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 591 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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,472
shares
|
$362,262
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
8,437
shares
|
$360,766
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,103
shares
|
$346,484
0.13% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,995
shares
|
$341,866
0.3% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
7,984
shares
|
$341,395
0.15% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
7,958
shares
|
$340,284
0.15% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,909
shares
|
$338,188
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,897
shares
|
$337,675
0.06% of portfolio
|
Q3 2023
Reduced 12.62%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
7,815
shares
|
$334,169
0.13% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
7,569
shares
|
$323,650
0.17% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,531
shares
|
$322,025
0.05% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,517
shares
|
$321,426
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,496
shares
|
$320,528
0.05% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
7,337
shares
|
$313,730
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
7,337
shares
|
$313,730
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,169
shares
|
$306,546
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,096
shares
|
$303,424
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
7,084
shares
|
$302,911
0.04% of portfolio
|
Q4 2024
Reduced 57.04%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,947
shares
|
$297,053
0.07% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,851
shares
|
$292,948
0.01% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
6,820
shares
|
$291,623
0.2% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,760
shares
|
$289,057
0.52% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6,705
shares
|
$286,705
0.02% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,650
shares
|
$284,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,645
shares
|
$284,140
0.06% of portfolio
|
Q1 2023
Reduced 2.39%
|