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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
   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
   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
   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
   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
   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
   HIGHTOWER ADVISORS, LLC 354 - 2024-03-31 754,417 $32,114,000 23,000
   ATRIA INVESTMENTS LLC 43 - 2023-12-31 672,445 $28,391,000 341,383
   NUVEEN ASSET MANAGEMENT, LLC 948 - 2024-03-31 665,827 $28,232,000 431,923
   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
   Greystone Financial Group LLC 2 - 2024-03-31 629,876 $26,801,000 275,478
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 468 - 2024-03-31 519,504 $22,105,000 32,216
   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
   FINANCIAL ADVISORY PARTNERS LLC 3 - 2024-03-31 396,338 $16,864,000 19,814
   SAGE ADVISORY SERVICES, LTD.CO. 8 - 2024-03-31 390,365 $16,610,000 93,383
   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
   Laurel Wealth Advisors Inc. 6 - 2022-12-31 342,436 $14,002,000 95,719
   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
   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
   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
   Peak Financial Management Inc. 11 - 2024-03-31 206,450 $8,784,000 4,292
   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
   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
   COURIER CAPITAL CORP 48 - 2024-03-31 181,292 $7,714,000 2,620
   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
   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
   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
   Blue Barn Wealth LLC 7 - 2024-03-31 151,255 $6,436,000 3,425
   FinDec Wealth Services Inc. 9 - 2024-03-31 145,034 $6,171,000 2,392
   BARTLETT & CO. LLC 129 - 2023-12-31 140,089 $5,934,000 1,928
   Ascent Group LLC 39 - 2024-03-31 139,090 $5,918,000 13,257
   CI Private Wealth LLC 667 - 2024-03-31 138,744 $5,904,000 484
   Vectors Research Management LLC 13 - 2024-03-31 137,373 $5,845,000 31,068
   Advisor OS LLC 30 - 2024-03-31 135,823 $5,779,000 4,784
   Change Path LLC 91 - 2024-03-31 133,458 $5,679,000 4,602
   Windsor Group LTD 29 - 2023-09-30 138,088 $5,666,000 10,096
   GeoWealth Management LLC 81 - 2024-03-31 131,941 $5,614,000 25,588
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 60 - 2024-03-31 128,392 $5,463,000 52,414
   Catalytic Wealth RIA LLC 20 - 2024-03-31 124,729 $5,307,000 55,269
   Advisory Alpha LLC 63 - 2024-03-31 118,864 $5,058,000 28,113
   Curtis Advisory Group LLC 15 - 2024-03-31 115,583 $4,918,000 61,821
   JMAC ENTERPRISES LLC 33 - 2024-03-31 112,685 $4,795,000 23,234
   Level Financial Advisors Inc. 12 - 2024-03-31 110,688 $4,710,000 5,226
   David Kennon Inc 17 - 2024-03-31 110,267 $4,692,000 538
   ADVISOR PARTNERS II LLC 100 - 2023-09-30 112,568 $4,622,000 2,720
   Alliance Wealth Management Group 23 - 2024-03-31 104,866 $4,462,000 4,142
   PROEQUITIES INC. 95 - 2024-03-31 91,666 $3,900,000 7,489
   NORTHERN TRUST CORP 2634 - 2024-03-31 89,038 $3,789,000 31,884
   OLD NATIONAL BANCORP /IN/ 175 - 2024-03-31 81,772 $3,479,000 12,786
   One Capital Management LLC 127 - 2024-03-31 78,008 $3,319,000 4,640
   INVESTMENT PARTNERS LTD /OH/ /ADV 19 - 2024-03-31 77,941 $3,316,000 1,093
   CREATIVE FINANCIAL DESIGNS INC /ADV 73 - 2024-03-31 77,114 $3,281,000 7,823
   MADDEN ADVISORY SERVICES, INC. 19 - 2024-03-31 75,938 $3,231,000 1,708
   Verum Partners LLC 21 - 2024-03-31 74,732 $3,180,000 187
   PNC FINANCIAL SERVICES GROUP INC 775 - 2024-03-31 73,685 $3,135,000 805
   FULTON BREAKEFIELD BROENNIMAN LLC 63 - 2024-03-31 63,868 $2,718,000 23,813
   ALESCO ADVISORS LLC 56 - 2024-03-31 60,750 $2,585,000 665
   DB Wealth Management Group LLC 18 - 2023-12-31 59,913 $2,530,000 15,629
   Beacon Pointe Advisors LLC 441 - 2024-03-31 59,172 $2,518,000 3,459
   Rooted Wealth Advisors Inc. 20 - 2024-03-31 58,109 $2,448,000 1,615
   JOURNEY STRATEGIC WEALTH LLC 36 - 2024-03-31 56,513 $2,405,000 16,643
   Sigma Planning Corp 263 - 2024-03-31 55,322 $2,354,000 31,521
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 747 - 2024-03-31 54,788 $2,331,000 28,740
  100 Records found
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