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 |
|---|---|---|---|---|---|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
62,454
shares
|
$2.7 Million
0.73% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
61,934
shares
|
$2.68 Million
0.52% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
61,729
shares
|
$2.67 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
61,075
shares
|
$2.64 Million
1.61% of portfolio
|
Q2 2025
Added 126.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
60,100
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.59 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,978
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
57,390
shares
|
$2.48 Million
0.92% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
56,596
shares
|
$2.45 Million
1.45% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,551
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,233
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 92.63%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,008
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
54,651
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
54,022
shares
|
$2.33 Million
0.3% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
53,940
shares
|
$2.33 Million
1.16% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53,491
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
53,203
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
52,395
shares
|
$2.26 Million
0.29% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
51,821
shares
|
$2.24 Million
0.27% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,016
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
49,524
shares
|
$2.14 Million
0.34% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,449
shares
|
$2.14 Million
0.15% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
48,931
shares
|
$2.11 Million
0.57% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
48,901
shares
|
$2.11 Million
0.81% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
48,900
shares
|
$2.11 Million
1.56% of portfolio
|
Q2 2025
Added 3.14%
|