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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
53,487
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
53,419
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
53,419
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
53,010
shares
|
$2.28 Million
0.29% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
51,719
shares
|
$2.23 Million
1.53% of portfolio
|
Q3 2024
Added 160.4%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
51,065
shares
|
$2.2 Million
0.46% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
50,008
shares
|
$2.15 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
49,613
shares
|
$2.14 Million
0.63% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
49,523
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
49,139
shares
|
$2.12 Million
1.51% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
48,262
shares
|
$2.08 Million
0.23% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
47,537
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,224
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
47,208
shares
|
$2.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
46,734
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 49.87%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
46,432
shares
|
$2 Million
0.35% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
46,381
shares
|
$2 Million
0.1% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
45,436
shares
|
$1.96 Million
0.58% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.92 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
44,521
shares
|
$1.92 Million
1.36% of portfolio
|
Q3 2024
Added 44.76%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.9 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
43,879
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
43,787
shares
|
$1.89 Million
1.32% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
43,142
shares
|
$1.86 Million
0.56% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
42,555
shares
|
$1.83 Million
0.18% of portfolio
|
Q3 2024
Added 29.82%
|