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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
22,092
shares
|
$951,060
0.04% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
21,860
shares
|
$941,072
0.45% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
21,620
shares
|
$930,740
0.11% of portfolio
|
Q3 2024
Reduced 24.65%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
21,391
shares
|
$920,882
0.86% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$906,632
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
21,046
shares
|
$906,030
0.41% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,937
shares
|
$901,337
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20,762
shares
|
$893,804
0.08% of portfolio
|
Q3 2024
Reduced 74.77%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
20,676
shares
|
$890,101
0.24% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
20,674
shares
|
$890,015
0.05% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
20,621
shares
|
$887,734
0.26% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
20,590
shares
|
$886,399
0.15% of portfolio
|
Q1 2024
Reduced 19.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20,393
shares
|
$877,918
0.73% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
20,201
shares
|
$869,653
0.92% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,684
shares
|
$847,396
0.01% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,257
shares
|
$829,013
0.0% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
19,222
shares
|
$827,507
0.01% of portfolio
|
Q3 2024
Added 70.51%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,108
shares
|
$822,599
0.25% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,966
shares
|
$816,486
0.04% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,720
shares
|
$805,896
0.19% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18,535
shares
|
$797,931
0.01% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,431
shares
|
$793,454
0.57% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,201
shares
|
$783,553
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
18,165
shares
|
$782,003
0.33% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
17,622
shares
|
$758,627
0.45% of portfolio
|
Q3 2024
Added 94.98%
|