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Get Institutions for : 
Ishares 0 5 Year High Yield Corporate Bond (SHYG)  
$42.11 0.08 (0.19%) as of 4:30 Fri 5/10


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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  : 
0.87 (2.11%)  




 
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 174 - 2023-12-31 10,220,808 $431,523,000 1,418,841
   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
   Japan Science & Technology Agency 11 - 2023-12-31 5,070,493 $214,076,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 35 - 2024-03-31 4,929,307 $209,742,000 2,869,586
   Bramshill Investments LLC 1 - 2023-12-31 4,799,257 $202,625,000 4,797,232
   ENVESTNET ASSET MANAGEMENT INC 239 - 2023-12-31 4,625,861 $195,304,000 258,124
   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
   Financial Gravity Wealth Inc. 35 - 2023-12-31 4,861,729 $90,404,000 0
   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
   TOWNSQUARE CAPITAL LLC 10 - 2023-12-31 1,848,241 $78,033,000 -726,186
   MORGAN STANLEY 1356 - 2023-12-31 1,789,104 $75,536,000 10,303
   Wright Fund Managment LLC 8 - 2024-03-31 1,628,000 $69,271,000 168,500
   BANK OF AMERICA CORP /DE/ 1005 - 2023-12-31 1,599,694 $67,539,000 97,553
   LPL FINANCIAL CORP 487 - 2024-03-31 1,386,612 $59,000,000 74,491
   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
   MERCER GLOBAL ADVISORS INC /ADV 101 - 2023-12-31 1,160,357 $48,990,000 192,242
   Pathstone Holdings LLC 63 - 2023-12-31 1,157,725 $48,879,000 0
   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
   NEPC LLC 15 - 2023-12-31 891,258 $37,629,000 0
   ADVISORS CAPITAL MANAGEMENT LLC 47 - 2024-03-31 823,395 $35,035,000 27,593
   Gallagher Fiduciary Advisors LLC 6 - 2023-12-31 820,726 $34,651,000 -10,379
   UBS Group AG 871 - 2023-12-31 767,376 $32,399,000 139,873
   HIGHTOWER ADVISORS, LLC 354 - 2024-03-31 754,417 $32,114,000 23,000
   NOMURA ASSET MANAGEMENT CO LTD 194 - 2023-12-31 728,200 $30,745,000 -484,500
   ATRIA INVESTMENTS LLC 43 - 2023-12-31 672,445 $28,391,000 341,383
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 28 - 2024-03-31 655,571 $27,895,000 187,474
   MARINER WEALTH ADVISORS, LLC 242 - 2023-12-31 645,827 $27,267,000 -69,736
   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
   AE Wealth Management LLC 178 - 2023-12-31 589,597 $25,040,000 -251,398
   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
   Cetera Investment Advisers 116 - 2023-12-31 501,132 $21,158,000 83,838
   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
   STATE OF WISCONSIN INVESTMENT BOARD 316 *New 2023-12-31 472,000 $19,928,000 472,000
   BB&T CORP 428 - 2023-12-31 435,339 $18,380,000 3,878
   BNP Paribas Investment Partners S.A. 318 *New 2024-03-31 428,776 $18,244,000 428,776
   BAKER AVENUE ASSET MANAGEMENT, LP 32 - 2023-12-31 420,275 $17,744,000 26,537
   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
   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
   CREATIVE PLANNING 300 - 2023-12-31 358,042 $15,117,000 55,846
   STIFEL FINANCIAL CORP 625 - 2023-12-31 349,202 $14,744,000 -114,579
   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
   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
   RAYMOND JAMES & ASSOCIATES 1043 - 2024-03-31 287,673 $12,241,000 -517,605
   ATWOOD & PALMER INC 45 - 2024-03-31 278,250 $11,840,000 3,420
   Paradigm Financial Partners LLC 5 - 2023-12-31 269,413 $11,375,000 40,637
   RENAISSANCE TECHNOLOGIES LLC 890 - 2023-12-31 263,600 $11,129,000 185,900
   AMERIPRISE FINANCIAL INC 1682 - 2023-12-31 253,431 $10,705,000 -138,819
   Partners Value Investments LP 7 - 2023-12-31 241,302 $10,188,000 0
   NUVEEN ASSET MANAGEMENT, LLC 1586 - 2023-12-31 233,904 $9,875,000 37,663
   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
   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
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 39 - 2023-12-31 206,848 $8,733,000 8,380
   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
   INVESTEC ASSET MANAGEMENT LTD 161 - 2024-03-31 196,200 $8,348,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 221 - 2023-12-31 193,974 $8,190,000 78,194
   GOLDMAN SACHS GROUP INC/ 2212 - 2023-12-31 193,339 $8,163,000 101,293
   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
   Thrive Capital Management LLC 4 - 2023-12-31 189,982 $8,021,000 -24,441
   SWEENEY & MICHEL LLC 6 - 2023-09-30 191,571 $7,881,000 7,028
   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
   FINANCIAL NETWORK 426 - 2023-12-31 175,500 $7,410,000 28,437
   Comprehensive Portfolio Management LLC 51 *New 2024-03-31 173,551 $7,385,000 173,551
   ADELL HARRIMAN & CARPENTER INC 47 - 2024-03-31 171,365 $7,292,000 -715
   KITCHING PARTNERS LLC 3 - 2023-12-31 171,250 $7,230,000 0
   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
   Integrated Wealth Concepts LLC 191 - 2023-12-31 164,612 $6,950,000 -1,926
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 641 - 2024-03-31 144,096 $6,131,000 -6,759
  100 Records found
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