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 585 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,666,952
shares
|
$545 Million
0.11% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,600,196
shares
|
$370 Million
1.24% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8,288,172
shares
|
$357 Million
0.97% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
8,071,815
shares
|
$348 Million
1.6% of portfolio
|
Q4 2022
Added 1.97%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,637,431
shares
|
$200 Million
5.76% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Jan 27, 2025 Q4 2024 |
4,450,000
shares
|
$192 Million
3.25% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,159,091
shares
|
$179 Million
0.26% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
3,703,519
shares
|
$159 Million
0.65% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,379,846
shares
|
$146 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,226,183
shares
|
$139 Million
0.05% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,648,253
shares
|
$114 Million
0.01% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,060,206
shares
|
$88.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
1,894,248
shares
|
$81.6 Million
0.94% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,884,413
shares
|
$81.1 Million
0.2% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,759,164
shares
|
$75.7 Million
0.03% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
1,628,000
shares
|
$70.1 Million
2.38% of portfolio
|
Q1 2024
Added 11.55%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
1,621,106
shares
|
$69.8 Million
2.12% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,281,006
shares
|
$55.2 Million
0.87% of portfolio
|
Q2 2023
Added 2.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,166,634
shares
|
$50.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,116,401
shares
|
$48.1 Million
0.29% of portfolio
|
Q2 2023
Reduced 6.29%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,011,736
shares
|
$43.6 Million
2.94% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
884,795
shares
|
$38.1 Million
0.61% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
790,269
shares
|
$34 Million
6.94% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
771,155
shares
|
$33.2 Million
0.01% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
769,424
shares
|
$33.1 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.35%
|