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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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1045 - 2024-03-31 262,935 $5,879,000 73,110
   Sigma Planning Corp *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 - 2023-12-31 163,479 $3,667,000 -14,336
   LPL FINANCIAL CORP 2047 - 2023-12-31 136,218 $3,055,000 42,272
   BB&T CORP 1129 - 2023-12-31 114,229 $2,562,000 -4,676
   LWM Advisory Services LLC 11 - 2023-12-31 96,880 $2,173,000 -23,559
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 42 - 2024-03-31 87,864 $1,965,000 61,325
   HANSON MCCLAIN, INC. 324 - 2024-03-31 81,327 $1,818,000 18,037
   ASSET MANAGEMENT GROUP, INC. 76 - 2023-12-31 55,647 $1,248,000 -2,147
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2555 *New 2023-12-31 52,451 $1,176,000 52,451
   BANK OF AMERICA CORP /DE/ 3964 - 2023-12-31 47,702 $1,070,000 36,106
   JANE STREET GROUP LLC 3116 - 2023-12-31 47,628 $1,068,000 -37,638
   Advisor Group Holdings Inc. 2454 - 2023-12-31 46,845 $1,051,000 -2,048
   J P MORGAN CHASE & CO 3314 - 2023-12-31 44,992 $1,009,000 9,849
   Elevated Capital Advisors LLC 92 - 2024-03-31 43,912 $982,000 966
   Birchcreek Wealth Management LLC - 2024-03-31 39,976 $894,000 9,166
   AE Wealth Management LLC 1203 - 2023-12-31 38,597 $861,000 542
   Richard W. Paul & Associates LLC - 2023-12-31 37,622 $844,000 398
   CITADEL ADVISORS LLC 3156 - 2023-12-31 34,996 $785,000 14,303
   MARINER WEALTH ADVISORS, LLC 1643 - 2023-12-31 33,254 $746,000 7,619
   Dynamic Advisors Solutions LLC 590 - 2024-03-31 23,317 $521,000 4,278
   ROYAL BANK OF CANADA 3636 - 2023-12-31 22,722 $510,000 3,159
   ENVESTNET ASSET MANAGEMENT INC 3370 - 2023-12-31 19,735 $443,000 399
   GREAT VALLEY ADVISOR GROUP INC. 492 *New 2023-12-31 19,087 $428,000 19,087
   SYM FINANCIAL CORPORATION 57 - 2023-12-31 17,621 $395,000 -358
   Private Advisor Group LLC *New 2024-03-31 15,309 $342,000 15,309
   AdvisorNet Financial Inc 368 - 2024-03-31 14,980 $335,000 1,830
   Altman Advisors Inc. 95 *New 2023-12-31 14,330 $321,000 14,330
   Savvy Advisors Inc. 102 - 2023-12-31 14,175 $318,000 0
   Vantage Financial Partners LLC - 2024-03-31 13,644 $305,000 -957
   Arkadios Wealth Advisors *New 2024-03-31 13,177 $295,000 13,177
   Stonebridge Capital Advisors LLC 165 - 2023-12-31 13,150 $295,000 2,900
   COMMONWEALTH EQUITY SERVICES LLC. 3464 - 2024-03-31 10,323 $231,000 1,121
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv *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. 983 - 2023-12-31 7,240 $162,000 0
   Mendota Financial Group LLC 168 *New 2024-03-31 2,339 $52,000 2,339
   BANK OF MONTREAL /CAN/ 3019 *New 2023-12-31 2,089 $47,000 2,089
   Retirement Group LLC - 2024-03-31 2,000 $45,000 500
   DELTA ASSET MANAGEMENT LLC/TN 353 - 2023-12-31 1,000 $22,000 0
   HHM Wealth Advisors LLC 411 - 2023-12-31 858 $19,000 -127
   LOOMIS SAYLES & CO L P 639 *New 2023-12-31 840 $19,000 840
   Davis Capital Management 201 - 2024-03-31 614 $14,000 -126
   CWM LLC 3205 - 2024-03-31 534 $12,000 -287
   Moisand Fitzgerald Tamayo LLC 325 - 2024-03-31 386 $9,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 375 $8,000 0
   MORGAN STANLEY 6586 - 2023-12-31 201 $5,000 2
   Able Wealth Management LLC 424 - 2023-12-31 116 $3,000 0
   Global Retirement Partners LLC 2745 - 2024-03-31 89 $2,000 0
   Goss Wealth Management LLC 3481 *New 2023-12-31 44 $1,000 44
   LINCOLN NATIONAL CORP *Closed 2024-03-31 0 $0 -16,950
   PROSPERA FINANCIAL SERVICES 1070 *Closed 2023-12-31 0 $0 -17,370
   WELLS FARGO & CO/MN 6265 - 2023-12-31 1 $0 1
   FMR LLC 4929 *New 2023-12-31 1 $0 1
   MATRIX PRIVATE CAPITAL GROUP LLC 157 *Closed 2023-12-31 0 $0 -157
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 7954 *Closed 2023-12-31 0 $0 -251
  60 Records found
  1    
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