Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / 0-5YR HI YL CP
-
Total 13F shares
-
8,233,134
-
Share change
-
+646,532
-
Total reported value
-
$353,076,042
-
Price per share
-
$42.87
-
Number of holders
-
119
-
Value change
-
+$27,830,315
-
Number of buys
-
69
-
Number of sells
-
40
Institutional Holders of ISHARES TR - 0-5YR HI YL CP (SHYG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - 0-5YR HI YL CP (SHYG) was held by
119 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,233,134 shares.
The largest 10 holders included
Sound Income Strategies, LLC, Ocean Park Asset Management, LLC, Allspring Global Investments Holdings, LLC, PARK AVENUE SECURITIES LLC, Matthew Goff Investment Advisor, LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, Freestate Advisors LLC, Powers Advisory Group, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and Ascent Group, LLC.
This page lists
119
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.