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 550 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
5,298
shares
|
$228,502
0.01% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Capital Advisors Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
5,159
shares
|
$222,507
0.04% of portfolio
|
Q2 2024
Reduced 9.54%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
5,090
shares
|
$219,531
0.02% of portfolio
|
Q3 2023
Reduced 90.32%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$215,650
0.0% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jul 12, 2024 Q2 2024 |
4,949
shares
|
$213,450
0.12% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
4,881
shares
|
$210,517
0.01% of portfolio
|
Q2 2024
Added 0.49%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
4,762
shares
|
$205,385
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
4,551
shares
|
$196,284
0.18% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
4,352
shares
|
$187,701
0.02% of portfolio
|
Q2 2024
Added 3196.97%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,055
shares
|
$174,892
0.01% of portfolio
|
Q2 2024
Added 46.23%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,722
shares
|
$160,529
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
3,400
shares
|
$146,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
3,364
shares
|
$145,089
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,328
shares
|
$143,536
0.02% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
3,316
shares
|
$143,019
0.05% of portfolio
|
Q2 2024
Reduced 38.59%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
3,279
shares
|
$141,423
0.07% of portfolio
|
Q2 2024
New holding
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
3,198
shares
|
$137,929
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
2,696
shares
|
$116,278
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
2,617
shares
|
$112,871
0.03% of portfolio
|
Q2 2024
New holding
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
2,578
shares
|
$111,189
0.0% of portfolio
|
Q2 2024
Added 27.31%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
2,512
shares
|
$108,342
0.0% of portfolio
|
Q2 2024
Added 11.45%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
2,475
shares
|
$106,746
0.01% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,367
shares
|
$102,088
0.0% of portfolio
|
Q2 2020
Reduced 59.06%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,297
shares
|
$99,069
0.06% of portfolio
|
Q3 2020
Added 0.44%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
2,106
shares
|
$90,831
0.0% of portfolio
|
Q2 2024
Reduced 52.01%
|