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 557 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 $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
72,145
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
70,289
shares
|
$3 Million
1.77% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
69,970
shares
|
$2.98 Million
1.83% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
69,674
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
68,107
shares
|
$2.9 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
68,102
shares
|
$2.9 Million
1.55% of portfolio
|
Q3 2024
Added 31.33%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
66,587
shares
|
$2.84 Million
1.73% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
66,004
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2024
Added 51.25%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
64,946
shares
|
$2.77 Million
0.82% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
62,400
shares
|
$2.66 Million
0.27% of portfolio
|
Q1 2024
Reduced 43.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
62,140
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
61,961
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
61,502
shares
|
$2.62 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
61,407
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
60,209
shares
|
$2.57 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
59,913
shares
|
$2.55 Million
1.5% of portfolio
|
Q4 2023
Added 35.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
59,871
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
58,806
shares
|
$2.51 Million
0.13% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
58,344
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,811
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
56,881
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
55,785
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
55,655
shares
|
$2.37 Million
0.47% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
55,223
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 21.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
53,487
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2024
Added 3.22%
|