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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
   Global Strategic Investment Solutions LLC 151 *Closed 2024-03-31 0 $0 -207,918
   Tradition Wealth Management LLC 502 *Closed 2024-03-31 0 $0 -417
   Raleigh Capital Management Inc. 906 *Closed 2024-03-31 0 $0 -870
   Perennial Investment Advisors LLC 353 *Closed 2024-03-31 0 $0 -7,176
   DANA INVESTMENT ADVISORS INC 526 *Closed 2024-03-31 0 $0 -12,503
   Wedmont Private Capital 602 *Closed 2024-03-31 0 $0 -12,691
   HUDOCK MOYER WEALTH RESOURCES, LLC 141 *Closed 2024-03-31 0 $0 -39,765
   Glassman Wealth Services 467 *Closed 2024-03-31 0 $0 0
   ANGELES WEALTH MANAGEMENT LLC 300 *Closed 2024-03-31 0 $0 -2,151
   VERUS CAPITAL PARTNERS LLC 351 *Closed 2024-03-31 0 $0 -5,633
   VIMA LLC 392 *Closed 2024-03-31 0 $0 -160
   BESSEMER GROUP INC 2043 *Closed 2024-03-31 0 $0 -6,557
   Stonehage Fleming Financial Services Holdings Ltd 216 *Closed 2024-03-31 0 $0 -14,234
   Koshinski Asset Management Inc. 605 *Closed 2024-03-31 0 $0 -5,609
   Galvin Gaustad & Stein LLC 189 *Closed 2024-03-31 0 $0 -6,005
   Lee Financial CORP 330 *Closed 2024-03-31 0 $0 -175
   Buckingham Strategic Partners 634 *Closed 2024-03-31 0 $0 -17,089
   Aurum Wealth Management Group LLC 376 *Closed 2024-03-31 0 $0 -5,988
   FIRST FINANCIAL CORP /IN/ 559 *Closed 2024-03-31 0 $0 -204
   Western Wealth Management LLC 697 *Closed 2024-03-31 0 $0 -47,241
   ORG Partners LLC 721 *Closed 2024-03-31 0 $0 -182
   WESTWOOD HOLDINGS GROUP INC 440 *Closed 2024-03-31 0 $0 -6,444
   SIGNATUREFD, LLC 3193 *Closed 2024-03-31 0 $0 -75
   Thrive Capital Management LLC 184 *Closed 2024-03-31 0 $0 -189,982
   Oakmont Partners LLC 771 *Closed 2024-03-31 0 $0 -6,245
   Quaker Wealth Management LLC 63 *Closed 2024-03-31 0 $0 -10,354
   OLD MISSION CAPITAL LLC 1074 *Closed 2024-03-31 0 $0 -42,651
   Curi Capital 84 *Closed 2024-03-31 0 $0 -13,569
   Fortitude Family Office LLC 1061 *Closed 2024-03-31 0 $0 -19,586
   Dunhill Financial LLC 715 *Closed 2024-03-31 0 $0 -17
   WSFS CAPITAL MANAGEMENT LLC 410 *Closed 2024-03-31 0 $0 -12,732
   AlphaCore Capital LLC 320 *Closed 2024-03-31 0 $0 -21,973
   Quotient Wealth Partners LLC 299 *Closed 2024-03-31 0 $0 -7,127
   Source Financial Advisors LLC 127 *Closed 2024-03-31 0 $0 -29,362
   SRS Capital Advisors Inc. 1307 *Closed 2024-03-31 0 $0 -198
   Independence Bank of Kentucky 544 *Closed 2024-03-31 0 $0 -26
   Financial Strategies Group Inc. 83 *Closed 2024-03-31 0 $0 -391,715
   Squarepoint Ops LLC 2821 *Closed 2024-03-31 0 $0 -33,241
   MACQUARIE GROUP LTD 1827 *Closed 2024-03-31 0 $0 -80,271
   Clear Perspectives Financial Planning LLC 209 *Closed 2023-03-31 0 $0 -34
   Lloyd Advisory Services LLC. 172 *Closed 2024-03-31 0 $0 -4,988
   Cape Investment Advisory Inc. 1125 *Closed 2023-12-31 0 $0 -284
   ZRC WEALTH MANAGEMENT LLC 503 *Closed 2024-03-31 0 $0 -642
   HRT FINANCIAL LLC 2699 *Closed 2024-03-31 0 $0 -24,283
   Activest Wealth Management 435 *Closed 2024-03-31 0 $0 0
   MILLENNIUM MANAGEMENT LLC 4328 *Closed 2024-03-31 0 $0 -107,646
   Morton Brown Family Wealth LLC 266 *Closed 2024-03-31 0 $0 -37
   HEAD & ASSOCIATES LLC 520 *Closed 2023-12-31 0 $0 -1,474
   SCBT FINANCIAL CORP 704 *Closed 2024-03-31 0 $0 -985
   PFG Advisors 664 *Closed 2024-03-31 0 $0 -9,640
   OTA FINANCIAL GROUP L.P. 29 *Closed 2023-06-30 0 $0 -41,591
   COASTLINE TRUST CO 260 *Closed 2024-03-31 0 $0 -12,195
   SMITHFIELD TRUST CO 1091 *Closed 2024-03-31 0 $0 -15,846
   DAVIDSON D A & CO 1423 *Closed 2024-03-31 0 $0 -143,141
   Processus Wealth & Capital Management LLC 46 *Closed 2024-03-31 0 $0 -36,066
   Great Lakes Retirement Inc. 232 *Closed 2024-03-31 0 $0 -33,961
   EFG Asset Management (Americas) Corp. 137 *Closed 2024-03-31 0 $0 -16,467
   STATE OF WISCONSIN INVESTMENT BOARD 2463 *Closed 2024-03-31 0 $0 -472,000
  58 Records found
  1    
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