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Get Institutions for : 
Ishares 0 5 Year High Yield Corporate Bond (SHYG)  
$42.20 0.12 (0.29%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 472    11
Total shares held : 
 100,240,413  
% of shares held : 
 8.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 1,667,519  
% of shares held change : 
   0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.62  
Last Quarter's Ending Price : 
 $42.22  
Last Quarter's Average Price : 
 $41.24  
Change from last quarter's     
avg. price to the last closing  : 
0.96 (2.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 5,137,966
 5.13%
 
Increased Positions :
190
 11,798,665
 11.77%
 
Unchanged Positions :
89
 13,650,581
 13.62%
 
Decreased Positions :
157
-9,930,133
-9.91%
 
Closed Positions :
47
-5,338,979
-5.33%
 
Guru Positions :
1
4,928
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYAL BANK OF CANADA 170 - 2024-03-31 11,006,976 $468,348,000 786,168
   Personal Capital Advisors Corp 14 - 2022-12-31 8,071,815 $330,057,000 156,297
   Empower Advisory Group LLC 20 - 2024-03-31 7,490,531 $318,722,000 256,442
   Bramshill Investments LLC 1 - 2024-03-31 6,894,384 $293,356,000 2,095,127
   Japan Science & Technology Agency 10 - 2024-03-31 5,070,493 $215,749,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 35 - 2024-03-31 4,929,307 $209,742,000 2,869,586
   GRIMES & COMPANY INC 4 - 2024-03-31 4,065,885 $173,003,000 132,813
   STATE OF NEW JERSEY COMMON PENSION FUND D 29 - 2024-03-31 3,850,000 $163,818,000 3,850,000
   BLACKROCK INC. 1805 - 2024-03-31 3,533,498 $150,350,000 76,920
   COMMONWEALTH EQUITY SERVICES LLC. 83 - 2024-03-31 3,155,655 $134,273,000 98,667
   ENVESTNET ASSET MANAGEMENT INC 377 - 2024-03-31 3,011,283 $128,130,000 -1,614,578
   TOWNSQUARE CAPITAL LLC 11 - 2024-03-31 2,033,246 $86,515,000 185,005
   Wealthfront Advisers LLC 35 - 2024-03-31 1,948,768 $82,920,000 315,754
   BANK OF NEW YORK MELLON CORP 759 - 2024-03-31 1,940,347 $82,562,000 159,877
   MORGAN STANLEY 1367 - 2024-03-31 1,817,697 $77,343,000 28,593
   BANK OF AMERICA CORP /DE/ 1056 - 2024-03-31 1,793,495 $76,313,000 193,801
   Wright Fund Managment LLC 8 - 2024-03-31 1,628,000 $69,271,000 168,500
   NEPC LLC 17 - 2024-03-31 1,573,577 $66,956,000 682,319
   LPL FINANCIAL CORP 487 - 2024-03-31 1,386,612 $59,000,000 74,491
   MERCER GLOBAL ADVISORS INC /ADV 86 - 2024-03-31 1,365,111 $58,152,000 204,754
   PFS INVESTMENTS INC. 22 - 2023-06-30 1,281,006 $53,098,000 25,745
   WELLS FARGO & CO/MN 690 - 2024-03-31 1,241,173 $52,812,000 112,775
   Pathstone Holdings LLC 66 - 2024-03-31 1,181,418 $50,269,000 23,693
   PATHSTONE FAMILY OFFICE, LLC 47 - 2023-09-30 1,116,401 $45,806,000 70,241
   Sound Income Strategies LLC 5 - 2024-03-31 1,004,810 $42,755,000 4,718
