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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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 83 - 2024-03-31 3,155,655 $134,273,000 98,667
   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
   BANK OF NEW YORK MELLON CORP 759 - 2024-03-31 1,940,347 $82,562,000 159,877
   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 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
   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
   Sound Income Strategies LLC 5 - 2024-03-31 1,004,810 $42,755,000 4,718
   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
   ATRIA INVESTMENTS LLC 43 - 2023-12-31 672,445 $28,391,000 341,383
   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
   Cetera Investment Advisers 116 - 2023-12-31 501,132 $21,158,000 83,838
   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
   SAGE ADVISORY SERVICES, LTD.CO. 8 - 2024-03-31 390,365 $16,610,000 93,383
   CREATIVE PLANNING 300 - 2023-12-31 358,042 $15,117,000 55,846
   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
   Resources Investment Advisors Inc. 96 - 2023-12-31 297,380 $12,555,000 50,522
   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
   NUVEEN ASSET MANAGEMENT, LLC 1586 - 2023-12-31 233,904 $9,875,000 37,663
   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
   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
   Powers Advisory Group LLC 5 - 2024-03-31 189,661 $8,070,000 6,029
   SWEENEY & MICHEL LLC 6 - 2023-09-30 191,571 $7,881,000 7,028
   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
   Legacy Financial Group LLC 19 - 2024-03-31 165,853 $7,057,000 155,054
   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
   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
   FinDec Wealth Services Inc. 9 - 2023-12-31 142,642 $6,022,000 36,561
   BARTLETT & CO. LLC 129 - 2023-12-31 140,089 $5,934,000 1,928
   BARTLETT & CO. WEALTH MANAGEMENT LLC 129 - 2023-12-31 140,089 $5,934,000 1,928
   CI Private Wealth LLC 658 - 2023-12-31 138,260 $5,837,000 133,035
   Destiny Capital Corp/CO 9 - 2023-12-31 134,987 $5,699,000 46,943
   Windsor Group LTD 29 - 2023-09-30 138,088 $5,666,000 10,096
   Advisor OS LLC 23 - 2023-12-31 131,039 $5,532,000 1,118
   Atria Wealth Solutions Inc. 289 - 2023-12-31 129,926 $5,485,000 18,822
   Change Path LLC 67 - 2023-12-31 128,856 $5,440,000 59,811
   Ascent Group LLC 43 - 2023-12-31 125,833 $5,321,000 7,559
   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
   ADVISOR PARTNERS II LLC 100 - 2023-09-30 112,568 $4,622,000 2,720
   MILLENNIUM MANAGEMENT LLC 1872 - 2023-12-31 107,646 $4,545,000 98,157
   GeoWealth Management LLC 68 - 2023-12-31 106,353 $4,491,000 70,818
   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
   BP WEALTH MANAGEMENT LLC 186 - 2023-12-31 82,901 $3,500,000 862
   OLD NATIONAL BANCORP /IN/ 175 - 2024-03-31 81,772 $3,479,000 12,786
   W. E. Donoghue & Co. LLC 12 - 2023-12-31 79,048 $3,337,000 62,526
   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
   One Capital Management LLC 133 - 2023-12-31 73,368 $3,098,000 3,801
   PNC FINANCIAL SERVICES GROUP INC 756 - 2023-12-31 72,880 $3,077,000 1,730
   IHT Wealth Management LLC 156 - 2023-12-31 71,013 $2,998,000 71,013
   FULTON BREAKEFIELD BROENNIMAN LLC 63 - 2024-03-31 63,868 $2,718,000 23,813
   PRUDENTIAL FINANCIAL INC 1270 - 2023-12-31 62,138 $2,623,000 1,075
   ALESCO ADVISORS LLC 57 - 2023-12-31 60,085 $2,537,000 1,915
   DB Wealth Management Group LLC 18 - 2023-12-31 59,913 $2,530,000 15,629
   Equitable Holdings Inc. 358 - 2023-12-31 58,434 $2,467,000 16,187
   Rooted Wealth Advisors Inc. 20 - 2024-03-31 58,109 $2,448,000 1,615
   Envestnet Portfolio Solutions Inc. 536 - 2023-12-31 57,400 $2,423,000 17,422
   Sigma Planning Corp 263 - 2024-03-31 55,322 $2,354,000 31,521
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 889 - 2024-03-31 54,402 $2,315,000 882
   S. R. Schill & Associates 20 - 2024-03-31 54,320 $2,311,000 740
   Econ Financial Services Corp 20 - 2023-12-31 52,806 $2,229,000 1,241
   HCR Wealth Advisors 52 - 2023-12-31 50,823 $2,146,000 11,221
   MULTIFINANCIAL SECURITIES CORP 489 - 2023-12-31 49,507 $2,090,000 19,331
   Csenge Advisory Group 153 - 2024-03-31 44,181 $1,880,000 6,754
   Toroso Investments LLC 376 - 2023-12-31 44,202 $1,866,000 8,006
   Dynamic Advisors Solutions LLC 307 - 2024-03-31 43,791 $1,863,000 2,069
  100 Records found
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