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Get Institutions for : 
iShares Emerging Markets High Yield Bond Etf (EMHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    6
Total shares held : 
4,899,035  
% of shares held : 
6.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-351,715  
% of shares held change : 
  -0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 14,396
 0.29%
 
Increased Positions :
24
 202,572
 4.13%
 
Unchanged Positions :
19
 26,981
 0.55%
 
Decreased Positions :
30
-152,336
-3.11%
 
Closed Positions :
8
-416,347
-8.5%
 
Guru Positions :
0
 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
   Sound Income Strategies LLC 9 - 2024-03-31 956,763 $35,840,000 17,622
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 195 - 2024-03-31 633,424 $23,728,000 70,242
   ENVESTNET ASSET MANAGEMENT INC 1215 - 2024-03-31 440,656 $16,507,000 14,306
   GATEWAY ADVISORY, LLC 7 - 2024-03-31 298,930 $11,198,000 14,763
   WELLS FARGO & CO/MN 1579 - 2024-03-31 249,418 $9,343,000 178,756
   Empowered Funds LLC 138 *New 2024-03-31 247,500 $9,222,000 247,500
   LPL FINANCIAL CORP 1388 - 2024-03-31 245,667 $9,203,000 -3,615
   Bank Julius Baer & Co. Ltd Zurich 173 - 2024-03-31 230,519 $8,635,000 -397
   Vontobel Holding Ltd. 224 - 2024-03-31 219,672 $8,229,000 4,693
   UBS Group AG 1837 - 2024-03-31 195,011 $7,305,000 5,367
   MORGAN STANLEY 3682 - 2024-03-31 162,963 $6,105,000 24,256
   BANK OF AMERICA CORP /DE/ 2850 - 2024-03-31 155,506 $5,825,000 935
   Cercano Management LLC 78 *New 2024-03-31 138,000 $5,169,000 138,000
   Betterment LLC 122 - 2024-03-31 85,126 $3,189,000 22,474
   Resources Investment Advisors Inc. 255 - 2024-03-31 83,292 $3,120,000 24,403
   MERCER GLOBAL ADVISORS INC /ADV 603 - 2024-03-31 81,015 $3,035,000 -1,646
   Toroso Investments LLC 386 - 2024-03-31 74,389 $2,787,000 11,589
   AMERIPRISE FINANCIAL INC 2632 - 2024-03-31 73,264 $2,744,000 11,848
   BB&T CORP 1143 - 2024-03-31 71,349 $2,673,000 1,857
   AE Wealth Management LLC 425 - 2024-03-31 70,622 $2,646,000 -3,475
   MML INVESTORS SERVICES LLC 922 - 2024-03-31 69,678 $2,610,000 -2,637
   MT LUCAS MANAGEMENT CORP 51 - 2024-03-31 67,218 $2,518,000 -571
   Apollon Wealth Management LLC 291 - 2024-03-31 53,079 $1,988,000 2,874
   PROEQUITIES INC. 172 - 2024-03-31 50,986 $1,910,000 -34
   FOCUS Wealth Advisors LLC 30 *New 2024-03-31 48,623 $1,821,000 48,623
   ROYAL BANK OF CANADA 2639 - 2024-03-31 44,339 $1,661,000 -119
   GUGGENHEIM CAPITAL LLC 1027 - 2024-03-31 38,303 $1,435,000 234
   BANK OF NEW YORK MELLON CORP 2943 - 2024-03-31 38,174 $1,430,000 2,335
   Cetera Investment Advisers 761 - 2024-03-31 36,744 $1,376,000 565
   Nilsine Partners LLC 135 - 2024-03-31 36,050 $1,350,000 -1,580
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1537 - 2024-03-31 34,997 $1,311,000 1,146
   MARINER WEALTH ADVISORS, LLC 1430 - 2024-03-31 29,664 $1,111,000 5,606
   Advisory Alpha LLC 150 - 2024-03-31 27,714 $1,038,000 1,245
   Belpointe Asset Management LLC 251 *New 2024-03-31 27,576 $1,033,000 27,576
   Advisor Group Holdings Inc. 2360 - 2024-03-31 25,576 $958,000 -36,716
   PRUDENTIAL FINANCIAL INC 1856 - 2024-03-31 25,480 $954,000 1,803
   FINANCIAL NETWORK 1539 - 2024-03-31 23,801 $892,000 13,491
   COMMONWEALTH EQUITY SERVICES LLC. 2319 - 2024-03-31 23,665 $887,000 142
   MONTICELLO WEALTH MANAGEMENT LLC 128 - 2024-03-31 19,002 $712,000 -7,139
   MULTIFINANCIAL SECURITIES CORP 1458 *New 2024-03-31 16,519 $619,000 16,519
   Envestnet Portfolio Solutions Inc. 1028 - 2024-03-31 16,484 $617,000 -346
   Atria Wealth Solutions Inc. 1189 - 2024-03-31 15,337 $575,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 721 - 2024-03-31 13,908 $521,000 -474
