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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,078
shares
|
$900,662
0.0% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
21,060
shares
|
$899,893
0.03% of portfolio
|
Q3 2025
Reduced 54.13%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,813
shares
|
$889,339
0.62% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
20,797
shares
|
$888,655
0.02% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,513
shares
|
$876,520
0.51% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
20,476
shares
|
$874,939
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,299
shares
|
$867,376
0.01% of portfolio
|
Q1 2025
Reduced 69.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,207
shares
|
$863,445
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
19,230
shares
|
$821,697
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,157
shares
|
$818,578
0.08% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
19,102
shares
|
$816,228
0.13% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
19,089
shares
|
$815,672
0.32% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
19,058
shares
|
$814,348
0.14% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
18,995
shares
|
$811,656
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,978
shares
|
$810,929
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
18,821
shares
|
$804,221
0.76% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
18,586
shares
|
$794,179
0.07% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
18,520
shares
|
$791,359
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
18,207
shares
|
$777,985
0.11% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
18,160
shares
|
$775,976
0.03% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
18,084
shares
|
$772,729
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
17,806
shares
|
$760,850
0.26% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
17,748
shares
|
$758,372
0.0% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
17,377
shares
|
$742,519
0.26% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
17,270
shares
|
$737,947
0.08% of portfolio
|
Q3 2025
Reduced 4.98%
|
|