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 |
---|---|---|---|---|---|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
140,089
shares
|
$6.08 Million
0.1% of portfolio
|
Q4 2023
Added 1.4%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
139,940
shares
|
$6.07 Million
0.38% of portfolio
|
Q2 2024
Added 52.66%
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
139,393
shares
|
$6.05 Million
3.8% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
138,332
shares
|
$6 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
138,088
shares
|
$5.99 Million
1.04% of portfolio
|
Q3 2023
Added 7.89%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
137,347
shares
|
$5.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jul 30, 2024 Q2 2024 |
133,685
shares
|
$5.8 Million
2.1% of portfolio
|
Q2 2024
Added 15.66%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
133,126
shares
|
$5.78 Million
0.04% of portfolio
|
Q2 2024
Added 456.57%
|
|
Vectors Research Management, LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
130,943
shares
|
$5.68 Million
1.7% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Leuthold Group, LLC
|
Aug 12, 2024 Q2 2024 |
128,392
shares
|
$5.57 Million
0.64% of portfolio
|
Q1 2024
Added 68.99%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
126,937
shares
|
$5.51 Million
2.45% of portfolio
|
Q2 2024
New holding
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
123,942
shares
|
$5.38 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
123,084
shares
|
$5.34 Million
0.07% of portfolio
|
Q2 2024
Reduced 24.06%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
123,069
shares
|
$5.34 Million
0.37% of portfolio
|
Q2 2024
Reduced 39.92%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
116,667
shares
|
$5.06 Million
2.26% of portfolio
|
Q2 2024
Added 5.4%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
114,762
shares
|
$4.98 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
112,568
shares
|
$4.89 Million
0.19% of portfolio
|
Q3 2023
Added 2.48%
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
112,312
shares
|
$4.88 Million
3.74% of portfolio
|
Q3 2023
New holding
|
|
David Kennon Inc
Sarasota, FL |
Jul 25, 2024 Q2 2024 |
112,095
shares
|
$4.87 Million
2.19% of portfolio
|
Q2 2024
Added 1.66%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
111,161
shares
|
$4.83 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
108,076
shares
|
$4.69 Million
1.27% of portfolio
|
Q2 2024
Added 3.06%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
106,781
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2024
Added 88.3%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
106,205
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
103,587
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2024
Added 2097.43%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
102,040
shares
|
$4.43 Million
0.22% of portfolio
|
Q2 2024
Reduced 23.54%
|