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Get Institutions for : 
Ishares Interest Rate Hedged Corporate Bond (LQDH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,832,739  
% of shares held : 
 3.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.08%  
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 :
3
 20,174
 1.1%
 
Increased Positions :
28
 91,050
 4.97%
 
Unchanged Positions :
14
 24,030
 1.31%
 
Decreased Positions :
16
-57,758
-3.15%
 
Closed Positions :
6
-9,590
-0.52%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   YCMNET ADVISORS INC 7 - 2024-03-31 742,139 $69,791,000 36,186
   BANK OF AMERICA CORP /DE/ 1663 - 2024-03-31 302,158 $28,415,000 -1,535
   Leo Wealth LLC 10 - 2024-03-31 204,848 $19,258,000 11,330
   BFT FINANCIAL GROUP LLC 10 - 2023-06-30 187,357 $17,389,000 4,892
   LPL FINANCIAL CORP 1003 - 2024-03-31 184,901 $17,388,000 34,008
   BEACON FINANCIAL GROUP 13 - 2024-03-31 122,498 $11,520,000 -875
   SCOTIA CAPITAL INC. 164 - 2024-03-31 115,343 $10,847,000 59,789
   F3Logic LLC 17 - 2022-12-31 82,932 $7,505,000 -233,959
   Gallagher Benefit Services Inc. 17 - 2022-12-31 82,932 $7,505,000 0
   JANE STREET GROUP LLC 1034 - 2024-03-31 73,342 $6,897,000 -21,253
   Capital Investment Advisory Services LLC 31 - 2024-03-31 57,548 $5,412,000 29,651
   KFG WEALTH MANAGEMENT LLC 7 - 2024-03-31 54,180 $5,095,000 -964
   BANK OF MONTREAL /CAN/ 1083 - 2024-03-31 48,124 $4,529,000 2,803
   CITADEL ADVISORS LLC 1863 - 2024-03-31 41,672 $3,919,000 29,735
   Prime Capital Investment Advisors LLC 236 - 2024-03-31 40,179 $3,778,000 35,905
   MORGAN STANLEY 4088 - 2024-03-31 37,515 $3,528,000 29,102
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 484 - 2024-03-31 37,337 $3,511,000 37,311
   Advisor Group Holdings Inc. 1378 - 2024-03-31 32,673 $3,073,000 23,823
   Red Wave Investments LLC 26 - 2024-03-31 28,028 $2,636,000 -4,116
   UBS Group AG 2755 - 2024-03-31 27,277 $2,565,000 3,054
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1156 - 2024-03-31 24,939 $2,345,000 -4,161
   Trilogy Capital Inc. 131 - 2024-03-31 23,150 $2,177,000 -5,489
   EQIS CAPITAL MANAGEMENT, INC. 115 - 2024-03-31 21,771 $2,047,000 -950
   ROYAL BANK OF CANADA 2614 - 2024-03-31 18,519 $1,741,000 5,574
   Sharkey Howes & Javer 55 - 2024-03-31 15,629 $1,470,000 0
   WCG Wealth Advisors LLC 157 - 2024-03-31 14,575 $1,371,000 1,540
   JANNEY MONTGOMERY SCOTT LLC 1353 *New 2024-03-31 14,131 $1,329,000 14,131
   MERCER GLOBAL ADVISORS INC /ADV 847 - 2024-03-31 14,028 $1,319,000 -2,692
   Rockefeller Capital Management L.P. 1176 - 2024-03-31 13,273 $1,248,000 -167
   Aquire Wealth Advisors LLC 24 - 2024-03-31 12,710 $1,195,000 106
   Wealthcare Advisory Partners LLC 331 - 2024-03-31 12,424 $1,168,000 94
   ENVESTNET ASSET MANAGEMENT INC 2911 - 2024-03-31 12,364 $1,163,000 813
   MML INVESTORS SERVICES LLC 1371 - 2024-03-31 11,619 $1,093,000 2,079
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 125 - 2024-03-31 11,123 $1,046,000 -1,670
