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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: 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
   CAPTRUST FINANCIAL ADVISORS 170 *New 2024-03-31 608,492 $28,429,000 608,492
   Column Capital Advisors LLC 9 - 2023-09-30 691,365 $25,815,000 33,395
   ENVESTNET ASSET MANAGEMENT INC 1002 - 2024-03-31 517,394 $24,173,000 -83,320
   STATE OF NEW JERSEY COMMON PENSION FUND D 260 *New 2024-03-31 500,000 $23,360,000 500,000
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 252 *New 2024-03-31 298,161 $13,930,000 298,161
   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
   CWM LLC 264 - 2024-03-31 255,075 $11,917,000 -46,764
   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
   Arden Trust Co 24 *New 2024-03-31 196,887 $9,199,000 196,887
   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
   Advisor Group Holdings Inc. 1253 - 2024-03-31 77,712 $3,631,000 -46,900
   Cetera Investment Advisers 440 - 2024-03-31 75,117 $3,509,000 33,793
   Insight Wealth Strategies LLC 51 *New 2024-03-31 69,265 $3,236,000 69,265
   Triad Wealth Partners LLC 14 - 2024-03-31 63,983 $2,989,000 0
   Oxinas Partners Wealth Management LLC 14 - 2024-03-31 63,539 $2,969,000 -4,305
   MML INVESTORS SERVICES LLC 883 - 2024-03-31 61,761 $2,885,000 9,907
   Betterment LLC 129 *New 2024-03-31 61,061 $2,853,000 61,061
   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
   Kestra Advisory Services LLC 798 *New 2024-03-31 50,538 $2,361,000 50,538
   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
   Sontag Advisory LLC 198 *New 2024-03-31 42,343 $1,978,000 42,343
   Private Advisor Group LLC 814 *New 2024-03-31 42,259 $1,974,000 42,259
   Legacy Financial Group LLC 38 *New 2024-03-31 41,446 $1,936,000 41,446
   COTTONWOOD CAPITAL ADVISORS LLC 20 *New 2024-03-31 42,185 $1,928,000 42,185
   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
   J P MORGAN CHASE & CO 3089 - 2024-03-31 35,205 $1,645,000 -24,899
   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
   GM Advisory Group Inc. 115 *New 2024-03-31 20,623 $964,000 20,623
   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
   WEALTHSOURCE PARTNERS LLC 236 *New 2023-12-31 16,370 $756,000 16,370
   Envestnet Portfolio Solutions Inc. 962 - 2024-03-31 15,568 $727,000 -59,599
   Equitable Holdings Inc. 720 - 2024-03-31 14,268 $667,000 2,551
   Kingsview Wealth Management LLC 595 - 2024-03-31 14,206 $664,000 -100
   COOK WEALTH MANAGEMENT GROUP LLC 30 - 2024-03-31 12,898 $596,000 1,207
   Strategic Blueprint LLC 356 - 2024-03-31 11,928 $557,000 -1,968
   JANNEY MONTGOMERY SCOTT LLC 1940 - 2024-03-31 11,318 $529,000 -13,944
   Cedar Point Capital Partners LLC 35 - 2023-12-31 11,058 $511,000 0
   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
   Claro Advisors LLC 242 *New 2024-03-31 10,231 $478,000 10,231
   Capital Investment Advisors LLC 401 - 2024-03-31 10,073 $471,000 4,558
   POM Investment Strategies LLC 20 - 2024-03-31 10,065 $470,000 0
   Foundations Investment Advisors LLC 479 - 2024-03-31 9,976 $466,000 598
   REGAL INVESTMENT ADVISORS, LLC 376 - 2024-03-31 9,691 $453,000 -2,167
   H D Vest Advisory Services 1091 *New 2024-03-31 9,614 $449,000 9,614
   Prime Capital Investment Advisors LLC 649 *New 2024-03-31 9,572 $447,000 9,572
   PARK AVENUE SECURITIES LLC 1021 - 2024-03-31 9,162 $428,000 -22,840
   BANK OF NEW YORK MELLON CORP 3547 - 2024-03-31 8,988 $420,000 -12,094
   WATERSHED PRIVATE WEALTH LLC 83 *New 2024-03-31 8,708 $407,000 8,708
   Tennessee Valley Asset Management Partners 85 *New 2024-03-31 8,605 $402,000 8,605
   SAX WEALTH ADVISORS LLC 131 *New 2024-03-31 8,476 $396,000 8,476
   Fermata Advisors LLC 129 - 2024-03-31 8,233 $385,000 -42,415
   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
   Savvy Advisors Inc. 134 *New 2024-03-31 7,870 $368,000 7,870
   Matthew Goff Investment Advisor LLC 79 - 2024-03-31 7,346 $343,000 0
   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
   AE Wealth Management LLC 933 - 2024-03-31 6,814 $318,000 -15,281
   Madrona Financial Services LLC 67 - 2024-03-31 6,165 $288,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 393 - 2024-03-31 5,544 $259,000 -903
   Copperleaf Capital LLC 77 - 2024-03-31 5,550 $259,000 250
   Mutual Advisors LLC 930 *New 2024-03-31 5,421 $253,000 5,421
   Absolute Capital Management LLC 91 - 2024-03-31 5,274 $246,000 469
   PEAPACK GLADSTONE FINANCIAL CORP 611 *New 2024-03-31 5,150 $241,000 5,150
   GOLDMAN SACHS GROUP INC/ 4184 *New 2024-03-31 5,128 $240,000 5,128
   Balanced Rock Investment Advisor 84 *New 2024-03-31 4,690 $219,000 4,690
   Focus Financial Network Inc. 587 - 2024-03-31 4,569 $209,000 0
   Prosperity Consulting Group LLC 311 *New 2024-03-31 4,405 $206,000 4,405
   Ascent Group LLC 486 - 2024-03-31 4,329 $202,000 -514
   Aptus Capital Advisors LLC 744 - 2024-03-31 3,296 $154,000 3,262
   US BANCORP 2132 - 2024-03-31 3,277 $153,000 -9,522
   HANSON MCCLAIN, INC. 870 - 2024-03-31 3,207 $150,000 -27
   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
   Geneos Wealth Management Inc. 855 *New 2024-03-31 2,091 $98,000 2,091
   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
  100 Records found
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