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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
146,409
shares
|
$6.3 Million
1.01% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
143,982
shares
|
$6.2 Million
0.38% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$6.03 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
139,393
shares
|
$6 Million
3.8% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
139,325
shares
|
$6 Million
0.47% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.94 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
136,567
shares
|
$5.88 Million
1.78% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
136,441
shares
|
$5.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
136,068
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
134,921
shares
|
$5.81 Million
1.02% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
126,099
shares
|
$5.43 Million
0.36% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
125,330
shares
|
$5.4 Million
0.2% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
124,784
shares
|
$5.37 Million
0.26% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
124,275
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
123,576
shares
|
$5.32 Million
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
122,488
shares
|
$5.27 Million
2.18% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
121,310
shares
|
$5.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 76.76%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
118,840
shares
|
$5.12 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
115,781
shares
|
$4.98 Million
0.87% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
114,343
shares
|
$4.92 Million
2.15% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.85 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.84 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
111,627
shares
|
$4.81 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
108,069
shares
|
$4.65 Million
0.32% of portfolio
|
Q3 2024
Reduced 49.99%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
107,754
shares
|
$4.64 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.3%
|