$793,838
0.16% of portfolio
|
Q4 2024
Added 9.17%
|