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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
32,353
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
32,212
shares
|
$1.38 Million
0.36% of portfolio
|
Q3 2025
Added 115.51%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
32,198
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
31,592
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
31,402
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.25%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
31,365
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2025
Added 117.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
30,918
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 14, 2025 Q3 2025 |
30,528
shares
|
$1.3 Million
7.14% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
30,178
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
29,425
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Added 10.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,425
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 42.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
28,868
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 16.85%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
28,865
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
28,645
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
28,636
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2025
Added 98.38%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
28,615
shares
|
$1.22 Million
0.66% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
28,590
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
28,433
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
28,202
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.07%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
28,186
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
28,146
shares
|
$1.2 Million
0.58% of portfolio
|
Q3 2025
Added 436.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27,939
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
27,669
shares
|
$1.18 Million
1.0% of portfolio
|
Q3 2025
Added 158.2%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
27,504
shares
|
$1.18 Million
1.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
27,484
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 25.21%
|
|