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Get Institutions for : 
Ishares Edge High Yield Defensive Bond Etf (HYDB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 115    49
Total shares held : 
 3,783,277  
% of shares held : 
 42.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 2,154,175  
% of shares held change : 
   23.94%  
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 :
54
 798,178
 21.1%
 
Increased Positions :
35
 1,580,188
 41.77%
 
Unchanged Positions :
12
 35,834
 0.95%
 
Decreased Positions :
14
-160,421
-4.24%
 
Closed Positions :
5
-63,770
-1.69%
 
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
   Column Capital Advisors LLC 9 - 2023-09-30 691,365 $25,815,000 33,395
   LPL FINANCIAL CORP 1041 - 2024-03-31 345,295 $16,132,000 196,445
   AMERIPRISE FINANCIAL INC 1437 - 2024-03-31 338,399 $15,807,000 252,338
   TRUENORTH, INC. 2 - 2024-03-31 262,015 $12,241,000 10,714
   Cornerstone Planning Group LLC 7 - 2024-03-31 257,321 $11,945,000 28,734
   BANK OF AMERICA CORP /DE/ 2410 - 2024-03-31 230,509 $10,769,000 162,681
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 802 - 2024-03-31 211,942 $9,902,000 190,271
   Outlook Wealth Advisors LLC 7 - 2024-03-31 204,238 $9,542,000 64,916
   Cetera Investment Advisers 689 - 2024-03-31 201,213 $9,401,000 159,889
   MORGAN STANLEY 3364 - 2024-03-31 196,028 $9,158,000 23,217
   Hennion & Walsh Asset Management Inc. 28 - 2024-03-31 194,414 $9,083,000 28,573
   Advisory Resource Group 11 - 2024-03-31 135,610 $6,336,000 16,122
   MULTIFINANCIAL SECURITIES CORP 553 - 2024-03-31 81,529 $3,809,000 55,330
   Resources Investment Advisors Inc. 225 - 2024-03-31 81,040 $3,786,000 66,712
   MML INVESTORS SERVICES LLC 883 - 2024-03-31 61,761 $2,885,000 9,907
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 375 - 2024-03-31 56,989 $2,663,000 25,936
   Atomi Financial Group Inc. 91 - 2024-03-31 54,116 $2,528,000 36,016
   COMMONWEALTH EQUITY SERVICES LLC. 1647 - 2024-03-31 50,948 $2,380,000 37,991
   FINANCIAL NETWORK 1001 - 2024-03-31 44,567 $2,082,000 16,248
   Summit X LLC 44 - 2024-03-31 42,629 $1,992,000 619
   Avestar Capital LLC 87 - 2024-03-31 38,641 $1,805,000 24,439
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1332 - 2024-03-31 38,518 $1,800,000 30,188
   THRIVENT FINANCIAL FOR LUTHERANS 1435 - 2024-03-31 37,634 $1,758,000 20,529
   Continuum Advisory LLC 97 - 2024-03-31 34,267 $1,592,000 3,438
   HIGHTOWER ADVISORS, LLC 1529 - 2024-03-31 33,508 $1,557,000 24,074
   THOROUGHBRED FINANCIAL SERVICES LLC 171 - 2024-03-31 25,549 $1,193,000 2,723
   STIFEL FINANCIAL CORP 2131 - 2024-03-31 23,101 $1,079,000 5,725
   FINANCIAL ADVISORY CORP /UT/ /ADV 48 - 2024-03-31 22,149 $1,035,000 1,920
   FFG RETIREMENT ADVISORS LLC 38 - 2024-03-31 20,925 $978,000 2,096
   Armor Investment Advisors LLC 61 - 2024-03-31 16,599 $775,000 487
   Apollon Wealth Management LLC 546 - 2024-03-31 16,276 $760,000 3,271
   Equitable Holdings Inc. 720 - 2024-03-31 14,268 $667,000 2,551
   COOK WEALTH MANAGEMENT GROUP LLC 30 - 2024-03-31 12,898 $596,000 1,207
   ADVISORY SERVICES NETWORK, LLC 951 - 2024-03-31 10,848 $507,000 10,257
   Sowell Financial Services LLC 444 - 2024-03-31 10,844 $507,000 688
   TBH Global Asset Management LLC 159 - 2024-03-31 10,460 $489,000 25
   Capital Investment Advisors LLC 401 - 2024-03-31 10,073 $471,000 4,558
   Foundations Investment Advisors LLC 479 - 2024-03-31 9,976 $466,000 598
   ROYAL BANK OF CANADA 3640 - 2024-03-31 8,076 $377,000 8,022
   Integrated Advisors Network LLC 535 - 2024-03-31 7,884 $368,000 135
   Dynamic Advisors Solutions LLC 715 - 2024-03-31 7,301 $341,000 1,529
   Glass Jacobson Investment Advisors llc 169 - 2024-03-31 7,206 $337,000 866
   SEAMOUNT FINANCIAL GROUP INC 70 - 2024-03-31 7,139 $334,000 175
   Copperleaf Capital LLC 77 - 2024-03-31 5,550 $259,000 250
   Absolute Capital Management LLC 91 - 2024-03-31 5,274 $246,000 469
   Aptus Capital Advisors LLC 744 - 2024-03-31 3,296 $154,000 3,262
   ICA Group Wealth Management LLC 321 - 2024-03-31 3,203 $150,000 868
   COMERICA BANK 2441 - 2024-03-31 2,856 $133,000 2,304
   Sunbelt Securities Inc. 736 - 2024-03-31 1,825 $85,000 792
   Steward Partners Investment Advisory LLC 1853 - 2024-03-31 1,769 $83,000 1,331
   UBS Group AG 5115 - 2024-03-31 1,763 $82,000 1,763
   CREATIVE FINANCIAL DESIGNS INC /ADV 657 - 2024-03-31 1,395 $65,000 69
   HARBOUR INVESTMENTS INC. 1347 - 2023-12-31 1,372 $63,000 807
   AdvisorNet Financial Inc 750 - 2024-03-31 1,311 $61,000 54
   Global Retirement Partners LLC 1648 - 2024-03-31 609 $28,000 183
   ANCORA ADVISORS, LLC 1294 - 2024-03-31 162 $8,000 20
  56 Records found
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