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 $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
218,907
shares
|
$9.46 Million
2.82% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
213,738
shares
|
$9.24 Million
12.43% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
209,533
shares
|
$9.05 Million
4.49% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
207,862
shares
|
$8.98 Million
0.09% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
197,924
shares
|
$8.55 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
197,571
shares
|
$8.54 Million
1.65% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
189,813
shares
|
$8.2 Million
0.9% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
187,110
shares
|
$8.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
184,626
shares
|
$7.98 Million
8.13% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.75 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
179,156
shares
|
$7.74 Million
0.03% of portfolio
|
Q3 2024
Added 95.54%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
174,376
shares
|
$7.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
173,346
shares
|
$7.49 Million
0.51% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
170,177
shares
|
$7.35 Million
0.01% of portfolio
|
Q3 2024
Added 194.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
169,607
shares
|
$7.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
168,146
shares
|
$7.27 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
165,062
shares
|
$7.13 Million
0.25% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
161,062
shares
|
$6.96 Million
3.76% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
159,323
shares
|
$6.88 Million
4.35% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
157,772
shares
|
$6.82 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
156,849
shares
|
$6.78 Million
2.65% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
155,573
shares
|
$6.72 Million
0.02% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
151,791
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Little Harbor Advisors, LLC
|
Dec 03, 2024 Q3 2024 |
150,541
shares
|
$6.5 Million
4.06% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
149,578
shares
|
$6.46 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.75%
|