Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
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


Download
     
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
   TOWNSQUARE CAPITAL LLC 10 - 2023-12-31 1,848,241 $78,033,000 -726,186
   Gallagher Fiduciary Advisors LLC 6 - 2023-12-31 820,726 $34,651,000 -10,379
   NOMURA ASSET MANAGEMENT CO LTD 194 - 2023-12-31 728,200 $30,745,000 -484,500
   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
   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
   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
   HNP Capital LLC 7 - 2023-03-31 377,577 $15,737,000 -23,651
   STIFEL FINANCIAL CORP 625 - 2023-12-31 349,202 $14,744,000 -114,579
   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
   RAYMOND JAMES & ASSOCIATES 1043 - 2024-03-31 287,673 $12,241,000 -517,605
   AMERIPRISE FINANCIAL INC 1682 - 2023-12-31 253,431 $10,705,000 -138,819
   JNB Advisors LLC 35 - 2024-03-31 204,857 $8,717,000 -101,642
   Thrive Capital Management LLC 4 - 2023-12-31 189,982 $8,021,000 -24,441
   Adviser Investments LLC 110 - 2024-03-31 178,463 $7,594,000 -15,887
   ADELL HARRIMAN & CARPENTER INC 47 - 2024-03-31 171,365 $7,292,000 -715
   RIVERFRONT INVESTMENT GROUP, LLC 59 - 2024-03-31 167,571 $7,130,000 -852,167
   Integrated Wealth Concepts LLC 191 - 2023-12-31 164,612 $6,950,000 -1,926
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 641 - 2024-03-31 144,096 $6,131,000 -6,759
   DAVIDSON D A & CO 248 - 2023-12-31 143,141 $6,043,000 -946
   Redhawk Wealth Advisors Inc. 21 - 2023-12-31 140,986 $5,952,000 -11,906
   Vectors Research Management LLC 11 - 2023-12-31 106,305 $5,942,000 -128,069
   Probity Advisors Inc. 16 - 2024-03-31 138,341 $5,886,000 -141,216
   Systelligence LLC 32 - 2024-03-31 135,768 $5,777,000 -891
   SIGMA INVESTMENT COUNSELORS INC 52 - 2024-03-31 125,233 $5,329,000 -6,231
   Carnick & Kubik Group LLC 69 - 2024-03-31 114,993 $4,893,000 -3,231
   MML INVESTORS SERVICES LLC 668 - 2023-12-31 101,191 $4,272,000 -18,468
   ROUNDVIEW CAPITAL LLC 72 - 2024-03-31 93,038 $3,959,000 -3,642
   Virtue Capital Management LLC 20 - 2023-12-31 93,588 $3,929,000 -31,082
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 834 - 2024-03-31 90,959 $3,870,000 -9,134
   CITY HOLDING CO 49 - 2024-03-31 85,123 $3,621,000 -993
   Portside Wealth Group LLC 34 - 2024-03-31 84,869 $3,611,000 -1,331
   WEBSTER BANK 59 - 2024-03-31 81,631 $3,473,000 -87,004
   MACQUARIE GROUP LTD 1040 - 2023-12-31 80,271 $3,389,000 -938,735
   Geneos Wealth Management Inc. 189 - 2024-03-31 67,045 $2,853,000 -2,699
   W. E. Donoghue & Co. LLC 20 - 2024-03-31 64,333 $2,737,000 -14,715
   Friedenthal Financial 15 - 2024-03-31 62,760 $2,670,000 -94,968
   ALLSTATE CORP 43 - 2024-03-31 62,400 $2,655,000 -47,222
   CHILDRESS CAPITAL ADVISORS LLC 27 - 2024-03-31 57,306 $2,438,000 -45,577
   JANNEY MONTGOMERY SCOTT LLC 1058 - 2024-03-31 56,708 $2,413,000 -217,307
   Beacon Pointe Advisors LLC 435 - 2023-12-31 55,713 $2,352,000 -12,630
   Andesa Financial Management Inc. 26 - 2022-12-31 57,080 $2,334,000 -87,760
   CHESAPEAKE CAPITAL CORP /IL/ 8 - 2024-03-31 54,837 $2,333,000 -16,016
   Envestnet Portfolio Solutions Inc. 589 - 2024-03-31 53,950 $2,296,000 -3,450
   NAPLES GLOBAL ADVISORS LLC 126 - 2024-03-31 51,513 $2,192,000 -2,545
   HCR Wealth Advisors 54 - 2024-03-31 50,713 $2,158,000 -110
   Essex LLC 56 - 2024-03-31 47,298 $2,013,000 -1,148
   Perigon Wealth Management LLC 254 - 2024-03-31 45,152 $1,921,000 -16,405
