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 593 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
823,381
shares
|
$35.4 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
790,920
shares
|
$34 Million
1.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
787,523
shares
|
$33.9 Million
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
762,828
shares
|
$32.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
709,677
shares
|
$30.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
657,489
shares
|
$28.3 Million
0.05% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28.2 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
647,491
shares
|
$27.9 Million
5.11% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.8 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.8 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
640,052
shares
|
$27.6 Million
1.72% of portfolio
|
Q1 2025
Added 83.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
557,443
shares
|
$24 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
541,388
shares
|
$23.3 Million
0.05% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
498,209
shares
|
$21.4 Million
0.03% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
485,338
shares
|
$20.9 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
482,752
shares
|
$20.8 Million
0.64% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
447,528
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
441,866
shares
|
$19 Million
4.1% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
441,859
shares
|
$19 Million
0.04% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
436,172
shares
|
$18.8 Million
1.33% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
429,538
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
423,751
shares
|
$18.2 Million
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
414,764
shares
|
$17.9 Million
2.68% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
411,869
shares
|
$17.7 Million
9.99% of portfolio
|
Q1 2025
Added 22.75%
|