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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
516
shares
|
$22,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
509
shares
|
$21,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
506
shares
|
$21,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
483
shares
|
$20,807
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
462
shares
|
$19,902
0.0% of portfolio
|
Q4 2024
Added 281.82%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
455
shares
|
$19,601
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
452
shares
|
$19,472
0.01% of portfolio
|
Q4 2024
Reduced 22.47%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
399
shares
|
$17,188
0.0% of portfolio
|
Q4 2024
Reduced 89.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
367
shares
|
$15,810
0.0% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
355
shares
|
$15,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
353
shares
|
$15,207
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
351
shares
|
$15,121
0.0% of portfolio
|
Q2 2024
Reduced 56.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
350
shares
|
$15,078
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
346
shares
|
$14,905
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
324
shares
|
$13,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$13,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
300
shares
|
$12,924
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
299
shares
|
$12,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
284
shares
|
$12,234
0.01% of portfolio
|
Q4 2022
Reduced 53.9%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
280
shares
|
$12,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
249
shares
|
$10,726
0.0% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
230
shares
|
$9,908
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
228
shares
|
$9,822
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
217
shares
|
$9,348
0.0% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
217
shares
|
$9,348
0.0% of portfolio
|
Q4 2024
New holding
|