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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
103,128
shares
|
$4.44 Million
0.13% of portfolio
|
Q3 2024
Added 89.89%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
96,817
shares
|
$4.17 Million
1.58% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
95,771
shares
|
$4.12 Million
0.1% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
93,577
shares
|
$4.03 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
91,745
shares
|
$3.95 Million
0.62% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
89,241
shares
|
$3.84 Million
1.78% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
89,094
shares
|
$3.84 Million
0.17% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
88,614
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
87,170
shares
|
$3.75 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
86,946
shares
|
$3.74 Million
0.27% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
86,293
shares
|
$3.71 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
85,136
shares
|
$3.67 Million
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
84,916
shares
|
$3.66 Million
0.13% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
84,547
shares
|
$3.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 75.36%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
83,191
shares
|
$3.58 Million
0.12% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
83,164
shares
|
$3.58 Million
0.22% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
82,670
shares
|
$3.56 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
80,042
shares
|
$3.45 Million
0.99% of portfolio
|
Q1 2023
Added 40.23%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
78,772
shares
|
$3.39 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
77,514
shares
|
$3.34 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
76,994
shares
|
$3.31 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
76,585
shares
|
$3.3 Million
0.57% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
74,821
shares
|
$3.22 Million
3.72% of portfolio
|
Q2 2022
Reduced 2.23%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
74,727
shares
|
$3.22 Million
0.53% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
73,526
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|