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 |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
47,060
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2023
Reduced 66.04%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
45,347
shares
|
$1.91 Million
0.33% of portfolio
|
Q1 2024
Added 38.08%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
45,152
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2024
Reduced 26.65%
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
44,680
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2022
Reduced 7.19%
|
|
F Dx Advisors, Inc.
|
May 03, 2024 Q1 2024 |
44,251
shares
|
$1.87 Million
0.29% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
44,197
shares
|
$1.87 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
44,181
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2024
Added 18.05%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 25, 2024 Q1 2024 |
43,888
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
43,791
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2024
Added 4.96%
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2024 Q1 2024 |
42,646
shares
|
$1.8 Million
1.53% of portfolio
|
Q1 2024
Added 2.64%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
42,597
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 12, 2024 Q1 2024 |
42,501
shares
|
$1.79 Million
1.04% of portfolio
|
Q1 2024
Added 1.66%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
42,383
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
41,356
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
Mount Lucas Management LP
Newtown, PA |
May 10, 2024 Q1 2024 |
41,121
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2024
Added 40.38%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
40,777
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
40,214
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2024
Added 28.46%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
40,093
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.7%
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2024 Q1 2024 |
39,881
shares
|
$1.68 Million
0.34% of portfolio
|
Q1 2024
Added 1.84%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
39,747
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.26%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
38,938
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
38,442
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2024
Reduced 16.69%
|
|
Dohj, LLC
Seattle, WA |
Apr 15, 2024 Q1 2024 |
38,409
shares
|
$1.62 Million
0.43% of portfolio
|
Q1 2024
Added 5.33%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
38,292
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2024
Added 1.1%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
37,285
shares
|
$1.57 Million
0.15% of portfolio
|
Q1 2024
Added 29.33%
|