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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
155,562
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152,590
shares
|
$6.59 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
148,889
shares
|
$6.43 Million
0.05% of portfolio
|
Q2 2025
Added 105.27%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
144,287
shares
|
$6.24 Million
0.63% of portfolio
|
Q2 2025
Reduced 92.77%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
141,807
shares
|
$6.13 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$6.05 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.97 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
135,890
shares
|
$5.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
135,265
shares
|
$5.85 Million
0.17% of portfolio
|
Q2 2025
Added 114.04%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
130,476
shares
|
$5.64 Million
0.07% of portfolio
|
Q2 2025
Reduced 43.85%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
130,429
shares
|
$5.64 Million
0.91% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
124,423
shares
|
$5.38 Million
2.97% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
123,202
shares
|
$5.32 Million
0.19% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
122,031
shares
|
$5.27 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
118,314
shares
|
$5.11 Million
0.31% of portfolio
|
Q2 2025
Reduced 32.87%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
115,571
shares
|
$4.99 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
115,153
shares
|
$4.98 Million
0.15% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
114,692
shares
|
$4.96 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.87 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
112,427
shares
|
$4.86 Million
0.02% of portfolio
|
Q2 2025
Added 195.46%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
112,380
shares
|
$4.86 Million
0.15% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.85 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
111,946
shares
|
$4.84 Million
1.62% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
111,042
shares
|
$4.8 Million
1.22% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
110,233
shares
|
$4.76 Million
0.26% of portfolio
|
Q2 2025
Reduced 21.15%
|