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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
   Global Strategic Investment Solutions LLC 151 *Closed 2024-03-31 0 $0 -207,918
   SageView Advisory Group LLC 615 *Closed 2023-12-31 0 $0 -102,173
   Wedmont Private Capital 602 *Closed 2024-03-31 0 $0 -12,691
   HUDOCK MOYER WEALTH RESOURCES, LLC 141 *Closed 2024-03-31 0 $0 -39,765
   Belpointe Asset Management LLC 697 *Closed 2023-12-31 0 $0 -10,000
   Glassman Wealth Services 467 *Closed 2024-03-31 0 $0 0
   U.S. Capital Wealth Advisors LLC 658 *Closed 2023-12-31 0 $0 -5,570
   GREAT VALLEY ADVISOR GROUP INC. 722 *Closed 2023-12-31 0 $0 -9,269
   Stonebridge Capital Advisors LLC 415 *Closed 2023-12-31 0 $0 -426
   Galvin Gaustad & Stein LLC 189 *Closed 2024-03-31 0 $0 -6,005
   Rockbridge Investment Management LCC 876 *Closed 2023-12-31 0 $0 -480
   Aurum Wealth Management Group LLC 376 *Closed 2024-03-31 0 $0 -5,988
   FIRST FINANCIAL CORP /IN/ 559 *Closed 2024-03-31 0 $0 -204
   Garden State Investment Advisory Services LLC 215 *Closed 2023-12-31 0 $0 -14,430
   Western Wealth Management LLC 697 *Closed 2024-03-31 0 $0 -47,241
   SIGNATUREFD, LLC 3193 *Closed 2024-03-31 0 $0 -75
   JANE STREET GROUP LLC 5698 *Closed 2023-12-31 0 $0 -1,720,768
   Oakmont Partners LLC 771 *Closed 2024-03-31 0 $0 -6,245
   STEPHENS INC /AR/ 1221 *Closed 2023-12-31 0 $0 -5,001
   Quaker Wealth Management LLC 63 *Closed 2024-03-31 0 $0 -10,354
   HILLTOP HOLDINGS INC. 623 *Closed 2023-12-31 0 $0 -16,260
   Fortitude Family Office LLC 1061 *Closed 2024-03-31 0 $0 -19,586
   TWO SIGMA SECURITIES LLC 1845 *Closed 2023-12-31 0 $0 -5,611
   WSFS CAPITAL MANAGEMENT LLC 410 *Closed 2024-03-31 0 $0 -12,732
   Source Financial Advisors LLC 127 *Closed 2024-03-31 0 $0 -29,362
   VISTA INVESTMENT MANAGEMENT 171 *Closed 2023-12-31 0 $0 -5,945
   Independence Bank of Kentucky 544 *Closed 2024-03-31 0 $0 -26
   Financial Strategies Group Inc. 83 *Closed 2024-03-31 0 $0 -391,715
   Clear Perspectives Financial Planning LLC 209 *Closed 2023-03-31 0 $0 -34
   Authentikos Wealth Advisory LLC 397 *Closed 2023-12-31 0 $0 -547
   BROWN BROTHERS HARRIMAN & CO 1254 *Closed 2023-12-31 0 $0 -15
   Icon Wealth Advisors LLC 454 *Closed 2023-12-31 0 $0 -123,555
   Wayfinding Financial LLC 118 *Closed 2023-12-31 0 $0 -14,240
   Lloyd Advisory Services LLC. 172 *Closed 2024-03-31 0 $0 -4,988
   ANCORA ADVISORS, LLC 1731 *Closed 2023-12-31 0 $0 -81
   GLOBAL ENDOWMENT MANAGEMENT, LP 133 *Closed 2023-12-31 0 $0 -16,975
   Cape Investment Advisory Inc. 1125 *Closed 2023-12-31 0 $0 -284
   ZRC WEALTH MANAGEMENT LLC 503 *Closed 2024-03-31 0 $0 -642
   Activest Wealth Management 435 *Closed 2024-03-31 0 $0 0
   ALLIANZ ASSET MANAGEMENT AG 1705 *Closed 2023-12-31 0 $0 -173,440
   Morton Brown Family Wealth LLC 266 *Closed 2024-03-31 0 $0 -37
   HEAD & ASSOCIATES LLC 520 *Closed 2023-12-31 0 $0 -1,474
   Fort Sheridan Advisors LLC 203 *Closed 2023-12-31 0 $0 -9,457
   CITADEL ADVISORS LLC 6513 *Closed 2023-12-31 0 $0 -13,762
   Brandywine Oak Private Wealth LLC 231 *Closed 2023-12-31 0 $0 -5,383
   CFG ASSET MANAGEMENT LLC 618 *Closed 2023-12-31 0 $0 -311
   OTA FINANCIAL GROUP L.P. 29 *Closed 2023-06-30 0 $0 -41,591
   COASTLINE TRUST CO 260 *Closed 2024-03-31 0 $0 -12,195
   Processus Wealth & Capital Management LLC 46 *Closed 2024-03-31 0 $0 -36,066
   Twin Lakes Capital Management LLC 251 *Closed 2023-12-31 0 $0 -39
   EFG Asset Management (Americas) Corp. 137 *Closed 2024-03-31 0 $0 -16,467

  51 Records found
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