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 |
|---|---|---|---|---|---|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
9,469
shares
|
$404,610
0.04% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
9,441
shares
|
$403,413
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,182
shares
|
$392,346
0.01% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
9,009
shares
|
$384,954
0.25% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
8,998
shares
|
$384,484
0.13% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,990
shares
|
$384,142
0.29% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,737
shares
|
$373,332
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,737
shares
|
$373,332
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
8,679
shares
|
$370,853
0.04% of portfolio
|
Q2 2025
Reduced 59.88%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$364,401
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
8,499
shares
|
$363,162
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
8,472
shares
|
$362,008
0.08% of portfolio
|
Q3 2025
Added 64.25%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
8,470
shares
|
$361,923
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,423
shares
|
$359,914
0.02% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,415
shares
|
$359,572
0.02% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
8,409
shares
|
$359,316
0.01% of portfolio
|
Q3 2025
Reduced 62.22%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
8,388
shares
|
$358,419
0.17% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,365
shares
|
$357,436
0.16% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,325
shares
|
$355,727
0.12% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,313
shares
|
$355,214
0.01% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
8,271
shares
|
$353,419
0.04% of portfolio
|
Q4 2025
Reduced 91.3%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
8,243
shares
|
$352,223
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,219
shares
|
$351,197
0.05% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
8,054
shares
|
$344,147
0.01% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,045
shares
|
$343,762
0.05% of portfolio
|
Q3 2025
Added 32.95%
|
|