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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,116,401
shares
|
$47.7 Million
0.29% of portfolio
|
Q2 2023
Reduced 6.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,048,574
shares
|
$44.8 Million
0.06% of portfolio
|
Q3 2025
Added 64.59%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,001,063
shares
|
$42.8 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
824,838
shares
|
$35.2 Million
0.04% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
786,065
shares
|
$33.6 Million
5.49% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
719,307
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
696,542
shares
|
$29.8 Million
0.06% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.6 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.6 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
609,751
shares
|
$26.1 Million
0.06% of portfolio
|
Q3 2025
Added 43.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
545,412
shares
|
$23.3 Million
0.2% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
536,724
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
507,402
shares
|
$21.7 Million
0.44% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
498,080
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
490,412
shares
|
$21 Million
4.2% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
471,100
shares
|
$20.1 Million
3.99% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
453,352
shares
|
$19.4 Million
2.69% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
441,503
shares
|
$18.9 Million
1.27% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
439,508
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 681.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
432,109
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
426,330
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
415,591
shares
|
$17.8 Million
0.08% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
395,952
shares
|
$16.9 Million
2.98% of portfolio
|
Q3 2025
Added 4.05%
|
|