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 617 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
49
shares
|
$2,093
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,837
0.0% of portfolio
|
Q3 2025
Reduced 93.12%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
33
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
25
shares
|
$1,068
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
23
shares
|
$982
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
20
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
17
shares
|
$726
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$640
0.0% of portfolio
|
Q2 2024
Reduced 93.02%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
15
shares
|
$640
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
15
shares
|
$640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
13
shares
|
$555
0.0% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
10
shares
|
$427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$427
0.0% of portfolio
|
Q3 2025
Reduced 92.54%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
9
shares
|
$384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
4
shares
|
$170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2
shares
|
$85
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|