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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,045
shares
|
$343,762
0.05% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,897
shares
|
$337,438
0.06% of portfolio
|
Q3 2023
Reduced 12.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,814
shares
|
$333,892
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,764
shares
|
$331,755
0.01% of portfolio
|
Q3 2025
Added 71.39%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,752
shares
|
$331,242
0.05% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
7,692
shares
|
$328,679
0.0% of portfolio
|
Q4 2025
Added 47.98%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
7,643
shares
|
$326,585
0.0% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
7,632
shares
|
$326,115
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
7,619
shares
|
$325,559
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,517
shares
|
$321,201
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
7,491
shares
|
$320,090
0.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
7,432
shares
|
$317,569
0.19% of portfolio
|
Q4 2025
Reduced 27.52%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,337
shares
|
$313,510
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,337
shares
|
$313,510
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
7,271
shares
|
$310,689
0.25% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,169
shares
|
$306,331
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
7,159
shares
|
$305,904
0.42% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,158
shares
|
$305,861
0.08% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,135
shares
|
$304,878
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
6,965
shares
|
$297,614
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
6,922
shares
|
$295,777
0.17% of portfolio
|
Q4 2025
Added 31.77%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,883
shares
|
$294,110
0.0% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
6,727
shares
|
$287,444
0.06% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,645
shares
|
$283,940
0.06% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
6,575
shares
|
$280,949
0.13% of portfolio
|
Q3 2025
New holding
|
|