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 549 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 $5.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
377,577
shares
|
$16.4 Million
4.42% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
365,438
shares
|
$15.9 Million
0.19% of portfolio
|
Q2 2024
Added 17.0%
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2024 Q2 2024 |
355,125
shares
|
$15.4 Million
4.21% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
Ninety One Uk LTD
London, X0 |
Jul 22, 2024 Q2 2024 |
347,630
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2024
Added 77.18%
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
345,864
shares
|
$15 Million
0.79% of portfolio
|
Q2 2024
Added 1.77%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
345,373
shares
|
$15 Million
0.02% of portfolio
|
Q2 2024
Added 13.29%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
344,441
shares
|
$15 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
343,163
shares
|
$14.9 Million
0.75% of portfolio
|
Q2 2024
Added 6.03%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
342,436
shares
|
$14.9 Million
1.38% of portfolio
|
Q4 2022
Added 38.8%
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 22, 2024 Q2 2024 |
337,510
shares
|
$14.7 Million
2.93% of portfolio
|
Q2 2024
Added 1.49%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
331,121
shares
|
$14.4 Million
0.01% of portfolio
|
Q2 2024
Added 15.1%
|
|
Kilter Howling LLC
Boulder, CO |
Aug 14, 2024 Q2 2024 |
319,102
shares
|
$13.9 Million
9.17% of portfolio
|
Q2 2024
Added 3.12%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
309,954
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2024
Added 9.62%
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
307,493
shares
|
$13.3 Million
1.96% of portfolio
|
Q2 2024
Added 10.63%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
277,391
shares
|
$12 Million
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
275,018
shares
|
$11.9 Million
0.89% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
258,409
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2024
Added 27.87%
|
|
Partners Value Investments LP
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
241,302
shares
|
$10.5 Million
9.26% of portfolio
|
Q3 2020
Added 89.98%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
241,071
shares
|
$10.5 Million
0.18% of portfolio
|
Q2 2024
Added 98296.33%
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Jul 26, 2024 Q2 2024 |
235,710
shares
|
$10.2 Million
7.41% of portfolio
|
Q2 2024
Added 21.97%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
229,074
shares
|
$9.94 Million
0.11% of portfolio
|
Q2 2024
Added 39.29%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
228,642
shares
|
$9.93 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 10, 2024 Q2 2024 |
225,478
shares
|
$9.79 Million
4.06% of portfolio
|
Q2 2024
Added 1.84%
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2024 Q2 2024 |
218,276
shares
|
$9.48 Million
4.33% of portfolio
|
Q2 2024
Added 7.73%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
217,714
shares
|
$9.45 Million
0.1% of portfolio
|
Q2 2024
Added 10.89%
|