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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
218,907
shares
|
$9.43 Million
2.82% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
217,927
shares
|
$9.39 Million
5.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
215,246
shares
|
$9.27 Million
11.73% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
215,053
shares
|
$9.26 Million
0.97% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
213,505
shares
|
$9.2 Million
3.26% of portfolio
|
Q4 2024
Added 120.52%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
209,533
shares
|
$9.03 Million
4.49% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
199,239
shares
|
$8.58 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
193,422
shares
|
$8.33 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
192,152
shares
|
$8.28 Million
1.68% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
191,359
shares
|
$8.24 Million
0.09% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
184,626
shares
|
$7.95 Million
8.13% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
182,476
shares
|
$7.86 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
180,018
shares
|
$7.76 Million
0.03% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.73 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
174,546
shares
|
$7.52 Million
0.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
173,429
shares
|
$7.47 Million
0.29% of portfolio
|
Q4 2024
Added 94.66%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
173,346
shares
|
$7.47 Million
0.51% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
171,522
shares
|
$7.39 Million
0.04% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
169,075
shares
|
$7.28 Million
3.82% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
165,062
shares
|
$7.11 Million
0.25% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Little Harbor Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
158,896
shares
|
$6.85 Million
4.0% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
156,849
shares
|
$6.76 Million
2.65% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
154,999
shares
|
$6.68 Million
0.04% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
152,859
shares
|
$6.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 36.04%
|