Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Emerging Markets High Yield Bond Etf (EMHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    6
Total shares held : 
 4,899,035  
% of shares held : 
 6.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -351,715  
% of shares held change : 
   -0.5%  
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 :
2
 14,396
 0.29%
 
Increased Positions :
24
 202,572
 4.13%
 
Unchanged Positions :
19
 26,981
 0.55%
 
Decreased Positions :
30
-152,336
-3.11%
 
Closed Positions :
8
-416,347
-8.5%
 
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
   Sound Income Strategies LLC 9 - 2024-03-31 956,763 $35,840,000 17,622
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 195 - 2024-03-31 633,424 $23,728,000 70,242
   ENVESTNET ASSET MANAGEMENT INC 1177 - 2023-12-31 426,350 $15,498,000 6,706
   GATEWAY ADVISORY, LLC 6 - 2023-12-31 284,167 $10,329,000 14,116
   WELLS FARGO & CO/MN 1579 - 2024-03-31 249,418 $9,343,000 178,756
   Empowered Funds LLC 138 *New 2024-03-31 247,500 $9,222,000 247,500
   LPL FINANCIAL CORP 1388 - 2024-03-31 245,667 $9,203,000 -3,615
   Bank Julius Baer & Co. Ltd Zurich 160 - 2023-12-31 230,916 $8,394,000 -2,723
   Vontobel Holding Ltd. 224 - 2024-03-31 219,672 $8,229,000 4,693
   UBS Group AG 1707 - 2023-12-31 189,644 $6,894,000 -24,740
   BANK OF AMERICA CORP /DE/ 2810 - 2023-12-31 154,571 $5,619,000 3,740
   Cercano Management LLC 78 *New 2024-03-31 138,000 $5,169,000 138,000
   MORGAN STANLEY 3833 - 2023-12-31 138,707 $5,042,000 -29,172
   Betterment LLC 122 - 2024-03-31 85,126 $3,189,000 22,474
   Resources Investment Advisors Inc. 255 - 2024-03-31 83,292 $3,120,000 24,403
   MERCER GLOBAL ADVISORS INC /ADV 610 - 2023-12-31 82,661 $3,005,000 -6,549
   AE Wealth Management LLC 801 - 2023-12-31 74,097 $2,685,000 5,449
   MML INVESTORS SERVICES LLC 878 - 2023-12-31 72,315 $2,629,000 3,868
   BB&T CORP 1136 - 2023-12-31 69,492 $2,526,000 -1,095
   MT LUCAS MANAGEMENT CORP 51 - 2024-03-31 67,218 $2,518,000 -571
   Toroso Investments LLC 317 - 2023-12-31 62,800 $2,283,000 11,457
   AMERIPRISE FINANCIAL INC 2742 - 2023-12-31 61,416 $2,232,000 17,885
   Apollon Wealth Management LLC 291 - 2024-03-31 53,079 $1,988,000 2,874
   PROEQUITIES INC. 172 - 2024-03-31 50,986 $1,910,000 -34
   FOCUS Wealth Advisors LLC 30 *New 2024-03-31 48,623 $1,821,000 48,623
   ROYAL BANK OF CANADA 2710 - 2023-12-31 44,458 $1,616,000 -465
   BANK OF NEW YORK MELLON CORP 2943 - 2024-03-31 38,174 $1,430,000 2,335
   GUGGENHEIM CAPITAL LLC 997 - 2023-12-31 38,069 $1,384,000 5,220
   Nilsine Partners LLC 135 - 2024-03-31 36,050 $1,350,000 -1,580
   Cetera Investment Advisers 958 - 2023-12-31 36,179 $1,315,000 -1,868
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1537 - 2024-03-31 34,997 $1,311,000 1,146
   Advisory Alpha LLC 150 - 2024-03-31 27,714 $1,038,000 1,245
   Belpointe Asset Management LLC 251 *New 2024-03-31 27,576 $1,033,000 27,576
   Advisor Group Holdings Inc. 2360 - 2024-03-31 25,576 $958,000 -36,716
   COMMONWEALTH EQUITY SERVICES LLC. 2319 - 2024-03-31 23,665 $887,000 142
   MARINER WEALTH ADVISORS, LLC 1524 - 2023-12-31 24,058 $875,000 -2,936
   PRUDENTIAL FINANCIAL INC 1897 - 2023-12-31 23,677 $861,000 8,073
   MONTICELLO WEALTH MANAGEMENT LLC 128 - 2024-03-31 19,002 $712,000 -7,139
   Envestnet Portfolio Solutions Inc. 1028 - 2024-03-31 16,484 $617,000 -346
   Atria Wealth Solutions Inc. 1140 - 2023-12-31 15,337 $557,000 5,720
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 708 *New 2023-12-31 14,382 $523,000 14,382
