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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
173,851
shares
|
$7.43 Million
0.26% of portfolio
|
Q3 2025
Added 41.11%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
171,103
shares
|
$7.31 Million
2.75% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
170,765
shares
|
$7.3 Million
0.28% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
165,940
shares
|
$7.09 Million
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
165,452
shares
|
$7.07 Million
0.14% of portfolio
|
Q3 2025
Added 62.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
158,532
shares
|
$6.77 Million
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
153,700
shares
|
$6.57 Million
0.18% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
147,977
shares
|
$6.32 Million
1.03% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
145,144
shares
|
$6.2 Million
1.69% of portfolio
|
Q3 2025
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
144,973
shares
|
$6.19 Million
1.11% of portfolio
|
Q3 2025
Added 393.19%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
140,508
shares
|
$6 Million
0.84% of portfolio
|
Q3 2025
Added 53.28%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$5.99 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.9 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
137,534
shares
|
$5.88 Million
0.2% of portfolio
|
Q3 2025
Added 237.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
134,011
shares
|
$5.73 Million
0.22% of portfolio
|
Q3 2025
Added 195.25%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
132,978
shares
|
$5.68 Million
0.89% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
131,250
shares
|
$5.61 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
130,843
shares
|
$5.59 Million
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
128,813
shares
|
$5.5 Million
0.48% of portfolio
|
Q3 2025
Added 82.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
126,806
shares
|
$5.42 Million
0.14% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
126,407
shares
|
$5.4 Million
3.07% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
125,429
shares
|
$5.36 Million
0.19% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
125,067
shares
|
$5.34 Million
0.15% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
121,056
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
120,873
shares
|
$5.16 Million
0.3% of portfolio
|
Q3 2025
Added 2.16%
|
|