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 $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,740
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
33,610
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
33,383
shares
|
$1.43 Million
0.82% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
33,091
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
33,087
shares
|
$1.41 Million
0.63% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
33,009
shares
|
$1.41 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
32,773
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
32,548
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
31,936
shares
|
$1.36 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
30,824
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 728.16%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
30,675
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
30,567
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.9%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
30,097
shares
|
$1.29 Million
0.94% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
29,859
shares
|
$1.27 Million
0.54% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
29,619
shares
|
$1.26 Million
0.31% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
29,462
shares
|
$1.26 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
29,425
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Added 10.47%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,331
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
29,096
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2024
Reduced 25.16%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
28,417
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,080
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
28,042
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
28,030
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
27,400
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
27,349
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.79%
|