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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
21,860
shares
|
$933,422
0.45% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
21,620
shares
|
$923,174
0.11% of portfolio
|
Q3 2024
Reduced 24.65%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
21,391
shares
|
$913,395
0.86% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$899,262
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
21,046
shares
|
$898,664
0.41% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,937
shares
|
$894,009
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20,762
shares
|
$886,537
0.08% of portfolio
|
Q3 2024
Reduced 74.77%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
20,676
shares
|
$882,865
0.24% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
20,674
shares
|
$882,779
0.05% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
20,621
shares
|
$880,516
0.26% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
20,590
shares
|
$879,193
0.15% of portfolio
|
Q1 2024
Reduced 19.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20,393
shares
|
$870,781
0.73% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
20,201
shares
|
$862,582
0.92% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,684
shares
|
$840,506
0.01% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,257
shares
|
$822,273
0.0% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
19,222
shares
|
$820,779
0.01% of portfolio
|
Q3 2024
Added 70.51%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,108
shares
|
$815,911
0.25% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,966
shares
|
$809,848
0.04% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,720
shares
|
$799,344
0.19% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18,535
shares
|
$791,444
0.01% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,431
shares
|
$787,003
0.57% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,201
shares
|
$777,182
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
18,165
shares
|
$775,645
0.33% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
17,622
shares
|
$752,459
0.45% of portfolio
|
Q3 2024
Added 94.98%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
17,380
shares
|
$742,126
0.18% of portfolio
|
Q3 2024
Added 1.31%
|