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Get Institutions for : 
Iq Ultra Short Duration Etf (ULTR)  
$47.96 0.00 (0.00%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 271,814  
% of shares held : 
 3.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -74,361  
% of shares held change : 
   -0.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.50  
Last Quarter's Ending Price : 
 $47.86  
Last Quarter's Average Price : 
 $47.74  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (0.46%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 37,261
 13.71%
 
Increased Positions :
1
 2,045
 0.75%
 
Unchanged Positions :
4
 26,065
 9.59%
 
Decreased Positions :
12
-113,667
-41.82%
 
Closed Positions :
0
0
0%
 
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
   1776 WEALTH LLC 10 - 2024-03-31 90,158 $4,332,000 -1,044
   GTS SECURITIES LLC 492 - 2024-03-31 24,474 $1,176,000 17,822
   JANE STREET GROUP LLC 2893 - 2024-03-31 24,097 $1,158,000 9,868
   CITADEL ADVISORS LLC 2972 - 2024-03-31 22,831 $1,097,000 5,168
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2783 - 2024-03-31 17,331 $833,000 4,464
   ROYAL BANK OF CANADA 3471 - 2024-03-31 10,190 $490,000 -3,226
   LPL FINANCIAL CORP 3906 - 2024-03-31 8,119 $390,000 14
   Capstone Triton Financial Group LLC 86 - 2024-03-31 6,807 $327,000 -4,959
   ADVISORY SERVICES NETWORK, LLC 1243 - 2024-03-31 5,055 $243,000 0
   Transcendent Capital Group LLC 82 *New 2024-03-31 4,937 $237,000 4,937
   BANK OF MONTREAL /CAN/ 2805 - 2024-03-31 2,634 $127,000 -752
   UBS Group AG 6693 *New 2024-03-31 49 $2,000 49
   Atlas Wealth LLC 78 *Closed 2024-03-31 0 $0 -11,025
   J P MORGAN CHASE & CO 5598 *Closed 2024-03-31 0 $0 -84
   Advisor Group Holdings Inc. 6695 *Closed 2024-03-31 0 $0 -37
   PROEQUITIES INC. 6953 - 2024-03-31 0 $0 0
   V Wealth ManagementLLC 303 *Closed 2023-09-30 0 $0 -11,207
   WCG Wealth Advisors LLC 295 *Closed 2024-03-31 0 $0 -37,261
   TFB Advisors LLC 267 *Closed 2024-03-31 0 $0 -6,882
   Walkner Condon Financial Advisors LLC 276 *Closed 2024-03-31 0 $0 -9,985
   Integrated Wealth Concepts LLC 1696 *Closed 2024-03-31 0 $0 -22,199
  21 Records found
  1    
  Page 1 of 1
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