   Point72 Asset Management L.P. 227 *New 2024-03-31 1,000,000 $42,550,000 1,000,000
   ATRIA INVESTMENTS LLC 34 - 2024-03-31 859,052 $36,553,000 186,607
   NOMURA ASSET MANAGEMENT CO LTD 185 - 2024-03-31 825,700 $35,134,000 97,500
   ADVISORS CAPITAL MANAGEMENT LLC 47 - 2024-03-31 823,395 $35,035,000 27,593
   Gallagher Fiduciary Advisors LLC 8 - 2024-03-31 800,972 $34,081,000 -19,754
   Cetera Investment Advisers 258 - 2024-03-31 774,329 $32,948,000 273,197
   HIGHTOWER ADVISORS, LLC 354 - 2024-03-31 754,417 $32,114,000 23,000
   NUVEEN ASSET MANAGEMENT, LLC 948 - 2024-03-31 665,827 $28,232,000 431,923
   UBS Group AG 1014 - 2024-03-31 663,426 $28,229,000 -103,950
   MARINER WEALTH ADVISORS, LLC 265 - 2024-03-31 662,030 $28,169,000 16,203
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 28 - 2024-03-31 655,571 $27,895,000 187,474
   Advisor Group Holdings Inc. 320 - 2024-03-31 633,553 $26,960,000 -317,669
   Greystone Financial Group LLC 2 - 2024-03-31 629,876 $26,801,000 275,478
   Gallagher Benefit Services Inc. 5 - 2022-12-31 645,888 $26,410,000 0
   F3Logic LLC 5 - 2022-12-31 645,888 $26,410,000 -61,136
   DELPHI FINANCIAL GROUP INC/DE 2 - 2024-03-31 530,590 $22,577,000 -259,730
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 468 - 2024-03-31 519,504 $22,105,000 32,216
   Miracle Mile Advisors LLC 47 - 2024-03-31 485,829 $20,672,000 -4,690
   BNP PARIBAS ARBITRAGE SA 554 - 2024-03-31 474,552 $20,192,000 -4,819
   CREATIVE PLANNING 264 - 2024-03-31 469,451 $19,975,000 111,409
   BAKER AVENUE ASSET MANAGEMENT, LP 35 - 2024-03-31 438,351 $18,652,000 18,076
   BNP Paribas Investment Partners S.A. 318 *New 2024-03-31 428,776 $18,244,000 428,776
   FINANCIAL ADVISORY PARTNERS LLC 3 - 2024-03-31 396,338 $16,864,000 19,814
   Allspring Global Investments Holdings LLC 607 - 2024-03-31 395,500 $16,829,000 0
   Financial Gravity Wealth Inc. 3 - 2024-03-31 391,259 $16,648,000 -4,470,470
   SAGE ADVISORY SERVICES, LTD.CO. 8 - 2024-03-31 390,365 $16,610,000 93,383
   HNP Capital LLC 7 - 2023-03-31 377,577 $15,737,000 -23,651
   BARTLETT & CO. WEALTH MANAGEMENT LLC 79 - 2024-03-31 359,431 $15,294,000 219,342
   Resources Investment Advisors Inc. 93 - 2024-03-31 345,271 $14,691,000 47,891
   CAPSTONE INVESTMENT ADVISORS LLC 28 - 2024-03-31 343,801 $14,629,000 28,900
   Motley Fool Wealth Management LLC 40 - 2024-03-31 339,839 $14,460,000 -103,577
   Matthew Goff Investment Advisor LLC 12 - 2024-03-31 332,547 $14,150,000 -332
   Laurel Wealth Advisors Inc. 6 - 2022-12-31 342,436 $14,002,000 95,719
   Robertson Stephens Wealth Management LLC 27 *New 2024-03-31 323,657 $13,772,000 323,657
   PARK AVENUE SECURITIES LLC 86 - 2024-03-31 312,344 $13,290,000 85,481
   KilterHowling LLC 5 - 2024-03-31 309,460 $13,168,000 8,313
   BB&T CORP 535 - 2024-03-31 304,867 $12,972,000 -130,472
   RAYMOND JAMES & ASSOCIATES 1043 - 2024-03-31 287,673 $12,241,000 -517,605
