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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,682
shares
|
$200,061
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
4,677
shares
|
$199,848
0.01% of portfolio
|
Q3 2025
Reduced 32.54%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
4,655
shares
|
$198,908
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
4,649
shares
|
$198,651
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,486
shares
|
$191,686
0.18% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
4,376
shares
|
$186,986
0.18% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,591
shares
|
$153,443
0.0% of portfolio
|
Q3 2025
Reduced 45.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3,034
shares
|
$129,642
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,014
shares
|
$128,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
2,882
shares
|
$123,147
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$122,036
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
2,618
shares
|
$111,867
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,601
shares
|
$111,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,594
shares
|
$110,841
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
2,560
shares
|
$109,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,518
shares
|
$107,594
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,513
shares
|
$107,380
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,506
shares
|
$107,081
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$106,824
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
2,427
shares
|
$103,705
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
2,414
shares
|
$103,150
0.08% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,367
shares
|
$101,141
0.0% of portfolio
|
Q2 2020
Reduced 59.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,346
shares
|
$100,244
0.03% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,297
shares
|
$98,150
0.06% of portfolio
|
Q3 2020
Added 0.44%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,264
shares
|
$96,740
0.03% of portfolio
|
Q3 2025
Added 5.01%
|
|