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 125 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,317,375
shares
|
$524 Million
0.11% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
8,108,797
shares
|
$345 Million
1.19% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
8,071,815
shares
|
$344 Million
1.6% of portfolio
|
Q4 2022
Added 1.97%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
7,728,368
shares
|
$329 Million
0.96% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,682,194
shares
|
$284 Million
32.07% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,070,493
shares
|
$216 Million
2.91% of portfolio
|
Q2 2023
Added 36.07%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,400,345
shares
|
$187 Million
5.23% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
3,703,519
shares
|
$158 Million
0.68% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,455,892
shares
|
$147 Million
0.23% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,379,846
shares
|
$144 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,087,285
shares
|
$131 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,365,957
shares
|
$101 Million
0.32% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,158,004
shares
|
$91.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,141,299
shares
|
$91.1 Million
0.01% of portfolio
|
Q3 2024
Added 32.4%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,834,021
shares
|
$78.1 Million
0.98% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,635,466
shares
|
$69.6 Million
0.16% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
1,628,000
shares
|
$69.3 Million
3.11% of portfolio
|
Q1 2024
Added 11.55%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
1,621,106
shares
|
$69 Million
2.12% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,449,194
shares
|
$61.7 Million
0.03% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,332,153
shares
|
$56.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,281,006
shares
|
$54.5 Million
0.87% of portfolio
|
Q2 2023
Added 2.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,198,212
shares
|
$51 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,116,401
shares
|
$47.5 Million
0.29% of portfolio
|
Q2 2023
Reduced 6.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
978,437
shares
|
$41.6 Million
3.03% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
876,753
shares
|
$37.3 Million
0.62% of portfolio
|
Q3 2024
Added 2.67%
|