   STIFEL FINANCIAL CORP 740 - 2024-03-31 282,763 $12,032,000 -66,439
   ATWOOD & PALMER INC 45 - 2024-03-31 278,250 $11,840,000 3,420
   Paradigm Financial Partners LLC 7 - 2024-03-31 277,959 $11,827,000 8,546
   Partners Value Investments LP 8 - 2024-03-31 241,302 $10,267,000 0
   AMERIPRISE FINANCIAL INC 1733 - 2024-03-31 237,555 $10,121,000 -15,876
   Merit Financial Group LLC 76 - 2024-03-31 231,995 $9,790,000 204,711
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 625 - 2024-03-31 227,588 $9,684,000 197,356
   SWEENEY & MICHEL LLC 6 - 2024-03-31 221,396 $9,334,000 29,825
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 42 - 2024-03-31 218,278 $9,288,000 11,430
   CONNING ASSET MANAGEMENT CO. 77 - 2024-03-31 210,194 $8,944,000 0
   Peak Financial Management Inc. 11 - 2024-03-31 206,450 $8,784,000 4,292
   JNB Advisors LLC 35 - 2024-03-31 204,857 $8,717,000 -101,642
   RETIREMENT FINANCIAL SOLUTIONS LLC 10 - 2024-03-31 202,623 $8,622,000 16,954
   Betterment LLC 89 - 2024-03-31 202,091 $8,599,000 45,153
   J P MORGAN CHASE & CO 2152 - 2024-03-31 198,263 $8,436,000 93,841
   O SHAUGHNESSY ASSET MANAGEMENT LLC 253 - 2024-03-31 196,341 $8,354,000 178,188
   INVESTEC ASSET MANAGEMENT LTD 161 - 2024-03-31 196,200 $8,348,000 0
   Cascade Wealth Advisors Inc 3 - 2024-03-31 193,250 $8,103,000 0
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 224 - 2024-03-31 189,875 $8,079,000 4,916
   Powers Advisory Group LLC 5 - 2024-03-31 189,661 $8,070,000 6,029
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 208 - 2024-03-31 182,860 $7,781,000 -11,114
   COURIER CAPITAL CORP 48 - 2024-03-31 181,292 $7,714,000 2,620
   Adviser Investments LLC 110 - 2024-03-31 178,463 $7,594,000 -15,887
   LWS Wealth Advisors Inc. 14 - 2023-12-31 179,428 $7,575,000 11,525
   Waterloo Capital L.P. 29 - 2024-03-31 176,882 $7,526,000 55,614
   KITCHING PARTNERS LLC 3 - 2024-03-31 173,688 $7,390,000 2,438
   Comprehensive Portfolio Management LLC 51 *New 2024-03-31 173,551 $7,385,000 173,551
   FINANCIAL NETWORK 475 - 2024-03-31 173,557 $7,385,000 -1,943
   ADELL HARRIMAN & CARPENTER INC 47 - 2024-03-31 171,365 $7,292,000 -715
   RIVERFRONT INVESTMENT GROUP, LLC 59 - 2024-03-31 167,571 $7,130,000 -852,167
   Towercrest Capital Management 27 - 2024-03-31 167,150 $7,112,000 5,432
   Legacy Financial Group LLC 19 - 2024-03-31 165,853 $7,057,000 155,054
   MULTIFINANCIAL SECURITIES CORP 349 - 2024-03-31 165,303 $7,034,000 115,796
   Atria Wealth Solutions Inc. 258 - 2024-03-31 164,461 $6,998,000 34,535
   Integrated Wealth Concepts LLC 220 - 2024-03-31 162,073 $6,896,000 -2,539
   Kestra Advisory Services LLC 426 - 2024-03-31 158,770 $6,756,000 15,223
   My Legacy Advisors LLC 7 - 2023-12-31 153,833 $6,526,000 2,316
  100 Records found
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