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Get Institutions for : 
Ishares Interest Rate Hedged 10 Plus Year Credit Bond Etf (CLYH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    4
Total shares held : 
 1,496,010  
% of shares held : 
 1.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 12,490  
% of shares held change : 
   0.01%  
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 :
6
 44,501
 2.97%
 
Increased Positions :
9
 156,562
 10.47%
 
Unchanged Positions :
7
 23,869
 1.6%
 
Decreased Positions :
9
-76,707
-5.13%
 
Closed Positions :
2
-111,866
-7.48%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2849 - 2024-03-31 690,531 $16,987,000 16,980
   Yeomans Consulting Group Inc. 7 *New 2024-03-31 557,213 $13,707,000 557,213
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7 *New 2024-03-31 218,198 $5,368,000 218,198
   Sound Income Strategies LLC 67 - 2024-03-31 214,759 $5,283,000 16,507
   LPL FINANCIAL CORP 2684 - 2024-03-31 66,132 $1,627,000 21,177
   Goodman Advisory Group LLC 41 *New 2024-03-31 65,588 $1,613,000 65,588
   JANE STREET GROUP LLC 2700 - 2024-03-31 55,493 $1,365,000 12,645
   Resources Investment Advisors Inc. 573 - 2024-03-31 32,465 $799,000 19,617
   YCMNET ADVISORS INC 129 - 2024-03-31 30,007 $738,000 143
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2263 - 2024-03-31 28,253 $695,000 12,660
   Trilogy Capital Inc. 193 *New 2024-03-31 21,820 $537,000 21,820
   MULTIFINANCIAL SECURITIES CORP 1576 *New 2024-03-31 20,805 $512,000 20,805
   Ameritas Advisory Services LLC 561 - 2024-03-31 19,626 $483,000 4,607
   STIFEL FINANCIAL CORP 2757 - 2024-03-31 15,335 $377,000 -366
   MML INVESTORS SERVICES LLC 1979 *New 2024-03-31 14,703 $362,000 14,703
   J.W. COLE ADVISORS INC. 687 - 2024-03-31 12,413 $305,000 -630
   ENVESTNET ASSET MANAGEMENT INC 3740 *New 2024-03-31 11,062 $272,000 11,062
   Buckingham Strategic Partners 491 - 2024-03-31 10,746 $264,000 126
   BANK OF AMERICA CORP /DE/ 4750 - 2024-03-31 10,699 $263,000 -40,141
   Advisor Group Holdings Inc. 3440 - 2024-03-31 10,630 $261,000 -3,130
   PRINCIPAL SECURITIES INC. 921 - 2024-03-31 10,146 $250,000 7,385
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2884 *New 2024-03-31 9,384 $231,000 9,384
   ROYAL BANK OF CANADA 4423 - 2024-03-31 5,568 $137,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2044 - 2024-03-31 2,060 $51,000 -10
   HARBOUR INVESTMENTS INC. 1457 *New 2023-12-31 2,050 $50,000 2,050
   UBS Group AG 5520 - 2024-03-31 1,213 $30,000 425
   TUCKER ASSET MANAGEMENT LLC 310 - 2023-12-31 1,213 $29,000 0
   Farther Finance Advisors LLC 1377 *New 2024-03-31 1,122 $28,000 1,122
   Retirement Group LLC 404 - 2024-03-31 598 $15,000 11
   NATIONAL BANK OF CANADA /FI/ 2029 - 2024-03-31 338 $8,000 0
   BANK OF MONTREAL /CAN/ 3244 - 2024-03-31 294 $7,000 0
   CWM LLC 3829 - 2024-03-31 133 $3,000 0
   Glass Jacobson Investment Advisors llc 657 *New 2024-03-31 103 $3,000 103
   FMR LLC 4534 - 2024-03-31 72 $2,000 0
   Connectus Wealth LLC 385 *Closed 2024-03-31 0 $0 -215,432
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5729 *Closed 2024-03-31 0 $0 -103,938
   CITADEL ADVISORS LLC 6010 *Closed 2024-03-31 0 $0 -10,499
   ADVISORY SERVICES NETWORK, LLC 2720 *Closed 2024-03-31 0 $0 -4,693
   WELLS FARGO & CO/MN 6397 - 2024-03-31 1 $0 -1
   PROEQUITIES INC. 5957 - 2024-03-31 0 $0 0
   Ronald Blue Trust Inc. 2386 *Closed 2024-03-31 0 $0 -33
   Kingsview Wealth Management LLC 1062 *Closed 2024-03-31 0 $0 -9,858
  42 Records found
  1    
  Page 1 of 1
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