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 618 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
16,732
shares
|
$714,958
0.4% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$713,078
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$707,822
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
16,529
shares
|
$706,284
0.38% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
16,428
shares
|
$701,968
0.38% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
16,373
shares
|
$699,618
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
16,074
shares
|
$686,842
0.21% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
15,864
shares
|
$677,868
0.63% of portfolio
|
Q4 2025
Added 16.84%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
15,799
shares
|
$675,091
0.13% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
15,569
shares
|
$665,263
0.74% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,512
shares
|
$662,827
0.0% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
15,494
shares
|
$662,058
0.44% of portfolio
|
Q4 2025
Added 38.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
15,449
shares
|
$660,135
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
15,271
shares
|
$652,529
0.41% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$651,034
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,060
shares
|
$643,513
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
14,800
shares
|
$632,404
0.17% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
14,788
shares
|
$631,891
0.12% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
14,782
shares
|
$631,634
0.03% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,464
shares
|
$618,046
0.01% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,383
shares
|
$614,585
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
14,121
shares
|
$603,390
0.04% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,895
shares
|
$593,733
0.03% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,874
shares
|
$592,836
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,570
shares
|
$579,846
0.11% of portfolio
|
Q1 2024
Added 82.22%
|
|