   PARK AVENUE SECURITIES LLC 941 - 2024-03-31 13,336 $500,000 284
   Snowden Capital Advisors LLC 703 - 2023-12-31 12,946 $471,000 -163
   FINANCIAL NETWORK 2084 - 2023-12-31 10,310 $375,000 2,830
   High Net Worth Advisory Group LLC 139 - 2024-03-31 10,000 $375,000 0
   AlphaCentric Advisors LLC 95 - 2024-03-31 9,669 $362,000 -483
   Concurrent Investment Advisors LLC 622 - 2024-03-31 9,560 $358,000 0
   Lumature Wealth Partners LLC 93 - 2023-06-30 9,560 $336,000 0
   New Insight Wealth Advisors 59 - 2024-03-31 8,150 $305,000 -2,052
   Alternative Investment Advisors LLC. 44 - 2023-09-30 8,429 $287,000 0
   SG AMERICAS SECURITIES LLC 1457 - 2024-03-31 7,612 $285,000 0
   McAdam LLC 246 - 2024-03-31 7,186 $269,000 -489
   VIAWEALTH LLC 141 - 2024-03-31 6,748 $253,000 -3,662
   RAYMOND JAMES & ASSOCIATES 3552 *New 2024-03-31 5,468 $205,000 5,468
   IFP Advisors Inc 960 - 2023-12-31 5,117 $186,000 1
   Aspect Partners LLC 74 - 2023-12-31 4,414 $160,000 0
   HORIZON FINANCIAL SERVICES LLC 54 *New 2024-03-31 3,896 $146,000 3,896
   COMERICA BANK 2416 - 2023-12-31 3,484 $127,000 -21
   PROVENCE WEALTH MANAGEMENT GROUP 186 - 2023-12-31 2,500 $91,000 0
   ICA Group Wealth Management LLC 392 - 2023-12-31 2,357 $86,000 2,357
   Sunbelt Securities Inc. 738 - 2024-03-31 2,277 $85,000 25
   Allspring Global Investments Holdings LLC 1906 - 2024-03-31 1,700 $64,000 0
   Investors Research Corp 481 - 2024-03-31 1,589 $60,000 0
   Qube Research & Technologies Ltd 2855 - 2023-12-31 1,596 $58,000 0
   NATIONAL BANK OF CANADA /FI/ 1565 - 2023-12-31 1,537 $55,000 0
   Park Place Capital Corp 393 - 2024-03-31 1,333 $50,000 -1,332
   Steward Partners Investment Advisory LLC 2001 - 2023-12-31 1,325 $48,000 0
   Geneos Wealth Management Inc. 1132 - 2024-03-31 1,126 $42,000 -14
   PNC FINANCIAL SERVICES GROUP INC 3391 - 2024-03-31 553 $21,000 1
   Compagnie Lombard Odier SCA 407 - 2024-03-31 530 $20,000 0
   DELTA ASSET MANAGEMENT LLC/TN 400 - 2023-12-31 421 $15,000 0
   CWM LLC 3073 *New 2024-03-31 400 $15,000 400
   Beacon Capital Management LLC 449 - 2023-12-31 390 $13,000 0
   FTB Advisors Inc. 1574 - 2024-03-31 277 $10,000 0
   BLACKROCK INC. 4766 - 2024-03-31 279 $10,000 0
   Cornerstone Planning Group LLC 552 - 2024-03-31 112 $4,000 0
   Pflug Koory LLC 369 - 2024-03-31 107 $4,000 0
   Semmax Financial Advisors Inc. 278 - 2023-12-31 91 $3,000 -3,802
   Iron Horse Wealth Management LLC 295 - 2024-03-31 70 $3,000 0
   TSFG LLC 672 - 2024-03-31 46 $2,000 0
   Aspire Private Capital LLC 592 - 2024-03-31 66 $2,000 0
   TUCKER ASSET MANAGEMENT LLC 792 - 2023-12-31 59 $2,000 0
   PRINCIPAL SECURITIES INC. 2899 *New 2024-03-31 49 $2,000 49
   Global Retirement Partners LLC 2793 - 2024-03-31 45 $2,000 0
   FMR LLC 4617 - 2023-12-31 20 $1,000 0
   FLOW TRADERS U.S. LLC 768 *Closed 2023-12-31 0 $0 -65,112
   Eschler Asset Management LLP 76 *Closed 2023-12-31 0 $0 -7,930
   TOWER RESEARCH CAPITAL LLC 5676 - 2023-12-31 5 $0 3
   Stonebridge Capital Advisors LLC 360 *Closed 2023-12-31 0 $0 -434
   Goss Wealth Management LLC 3685 *Closed 2023-12-31 0 $0 -4,607
   JANE STREET GROUP LLC 5598 *Closed 2023-12-31 0 $0 -320,066
   Retirement Group LLC 818 *Closed 2024-03-31 0 $0 -50
   Koss-Olinger Consulting LLC 161 *Closed 2024-03-31 0 $0 -150,812
   Ronald Blue Trust Inc. 2439 *Closed 2024-03-31 0 $0 -14
   CITADEL ADVISORS LLC 6400 *Closed 2023-12-31 0 $0 -14,398
   KARLINSKI ANDREW C 251 *Closed 2022-12-31 0 $0 -200
  96 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us