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Get Institutions for : 
Ishares 0 5 Year High Yield Corporate Bond (SHYG)  
$42.18 0.06 (0.14%) as of 4:30 Wed 5/22


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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  : 
0.94 (2.28%)  




 
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
   Point72 Asset Management L.P. 227 *New 2024-03-31 1,000,000 $42,550,000 1,000,000
   BNP Paribas Investment Partners S.A. 318 *New 2024-03-31 428,776 $18,244,000 428,776
   Robertson Stephens Wealth Management LLC 27 *New 2024-03-31 323,657 $13,772,000 323,657
   Comprehensive Portfolio Management LLC 51 *New 2024-03-31 173,551 $7,385,000 173,551
   Whalen Wealth Management Inc. 3 *New 2024-03-31 142,310 $6,055,000 142,310
   Peninsula Wealth LLC 23 *New 2024-03-31 104,866 $4,462,000 104,866
   AYRSHIRE ASSOCIATES INC 29 *New 2024-03-31 73,023 $3,107,000 73,023
   Atomi Financial Group Inc. 90 *New 2024-03-31 59,540 $2,533,000 59,540
   Rockefeller Capital Management L.P. 924 *New 2024-03-31 56,589 $2,408,000 56,589
   Owen LaRue LLC 26 *New 2024-03-31 48,132 $2,048,000 48,132
   PROSPERA FINANCIAL SERVICES 331 *New 2023-12-31 42,383 $1,789,000 42,383
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 24 *New 2024-03-31 41,356 $1,760,000 41,356
   NORDEN GROUP LLC 85 *New 2024-03-31 32,547 $1,385,000 32,547
   TFB Advisors LLC 52 *New 2024-03-31 31,340 $1,312,000 31,340
   CoreCap Advisors LLC 237 *New 2023-12-31 26,619 $1,124,000 26,619
   Strategic Investment Advisors / MI 109 *New 2024-03-31 23,073 $982,000 23,073
   TriaGen Wealth Management LLC 62 *New 2024-03-31 22,912 $975,000 22,912
   NewEdge Wealth LLC 500 *New 2024-03-31 15,363 $646,000 15,363
   SYNOVUS FINANCIAL CORP 601 *New 2024-03-31 12,948 $551,000 12,948
   RFG Advisory Group LLC 509 *New 2024-03-31 11,444 $487,000 11,444
   WEALTH BUILDERS 143 *New 2024-03-31 11,426 $486,000 11,426
   Darden Wealth Group Inc 65 *New 2024-03-31 10,655 $453,000 10,655
   Capital Asset Advisory Services LLC 212 *New 2024-03-31 9,419 $397,000 9,419
   RMB CAPITAL MANAGEMENT LLC 470 *New 2024-03-31 8,710 $371,000 8,710
   Omega Financial Group LLC 70 *New 2024-03-31 7,849 $334,000 7,849
   Center For Asset Management LLC 84 *New 2024-03-31 7,557 $322,000 7,557
   Simplicity WealthLLC 901 *New 2024-03-31 7,337 $312,000 7,337
   LOCKERMAN FINANCIAL GROUP INC. 62 *New 2024-03-31 6,748 $287,000 6,748
   TUDOR INVESTMENT CORP ET AL 1249 *New 2024-03-31 6,560 $279,000 6,560
   MGO Private Wealth LLC 64 *New 2024-03-31 6,502 $277,000 6,502
   FIDUCIARY TRUST CO 577 *New 2024-03-31 6,345 $270,000 6,345
   Salomon & Ludwin LLC 171 *New 2024-03-31 5,491 $234,000 5,491
   AXXCESS WEALTH MANAGEMENT LLC 762 *New 2024-03-31 5,338 $227,000 5,338
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 931 *New 2024-03-31 4,928 $210,000 4,928
   Addison Capital Co 120 *New 2024-03-31 4,875 $207,000 4,875
   Archford Capital Strategies LLC 251 *New 2024-03-31 4,755 $202,000 4,755
   Summit Financial LLC 374 *New 2024-03-31 4,727 $201,000 4,727
   EP WEALTH ADVISORS, INC. 785 *New 2024-03-31 2,831 $120,000 2,831
   Pingora Partners LLC 133 *New 2024-03-31 1,169 $50,000 1,169
   Newbridge Financial Services Group Inc. 478 *New 2024-03-31 824 $35,000 824
   Empirical Asset Management LLC 272 *New 2024-03-31 22,949 $23,000 22,949
   Versant Capital Management Inc 530 *New 2024-03-31 453 $19,000 453
   Atlantic Trust Group LLC 2149 *New 2024-03-31 328 $14,000 328
   Balentine LLC 566 *New 2024-03-31 159 $7,000 159
   Crewe Advisors LLC 668 *New 2024-03-31 164 $7,000 164
   CarsonAllaria Wealth Management Ltd. 297 *New 2024-03-31 120 $5,000 120
   First PREMIER Bank 374 *New 2024-03-31 93 $4,000 93
   SITTNER & NELSON LLC 413 *New 2024-03-31 74 $3,000 74
   Creative Capital Management Investments LLC 190 *New 2024-03-31 37 $2,000 37
   TRUST CO OF VERMONT 810 *New 2024-03-31 23 $1,000 23
   CAROLINAS WEALTH CONSULTING LLC 1036 *New 2024-03-31 10 $0 10
  51 Records found
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