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Get Institutions for : 
Ishares 0 5 Year High Yield Corporate Bond (SHYG)  
$42.07 0.11 (0.26%) as of 4:30 Fri 4/26


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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  : 
0.83 (2.01%)  




 
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 :
0
 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 19 - 2023-12-31 7,234,089 $305,423,000 -1,925,409
   Japan Science & Technology Agency 11 - 2023-12-31 5,070,493 $214,076,000 0
   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
   BLACKROCK INC. 1840 - 2023-12-31 3,456,578 $145,937,000 -256,410
   COMMONWEALTH EQUITY SERVICES LLC. 81 - 2023-12-31 3,056,988 $129,066,000 29,842
   Financial Gravity Wealth Inc. 35 - 2023-12-31 4,861,729 $90,404,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 63 - 2023-12-31 2,059,721 $86,961,000 48,581
   Wealthfront Advisers LLC 35 - 2024-03-31 1,948,768 $82,920,000 315,754
   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
   BANK OF NEW YORK MELLON CORP 810 - 2023-12-31 1,780,470 $75,171,000 -179,745
   BANK OF AMERICA CORP /DE/ 1005 - 2023-12-31 1,599,694 $67,539,000 97,553
   Wright Fund Managment LLC - 2023-12-31 1,459,500 $61,620,000 -1,484,659
   LPL FINANCIAL CORP 466 - 2023-12-31 1,312,121 $55,398,000 112,602
   PFS INVESTMENTS INC. 22 - 2023-06-30 1,281,006 $53,098,000 25,745
   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
   WELLS FARGO & CO/MN 704 - 2023-12-31 1,128,398 $47,641,000 245,405
   PATHSTONE FAMILY OFFICE, LLC 47 - 2023-09-30 1,116,401 $45,806,000 70,241
   RIVERFRONT INVESTMENT GROUP, LLC 24 - 2023-12-31 1,019,738 $43,053,000 176,686
   Sound Income Strategies LLC 5 - 2024-03-31 1,004,810 $42,755,000 4,718
   Advisor Group Holdings Inc. 259 - 2023-12-31 951,222 $40,165,000 -294,998
   NEPC LLC 15 - 2023-12-31 891,258 $37,629,000 0
   Gallagher Fiduciary Advisors LLC 6 - 2023-12-31 820,726 $34,651,000 -10,379
   RAYMOND JAMES & ASSOCIATES 534 - 2023-12-31 805,278 $33,999,000 7,998
   ADVISORS CAPITAL MANAGEMENT LLC 40 - 2023-12-31 795,802 $33,599,000 -57,807
   DELPHI FINANCIAL GROUP INC/DE 2 - 2023-12-31 790,320 $33,367,000 0
   UBS Group AG 871 - 2023-12-31 767,376 $32,399,000 139,873
   HIGHTOWER ADVISORS, LLC 349 - 2023-12-31 731,417 $30,899,000 9,269
   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
   MARINER WEALTH ADVISORS, LLC 242 - 2023-12-31 645,827 $27,267,000 -69,736
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 469 - 2023-12-31 487,288 $20,573,000 -16,929
   BNP PARIBAS ARBITRAGE SA 453 - 2023-12-31 479,371 $20,239,000 138,859
   STATE OF WISCONSIN INVESTMENT BOARD 316 *New 2023-12-31 472,000 $19,928,000 472,000
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 30 - 2023-12-31 468,097 $19,763,000 468,097
   Motley Fool Wealth Management LLC 29 - 2023-12-31 443,416 $18,717,000 14,004
   BB&T CORP 428 - 2023-12-31 435,339 $18,380,000 3,878
   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 605 - 2024-03-31 395,500 $16,829,000 0
   HNP Capital LLC 7 - 2023-03-31 377,577 $15,737,000 -23,651
   CREATIVE PLANNING 300 - 2023-12-31 358,042 $15,117,000 55,846
   Greystone Financial Group LLC 4 - 2023-12-31 354,398 $14,963,000 -18,517
   STIFEL FINANCIAL CORP 625 - 2023-12-31 349,202 $14,744,000 -114,579
   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
   CAPSTONE INVESTMENT ADVISORS LLC 21 - 2023-12-31 314,901 $13,295,000 314,901
   PARK AVENUE SECURITIES LLC 86 - 2024-03-31 312,344 $13,290,000 85,481
   JNB Advisors LLC 19 - 2023-12-31 306,499 $12,940,000 98,228
   KilterHowling LLC 5 - 2023-12-31 301,147 $12,714,000 -63,791
   Resources Investment Advisors Inc. 96 - 2023-12-31 297,380 $12,555,000 50,522
   SAGE ADVISORY SERVICES, LTD.CO. 11 - 2023-12-31 296,982 $12,539,000 -4,359
   ATWOOD & PALMER INC 45 - 2024-03-31 278,250 $11,840,000 3,420
   Probity Advisors Inc. 9 - 2023-12-31 279,557 $11,803,000 -176,501
   JANNEY MONTGOMERY SCOTT LLC 457 - 2023-12-31 274,015 $11,568,000 29,134
   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
   CONNING ASSET MANAGEMENT CO. 78 - 2023-12-31 210,194 $8,874,000 0
   Global Strategic Investment Solutions LLC 26 - 2023-12-31 207,918 $8,778,000 3,325
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 39 - 2023-12-31 206,848 $8,733,000 8,380
   Peak Financial Management Inc. 11 - 2023-12-31 202,158 $8,535,000 3,765
   INVESTEC ASSET MANAGEMENT LTD 152 - 2023-12-31 196,200 $8,284,000 148,000
   Adviser Investments LLC 103 - 2023-12-31 194,350 $8,205,000 -21,153
   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
   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
   RETIREMENT FINANCIAL SOLUTIONS LLC 10 - 2023-12-31 185,669 $7,839,000 -176,083
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 214 - 2023-12-31 184,959 $7,809,000 7,618
   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
   FINANCIAL NETWORK 426 - 2023-12-31 175,500 $7,410,000 28,437
   ADELL HARRIMAN & CARPENTER INC 43 - 2023-12-31 172,080 $7,265,000 -81,224
   KITCHING PARTNERS LLC 3 - 2023-12-31 171,250 $7,230,000 0
   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
   Towercrest Capital Management 27 - 2023-12-31 161,718 $6,828,000 -24,318
   Friedenthal Financial 3 - 2023-12-31 157,728 $6,659,000 97,179
   Betterment LLC 88 - 2023-12-31 156,938 $6,626,000 14,623
   My Legacy Advisors LLC 7 - 2023-12-31 153,833 $6,526,000 2,316
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 580 - 2023-12-31 150,855 $6,369,000 -81,601
   Blue Barn Wealth LLC 8 - 2023-12-31 147,830 $6,241,000 3,342
   Kestra Advisory Services LLC 394 - 2023-12-31 143,547 $6,061,000 5,196
   DAVIDSON D A & CO 248 - 2023-12-31 143,141 $6,043,000 -946
   FinDec Wealth Services Inc. 9 - 2023-12-31 142,642 $6,022,000 36,561
  100 Records found
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