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 556 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$910,002
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
21,046
shares
|
$909,397
0.41% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
20,998
shares
|
$907,323
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,937
shares
|
$904,687
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20,762
shares
|
$897,126
0.08% of portfolio
|
Q3 2024
Reduced 74.77%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
20,537
shares
|
$887,403
0.27% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20,393
shares
|
$881,181
0.73% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
20,310
shares
|
$877,595
0.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,207
shares
|
$873,144
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,684
shares
|
$850,545
0.01% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
19,476
shares
|
$841,557
0.87% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,257
shares
|
$832,094
0.0% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
19,222
shares
|
$830,582
0.01% of portfolio
|
Q3 2024
Added 70.51%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,108
shares
|
$825,656
0.25% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,966
shares
|
$819,520
0.04% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,768
shares
|
$810,965
0.17% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,431
shares
|
$796,403
0.57% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,400
shares
|
$795,064
0.04% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,201
shares
|
$786,465
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
18,165
shares
|
$784,909
0.33% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
17,622
shares
|
$761,446
0.45% of portfolio
|
Q3 2024
Added 94.98%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
17,380
shares
|
$750,989
0.18% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
17,370
shares
|
$750,557
0.09% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
17,272
shares
|
$746,323
0.01% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
17,183
shares
|
$742,477
0.15% of portfolio
|
Q3 2024
Added 2.86%
|