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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
17,380
shares
|
$748,209
0.18% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
17,370
shares
|
$747,778
0.09% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
17,272
shares
|
$743,559
0.01% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
17,183
shares
|
$739,728
0.15% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
17,158
shares
|
$738,651
0.27% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
17,152
shares
|
$738,393
0.06% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,957
shares
|
$729,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,806
shares
|
$723,498
0.03% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
16,798
shares
|
$723,153
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,688
shares
|
$718,418
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$713,123
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
16,489
shares
|
$709,851
0.09% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,348
shares
|
$703,781
0.07% of portfolio
|
Q1 2023
Added 24.15%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
15,878
shares
|
$683,547
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,707
shares
|
$676,186
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
15,614
shares
|
$672,182
0.37% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
15,334
shares
|
$660,128
0.15% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,236
shares
|
$655,909
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
15,228
shares
|
$655,565
0.03% of portfolio
|
Q2 2024
Added 12.08%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,200
shares
|
$654,360
0.01% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,188
shares
|
$653,843
0.41% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,927
shares
|
$642,607
0.07% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,854
shares
|
$639,464
0.02% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,853
shares
|
$639,421
0.07% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
14,800
shares
|
$637,140
0.16% of portfolio
|
Q3 2023
Reduced 11.9%
|