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 618 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,145
shares
|
$91,655
0.03% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,135
shares
|
$91,228
0.13% of portfolio
|
Q1 2025
Added 29.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,103
shares
|
$89,861
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,080
shares
|
$88,878
0.01% of portfolio
|
Q3 2025
Reduced 94.96%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,004
shares
|
$85,630
0.02% of portfolio
|
Q1 2021
Reduced 13.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2,002
shares
|
$85,545
0.02% of portfolio
|
Q4 2025
Reduced 34.01%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
1,843
shares
|
$78,751
0.02% of portfolio
|
Q4 2025
Reduced 24.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,735
shares
|
$74,136
0.01% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,655
shares
|
$70,718
0.0% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,597
shares
|
$68,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,336
shares
|
$57,087
0.09% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,301
shares
|
$55,591
0.01% of portfolio
|
Q3 2025
Added 80.95%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,217
shares
|
$52,002
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,154
shares
|
$49,310
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,151
shares
|
$49,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$46,618
0.04% of portfolio
|
Q2 2025
Added 88.1%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,040
shares
|
$44,439
0.02% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,028
shares
|
$43,926
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
971
shares
|
$41,490
0.02% of portfolio
|
Q1 2025
Reduced 39.05%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
928
shares
|
$39,653
0.0% of portfolio
|
Q4 2025
Reduced 13.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
825
shares
|
$35,252
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
815
shares
|
$34,824
0.0% of portfolio
|
Q3 2018
Added 171.67%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
799
shares
|
$34,141
0.02% of portfolio
|
Q4 2025
Reduced 12.58%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
796
shares
|
$34,013
0.0% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
756
shares
|
$32,303
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|