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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Japan Science & Technology Agency 11 - 2023-12-31 5,070,493 $214,076,000 0
   Financial Gravity Wealth Inc. 35 - 2023-12-31 4,861,729 $90,404,000 0
   NEPC LLC 15 - 2023-12-31 891,258 $37,629,000 0
   Allspring Global Investments Holdings LLC 607 - 2024-03-31 395,500 $16,829,000 0
   Partners Value Investments LP 7 - 2023-12-31 241,302 $10,188,000 0
   CONNING ASSET MANAGEMENT CO. 77 - 2024-03-31 210,194 $8,944,000 0
   INVESTEC ASSET MANAGEMENT LTD 161 - 2024-03-31 196,200 $8,348,000 0
   HSBC HOLDINGS PLC 1304 - 2023-12-31 30,265 $1,278,000 0
   MMBG INVESTMENT ADVISORS CO. 106 - 2024-03-31 16,348 $692,000 0
   LeJeune Puetz Investment Counsel LLC 100 - 2023-03-31 16,565 $690,000 0
   Advanced Asset Management Advisors Inc 53 - 2024-03-31 14,800 $630,000 0
   Patriot Investment Management Inc. 146 - 2024-03-31 14,726 $627,000 0
   Stonehage Fleming Financial Services Holdings Ltd 86 - 2023-12-31 14,234 $601,000 0
   New Republic Capital LLC 70 - 2024-03-31 12,778 $544,000 0
   MAS Advisors LLC 45 - 2024-03-31 10,243 $436,000 0
   Qube Research & Technologies Ltd 2138 - 2023-12-31 8,352 $353,000 0
   Colonial Trust Co / SC 180 - 2023-12-31 8,290 $350,000 0
   FinTrust Capital Advisors LLC 209 - 2024-03-31 7,897 $336,000 0
   ARK & TLK INVESTMENTS LLC 79 - 2024-03-31 6,928 $295,000 0
   Coastal Capital Group Inc. 77 - 2023-06-30 6,645 $275,000 0
   MEITAV DASH INVESTMENTS LTD 208 - 2024-03-31 5,858 $249,000 0
   FOCUS Wealth Advisors LLC 55 - 2024-03-31 5,372 $229,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 407 - 2024-03-31 5,090 $217,000 0
   COLONY GROUP LLC 721 - 2023-09-30 5,000 $205,000 0
   TrueWealth Advisors LLC 205 - 2024-03-31 4,749 $202,000 0
   COLONIAL ASSET MANAGEMENT, INC. 220 - 2023-12-31 2,775 $117,000 0
   EPG Wealth Management LLC 267 - 2023-12-31 2,322 $98,000 0
   Red Cedar Capital LLC 76 - 2022-12-31 2,297 $94,000 0
   DUNCKER STREETT & CO INC 277 - 2024-03-31 2,004 $85,000 0
   SYNTAX RESEARCH INC. 92 - 2024-03-31 961 $41,000 0
   Efficient Wealth Management LLC 184 - 2024-03-31 825 $36,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 529 - 2024-03-31 795 $34,000 0
   UMB BANK N A/MO 920 - 2024-03-31 796 $34,000 0
   Johnson Midwest Financial LLC 121 - 2023-09-30 613 $25,000 0
   NATIONAL BANK OF CANADA /FI/ 1807 - 2023-12-31 550 $23,000 0
   Cherry Tree Wealth Management LLC 307 - 2024-03-31 488 $21,000 0
   DELTA ASSET MANAGEMENT LLC/TN 367 - 2023-12-31 483 $20,000 0
   CITIGROUP INC 4115 - 2024-03-31 437 $19,000 0
   Investors Research Corp 625 - 2024-03-31 455 $19,000 0
   Beacon Capital Management LLC 444 - 2023-12-31 336 $14,000 0
   Asset Dedication LLC 662 - 2024-03-31 288 $12,000 0
   Lumature Wealth Partners LLC 301 - 2023-06-30 284 $12,000 0
   Hexagon Capital Partners LLC 835 - 2024-03-31 249 $11,000 0
   M&R CAPITAL MANAGEMENT INC 369 - 2024-03-31 215 $9,000 0
   Carmichael Hill & Associates Inc. 491 - 2024-03-31 212 $9,000 0
   Iron Horse Wealth Management LLC 200 - 2024-03-31 181 $8,000 0
   Key Financial Inc 801 - 2024-03-31 178 $8,000 0
   Lee Financial CORP 485 - 2023-12-31 175 $7,000 0
   GoalVest Advisory LLC 342 - 2024-03-31 129 $5,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 645 - 2024-03-31 120 $5,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 400 - 2023-12-31 87 $4,000 0
   Aptus Capital Advisors LLC 839 - 2023-12-31 87 $4,000 0
   SALEM INVESTMENT COUNSELORS INC 973 - 2024-03-31 71 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5100 - 2023-12-31 80 $3,000 0
   GPS Wealth Strategies Group LLC 1095 - 2024-03-31 76 $3,000 0
   HARBOR INVESTMENT ADVISORY LLC 1054 - 2024-03-31 60 $3,000 0
   AllSquare Wealth Management LLC 477 - 2024-03-31 15 $1,000 0
   Trifecta Capital Advisors LLC 350 - 2024-03-31 25 $1,000 0
   TSFG LLC 735 - 2024-03-31 26 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 581 - 2023-12-31 6 $1,000 0
   Aspire Wealth Management Corp 182 - 2024-03-31 4 $0 0
   Glassman Wealth Services 467 *Closed 2024-03-31 0 $0 0
   Activest Wealth Management 435 *Closed 2024-03-31 0 $0 0
  63 Records found
  1    
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