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 591 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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
44,538
shares
|
$1.9 Million
0.55% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.89 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
44,011
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
42,985
shares
|
$1.84 Million
0.65% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
42,946
shares
|
$1.84 Million
1.06% of portfolio
|
Q4 2024
Added 241.57%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
42,679
shares
|
$1.82 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
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,181
shares
|
$1.8 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
|
$1.8 Million
0.33% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
42,029
shares
|
$1.8 Million
0.79% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
41,356
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
41,290
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,055
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
40,920
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 124.82%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
40,219
shares
|
$1.72 Million
0.18% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
40,124
shares
|
$1.72 Million
0.22% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
37,027
shares
|
$1.58 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
36,937
shares
|
$1.58 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
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
36,360
shares
|
$1.55 Million
0.85% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
36,191
shares
|
$1.55 Million
0.6% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
36,074
shares
|
$1.54 Million
0.3% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
36,025
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,771
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
35,401
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.19%
|