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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.58 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
58,488
shares
|
$2.52 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
58,237
shares
|
$2.51 Million
0.26% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
57,346
shares
|
$2.47 Million
1.58% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
57,248
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,551
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
56,125
shares
|
$2.42 Million
1.53% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
56,103
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
55,655
shares
|
$2.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
51,728
shares
|
$2.23 Million
0.48% of portfolio
|
Q4 2024
Added 296.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
51,008
shares
|
$2.2 Million
0.28% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,630
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
48,454
shares
|
$2.09 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,887
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
47,779
shares
|
$2.06 Million
0.61% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
47,640
shares
|
$2.05 Million
1.41% of portfolio
|
Q4 2024
Added 99.42%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
47,456
shares
|
$2.04 Million
1.36% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
46,825
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
46,606
shares
|
$2.01 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
46,043
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
45,397
shares
|
$1.96 Million
0.25% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
45,265
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
45,036
shares
|
$1.94 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
44,705
shares
|
$1.93 Million
1.6% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.92 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|