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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
365
shares
|
$15,775
0.0% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
364
shares
|
$15,732
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
351
shares
|
$15,170
0.0% of portfolio
|
Q2 2024
Reduced 56.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
350
shares
|
$15,127
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
302
shares
|
$13,052
0.0% of portfolio
|
Q2 2025
Reduced 85.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$13,052
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
291
shares
|
$12,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
284
shares
|
$12,274
0.01% of portfolio
|
Q4 2022
Reduced 53.9%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
259
shares
|
$11,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
259
shares
|
$11,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
248
shares
|
$10,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$9,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$8,644
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
191
shares
|
$8,255
0.0% of portfolio
|
Q4 2023
Reduced 42.93%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
190
shares
|
$8,211
0.0% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
190
shares
|
$8,211
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
180
shares
|
$7,779
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
169
shares
|
$7,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
151
shares
|
$6,526
0.0% of portfolio
|
Q2 2025
Added 179.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
134
shares
|
$5,791
0.0% of portfolio
|
Q2 2025
Added 396.3%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
124
shares
|
$5,359
0.0% of portfolio
|
Q2 2024
Reduced 97.2%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$5,272
0.0% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
116
shares
|
$5,013
0.0% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
115
shares
|
$4,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
105
shares
|
$4,538
0.0% of portfolio
|
Q1 2025
New holding
|