   FDX ADVISORS, INC. - 2024-03-31 44,251 $1,883,000 -1,272
   Klaas Financial Asset Advisors LLC 28 - 2024-03-31 43,888 $1,867,000 -309
   Sunbelt Securities Inc. 102 - 2024-03-31 42,597 $1,813,000 -3,243
   CWM LLC 664 - 2024-03-31 40,093 $1,706,000 -13,151
   Private Advisor Group LLC 894 - 2024-03-31 39,747 $1,691,000 -4,057
   FIRST HAWAIIAN BANK 278 - 2024-03-31 38,442 $1,636,000 -7,701
   SCOTIA CAPITAL INC. 387 - 2023-12-31 37,875 $1,599,000 -2,563
   Apollon Wealth Management LLC 350 - 2024-03-31 35,853 $1,526,000 -2,645
   Carr Financial Group Corp 38 - 2024-03-31 34,892 $1,485,000 -5,057
   FirstPurpose Wealth LLC 27 - 2024-03-31 33,009 $1,386,000 -555
   Cyndeo Wealth Partners LLC 178 - 2024-03-31 31,800 $1,353,000 -15,500
   NORTHERN OAK CAPITAL MANAGEMENT INC 100 - 2024-03-31 31,099 $1,323,000 -2,611
   Johnson Bixby & Associates LLC 37 - 2024-03-31 29,985 $1,276,000 -2,913
   Laffer Tengler Investments 58 - 2023-12-31 29,519 $1,246,000 -949
   SHEETS SMITH & ASSOCIATES INC 148 - 2024-03-31 28,219 $1,201,000 -689
   Capital Analysts Inc. 213 - 2023-12-31 28,058 $1,185,000 -17,200
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 162 - 2024-03-31 27,469 $1,169,000 -6,134
   Foundations Investment Advisors LLC 284 - 2023-12-31 27,061 $1,146,000 -143,915
   Mutual Advisors LLC 441 - 2024-03-31 26,332 $1,120,000 -2,215
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 934 - 2023-12-31 26,048 $1,100,000 -104,375
   DFPG INVESTMENTS INC. 226 - 2023-12-31 24,885 $1,048,000 -3,050
   Blankinship & Foster LLC 29 - 2023-12-31 24,586 $1,038,000 -6,997
   Wambolt & Associates LLC 94 - 2024-03-31 24,470 $1,032,000 -19,261
   HRT FINANCIAL LLC 904 - 2023-12-31 24,283 $1,025,000 -64,396
   KRAEMATON INVESTMENT ADVISORS INC 31 - 2024-03-31 23,821 $1,014,000 -363
   MA Private Wealth 43 - 2024-03-31 23,374 $995,000 -6,581
   AlphaCore Capital LLC 106 - 2023-12-31 21,973 $928,000 -1,282
   BAKER TILLY FINANCIAL LLC 133 - 2024-03-31 21,659 $922,000 -13,027
   THRIVENT FINANCIAL FOR LUTHERANS 1829 - 2023-12-31 21,609 $912,000 -391
   Actinver Wealth Management Inc. 30 - 2024-03-31 21,151 $900,000 -128
   BANK OF MONTREAL /CAN/ 1685 - 2023-12-31 21,131 $895,000 -44,004
   MONTECITO BANK & TRUST 125 - 2024-03-31 20,590 $876,000 -5,025
   WEDBUSH MORGAN SECURITIES INC 367 - 2023-12-31 20,008 $845,000 -284
   Steward Partners Investment Advisory LLC 790 - 2023-12-31 19,537 $825,000 -309
   O SHAUGHNESSY ASSET MANAGEMENT LLC 842 - 2023-12-31 18,153 $766,000 -10,647
   GLOBALT Investments LLC / GA 165 - 2024-03-31 16,553 $704,000 -775
   NATIONAL ASSET MANAGEMENT, INC. 656 - 2023-12-31 16,656 $703,000 -3,575
   HARBOUR INVESTMENTS INC. 468 - 2023-12-31 14,959 $632,000 -1,307
   Alliance Wealth Advisors LLC /UT 110 - 2023-12-31 14,355 $606,000 -9,317
   HORIZON FINANCIAL SERVICES LLC 39 - 2024-03-31 14,065 $598,000 -2,124
   IPG Investment Advisors LLC 104 - 2023-12-31 13,930 $588,000 -372
   Curi Capital 81 - 2023-12-31 13,569 $573,000 -1,307
   McAdam LLC 161 - 2024-03-31 13,337 $567,000 -28
   COLLECTIVE FAMILY OFFICE LLC 105 - 2024-03-31 12,968 $552,000 -233
   OPPENHEIMER & CO INC 962 - 2024-03-31 12,810 $545,000 -2,234
   IFP Advisors Inc 542 - 2023-12-31 12,731 $537,000 -9,109
   Trademark Financial Management LLC 52 - 2024-03-31 12,223 $520,000 -252
   All Season Financial Advisors Inc. 67 - 2024-03-31 11,765 $501,000 -13,573
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us