Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
672K+ 6.08% |
$28.7M - $29.1M
|
11.7M
$501M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
475K+ 121.42% |
$20.2M - $20.5M
|
866K
$37M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129K+ 517.44% |
$5.49M - $5.57M
|
153K
$6.56M
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
108KNew |
$4.61M - $4.68M
|
108K
$4.62M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
98.2K+ 304.82% |
$4.19M - $4.25M
|
130K
$5.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
92.7K+ 79.76% |
$3.95M - $4.01M
|
209K
$8.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
49.1K+ 12.39% |
$2.09M - $2.12M
|
445K
$19M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
47.9KNew |
$2.04M - $2.07M
|
47.9K
$2.05M
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
38.4K+ 439.36% |
$1.64M - $1.66M
|
47.1K
$2.01M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
35.5K+ 191.84% |
$1.52M - $1.54M
|
54K
$2.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
34.7K+ 3.46% |
$1.48M - $1.5M
|
1.04M
$44.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
30.3KNew |
$1.29M - $1.31M
|
30.3K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.7K+ 22.54% |
$1.14M - $1.16M
|
145K
$6.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.3K+ 17.3% |
$1.04M - $1.05M
|
165K
$7.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
22.5K+ 21.07% |
$960K - $974K
|
129K
$5.52M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
21.4KNew |
$913K - $926K
|
21.4K
$914K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
17.7K+ 12.19% |
$755K - $766K
|
163K
$6.96M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17KNew |
$726K - $737K
|
17K
$727K
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
15.6K+ 157.65% |
$664K - $674K
|
25.4K
$1.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15.5K+ 10.5% |
$663K - $673K
|
164K
$6.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.5K+ 9.06% |
$660K - $670K
|
186K
$7.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 100.87% |
$627K - $637K
|
29.3K
$1.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.8K+ 81.18% |
$589K - $597K
|
30.8K
$1.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13.8K+ 11.87% |
$589K - $597K
|
130K
$5.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13KNew |
$556K - $564K
|
13K
$557K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$552K - $560K
|
12.9K
$553K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6K+ 6.98% |
$493K - $500K
|
177K
$7.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 4.24% |
$453K - $459K
|
261K
$11.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.75K+ 91.66% |
$416K - $422K
|
20.4K
$871K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.74K+ 22.98% |
$416K - $422K
|
52.1K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.1K+ 26.08% |
$388K - $394K
|
44K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.79K+ 36.04% |
$375K - $380K
|
33.2K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
8.73KNew |
$372K - $378K
|
8.73K
$373K
|
|
|
Jan 28, 2026
Q4 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
8.43K+ 1.91% |
$359K - $365K
|
450K
$19.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.14K+ 20.7% |
$347K - $353K
|
47.5K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.62KNew |
$325K - $330K
|
7.62K
$326K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
7.39K+ 6.76% |
$315K - $320K
|
117K
$4.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.75K+ 69.45% |
$288K - $292K
|
16.5K
$704K
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
6.54KNew |
$279K - $283K
|
6.54K
$280K
|
|
|
Jan 28, 2026
Q4 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
6.16K+ 132.54% |
$263K - $267K
|
10.8K
$462K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.97K+ 6.01% |
$255K - $258K
|
105K
$4.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.92KNew |
$253K - $256K
|
5.92K
$253K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.69KNew |
$243K - $246K
|
5.69K
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.67K+ 8.06% |
$242K - $246K
|
76.1K
$3.25M
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.66K+ 2.34% |
$242K - $245K
|
248K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.47KNew |
$233K - $237K
|
5.47K
$234K
|
|
|
Jan 27, 2026
Q4 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.36K+ 28.24% |
$229K - $232K
|
24.4K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 9.93% |
$220K - $223K
|
57.1K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
5.02KNew |
$214K - $217K
|
5.02K
$214K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.8KNew |
$205K - $208K
|
4.8K
$205K
|
|