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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
249
shares
|
$10,719
0.0% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
215
shares
|
$9,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$9,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$8,610
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
194
shares
|
$8,351
0.0% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
191
shares
|
$8,222
0.0% of portfolio
|
Q4 2023
Reduced 42.93%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
190
shares
|
$8,179
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
190
shares
|
$8,179
0.0% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
163
shares
|
$7,017
0.0% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
155
shares
|
$6,672
0.0% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
150
shares
|
$6,457
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
145
shares
|
$6,242
0.0% of portfolio
|
Q1 2025
Reduced 71.34%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
134
shares
|
$5,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
132
shares
|
$5,682
0.0% of portfolio
|
Q1 2025
Reduced 78.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
131
shares
|
$5,639
0.0% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
124
shares
|
$5,338
0.0% of portfolio
|
Q2 2024
Reduced 97.2%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$5,252
0.0% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
116
shares
|
$4,993
0.0% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
115
shares
|
$4,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
105
shares
|
$4,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
93
shares
|
$4,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
90
shares
|
$3,874
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
90
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
70
shares
|
$3,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
54
shares
|
$2,324
0.0% of portfolio
|
Q4 2024
Reduced 69.83%
|