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 582 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
58,157
shares
|
$2.46 Million
1.61% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
57,248
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,551
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
56,281
shares
|
$2.38 Million
0.54% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
56,103
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
55,655
shares
|
$2.36 Million
0.47% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
51,008
shares
|
$2.16 Million
0.29% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
49,992
shares
|
$2.12 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
49,702
shares
|
$2.1 Million
0.51% of portfolio
|
Q1 2025
Added 107.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,630
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
49,235
shares
|
$2.08 Million
0.9% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
48,483
shares
|
$2.05 Million
1.4% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
47,958
shares
|
$2.03 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,887
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
47,816
shares
|
$2.02 Million
0.28% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
47,779
shares
|
$2.02 Million
0.61% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
47,511
shares
|
$2.01 Million
0.35% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
47,412
shares
|
$2.01 Million
1.61% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
46,645
shares
|
$1.97 Million
0.21% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
44,548
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
44,538
shares
|
$1.88 Million
0.55% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.87 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
44,011
shares
|
$1.86 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
43,188
shares
|
$1.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.2%
|