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 |
|---|---|---|---|---|---|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$230,015
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,372
shares
|
$229,545
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
5,358
shares
|
$228,947
0.01% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,330
shares
|
$227,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,281
shares
|
$225,657
0.02% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,278
shares
|
$225,528
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
5,253
shares
|
$224,460
0.14% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,198
shares
|
$222,110
0.0% of portfolio
|
Q3 2025
Reduced 73.53%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,145
shares
|
$219,845
0.24% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,063
shares
|
$216,341
0.01% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,020
shares
|
$214,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$213,649
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,994
shares
|
$213,393
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,975
shares
|
$212,581
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,947
shares
|
$211,385
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
4,915
shares
|
$210,017
0.04% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,903
shares
|
$209,505
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,882
shares
|
$208,607
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
4,878
shares
|
$208,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,862
shares
|
$207,753
0.0% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
4,858
shares
|
$207,582
0.1% of portfolio
|
Q3 2025
Added 485700.0%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
4,856
shares
|
$207,496
0.12% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,845
shares
|
$207,026
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,820
shares
|
$205,958
0.03% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
4,789
shares
|
$204,633
0.11% of portfolio
|
Q3 2025
New holding
|
|