   PARK AVENUE SECURITIES LLC 941 - 2024-03-31 13,336 $500,000 284
   Snowden Capital Advisors LLC 789 - 2024-03-31 12,046 $451,000 -900
   High Net Worth Advisory Group LLC 139 - 2024-03-31 10,000 $375,000 0
   AlphaCentric Advisors LLC 95 - 2024-03-31 9,669 $362,000 -483
   Concurrent Investment Advisors LLC 622 - 2024-03-31 9,560 $358,000 0
   DAVIDSON D A & CO 1117 *New 2024-03-31 9,353 $350,000 9,353
   Lumature Wealth Partners LLC 93 - 2023-06-30 9,560 $336,000 0
   New Insight Wealth Advisors 59 - 2024-03-31 8,150 $305,000 -2,052
   D E SHAW & CO INC 2468 *New 2024-03-31 7,900 $296,000 7,900
   Alternative Investment Advisors LLC. 44 - 2023-09-30 8,429 $287,000 0
   SG AMERICAS SECURITIES LLC 1457 - 2024-03-31 7,612 $285,000 0
   McAdam LLC 246 - 2024-03-31 7,186 $269,000 -489
   VIAWEALTH LLC 141 - 2024-03-31 6,748 $253,000 -3,662
   Kestra Advisory Services LLC 2209 *New 2024-03-31 5,746 $215,000 5,746
   RAYMOND JAMES & ASSOCIATES 3552 *New 2024-03-31 5,468 $205,000 5,468
   IFP Advisors Inc 960 - 2023-12-31 5,117 $186,000 1
   POM Investment Strategies LLC 34 - 2024-03-31 4,521 $169,000 0
   Aspect Partners LLC 73 - 2024-03-31 4,414 $165,000 0
   HORIZON FINANCIAL SERVICES LLC 54 *New 2024-03-31 3,896 $146,000 3,896
   COMERICA BANK 2444 - 2024-03-31 3,560 $133,000 76
   Steward Partners Investment Advisory LLC 1713 - 2024-03-31 2,931 $110,000 1,606
   ICA Group Wealth Management LLC 413 - 2024-03-31 2,490 $93,000 133
   PROVENCE WEALTH MANAGEMENT GROUP 186 - 2023-12-31 2,500 $91,000 0
   Sunbelt Securities Inc. 738 - 2024-03-31 2,277 $85,000 25
   Allspring Global Investments Holdings LLC 1906 - 2024-03-31 1,700 $64,000 0
   Investors Research Corp 481 - 2024-03-31 1,589 $60,000 0
   NATIONAL BANK OF CANADA /FI/ 1527 - 2024-03-31 1,537 $57,000 0
   Qube Research & Technologies Ltd 2976 - 2024-03-31 1,513 $57,000 -83
   Park Place Capital Corp 393 - 2024-03-31 1,333 $50,000 -1,332
   Geneos Wealth Management Inc. 1132 - 2024-03-31 1,126 $42,000 -14
   PNC FINANCIAL SERVICES GROUP INC 3391 - 2024-03-31 553 $21,000 1
   Compagnie Lombard Odier SCA 407 - 2024-03-31 530 $20,000 0
   DELTA ASSET MANAGEMENT LLC/TN 396 - 2024-03-31 421 $16,000 0
   CWM LLC 3073 *New 2024-03-31 400 $15,000 400
   FTB Advisors Inc. 1574 - 2024-03-31 277 $10,000 0
   BLACKROCK INC. 4766 - 2024-03-31 279 $10,000 0
   Goss Wealth Management LLC 3005 - 2024-03-31 200 $7,000 200
   Cornerstone Planning Group LLC 552 - 2024-03-31 112 $4,000 0
   Aptus Capital Advisors LLC 1085 *New 2024-03-31 114 $4,000 114
   Pflug Koory LLC 369 - 2024-03-31 107 $4,000 0
   Iron Horse Wealth Management LLC 295 - 2024-03-31 70 $3,000 0
   TSFG LLC 672 - 2024-03-31 46 $2,000 0
   Aspire Private Capital LLC 592 - 2024-03-31 66 $2,000 0
   TUCKER ASSET MANAGEMENT LLC 792 - 2023-12-31 59 $2,000 0
   PRINCIPAL SECURITIES INC. 2899 *New 2024-03-31 49 $2,000 49
   Global Retirement Partners LLC 2793 - 2024-03-31 45 $2,000 0
   FMR LLC 4581 - 2024-03-31 37 $1,000 17
   Western Pacific Wealth Management LP 284 *New 2024-03-31 39 $1,000 39
   Retirement Group LLC 818 *Closed 2024-03-31 0 $0 -50
   Beacon Capital Management LLC 1081 *Closed 2024-03-31 0 $0 -390
   Koss-Olinger Consulting LLC 161 *Closed 2024-03-31 0 $0 -150,812
   Ronald Blue Trust Inc. 2439 *Closed 2024-03-31 0 $0 -14
   Semmax Financial Advisors Inc. 421 - 2024-03-31 1 $0 -90
   TOWER RESEARCH CAPITAL LLC 6128 *Closed 2024-03-31 0 $0 -5
   KARLINSKI ANDREW C 251 *Closed 2022-12-31 0 $0 -200

  98 Records found
  1    
  Page 1 of 1
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