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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,116,401
shares
|
$48.3 Million
0.29% of portfolio
|
Q2 2023
Reduced 6.29%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,020,214
shares
|
$44.1 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
881,749
shares
|
$38.1 Million
5.39% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
874,294
shares
|
$37.8 Million
0.55% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
744,118
shares
|
$32.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
685,212
shares
|
$29.6 Million
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28.3 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.9 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.9 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
637,079
shares
|
$27.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
629,985
shares
|
$27.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
591,634
shares
|
$25.6 Million
0.05% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
578,233
shares
|
$25 Million
1.62% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
534,206
shares
|
$23.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
494,622
shares
|
$21.4 Million
0.59% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
485,338
shares
|
$21 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
471,100
shares
|
$20.4 Million
3.99% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
465,337
shares
|
$20.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 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
|
$19.1 Million
4.1% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
436,172
shares
|
$18.9 Million
1.33% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
423,751
shares
|
$18.3 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%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
406,648
shares
|
$17.6 Million
0.09% of portfolio
|
Q2 2025
Added 103.12%
|