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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
71,481
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
70,463
shares
|
$3.01 Million
0.16% of portfolio
|
Q3 2025
Added 457.2%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
70,379
shares
|
$3.01 Million
1.95% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
68,406
shares
|
$2.92 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
67,226
shares
|
$2.87 Million
1.78% of portfolio
|
Q3 2025
Reduced 65.91%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
67,088
shares
|
$2.87 Million
0.61% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
66,643
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
64,614
shares
|
$2.76 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
63,149
shares
|
$2.7 Million
0.34% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
62,366
shares
|
$2.66 Million
0.89% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
60,201
shares
|
$2.57 Million
0.31% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.56 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
59,489
shares
|
$2.54 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
58,838
shares
|
$2.51 Million
0.29% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
56,915
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
56,794
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
56,193
shares
|
$2.4 Million
0.21% of portfolio
|
Q3 2025
Added 17.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
56,178
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
55,337
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2025
Added 59.16%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
55,143
shares
|
$2.36 Million
1.39% of portfolio
|
Q3 2025
Added 97.77%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
54,432
shares
|
$2.33 Million
1.25% of portfolio
|
Q3 2025
Added 30.17%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
54,284
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
53,541
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
52,860
shares
|
$2.26 Million
0.41% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
52,684
shares
|
$2.25 Million
1.23% of portfolio
|
Q3 2025
Added 16.83%
|
|