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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
742,809
shares
|
$32 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
699,490
shares
|
$30.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
673,364
shares
|
$29 Million
0.13% of portfolio
|
Q4 2024
Reduced 43.8%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
673,348
shares
|
$29 Million
5.06% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
667,200
shares
|
$28.7 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28.2 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.8 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.8 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
636,970
shares
|
$27.4 Million
0.05% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
601,371
shares
|
$25.9 Million
0.06% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
592,681
shares
|
$25.5 Million
8.39% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
589,614
shares
|
$25.4 Million
14.49% of portfolio
|
Q4 2024
Added 76.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
535,324
shares
|
$23.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Delphi Financial Group, Inc.
|
Feb 06, 2025 Q4 2024 |
530,590
shares
|
$22.9 Million
12.24% of portfolio
|
Q1 2024
Reduced 32.86%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
508,768
shares
|
$21.9 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
472,987
shares
|
$20.4 Million
0.57% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
461,651
shares
|
$19.9 Million
0.03% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
447,528
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
434,840
shares
|
$18.7 Million
0.06% of portfolio
|
Q4 2024
Added 142.72%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
428,568
shares
|
$18.5 Million
3.43% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
428,424
shares
|
$18.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Ninety One Uk LTD
London, X0 |
Jan 27, 2025 Q4 2024 |
423,751
shares
|
$18.3 Million
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
414,103
shares
|
$17.8 Million
4.33% of portfolio
|
Q2 2024
Added 11.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
413,602
shares
|
$17.8 Million
0.18% of portfolio
|
Q4 2024
Added 14.2%
|