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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
5,881
shares
|
$253,177
0.03% of portfolio
|
Q3 2024
Reduced 86.39%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,796
shares
|
$249,517
0.13% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,795
shares
|
$249,474
0.02% of portfolio
|
Q3 2024
Added 114.95%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,639
shares
|
$242,758
0.02% of portfolio
|
Q1 2024
Reduced 91.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,591
shares
|
$240,692
0.09% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
5,583
shares
|
$240,348
0.2% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
5,492
shares
|
$236,430
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,450
shares
|
$234,622
0.05% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
5,383
shares
|
$231,738
1.41% of portfolio
|
Q2 2022
Reduced 15.67%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,372
shares
|
$231,264
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,301
shares
|
$228,208
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
5,217
shares
|
$224,591
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
5,176
shares
|
$222,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$215,250
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,951
shares
|
$213,140
0.01% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,909
shares
|
$211,332
0.01% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,865
shares
|
$209,438
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,844
shares
|
$208,534
0.02% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,717
shares
|
$203,066
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,700
shares
|
$202,335
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
4,686
shares
|
$201,732
0.06% of portfolio
|
Q3 2024
Reduced 29.19%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,675
shares
|
$201,258
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,648
shares
|
$200,096
0.01% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,577
shares
|
$197,039
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,040
shares
|
$173,922
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|