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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
404,290
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
397,693
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
383,821
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
380,537
shares
|
$16.4 Million
3.08% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
377,577
shares
|
$16.3 Million
4.42% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
373,749
shares
|
$16.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
348,131
shares
|
$15 Million
1.68% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.8 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
334,355
shares
|
$14.5 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,426
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
319,903
shares
|
$13.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
318,795
shares
|
$13.8 Million
8.19% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
313,519
shares
|
$13.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
299,848
shares
|
$13 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.19%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
290,391
shares
|
$12.6 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
287,658
shares
|
$12.4 Million
4.37% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
260,974
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2025
Added 70.62%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
252,550
shares
|
$10.9 Million
6.13% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
250,458
shares
|
$10.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
250,077
shares
|
$10.8 Million
1.83% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
241,812
shares
|
$10.5 Million
4.27% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
241,057
shares
|
$10.4 Million
9.41% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
239,759
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 90.66%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
236,958
shares
|
$10.2 Million
4.78% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
234,101
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 18.17%
|