   COMMONWEALTH EQUITY SERVICES LLC. 2247 - 2024-03-31 10,199 $959,000 -2,071
   TrinityPoint Wealth LLC 138 - 2024-03-31 10,155 $955,000 -20
   Able Wealth Management LLC 29 - 2023-12-31 8,448 $786,000 0
   Trademark Financial Management LLC 50 - 2024-03-31 6,239 $587,000 1,150
   Claraphi Advisory Network LLC 124 *New 2022-12-31 6,178 $559,000 6,178
   Outlook Wealth Advisors LLC 128 - 2024-03-31 5,861 $551,000 1,402
   H D Vest Advisory Services 1061 - 2024-03-31 5,015 $472,000 1,467
   Jacobi Capital Management LLC 351 - 2024-03-31 3,997 $376,000 843
   Gallagher Fiduciary Advisors LLC 128 - 2024-03-31 3,955 $372,000 -454
   FINANCIAL NETWORK 2179 - 2024-03-31 3,625 $341,000 -515
   Private Advisor Group LLC 1810 - 2024-03-31 3,259 $306,000 -872
   Founders Financial Alliance LLC 208 - 2024-03-31 3,258 $306,000 -5
   HARBOUR INVESTMENTS INC. 709 - 2023-12-31 3,218 $300,000 0
   GUARDIAN CAPITAL ADVISORS LP 159 - 2024-03-31 2,404 $224,000 -100
   Banque Cantonale Vaudoise 582 - 2024-03-31 1,960 $184,000 0
   Financial Gravity Wealth Inc. 141 - 2024-03-31 1,283 $121,000 1,267
   Mascoma Wealth Management LLC 140 - 2024-03-31 870 $82,000 0
   Sunbelt Securities Inc. 776 - 2024-03-31 755 $71,000 0
   Clear Point Advisors Inc. 167 - 2024-03-31 705 $66,000 4
   Signature Resources Capital Management LLC 95 - 2024-03-31 510 $47,000 0
   PROEQUITIES INC. 1332 - 2024-03-31 375 $35,000 0
   PRIVATE TRUST CO NA 1254 - 2024-03-31 350 $33,000 0
   J P MORGAN CHASE & CO 4842 - 2024-03-31 316 $30,000 2
   Cape Investment Advisory Inc. 489 - 2023-12-31 267 $25,000 7
   Glass Jacobson Investment Advisors llc 511 *New 2024-03-31 159 $15,000 159
   COMERICA BANK 3130 - 2024-03-31 119 $11,000 0
   Venturi Wealth Management LLC 909 - 2024-03-31 119 $11,000 119
   Retirement Group LLC 464 - 2024-03-31 114 $11,000 3
   TUCKER ASSET MANAGEMENT LLC 512 - 2023-12-31 84 $8,000 0
   Farther Finance Advisors LLC 1842 - 2024-03-31 89 $8,000 -1
   Global Retirement Partners LLC 2316 - 2024-03-31 68 $6,000 68
   CWM LLC 3641 - 2024-03-31 49 $5,000 0
   Aptus Capital Advisors LLC 1097 *New 2024-03-31 34 $3,000 34
   BLACKROCK INC. 4867 *New 2024-03-31 6 $1,000 6
   HANSON MCCLAIN, INC. 3135 *New 2024-03-31 6 $1,000 6
   Goss Wealth Management LLC 3525 - 2024-03-31 10 $1,000 -77
   BerganKDV Wealth Management LLC 823 *Closed 2023-06-30 0 $0 -161
   RICHARDSON FINANCIAL SERVICES INC. 559 *New 2024-03-31 4 $0 4
   ADVISORY SERVICES NETWORK, LLC 2719 *Closed 2024-03-31 0 $0 -86
   FMR LLC 5213 - 2024-03-31 5 $0 -36
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3381 *Closed 2024-03-31 0 $0 -52
   WELLS FARGO & CO/MN 6476 - 2024-03-31 1 $0 -542
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6135 *Closed 2024-03-31 0 $0 -25,547
   Continuum Advisory LLC 1687 *New 2024-03-31 0 $0 0
   Investors Research Corp 1076 *Closed 2024-03-31 0 $0 -92
   Steward Partners Investment Advisory LLC 3531 *Closed 2024-03-31 0 $0 -181
  80 Records found
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