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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
119,103
shares
|
$5.09 Million
0.24% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
118,627
shares
|
$5.07 Million
0.66% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
116,219
shares
|
$4.97 Million
1.12% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
116,191
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
115,786
shares
|
$4.95 Million
1.95% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
115,380
shares
|
$4.93 Million
1.53% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
115,221
shares
|
$4.92 Million
1.8% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Western Asset Management Company, LLC
Pasadena, CA |
Nov 13, 2025 Q3 2025 |
113,400
shares
|
$4.85 Million
41.89% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.81 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.8 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
112,137
shares
|
$4.79 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
111,028
shares
|
$4.74 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
109,336
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
108,374
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
106,829
shares
|
$4.56 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
106,752
shares
|
$4.56 Million
2.46% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
104,523
shares
|
$4.47 Million
0.25% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
101,622
shares
|
$4.34 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
101,594
shares
|
$4.34 Million
0.58% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
99,327
shares
|
$4.24 Million
0.89% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
99,028
shares
|
$4.23 Million
0.07% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,556
shares
|
$4.17 Million
0.06% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
95,681
shares
|
$4.09 Million
1.27% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
95,202
shares
|
$4.07 Million
0.15% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
95,021
shares
|
$4.06 Million
0.5% of portfolio
|
Q3 2025
Added 2.79%
|
|