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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,079
shares
|
$46,580
0.0% of portfolio
|
Q3 2024
Added 228.96%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,012
shares
|
$43,688
0.01% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,010
shares
|
$43,601
0.0% of portfolio
|
Q3 2024
Added 47.45%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,006
shares
|
$43,429
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
990
shares
|
$42,738
0.02% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
928
shares
|
$40,061
0.0% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
916
shares
|
$39,543
0.0% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
910
shares
|
$39,284
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
885
shares
|
$38,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
873
shares
|
$37,687
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
825
shares
|
$35,615
0.01% of portfolio
|
Q3 2022
Reduced 31.25%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
815
shares
|
$35,183
0.0% of portfolio
|
Q3 2018
Added 171.67%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
813
shares
|
$35,097
0.02% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
795
shares
|
$34,320
0.0% of portfolio
|
Q2 2022
Reduced 39.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
767
shares
|
$33,111
0.01% of portfolio
|
Q3 2024
Reduced 57.01%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
684
shares
|
$29,528
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
677
shares
|
$29,226
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
647
shares
|
$27,930
0.01% of portfolio
|
Q2 2024
Reduced 32.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
643
shares
|
$27,758
0.01% of portfolio
|
Q4 2023
Reduced 13.92%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
639
shares
|
$27,585
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
638
shares
|
$27,542
0.0% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
625
shares
|
$26,981
0.0% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
613
shares
|
$26,463
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
603
shares
|
$26,031
0.02% of portfolio
|
Q4 2024
Reduced 33.88%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
583
shares
|
$25,168
0.01% of portfolio
|
Q2 2022
Added 1.08%
|