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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
   TOWNSQUARE CAPITAL LLC 195 - 2024-03-31 78,690 $6,746,000 15,718
   BANK OF AMERICA CORP /DE/ 2780 - 2024-03-31 76,742 $6,579,000 10,115
   LPL FINANCIAL CORP 1711 - 2024-03-31 62,376 $5,347,000 16,235
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 818 - 2024-03-31 51,345 $4,402,000 5,195
   UBS Group AG 2489 - 2024-03-31 41,271 $3,538,000 35,053
   Atria Wealth Solutions Inc. 482 - 2024-03-31 35,823 $3,071,000 33,250
   ENVESTNET ASSET MANAGEMENT INC 2383 - 2024-03-31 31,002 $2,658,000 19,670
   Advisor Group Holdings Inc. 1497 - 2024-03-31 30,580 $2,621,000 1,053
   Buckingham Strategic Partners 253 - 2024-03-31 10,489 $899,000 1,099
   MML INVESTORS SERVICES LLC 1670 - 2024-03-31 7,220 $619,000 973
   Trademark Financial Management LLC 63 - 2024-03-31 4,054 $348,000 129
   Global Retirement Partners LLC 1800 - 2024-03-31 238 $20,000 10
   CREATIVE FINANCIAL DESIGNS INC /ADV 1130 - 2024-03-31 122 $10,000 2
   Sunbelt Securities Inc. 1237 - 2024-03-31 106 $9,000 2
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1626 - 2024-03-31 10 $1,000 3
  18 Records found
  1    
  Page 1 of 1
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