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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,757
shares
|
$793,796
0.03% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
18,724
shares
|
$792,399
0.87% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
18,711
shares
|
$791,849
0.19% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,573
shares
|
$786,009
0.69% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,400
shares
|
$778,688
0.04% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
18,374
shares
|
$777,587
0.06% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
17,920
shares
|
$758,374
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,654
shares
|
$747,117
0.0% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
17,406
shares
|
$736,621
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
17,257
shares
|
$730,316
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
17,170
shares
|
$726,634
0.09% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,931
shares
|
$716,519
0.02% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
16,798
shares
|
$710,891
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$706,236
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$701,030
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
16,369
shares
|
$692,736
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
16,225
shares
|
$686,642
0.47% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,148
shares
|
$683,383
0.07% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
15,805
shares
|
$668,867
0.06% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
15,729
shares
|
$665,651
0.41% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,716
shares
|
$665,101
0.08% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$644,787
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
15,227
shares
|
$644,406
0.37% of portfolio
|
Q4 2024
Added 82.97%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
15,036
shares
|
$636,323
0.14% of portfolio
|
Q1 2025
Reduced 37.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,897
shares
|
$630,441
0.01% of portfolio
|
Q4 2024
Added 45.69%
|