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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
257,830
shares
|
$11 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
250,361
shares
|
$10.7 Million
9.26% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
250,077
shares
|
$10.7 Million
1.83% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
243,207
shares
|
$10.4 Million
4.11% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
242,526
shares
|
$10.4 Million
2.93% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
241,927
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
235,112
shares
|
$10 Million
0.76% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
230,600
shares
|
$9.85 Million
9.43% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
226,702
shares
|
$9.69 Million
0.16% of portfolio
|
Q3 2025
Added 865.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
223,151
shares
|
$9.54 Million
0.06% of portfolio
|
Q3 2025
Added 49.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
215,498
shares
|
$9.21 Million
0.23% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
212,141
shares
|
$9.06 Million
3.7% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
211,243
shares
|
$9.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
202,000
shares
|
$8.63 Million
8.79% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
196,158
shares
|
$8.38 Million
2.02% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
191,386
shares
|
$8.18 Million
0.04% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
189,540
shares
|
$8.1 Million
3.17% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
189,198
shares
|
$8.08 Million
4.81% of portfolio
|
Q3 2025
Added 119.84%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
185,169
shares
|
$7.91 Million
0.08% of portfolio
|
Q3 2025
Added 36.26%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
184,465
shares
|
$7.88 Million
3.54% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
182,476
shares
|
$7.8 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
181,200
shares
|
$7.74 Million
0.46% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.67 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
178,027
shares
|
$7.61 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.01%
|
|