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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   Goodman Advisory Group LLC 41 *New 2024-03-31 65,588 $1,613,000 65,588
   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
   MML INVESTORS SERVICES LLC 1979 *New 2024-03-31 14,703 $362,000 14,703
   ENVESTNET ASSET MANAGEMENT INC 3740 *New 2024-03-31 11,062 $272,000 11,062
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2884 *New 2024-03-31 9,384 $231,000 9,384
   HARBOUR INVESTMENTS INC. 1457 *New 2023-12-31 2,050 $50,000 2,050
   Farther Finance Advisors LLC 1377 *New 2024-03-31 1,122 $28,000 1,122
   Glass Jacobson Investment Advisors llc 657 *New 2024-03-31 103 $3,000 103

  11 Records found
  1    
  Page 1 of 1
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