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 615 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,839
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
43,177
shares
|
$1.84 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,900
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
42,448
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
42,394
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
41,920
shares
|
$1.79 Million
0.54% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
41,617
shares
|
$1.78 Million
1.34% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
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
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
40,418
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
36,809
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
36,459
shares
|
$1.56 Million
0.73% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
35,363
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
35,077
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
35,051
shares
|
$1.5 Million
1.24% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
34,901
shares
|
$1.49 Million
0.41% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
34,733
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
34,699
shares
|
$1.48 Million
0.49% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
33,791
shares
|
$1.44 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
33,593
shares
|
$1.44 Million
0.9% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
33,416
shares
|
$1.43 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
33,385
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
33,202
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33,152
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
33,009
shares
|
$1.41 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,414
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 15.84%
|
|