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 587 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$228,185
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,372
shares
|
$227,719
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
5,368
shares
|
$227,549
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
5,321
shares
|
$225,557
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,283
shares
|
$223,946
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,247
shares
|
$222,420
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
5,242
shares
|
$222,208
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
5,237
shares
|
$221,996
0.03% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
5,217
shares
|
$221,148
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,059
shares
|
$214,451
0.05% of portfolio
|
Q1 2025
Reduced 53.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$211,950
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
4,899
shares
|
$207,668
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
4,891
shares
|
$207,329
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$205,718
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,820
shares
|
$204,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
4,778
shares
|
$202,539
0.01% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
4,688
shares
|
$198,724
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,486
shares
|
$190,161
0.18% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,430
shares
|
$187,787
0.01% of portfolio
|
Q1 2025
Added 446.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,130
shares
|
$175,070
0.02% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,510
shares
|
$148,788
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,309
shares
|
$140,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,993
shares
|
$126,873
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
2,784
shares
|
$118,013
0.1% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,753
shares
|
$116,699
0.0% of portfolio
|
Q1 2025
Reduced 96.12%
|