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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
28,451
shares
|
$1.23 Million
0.44% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
28,240
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,918
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
27,899
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
27,686
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
27,162
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 157.36%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
26,730
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
26,502
shares
|
$1.14 Million
0.47% of portfolio
|
Q4 2024
Added 45.9%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
26,485
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
26,157
shares
|
$1.13 Million
0.56% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
26,150
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
25,603
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Feb 14, 2025 Q4 2024 |
25,443
shares
|
$1.1 Million
6.52% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,367
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 737.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,303
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
25,190
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,885
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
24,701
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
24,600
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
24,007
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
23,934
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
23,905
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Added 91.09%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
23,896
shares
|
$1.03 Million
0.43% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
23,867
shares
|
$1.03 Million
0.74% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,708
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 39.81%
|