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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
867,900
shares
|
$37.5 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
846,992
shares
|
$36.6 Million
7.86% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
753,582
shares
|
$32.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
686,613
shares
|
$29.7 Million
1.59% of portfolio
|
Q3 2024
Added 98.52%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
662,508
shares
|
$28.6 Million
5.16% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
655,571
shares
|
$28.3 Million
0.79% of portfolio
|
Q1 2024
Added 40.05%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
645,888
shares
|
$27.9 Million
5.56% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
645,888
shares
|
$27.9 Million
5.55% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
635,017
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
626,098
shares
|
$27.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.86%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
579,920
shares
|
$25.1 Million
0.06% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
573,288
shares
|
$24.8 Million
8.27% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,938
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
545,663
shares
|
$23.6 Million
0.02% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Delphi Financial Group, Inc.
|
Nov 01, 2024 Q3 2024 |
530,590
shares
|
$22.9 Million
13.29% of portfolio
|
Q1 2024
Reduced 32.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
460,960
shares
|
$19.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
455,762
shares
|
$19.7 Million
0.58% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
447,528
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
430,145
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
428,568
shares
|
$18.5 Million
3.43% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
417,744
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
414,103
shares
|
$17.9 Million
4.33% of portfolio
|
Q2 2024
Added 11.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
413,602
shares
|
$17.9 Million
0.18% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
401,562
shares
|
$17.4 Million
4.67% of portfolio
|
Q3 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
395,438
shares
|
$17.1 Million
0.52% of portfolio
|
Q3 2024
New holding
|