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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
13,568
shares
|
$579,760
0.15% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
13,447
shares
|
$574,590
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
13,420
shares
|
$573,436
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,338
shares
|
$569,932
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
13,143
shares
|
$561,600
0.07% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
12,907
shares
|
$551,516
0.04% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
12,866
shares
|
$549,764
0.23% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
12,834
shares
|
$548,396
0.1% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
12,812
shares
|
$547,456
0.1% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
12,521
shares
|
$535,022
0.0% of portfolio
|
Q3 2025
Reduced 66.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,332
shares
|
$526,946
0.04% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,200
shares
|
$521,305
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,110
shares
|
$517,460
0.0% of portfolio
|
Q3 2025
Reduced 66.08%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
12,019
shares
|
$513,571
0.15% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,004
shares
|
$512,930
0.02% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,638
shares
|
$497,291
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
11,527
shares
|
$492,548
0.19% of portfolio
|
Q3 2025
Added 459.83%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
11,412
shares
|
$487,634
0.18% of portfolio
|
Q3 2025
Added 61.6%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
11,377
shares
|
$486,139
1.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
11,332
shares
|
$484,216
0.08% of portfolio
|
Q3 2025
Added 34.22%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
11,224
shares
|
$479,601
0.04% of portfolio
|
Q3 2025
Reduced 75.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,052
shares
|
$472,251
0.01% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,034
shares
|
$471,482
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
11,031
shares
|
$471,354
0.42% of portfolio
|
Q2 2025
Reduced 6.31%
|
|