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 599 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $5.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$368,580
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
8,472
shares
|
$366,159
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
8,443
shares
|
$364,906
0.07% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,330
shares
|
$360,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
8,263
shares
|
$357,126
0.13% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
8,139
shares
|
$351,767
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,080
shares
|
$349,217
0.02% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,897
shares
|
$341,308
0.06% of portfolio
|
Q3 2023
Reduced 12.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,762
shares
|
$335,473
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
7,708
shares
|
$333,139
0.02% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,621
shares
|
$329,379
0.05% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
7,596
shares
|
$328,299
0.16% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,517
shares
|
$324,884
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,459
shares
|
$322,377
0.0% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,409
shares
|
$320,216
0.12% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,345
shares
|
$317,450
0.02% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,344
shares
|
$317,407
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
7,337
shares
|
$317,105
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,337
shares
|
$317,105
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,169
shares
|
$309,844
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
7,161
shares
|
$309,498
0.44% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,083
shares
|
$306,127
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$305,219
0.21% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
7,050
shares
|
$304,701
0.15% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,961
shares
|
$300,854
0.1% of portfolio
|
Q2 2025
Reduced 30.9%
|