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 616 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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,299
shares
|
$269,156
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
6,238
shares
|
$266,549
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,109
shares
|
$261,037
0.1% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
6,029
shares
|
$257,619
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
6,022
shares
|
$257,320
0.04% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,021
shares
|
$257,277
0.02% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,974
shares
|
$255,269
0.0% of portfolio
|
Q3 2025
Added 144.54%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,974
shares
|
$255,269
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
5,963
shares
|
$254,798
0.23% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
5,963
shares
|
$254,798
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,923
shares
|
$253,089
0.08% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,900
shares
|
$252,106
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,883
shares
|
$251,380
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,865
shares
|
$250,611
0.0% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,846
shares
|
$249,799
0.06% of portfolio
|
Q3 2025
Reduced 90.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,811
shares
|
$248,304
0.0% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,759
shares
|
$246,082
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
5,718
shares
|
$244,330
0.03% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,695
shares
|
$243,347
0.02% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
5,616
shares
|
$239,971
0.09% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$238,903
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,540
shares
|
$236,724
0.07% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
5,525
shares
|
$236,083
0.04% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,482
shares
|
$234,245
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
5,388
shares
|
$230,229
0.07% of portfolio
|
Q3 2025
New holding
|
|