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Get Institutions for : 
Ishares Edge Investment Grade Enhanced Bond Etf (IGEB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    35
Total shares held : 
 8,247,657  
% of shares held : 
 91.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 3,648,986  
% of shares held change : 
   40.54%  
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 :
39
 1,989,630
 24.12%
 
Increased Positions :
19
 2,369,913
 28.73%
 
Unchanged Positions :
5
 208,487
 2.53%
 
Decreased Positions :
17
-653,927
-7.93%
 
Closed Positions :
4
-56,630
-0.69%
 
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
   ENVESTNET ASSET MANAGEMENT INC 647 - 2024-03-31 1,179,787 $52,913,000 84,148
   CWM LLC 89 - 2024-03-31 989,938 $44,399,000 -94,808
   LPL FINANCIAL CORP 703 - 2024-03-31 740,513 $33,212,000 179,107
   Hennion & Walsh Asset Management Inc. 6 - 2024-03-31 740,203 $33,198,000 24,813
   STATE OF NEW JERSEY COMMON PENSION FUND D 245 *New 2024-03-31 550,000 $24,668,000 550,000
   BANK OF AMERICA CORP /DE/ 1817 - 2024-03-31 510,607 $22,901,000 103,050
   WALLER FINANCIAL PLANNING GROUP INC 7 - 2024-03-31 473,950 $21,257,000 3,545
   AMERIPRISE FINANCIAL INC 1253 - 2024-03-31 472,201 $21,185,000 245,429
   JANNEY MONTGOMERY SCOTT LLC 362 - 2024-03-31 394,339 $17,686,000 377,830
   Resources Investment Advisors Inc. 87 - 2024-03-31 359,690 $16,132,000 47,158
   MML INVESTORS SERVICES LLC 309 - 2024-03-31 331,730 $14,878,000 166
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 341 - 2024-03-31 319,758 $14,341,000 82,177
   ROYAL BANK OF CANADA 1293 - 2024-03-31 318,326 $14,278,000 307,118
   MERCER GLOBAL ADVISORS INC /ADV 266 *New 2024-03-31 285,640 $12,811,000 285,640
   Ameliora Wealth Management Ltd. 2 - 2024-03-31 284,232 $12,748,000 7,555
   Fundamentun LLC 26 *New 2024-03-31 270,546 $12,134,000 270,546
   Paragon Wealth Strategies LLC 10 - 2023-12-31 262,867 $11,893,000 1,417
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 170 - 2024-03-31 256,963 $11,525,000 -12,043
   Private Advisor Group LLC 240 - 2024-03-31 244,185 $10,952,000 27,741
   McGlone Suttner Wealth Management Inc. 12 - 2024-03-31 215,481 $9,664,000 81,527
   Betterment LLC 86 - 2024-03-31 206,139 $9,245,000 4,084
   DORVAL Corp 11 - 2024-03-31 203,660 $9,059,000 4,714
   Cetera Investment Advisers 897 - 2024-03-31 131,825 $5,912,000 86,341
   Geneos Wealth Management Inc. 104 - 2024-03-31 115,456 $5,178,000 102,815
   STIFEL FINANCIAL CORP 1124 - 2024-03-31 113,957 $5,111,000 8,052
   Systelligence LLC 37 - 2024-03-31 92,189 $4,135,000 -433
   BANK OF NEW YORK MELLON CORP 2422 - 2024-03-31 89,958 $4,035,000 49,135
   RFG Advisory Group LLC 171 - 2024-03-31 61,964 $2,779,000 4,405
   Tennessee Valley Asset Management Partners 23 *New 2024-03-31 54,897 $2,462,000 54,897
   FINANCIAL NETWORK 972 - 2024-03-31 48,769 $2,187,000 29,346
   Envestnet Portfolio Solutions Inc. 616 - 2024-03-31 47,807 $2,144,000 -532
   COMMONWEALTH EQUITY SERVICES LLC. 1761 - 2024-03-31 45,359 $2,034,000 223
   Advisor Group Holdings Inc. 1692 - 2024-03-31 44,457 $1,994,000 1,609
   ADVISORY SERVICES NETWORK, LLC 458 - 2024-03-31 43,493 $1,951,000 4,633
   BUFFINGTON MOHR MCNEAL 45 - 2024-03-31 42,020 $1,885,000 4,420
   Prime Capital Investment Advisors LLC 359 - 2024-03-31 40,401 $1,812,000 22,157
   Sigma Planning Corp 349 - 2024-03-31 37,084 $1,663,000 27,400
   MULTIFINANCIAL SECURITIES CORP 941 - 2024-03-31 34,476 $1,546,000 18,185
   DOHJ LLC 62 - 2024-03-31 34,376 $1,542,000 1,000
   J P MORGAN CHASE & CO 3137 - 2024-03-31 33,895 $1,520,000 25,204
   PARK AVENUE SECURITIES LLC 508 - 2024-03-31 32,452 $1,455,000 8,440
   Altus Wealth Management LLC 12 - 2024-03-31 32,191 $1,444,000 -773
   CPA Asset Management LLC 27 - 2024-03-31 31,490 $1,412,000 8,098
