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 |
|---|---|---|---|---|---|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
52,655
shares
|
$2.25 Million
0.74% of portfolio
|
Q3 2025
Added 30.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
52,126
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,930
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
51,735
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
50,985
shares
|
$2.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.23%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
50,349
shares
|
$2.15 Million
1.54% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
49,764
shares
|
$2.13 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
49,524
shares
|
$2.12 Million
0.34% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
48,892
shares
|
$2.09 Million
0.22% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
48,873
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
48,401
shares
|
$2.07 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
48,316
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
48,096
shares
|
$2.06 Million
0.68% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
46,980
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
46,646
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
46,359
shares
|
$1.98 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
45,821
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
45,583
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2025
Reduced 68.41%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
44,948
shares
|
$1.92 Million
1.76% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.91 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
44,641
shares
|
$1.91 Million
0.31% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
44,589
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Added 107.47%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
44,214
shares
|
$1.89 Million
0.83% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.89 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
43,917
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 36.34%
|
|