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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,054
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
107,992
shares
|
$4.67 Million
0.18% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
107,104
shares
|
$4.63 Million
1.78% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
105,287
shares
|
$4.55 Million
0.18% of portfolio
|
Q2 2025
Added 81.47%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
103,574
shares
|
$4.48 Million
1.91% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
102,484
shares
|
$4.43 Million
1.21% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
102,024
shares
|
$4.41 Million
0.1% of portfolio
|
Q2 2025
Added 196.72%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
101,115
shares
|
$4.37 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
99,323
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
98,644
shares
|
$4.26 Million
0.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
96,046
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2025
Added 155.69%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
95,872
shares
|
$4.14 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
93,811
shares
|
$4.05 Million
0.91% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
93,609
shares
|
$4.05 Million
0.07% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
92,809
shares
|
$4.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
92,443
shares
|
$4 Million
0.51% of portfolio
|
Q2 2025
Added 833.01%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
92,042
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
91,881
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
91,681
shares
|
$3.96 Million
1.64% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
91,666
shares
|
$3.96 Million
0.59% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
91,421
shares
|
$3.95 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
86,753
shares
|
$3.75 Million
0.1% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
86,063
shares
|
$3.72 Million
2.27% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
85,462
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.19%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
84,784
shares
|
$3.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.38%
|