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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
756
shares
|
$32,303
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
677
shares
|
$28,928
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
643
shares
|
$27,475
0.01% of portfolio
|
Q4 2023
Reduced 13.92%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
639
shares
|
$27,304
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
613
shares
|
$26,193
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
604
shares
|
$25,808
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
586
shares
|
$25,039
0.0% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
556
shares
|
$23,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
528
shares
|
$22,561
0.0% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
483
shares
|
$20,638
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
455
shares
|
$19,442
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
452
shares
|
$19,313
0.01% of portfolio
|
Q4 2024
Reduced 22.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
432
shares
|
$18,459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
430
shares
|
$18,373
0.0% of portfolio
|
Q3 2025
Reduced 58.49%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
420
shares
|
$17,946
0.05% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
414
shares
|
$17,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
397
shares
|
$16,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
375
shares
|
$16,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
375
shares
|
$16,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
365
shares
|
$15,596
0.0% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
351
shares
|
$14,998
0.0% of portfolio
|
Q2 2024
Reduced 56.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
350
shares
|
$14,955
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
331
shares
|
$14,143
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
328
shares
|
$14,015
0.0% of portfolio
|
Q3 2025
Added 5366.67%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
302
shares
|
$12,904
0.01% of portfolio
|
Q3 2024
New holding
|
|