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Ishares Edge Us Fixed Income Balanced Risk ETF (FIBR)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    6
Total shares held : 
 367,405  
% of shares held : 
 28.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 16,816  
% of shares held change : 
   1.29%  
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 :
0
 0
 0%
 
Increased Positions :
7
 53,136
 14.46%
 
Unchanged Positions :
11
 16,884
 4.6%
 
Decreased Positions :
8
-13,025
-3.55%
 
Closed Positions :
6
-23,295
-6.34%
 
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
   BLACKROCK INC. 3109 - 2023-12-31 162,801 $14,048,000 -4,012
   AMERIPRISE FINANCIAL INC 2054 - 2023-12-31 77,855 $6,718,000 7,374
   JANE STREET GROUP LLC 1372 - 2023-12-31 65,944 $5,690,000 35,951
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 183 - 2023-12-31 9,694 $837,000 -58
   ROYAL BANK OF CANADA 3449 - 2023-12-31 7,384 $637,000 7,384
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2548 - 2024-03-31 5,453 $469,000 0
   Investment Advisory Group LLC 93 - 2023-12-31 4,295 $371,000 -617
   LPL FINANCIAL CORP 3869 - 2023-12-31 4,162 $359,000 -2,525
   BANK OF MONTREAL /CAN/ 2285 - 2023-12-31 3,932 $341,000 2,393
   MULTIFINANCIAL SECURITIES CORP 1348 - 2023-12-31 3,954 $341,000 0
   Quadcap Wealth Management LLC 265 - 2023-12-31 3,637 $314,000 0
   Patriot Investment Management Inc. 206 - 2024-03-31 3,598 $309,000 -318
   BANK OF AMERICA CORP /DE/ 4791 - 2023-12-31 3,455 $298,000 27
   Cetera Investment Advisers 1946 - 2023-12-31 2,640 $228,000 -235
   ROBINSON SMITH WEALTH ADVISORS LLC 72 - 2024-03-31 2,586 $222,000 -1,042
   CITADEL ADVISORS LLC 4429 - 2023-12-31 2,319 $200,000 -2,975
   Advisor Group Holdings Inc. 4151 - 2023-12-31 1,666 $144,000 -2,003
   Spire Wealth Management 1386 - 2024-03-31 356 $31,000 3
   VALLEY NATIONAL ADVISERS INC 578 - 2024-03-31 174 $14,000 0
   CWM LLC 3369 - 2024-03-31 105 $9,000 0
   Sunbelt Securities Inc. 1481 - 2024-03-31 22 $2,000 0
   Farther Finance Advisors LLC 2830 - 2023-12-31 10 $1,000 0
   PROEQUITIES INC. 3681 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7182 - 2023-12-31 5 $0 0
   UBS Group AG 7401 *Closed 2023-12-31 0 $0 -60
   WELLS FARGO & CO/MN 6455 - 2023-12-31 0 $0 0
   J P MORGAN CHASE & CO 6053 *Closed 2023-12-31 0 $0 -1
   Hibernia Wealth Partners LLC 133 *Closed 2023-12-31 0 $0 -404
   AdvisorNet Financial Inc 2231 - 2024-03-31 1 $0 0
  29 Records found
  1    
  Page 1 of 1
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