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 598 institutions that hold shares in the stock, with a total of 127 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
48,900
shares
|
$2.1 Million
1.56% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
48,820
shares
|
$2.09 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
47,862
shares
|
$2.05 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
47,710
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
46,980
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
46,892
shares
|
$2.01 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
46,645
shares
|
$2 Million
0.21% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,389
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Added 31.3%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
45,093
shares
|
$1.93 Million
1.12% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
45,080
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
44,847
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
44,815
shares
|
$1.92 Million
0.7% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.92 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.9 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
43,177
shares
|
$1.85 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,937
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
42,396
shares
|
$1.82 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
42,231
shares
|
$1.81 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
42,123
shares
|
$1.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
41,848
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
41,815
shares
|
$1.79 Million
1.13% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
41,290
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2025
Added 2018.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
41,101
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
40,810
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Added 172.78%
|