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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
407,160
shares
|
$17.5 Million
3.96% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
400,515
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
378,784
shares
|
$16.3 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
377,577
shares
|
$16.3 Million
4.42% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
368,833
shares
|
$15.9 Million
2.82% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
349,597
shares
|
$15.1 Million
0.83% of portfolio
|
Q4 2024
Reduced 49.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.8 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
337,556
shares
|
$14.5 Million
0.02% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
335,545
shares
|
$14.5 Million
8.84% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,426
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
323,289
shares
|
$13.9 Million
1.77% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
321,566
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
314,795
shares
|
$13.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
312,136
shares
|
$13.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
303,830
shares
|
$13.1 Million
0.19% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
285,223
shares
|
$12.3 Million
0.85% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
278,320
shares
|
$12 Million
0.28% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
267,781
shares
|
$11.5 Million
7.72% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
245,944
shares
|
$10.6 Million
1.95% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Partners Value Investments LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
241,302
shares
|
$10.4 Million
7.85% of portfolio
|
Q3 2020
Added 89.98%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
235,703
shares
|
$10.2 Million
4.01% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
233,513
shares
|
$10.1 Million
4.5% of portfolio
|
Q4 2024
Added 1732.62%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
229,338
shares
|
$9.88 Million
0.18% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
226,100
shares
|
$9.74 Million
0.02% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
221,972
shares
|
$9.56 Million
0.1% of portfolio
|
Q4 2024
Added 6.79%
|