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Get Institutions for : 
Ishares Edge Us Fixed Income Balanced Risk ETF (FIBR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    6
Total shares held : 
 367,405  
% of shares held : 
 28.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 16,816  
% of shares held change : 
   1.29%  
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 :
0
 0
 0%
 
Increased Positions :
7
 53,136
 14.46%
 
Unchanged Positions :
11
 16,884
 4.6%
 
Decreased Positions :
8
-13,025
-3.55%
 
Closed Positions :
6
-23,295
-6.34%
 
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
   BLACKROCK INC. 3072 - 2024-03-31 162,801 $14,004,000 0
   AMERIPRISE FINANCIAL INC 1849 - 2024-03-31 102,756 $8,826,000 24,901
   JANE STREET GROUP LLC 1594 - 2024-03-31 41,483 $3,568,000 -24,461
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 222 - 2024-03-31 9,192 $791,000 -502
   ROYAL BANK OF CANADA 3226 - 2024-03-31 8,299 $714,000 915
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2548 - 2024-03-31 5,453 $469,000 0
   BANK OF MONTREAL /CAN/ 2217 - 2024-03-31 4,615 $397,000 683
   MULTIFINANCIAL SECURITIES CORP 1803 - 2024-03-31 4,220 $363,000 266
   Investment Advisory Group LLC 102 - 2024-03-31 4,122 $355,000 -173
   Quadcap Wealth Management LLC 267 - 2024-03-31 3,637 $313,000 0
   Patriot Investment Management Inc. 206 - 2024-03-31 3,598 $309,000 -318
   BANK OF AMERICA CORP /DE/ 4672 - 2024-03-31 3,495 $301,000 40
   LPL FINANCIAL CORP 4176 - 2024-03-31 3,185 $274,000 -977
   CENTAURUS FINANCIAL INC. 530 *New 2024-03-31 3,147 $271,000 3,147
   ROBINSON SMITH WEALTH ADVISORS LLC 72 - 2024-03-31 2,586 $222,000 -1,042
   Cetera Investment Advisers 1612 - 2024-03-31 2,533 $218,000 -107
   Advisor Group Holdings Inc. 3927 - 2024-03-31 1,667 $143,000 1
   Spire Wealth Management 1386 - 2024-03-31 356 $31,000 3
   UBS Group AG 5529 - 2024-03-31 353 $30,000 353
   VALLEY NATIONAL ADVISERS INC 578 - 2024-03-31 174 $14,000 0
   CWM LLC 3369 - 2024-03-31 105 $9,000 0
   Sunbelt Securities Inc. 1481 - 2024-03-31 22 $2,000 0
   Farther Finance Advisors LLC 2797 - 2024-03-31 9 $1,000 -1
   WELLS FARGO & CO/MN 6010 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6114 *Closed 2024-03-31 0 $0 -2,319
   PROEQUITIES INC. 7699 - 2024-03-31 0 $0 0
   AdvisorNet Financial Inc 2231 - 2024-03-31 1 $0 0
   MORGAN STANLEY 7805 - 2024-03-31 5 $0 0
  28 Records found
  1    
  Page 1 of 1
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