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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
84,089
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
84,017
shares
|
$3.63 Million
2.07% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
82,338
shares
|
$3.56 Million
0.71% of portfolio
|
Q2 2025
Added 71.69%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
82,042
shares
|
$3.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
80,307
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
80,042
shares
|
$3.46 Million
0.99% of portfolio
|
Q1 2023
Added 40.23%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
78,625
shares
|
$3.4 Million
0.25% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
77,881
shares
|
$3.37 Million
0.29% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
77,500
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
77,394
shares
|
$3.34 Million
0.23% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
76,947
shares
|
$3.33 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
74,821
shares
|
$3.23 Million
3.72% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
72,235
shares
|
$3.12 Million
0.41% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
71,771
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
70,728
shares
|
$3.06 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
68,990
shares
|
$2.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
68,625
shares
|
$2.97 Million
0.56% of portfolio
|
Q2 2025
Reduced 58.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
67,206
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
66,627
shares
|
$2.88 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
66,217
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
65,678
shares
|
$2.84 Million
0.3% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
65,497
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
65,107
shares
|
$2.81 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
62,781
shares
|
$2.71 Million
0.63% of portfolio
|
Q2 2025
Added 78.93%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
62,489
shares
|
$2.7 Million
1.55% of portfolio
|
Q2 2025
Added 7.45%
|