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 587 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
34,951
shares
|
$1.51 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
34,719
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
34,181
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
34,044
shares
|
$1.47 Million
0.89% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
33,924
shares
|
$1.46 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,740
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,689
shares
|
$1.45 Million
1.08% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
33,615
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
33,540
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
33,362
shares
|
$1.44 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
33,171
shares
|
$1.43 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
33,009
shares
|
$1.42 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
32,200
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
32,096
shares
|
$1.38 Million
0.52% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
31,777
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
31,474
shares
|
$1.36 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
30,536
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
30,389
shares
|
$1.31 Million
0.33% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
29,778
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
29,425
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2023
Added 10.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
29,388
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.64%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
29,260
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
29,187
shares
|
$1.26 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
29,102
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
29,042
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.32%
|