   ATRIA INVESTMENTS LLC 794 *New 2024-03-31 31,364 $1,407,000 31,364
   JANE STREET GROUP LLC 2680 - 2024-03-31 30,874 $1,385,000 3,658
   MORGAN STANLEY 4657 - 2024-03-31 30,264 $1,357,000 29,677
   SWMG LLC 32 *New 2024-03-31 28,214 $1,265,000 28,214
   BLACKROCK INC. 3876 - 2024-03-31 24,193 $1,085,000 -1,343
   Ascent Group LLC 273 - 2024-03-31 22,999 $1,032,000 656
   NWAM LLC 227 - 2024-03-31 22,399 $989,000 2,338
   GOLDMAN SACHS GROUP INC/ 3649 - 2024-03-31 19,350 $868,000 -97,396
   FOUNDERS FINANCIAL SECURITIES LLC 192 - 2024-03-31 17,924 $804,000 7,639
   Lion Street Advisors LLC 66 - 2024-03-31 17,521 $793,000 0
   Comprehensive Wealth Management LLC 15 - 2024-03-31 15,073 $676,000 3,702
   Goss Wealth Management LLC 1174 - 2024-03-31 14,894 $668,000 -1,733
   PRUDENTIAL FINANCIAL INC 2046 - 2024-03-31 14,614 $655,000 538
   Apollon Wealth Management LLC 647 - 2024-03-31 12,692 $569,000 -234
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 405 - 2024-03-31 11,721 $526,000 6,126
   NATIONAL BANK OF CANADA /FI/ 1088 - 2024-03-31 10,826 $476,000 873
   1620 INVESTMENT ADVISORS INC. 73 - 2024-03-31 10,247 $460,000 1,281
   Vertex Planning Partners LLC 105 *New 2024-03-31 8,996 $403,000 8,996
   Synergy Financial Management LLC 92 *New 2024-03-31 8,906 $399,000 8,906
   Kestra Advisory Services LLC 1812 - 2024-03-31 8,676 $389,000 3,625
   KCS Wealth Advisory 102 - 2023-09-30 8,389 $356,000 -1,590
   Cyndeo Wealth Partners LLC 316 *New 2024-03-31 7,168 $321,000 7,168
   RAYMOND JAMES & ASSOCIATES 3336 *New 2024-03-31 6,443 $289,000 6,443
   RWM Asset Management LLC 129 - 2024-03-31 6,327 $284,000 0
   AXXCESS WEALTH MANAGEMENT LLC 687 *New 2024-03-31 6,213 $279,000 6,213
   Kraft Davis & Associates LLC 122 - 2024-03-31 5,530 $244,000 104
   Shared Vision Wealth Group LLC 67 *New 2024-03-31 5,274 $237,000 5,274
   CITADEL ADVISORS LLC 4520 - 2024-03-31 4,693 $210,000 4,693
   COMERICA BANK 2300 - 2024-03-31 4,384 $197,000 0
   Spectrum Wealth Counsel LLC 131 *New 2024-03-31 4,154 $186,000 4,154
   Icon Wealth Advisors LLC 388 *New 2024-03-31 3,377 $151,000 3,377
   Steward Partners Investment Advisory LLC 1593 *New 2024-03-31 3,115 $140,000 3,115
   PHILLIPS FINANCIAL MANAGEMENT LLC 185 - 2024-03-31 3,080 $138,000 0
   PNC FINANCIAL SERVICES GROUP INC 2702 - 2024-03-31 1,874 $84,000 -613
   Farther Finance Advisors LLC 1047 - 2024-03-31 1,669 $74,000 443
   ICA Group Wealth Management LLC 522 - 2024-03-31 1,286 $58,000 68
   FTB Advisors Inc. 1284 - 2024-03-31 546 $24,000 11
   Nelson Van Denburg & Campbell Wealth Management Gr 1531 *New 2024-03-31 518 $23,000 518
   Glass Jacobson Investment Advisors llc 463 - 2024-03-31 523 $23,000 4
   PROEQUITIES INC. 1537 - 2024-03-31 410 $18,000 0
   Continuum Advisory LLC 836 *New 2024-03-31 343 $15,000 343
   GPS Wealth Strategies Group LLC 812 - 2024-03-31 300 $13,000 0
   Capital Analysts Inc. 924 - 2024-03-31 200 $9,000 0
   AdvisorNet Financial Inc 1324 - 2024-03-31 209 $9,000 0
   PRIVATE TRUST CO NA 1708 *New 2024-03-31 185 $8,000 185
   City State Bank 517 *New 2024-03-31 161 $7,000 161
   GoalVest Advisory LLC 330 - 2024-03-31 156 $7,000 0
   Global Retirement Partners LLC 2330 - 2024-03-31 105 $5,000 -189
   Capital Investment Advisory Services LLC 852 - 2024-03-31 118 $5,000 1
   PRINCIPAL SECURITIES INC. 2547 - 2024-03-31 113 $5,000 -47
   FMR LLC 4459 - 2024-03-31 65 $3,000 2
   ESL Trust Services LLC 128 *New 2024-03-31 67 $3,000 67
   Sunbelt Securities Inc. 1441 - 2024-03-31 57 $3,000 1
   NBC SECURITIES INC. 2177 *Closed 2024-03-31 0 $0 -135
   THRIVENT FINANCIAL FOR LUTHERANS 2437 *Closed 2024-03-31 0 $0 -6,101
   OLD MISSION CAPITAL LLC 954 *Closed 2024-03-31 0 $0 -27,648
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6042 *Closed 2024-03-31 0 $0 -64,356
  100 Records found
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