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 |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
42,985
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
42,689
shares
|
$1.81 Million
1.18% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
42,679
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
42,291
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,181
shares
|
$1.79 Million
0.13% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
42,169
shares
|
$1.78 Million
0.33% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
41,356
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,055
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
40,920
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 124.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
40,255
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
40,124
shares
|
$1.7 Million
0.22% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
39,066
shares
|
$1.65 Million
0.69% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
38,269
shares
|
$1.62 Million
1.27% of portfolio
|
Q1 2025
Added 73.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
38,052
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
36,937
shares
|
$1.56 Million
1.11% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
36,820
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
36,074
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
36,025
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,771
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
35,401
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
35,086
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
34,719
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
34,699
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
34,384
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
34,188
shares
|
$1.45 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.18%
|