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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
50
shares
|
$2,152
0.0% of portfolio
|
Q1 2025
Added 733.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
47
shares
|
$2,023
0.0% of portfolio
|
Q4 2024
Reduced 92.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
47
shares
|
$2,023
0.0% of portfolio
|
Q4 2024
Reduced 95.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
33
shares
|
$1,420
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
27
shares
|
$1,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
25
shares
|
$1,076
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
23
shares
|
$990
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
20
shares
|
$861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
17
shares
|
$731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$645
0.0% of portfolio
|
Q2 2024
Reduced 93.02%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
13
shares
|
$559
0.0% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
10
shares
|
$430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
9
shares
|
$387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$258
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2
shares
|
$86
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|