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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
9,754
shares
|
$420,202
0.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,679
shares
|
$416,971
0.18% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
9,616
shares
|
$414,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
9,616
shares
|
$414,257
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$413,094
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,584
shares
|
$412,878
0.01% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,572
shares
|
$412,361
0.15% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,537
shares
|
$410,853
0.06% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
9,449
shares
|
$407,062
0.22% of portfolio
|
Q4 2024
Added 36.94%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,384
shares
|
$404,262
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
9,335
shares
|
$402,151
0.34% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,317
shares
|
$401,376
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,312
shares
|
$401,160
0.14% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
9,212
shares
|
$396,852
0.21% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,152
shares
|
$394,268
0.02% of portfolio
|
Q4 2024
Reduced 82.87%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
9,096
shares
|
$391,855
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
9,047
shares
|
$389,744
0.05% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
9,009
shares
|
$388,107
0.29% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,982
shares
|
$386,944
0.04% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,793
shares
|
$378,802
0.11% of portfolio
|
Q4 2024
Added 39.44%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
8,741
shares
|
$376,562
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
8,688
shares
|
$374,279
0.13% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,678
shares
|
$373,848
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$367,386
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,472
shares
|
$364,973
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|