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 556 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
5,870
shares
|
$253,407
0.03% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
5,856
shares
|
$252,803
0.01% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,795
shares
|
$250,170
0.02% of portfolio
|
Q3 2024
Added 114.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$241,363
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,405
shares
|
$233,333
0.01% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
5,392
shares
|
$232,772
0.09% of portfolio
|
Q4 2024
Reduced 45.1%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$232,384
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,372
shares
|
$231,909
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
5,217
shares
|
$225,217
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,183
shares
|
$223,750
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
5,176
shares
|
$223,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$215,850
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,878
shares
|
$210,583
0.04% of portfolio
|
Q4 2024
Added 101.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,865
shares
|
$210,022
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,717
shares
|
$203,632
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$202,899
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
4,686
shares
|
$202,294
0.06% of portfolio
|
Q3 2024
Reduced 29.19%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,675
shares
|
$201,819
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,648
shares
|
$200,654
0.01% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,318
shares
|
$186,408
0.01% of portfolio
|
Q4 2024
Added 100.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,040
shares
|
$174,406
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,779
shares
|
$163,139
0.0% of portfolio
|
Q3 2024
Added 433.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,234
shares
|
$139,611
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,833
shares
|
$122,300
0.05% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,745
shares
|
$118,501
0.05% of portfolio
|
Q4 2024
Reduced 14.17%
|