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 557 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
27,286
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,943
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
26,349
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26,033
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,367
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 737.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,303
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
25,208
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,885
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 13, 2024 Q3 2024 |
24,850
shares
|
$1.07 Million
7.18% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
24,786
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
24,651
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
24,579
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,365
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
23,889
shares
|
$1.03 Million
0.73% of portfolio
|
Q3 2024
Reduced 83.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
23,551
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,425
shares
|
$1.01 Million
0.78% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,391
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
23,314
shares
|
$1 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
23,261
shares
|
$1 Million
0.52% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
23,247
shares
|
$1 Million
0.55% of portfolio
|
Q2 2024
Added 89.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
23,144
shares
|
$996,349
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
22,779
shares
|
$980,635
0.63% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
22,385
shares
|
$963,674
0.03% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
22,210
shares
|
$956,140
0.24% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
22,208
shares
|
$956,054
0.53% of portfolio
|
Q3 2024
Reduced 23.12%
|