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 525 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
11,006,976
shares
|
$464 Million
0.11% of portfolio
|
Q1 2024
Added 7.69%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
8,071,815
shares
|
$341 Million
1.6% of portfolio
|
Q4 2022
Added 1.97%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
7,490,531
shares
|
$316 Million
1.19% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
6,894,384
shares
|
$291 Million
34.93% of portfolio
|
Q1 2024
Added 43.66%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
May 14, 2024 Q1 2024 |
5,070,493
shares
|
$214 Million
2.68% of portfolio
|
Q2 2023
Added 36.07%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
4,929,307
shares
|
$208 Million
0.69% of portfolio
|
Q1 2024
Added 139.32%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
4,065,885
shares
|
$172 Million
5.36% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 02, 2024 Q1 2024 |
3,850,000
shares
|
$162 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
3,533,498
shares
|
$149 Million
0.0% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
3,155,655
shares
|
$133 Million
0.22% of portfolio
|
Q1 2024
Added 3.23%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,011,283
shares
|
$127 Million
0.05% of portfolio
|
Q1 2024
Reduced 34.9%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
2,033,246
shares
|
$85.8 Million
1.29% of portfolio
|
Q1 2024
Added 10.01%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
1,948,768
shares
|
$82.2 Million
0.29% of portfolio
|
Q1 2024
Added 19.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,817,697
shares
|
$76.7 Million
0.01% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,793,495
shares
|
$75.7 Million
0.01% of portfolio
|
Q1 2024
Added 12.11%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
1,628,000
shares
|
$68.7 Million
3.27% of portfolio
|
Q1 2024
Added 11.55%
|
|
|
Nepc LLC
Boston, MA |
May 21, 2024 Q1 2024 |
1,573,577
shares
|
$66.4 Million
2.3% of portfolio
|
Q1 2024
Added 76.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,386,612
shares
|
$58.5 Million
0.03% of portfolio
|
Q1 2024
Added 5.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,365,111
shares
|
$57.6 Million
0.17% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,281,006
shares
|
$54.1 Million
0.87% of portfolio
|
Q2 2023
Added 2.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,241,173
shares
|
$52.4 Million
0.01% of portfolio
|
Q1 2024
Added 9.99%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,181,418
shares
|
$49.9 Million
0.24% of portfolio
|
Q1 2024
Added 2.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,116,401
shares
|
$47.1 Million
0.29% of portfolio
|
Q2 2023
Reduced 6.29%
|
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
1,004,810
shares
|
$42.4 Million
3.56% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2024 Q1 2024 |
1,000,000
shares
|
$42.2 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|