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Get Institutions for : 
Ishares Yield Optimized Bond (BYLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    8
Total shares held : 
 2,245,069  
% of shares held : 
 29.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 763,139  
% of shares held change : 
   10.18%  
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 :
12
 486,293
 21.66%
 
Increased Positions :
20
 393,141
 17.51%
 
Unchanged Positions :
6
 24,301
 1.08%
 
Decreased Positions :
12
-86,902
-3.87%
 
Closed Positions :
4
-29,393
-1.31%
 
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
   Atlas Private Wealth Management 3 - 2024-03-31 377,165 $8,434,000 20,076
   Systelligence LLC 25 - 2024-03-31 361,479 $8,083,000 755
   LPL FINANCIAL CORP 1552 - 2024-03-31 312,206 $6,981,000 175,988
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1045 - 2024-03-31 262,935 $5,879,000 73,110
   Sigma Planning Corp 125 *New 2024-03-31 220,884 $4,939,000 220,884
   RAYMOND JAMES & ASSOCIATES 1666 - 2024-03-31 198,475 $4,438,000 185,116
   Harwood Advisory Group LLC 30 - 2024-03-31 154,511 $3,455,000 -8,968
   BB&T CORP 1088 - 2024-03-31 133,397 $2,983,000 19,168
   BANK OF AMERICA CORP /DE/ 3412 - 2024-03-31 124,372 $2,781,000 76,670
   LWM Advisory Services LLC 12 - 2024-03-31 118,284 $2,645,000 21,404
   Advisor Group Holdings Inc. 1635 - 2024-03-31 96,361 $2,155,000 49,516
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 42 - 2024-03-31 87,864 $1,965,000 61,325
   GREAT VALLEY ADVISOR GROUP INC. 282 - 2024-03-31 87,601 $1,959,000 68,514
   HANSON MCCLAIN, INC. 324 - 2024-03-31 81,327 $1,818,000 18,037
   JANE STREET GROUP LLC 2399 - 2024-03-31 78,385 $1,753,000 30,757
   KPP Advisory Services LLC 62 *New 2024-03-31 61,001 $1,364,000 61,001
   MARINER WEALTH ADVISORS, LLC 1315 - 2024-03-31 60,417 $1,351,000 27,163
   ASSET MANAGEMENT GROUP, INC. 80 - 2024-03-31 55,136 $1,233,000 -511
   J P MORGAN CHASE & CO 3238 - 2024-03-31 55,138 $1,233,000 10,146
   Savvy Advisors Inc. 35 - 2024-03-31 47,573 $1,064,000 33,398
   Elevated Capital Advisors LLC 92 - 2024-03-31 43,912 $982,000 966
   Richard W. Paul & Associates LLC 70 - 2024-03-31 41,959 $938,000 4,337
   Birchcreek Wealth Management LLC 50 - 2024-03-31 39,976 $894,000 9,166
   Dynamic Advisors Solutions LLC 590 - 2024-03-31 23,317 $521,000 4,278
   Atria Wealth Solutions Inc. 1246 *New 2024-03-31 22,707 $508,000 22,707
   ENVESTNET ASSET MANAGEMENT INC 3436 - 2024-03-31 21,204 $474,000 1,469
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3605 - 2024-03-31 19,488 $436,000 -32,963
   SYM FINANCIAL CORPORATION 54 - 2024-03-31 18,152 $406,000 531
   Private Advisor Group LLC 1747 *New 2024-03-31 15,309 $342,000 15,309
   Stonebridge Capital Advisors LLC 165 - 2024-03-31 14,980 $335,000 1,830
   AdvisorNet Financial Inc 368 - 2024-03-31 14,980 $335,000 1,830
   Vantage Financial Partners LLC 108 - 2024-03-31 13,644 $305,000 -957
   Arkadios Wealth Advisors 544 *New 2024-03-31 13,177 $295,000 13,177
   Altman Advisors Inc. 94 - 2024-03-31 12,338 $275,000 -1,992
   COMMONWEALTH EQUITY SERVICES LLC. 3464 - 2024-03-31 10,323 $231,000 1,121
   ROYAL BANK OF CANADA 4046 - 2024-03-31 10,085 $225,000 -12,637
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 362 *New 2024-03-31 9,438 $211,000 9,438
   HARTLINE INVESTMENT CORP/ 362 *New 2024-03-31 9,438 $211,000 9,438
   PRINCIPAL SECURITIES INC. 1054 - 2024-03-31 7,774 $174,000 534
   Mendota Financial Group LLC 168 *New 2024-03-31 2,339 $52,000 2,339
   BANK OF MONTREAL /CAN/ 3027 - 2024-03-31 2,133 $48,000 44
   Retirement Group LLC 248 - 2024-03-31 2,000 $45,000 500
   DELTA ASSET MANAGEMENT LLC/TN 350 - 2024-03-31 1,000 $22,000 0
   HHM Wealth Advisors LLC 418 - 2024-03-31 858 $19,000 0
   UBS Group AG 5778 - 2024-03-31 721 $16,000 721
   Davis Capital Management 201 - 2024-03-31 614 $14,000 -126
   Goss Wealth Management LLC 2733 - 2024-03-31 637 $14,000 593
   CWM LLC 3205 - 2024-03-31 534 $12,000 -287
   QUADRANT CAPITAL GROUP LLC 2069 *New 2024-03-31 500 $11,000 500
   Moisand Fitzgerald Tamayo LLC 325 - 2024-03-31 386 $9,000 0
   Householder Group Estate & Retirement Specialist L 861 - 2024-03-31 375 $8,000 0
   MORGAN STANLEY 6679 - 2024-03-31 200 $4,000 -1
   Able Wealth Management LLC 424 - 2023-12-31 116 $3,000 0
   Global Retirement Partners LLC 2745 - 2024-03-31 89 $2,000 0
   FMR LLC 5001 - 2024-03-31 1 $0 0
   WELLS FARGO & CO/MN 6089 - 2024-03-31 0 $0 -1
   LINCOLN NATIONAL CORP 1208 *Closed 2024-03-31 0 $0 -16,950
   PROSPERA FINANCIAL SERVICES 1070 *Closed 2023-12-31 0 $0 -17,370
   LOOMIS SAYLES & CO L P 797 *Closed 2024-03-31 0 $0 -840
   PROEQUITIES INC. 7115 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6374 *Closed 2024-03-31 0 $0 -34,996
   AE Wealth Management LLC 1835 *Closed 2024-03-31 0 $0 -38,597
  62 Records found
  1    
  Page 1 of 1
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