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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$405,806
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,537
shares
|
$403,605
0.06% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,511
shares
|
$402,505
0.12% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,485
shares
|
$401,405
0.18% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,317
shares
|
$394,295
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,311
shares
|
$394,041
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,281
shares
|
$392,771
0.16% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
9,213
shares
|
$389,894
0.21% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,152
shares
|
$387,312
0.02% of portfolio
|
Q4 2024
Reduced 82.87%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
9,096
shares
|
$384,942
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
9,047
shares
|
$382,869
0.05% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
9,009
shares
|
$381,260
0.29% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
8,964
shares
|
$379,356
0.06% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
8,890
shares
|
$376,224
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
8,564
shares
|
$362,428
0.25% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,547
shares
|
$361,709
0.02% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,541
shares
|
$361,455
0.01% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$360,904
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
8,528
shares
|
$360,904
0.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,472
shares
|
$358,535
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
8,437
shares
|
$357,053
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,231
shares
|
$348,335
0.12% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
8,103
shares
|
$342,918
0.13% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
7,958
shares
|
$336,782
0.15% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,909
shares
|
$334,708
0.01% of portfolio
|
Q4 2024
Added 1.46%
|