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 |
|---|---|---|---|---|---|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
14,868
shares
|
$629,213
0.07% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
14,800
shares
|
$626,336
0.17% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,702
shares
|
$622,188
0.08% of portfolio
|
Q1 2025
Reduced 44.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
14,696
shares
|
$621,934
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,520
shares
|
$614,486
0.02% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
14,459
shares
|
$611,904
0.21% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
14,331
shares
|
$606,487
0.01% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
14,306
shares
|
$605,429
0.02% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
14,234
shares
|
$602,382
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
14,159
shares
|
$599,208
0.43% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,103
shares
|
$596,838
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,065
shares
|
$595,230
0.02% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,064
shares
|
$595,188
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,003
shares
|
$592,606
0.01% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
13,721
shares
|
$580,672
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
13,644
shares
|
$577,414
0.15% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
13,623
shares
|
$576,525
0.68% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,570
shares
|
$574,282
0.11% of portfolio
|
Q1 2024
Added 82.22%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
13,495
shares
|
$571,108
0.02% of portfolio
|
Q4 2024
Added 52.57%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
13,466
shares
|
$569,881
0.27% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
13,459
shares
|
$569,584
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,377
shares
|
$566,114
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
13,130
shares
|
$555,661
0.04% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
12,726
shares
|
$538,564
0.12% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,720
shares
|
$538,310
0.01% of portfolio
|
Q4 2024
Reduced 12.01%
|