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Get Institutions for : 
Ishares Interest Rate Hedged High Yield Bond (HYGH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    2
Total shares held : 
 1,482,872  
% of shares held : 
 16.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 584,773  
% of shares held change : 
   6.5%  
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 :
11
 843,938
 56.91%
 
Increased Positions :
11
 35,553
 2.4%
 
Unchanged Positions :
10
 43,097
 2.91%
 
Decreased Positions :
15
-168,834
-11.39%
 
Closed Positions :
9
-125,884
-8.49%
 
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
   MinichMacGregor Wealth Management LLC 23 - 2024-03-31 80,557 $6,900,000 926
   Toroso Investments LLC 121 *New 2023-12-31 69,791 $5,866,000 69,791
   BANK OF AMERICA CORP /DE/ 2812 - 2023-12-31 66,627 $5,600,000 3,984
   TOWNSQUARE CAPITAL LLC 217 - 2023-12-31 62,972 $5,293,000 4,363
   Sound Income Strategies LLC 68 - 2024-03-31 60,607 $5,196,000 5,345
   DFPG INVESTMENTS INC. 59 - 2023-12-31 61,690 $5,173,000 1,963
   KFG WEALTH MANAGEMENT LLC 10 - 2024-03-31 57,504 $4,930,000 -511
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 818 - 2024-03-31 51,345 $4,402,000 5,195
   LPL FINANCIAL CORP 1847 - 2023-12-31 46,141 $3,878,000 -6,680
   Empowered Funds LLC 305 *New 2023-12-31 44,700 $3,757,000 44,700
   Advisor Group Holdings Inc. 1696 - 2023-12-31 29,527 $2,482,000 -21,825
   JANE STREET GROUP LLC 2292 - 2023-12-31 26,841 $2,256,000 -120,024
   Focus Financial Network Inc. 153 - 2024-03-31 23,359 $1,979,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 219 - 2023-12-31 22,628 $1,902,000 0
   DEUTSCHE BANK AG 1685 *New 2023-12-31 20,885 $1,755,000 20,885
   Sharkey Howes & Javer 56 - 2024-03-31 17,004 $1,458,000 0
   AXXCESS WEALTH MANAGEMENT LLC 361 *New 2023-12-31 11,500 $967,000 11,500
   ENVESTNET ASSET MANAGEMENT INC 2950 - 2023-12-31 11,332 $952,000 1,247
   Capital Asset Advisory Services LLC 139 - 2024-03-31 10,859 $922,000 -641
   Buckingham Strategic Partners 192 - 2023-12-31 9,390 $789,000 1,024
   IFP Advisors Inc 467 - 2023-12-31 8,014 $674,000 0
   PFG Advisors 341 - 2023-12-31 6,947 $584,000 -153
   MML INVESTORS SERVICES LLC 1722 - 2023-12-31 6,247 $525,000 -79
   UBS Group AG 3903 - 2023-12-31 6,218 $523,000 1,347
   FINANCIAL NETWORK 1861 - 2023-12-31 6,019 $506,000 -2,462
   BOS Asset Management LLC 68 - 2023-12-31 5,992 $504,000 -1,797
   VISTA INVESTMENT MANAGEMENT 114 - 2023-12-31 5,102 $429,000 -312
   Goss Wealth Management LLC 1375 - 2023-12-31 4,850 $408,000 0
   Trademark Financial Management LLC 73 - 2023-12-31 3,925 $330,000 0
   RATHBONE BROTHERS PLC 500 - 2023-12-31 2,994 $252,000 0
   Advisory Alpha LLC - 2023-12-31 2,580 $217,000 -533
   Atria Wealth Solutions Inc. 1710 *New 2023-12-31 2,573 $216,000 2,573
   Strategic Blueprint LLC 561 *New 2024-03-31 2,462 $211,000 2,462
   ROYAL BANK OF CANADA 4878 - 2023-12-31 1,347 $112,000 -1,814
   MORGAN STANLEY 5903 - 2023-12-31 688 $58,000 -32
   WELLS FARGO & CO/MN 4620 - 2023-12-31 631 $53,000 -1,117
   NBC SECURITIES INC. 1394 - 2024-03-31 275 $23,000 0
   Global Retirement Partners LLC 1800 - 2024-03-31 238 $20,000 10
   Princeton Global Asset Management LLC - 2023-12-31 225 $19,000 -72
   Able Wealth Management LLC 224 - 2023-12-31 201 $17,000 0
   HARBOUR INVESTMENTS INC. 2000 - 2023-12-31 182 $15,000 0
   FMR LLC 4010 - 2023-12-31 152 $13,000 45
   CREATIVE FINANCIAL DESIGNS INC /ADV 1083 *New 2023-12-31 120 $10,000 120
   Sunbelt Securities Inc. 1237 - 2024-03-31 106 $9,000 2
   Glass Jacobson Investment Advisors llc 637 *New 2024-03-31 50 $4,000 50
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1596 - 2023-12-31 7 $1,000 -7
   Ronald Blue Trust Inc. 2368 *New 2023-12-31 10 $1,000 10
   AlphaQ Advisors LLC 167 *Closed 2023-12-31 0 $0 -5,640
   BANK OF MONTREAL /CAN/ 3394 *Closed 2023-12-31 0 $0 -11,766
   Eagle Strategies LLC 319 *Closed 2024-03-31 0 $0 -2,596
   CWM LLC 4548 - 2024-03-31 1 $0 0
   BLACKROCK INC. 5093 *Closed 2023-12-31 0 $0 -4,406
   WAYNE HUMMER INVESTMENTS L.L.C. 457 *Closed 2023-12-31 0 $0 -4,631
   PROEQUITIES INC. 8905 - 2023-12-31 0 $0 0
   MERRIMAN WEALTH MANAGEMENT, LLC 206 *Closed 2023-12-31 0 $0 -10,176
   Robertson Stephens Wealth Management LLC 466 *Closed 2023-12-31 0 $0 -52,124
  56 Records found
  1    
  Page 1 of 1
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