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Get Institutions for : 
Iq 50 Percent Hedged Ftse International Etf (HFXI)  
$27.30 0.22 (0.8%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    7
Total shares held : 
 16,009,246  
% of shares held : 
 17.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 1,289,473  
% of shares held change : 
   1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.75  
Last Quarter's Ending Price : 
 $26.83  
Last Quarter's Average Price : 
 $25.60  
Change from last quarter's     
avg. price to the last closing  : 
1.70 (6.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 513,916
 3.21%
 
Increased Positions :
18
 1,578,273
 9.86%
 
Unchanged Positions :
13
 148,721
 0.93%
 
Decreased Positions :
17
-777,944
-4.86%
 
Closed Positions :
1
-24,772
-0.15%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   MORGAN STANLEY 1393 - 2024-03-31 2,798,879 $75,094,000 291,661
   AMERIPRISE FINANCIAL INC 1107 - 2024-03-31 1,036,067 $27,799,000 34,456
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 409 - 2024-03-31 1,015,780 $27,253,000 377,940
   BANK OF AMERICA CORP /DE/ 1728 - 2024-03-31 966,238 $25,924,000 143,931
   LPL FINANCIAL CORP 909 - 2024-03-31 810,161 $21,737,000 38,557
   FLYNN ZITO CAPITAL MANAGEMENT LLC 2 - 2024-03-31 591,705 $15,875,000 11,147
   ROYAL BANK OF CANADA 1733 - 2024-03-31 250,672 $6,726,000 3,099
   HPM Partners LLC 635 - 2024-03-31 197,176 $5,290,000 177,612
   Advisor Group Holdings Inc. 1069 - 2024-03-31 176,210 $4,728,000 71,767
   MARINO STRAM & ASSOCIATES LLC 13 - 2024-03-31 173,663 $4,659,000 10,624
   Cornerstone Wealth Management LLC 70 - 2024-03-31 164,436 $4,412,000 10,308
   Concurrent Investment Advisors LLC 140 - 2024-03-31 148,415 $3,982,000 5,759
   COMMONWEALTH EQUITY SERVICES LLC. 1438 - 2024-03-31 119,779 $3,214,000 5,891
   WELLS FARGO & CO/MN 2359 - 2024-03-31 102,277 $2,744,000 93,342
   FLOW TRADERS U.S. LLC 144 - 2024-03-31 93,330 $2,504,000 93,330
   Equitable Holdings Inc. 414 - 2024-03-31 85,364 $2,290,000 5,331
   J P MORGAN CHASE & CO 2918 - 2024-03-31 81,787 $2,194,000 62,871
   Aspire Wealth Management Corp 18 - 2024-03-31 81,717 $2,192,000 70,105
   Revisor Wealth Management LLC 27 - 2024-03-31 64,727 $1,672,000 55,293
   THOROUGHBRED FINANCIAL SERVICES LLC 132 - 2024-03-31 61,983 $1,663,000 2,446
   Steward Partners Investment Advisory LLC 827 - 2024-03-31 33,669 $903,000 5,782
   LINCOLN NATIONAL CORP 878 - 2024-03-31 12,741 $342,000 1,334
   CITIGROUP INC 3006 - 2024-03-31 10,205 $274,000 1,027
   COMERICA BANK 2396 - 2024-03-31 5,684 $153,000 877
   PSI Advisors LLC 160 - 2024-03-31 4,569 $123,000 743
   FMR LLC 3984 - 2024-03-31 530 $14,000 117
  26 Records found
  1    
  Page 1 of 1
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