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 528 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Guidance Point Advisors, LLC
|
May 10, 2024 Q1 2024 |
18,705
shares
|
$789,351
0.26% of portfolio
|
Q1 2024
Added 1.09%
|
|
Round Rock Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
18,278
shares
|
$771,331
0.19% of portfolio
|
Q1 2024
Added 0.12%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
18,119
shares
|
$764,621
0.06% of portfolio
|
Q1 2024
Added 5.57%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
17,691
shares
|
$746,560
0.15% of portfolio
|
Q4 2023
New holding
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
May 07, 2024 Q1 2024 |
17,070
shares
|
$720,354
0.1% of portfolio
|
Q1 2024
Added 22.63%
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
16,800
shares
|
$708,960
0.21% of portfolio
|
Q1 2024
Added 9.21%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
16,565
shares
|
$699,043
0.25% of portfolio
|
Q4 2022
Reduced 35.2%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 01, 2024 Q1 2024 |
16,553
shares
|
$698,536
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sterling Investment Counsel, LLC
|
Apr 26, 2024 Q1 2024 |
16,498
shares
|
$696,215
0.32% of portfolio
|
Q1 2024
Added 2.15%
|
|
Mmbg Investment Advisors Co.
|
May 10, 2024 Q1 2024 |
16,348
shares
|
$689,885
0.07% of portfolio
|
Q1 2023
Added 24.15%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
16,283
shares
|
$687,142
0.03% of portfolio
|
Q1 2024
Added 84.93%
|
|
Financial Management Network Inc
|
Apr 22, 2024 Q1 2024 |
16,236
shares
|
$685,159
0.18% of portfolio
|
Q1 2024
Added 9.9%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,675
shares
|
$661,485
0.02% of portfolio
|
Q1 2024
Added 9.5%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
15,640
shares
|
$660,008
0.15% of portfolio
|
Q1 2024
Added 12.28%
|
|
Penobscot Wealth Management
|
May 06, 2024 Q1 2024 |
15,626
shares
|
$659,417
0.42% of portfolio
|
Q1 2024
Added 17.39%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
15,494
shares
|
$653,846
0.04% of portfolio
|
Q1 2024
Added 1.39%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
15,363
shares
|
$648,318
0.01% of portfolio
|
Q1 2024
New holding
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2024 Q1 2024 |
15,260
shares
|
$643,972
0.19% of portfolio
|
Q1 2024
Added 6.3%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
14,959
shares
|
$631,269
0.03% of portfolio
|
Q4 2023
Reduced 8.04%
|
|
Mendel Capital Management LLC
|
May 15, 2024 Q1 2024 |
14,923
shares
|
$629,750
0.42% of portfolio
|
Q1 2024
Added 0.3%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 26, 2024 Q1 2024 |
14,800
shares
|
$624,560
0.16% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
14,726
shares
|
$621,437
0.05% of portfolio
|
Q1 2023
Reduced 2.48%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
14,536
shares
|
$613,419
0.03% of portfolio
|
Q4 2023
Added 5.48%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
May 06, 2024 Q1 2024 |
14,431
shares
|
$608,988
0.51% of portfolio
|
Q1 2024
Added 51.73%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
14,367
shares
|
$606,287
0.0% of portfolio
|
Q1 2024
Reduced 39.79%
|