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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
10,997
shares
|
$469,901
0.11% of portfolio
|
Q3 2025
Added 48.43%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,977
shares
|
$469,047
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
10,977
shares
|
$469,047
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
10,852
shares
|
$463,705
0.38% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,765
shares
|
$459,988
0.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
10,672
shares
|
$456,014
0.34% of portfolio
|
Q3 2025
Added 62.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,632
shares
|
$454,305
0.02% of portfolio
|
Q3 2025
Added 86.53%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,627
shares
|
$454,091
0.12% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
10,549
shares
|
$450,758
0.07% of portfolio
|
Q3 2025
Added 94.56%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
10,331
shares
|
$441,443
0.12% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,254
shares
|
$438,153
0.27% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
10,230
shares
|
$437,127
0.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
10,216
shares
|
$436,529
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,185
shares
|
$435,205
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
10,150
shares
|
$433,709
0.06% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10,123
shares
|
$432,555
0.03% of portfolio
|
Q3 2025
Reduced 26.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,960
shares
|
$425,590
0.05% of portfolio
|
Q4 2023
Reduced 20.6%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,960
shares
|
$425,590
0.17% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,920
shares
|
$423,881
0.0% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
9,876
shares
|
$422,001
0.13% of portfolio
|
Q3 2025
Added 92.55%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,830
shares
|
$420,035
0.02% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
9,717
shares
|
$415,207
0.06% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
9,713
shares
|
$415,036
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,640
shares
|
$411,917
0.01% of portfolio
|
Q3 2025
Reduced 46.7%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,589
shares
|
$409,737
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|