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 |
---|---|---|---|---|---|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
37,268
shares
|
$1.57 Million
1.12% of portfolio
|
Q1 2024
Added 16.0%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
35,853
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 08, 2024 Q1 2024 |
35,427
shares
|
$1.5 Million
1.25% of portfolio
|
Q1 2024
Added 4.68%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
35,041
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2024
Reduced 13.58%
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
34,892
shares
|
$1.47 Million
0.49% of portfolio
|
Q1 2024
Reduced 12.66%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
34,789
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2024
Added 15.31%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
34,660
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2024
Added 3763.99%
|
|
Prudential PLC
London, England, X0 |
May 14, 2024 Q1 2024 |
34,650
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2024
Added 19.07%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
34,313
shares
|
$1.45 Million
0.56% of portfolio
|
Q1 2024
Added 23.58%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
33,768
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2024
Added 3.0%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,740
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 30, 2024 Q1 2024 |
33,510
shares
|
$1.41 Million
0.99% of portfolio
|
Q1 2024
Added 5.26%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
33,009
shares
|
$1.39 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
32,507
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2024
Added 5.82%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
31,800
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2024
Reduced 32.77%
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 24, 2024 Q1 2024 |
31,724
shares
|
$1.34 Million
0.83% of portfolio
|
Q1 2024
Added 4.01%
|
|
Jackson Creek Investment Advisors LLC
|
May 09, 2024 Q1 2024 |
31,603
shares
|
$1.33 Million
0.48% of portfolio
|
Q1 2024
Added 10.59%
|
|
Tfb Advisors LLC
Overland Park, KS |
May 03, 2024 Q1 2024 |
31,340
shares
|
$1.32 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 01, 2024 Q1 2024 |
31,099
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
30,797
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2024
Added 9.76%
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
30,574
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2024
Added 3.18%
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2024 Q1 2024 |
29,985
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2024
Reduced 8.85%
|
|
Next Capital Management LLC
|
May 14, 2024 Q1 2024 |
29,859
shares
|
$1.26 Million
0.53% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
29,425
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2023
Added 10.47%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
29,414
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2024
Added 8.7%
|