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 $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ninety One Uk LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
359,972
shares
|
$15.6 Million
0.04% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
355,666
shares
|
$15.4 Million
2.63% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
355,125
shares
|
$15.3 Million
4.11% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
349,229
shares
|
$15.1 Million
0.18% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
343,033
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2024
Added 32.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.8 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
342,427
shares
|
$14.8 Million
2.86% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
333,544
shares
|
$14.4 Million
9.1% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,426
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
318,338
shares
|
$13.8 Million
1.95% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
309,700
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
302,023
shares
|
$13 Million
0.19% of portfolio
|
Q3 2024
Reduced 39.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
296,133
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
281,760
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
280,179
shares
|
$12.1 Million
0.84% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Partners Value Investments LP
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
241,302
shares
|
$10.4 Million
9.05% of portfolio
|
Q3 2020
Added 89.98%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
240,099
shares
|
$10.4 Million
0.25% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
238,994
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
235,703
shares
|
$10.2 Million
4.01% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
233,767
shares
|
$10.1 Million
7.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
232,350
shares
|
$10 Million
1.94% of portfolio
|
Q3 2024
Added 41.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
227,848
shares
|
$9.84 Million
0.09% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
226,678
shares
|
$9.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 46.12%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
223,600
shares
|
$9.66 Million
4.25% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
220,176
shares
|
$9.51 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.7%
|