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Get Institutions for : 
Ishares Iboxx High Yld Ex Oil (HYXE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    0
Total shares held : 
 1,066,402  
% of shares held : 
 11.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -126,624  
% of shares held change : 
   -1.41%  
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 :
5
 27,992
 2.62%
 
Increased Positions :
24
 76,799
 7.2%
 
Unchanged Positions :
8
 78,076
 7.32%
 
Decreased Positions :
18
-165,685
-15.54%
 
Closed Positions :
5
-65,730
-6.16%
 
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
   SigFig Wealth Management LLC 48 - 2023-12-31 123,959 $5,637,000 18,298
   BLACKROCK INC. 3471 - 2023-12-31 123,376 $5,610,000 -2,213
   JANE STREET GROUP LLC 1691 - 2023-12-31 87,812 $3,993,000 -96,738
   Financial Network Wealth Management LLC 16 - 2023-12-31 71,709 $3,260,000 126
   COMMONWEALTH EQUITY SERVICES LLC. 1541 - 2024-03-31 60,057 $2,744,000 4,370
   Colorado Capital Management Inc. 24 - 2024-03-31 59,531 $2,720,000 14,426
   Balanced Rock Investment Advisor 16 - 2023-12-31 44,908 $2,042,000 0
   VERUS CAPITAL PARTNERS LLC 70 - 2023-12-31 40,286 $1,832,000 -17,842
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1683 - 2024-03-31 39,555 $1,807,000 276
   UBS Group AG 3108 - 2023-12-31 32,098 $1,460,000 -21,177
   HARBOUR INVESTMENTS INC. 315 - 2023-12-31 26,946 $1,225,000 118
   Walkner Condon Financial Advisors LLC 87 - 2024-03-31 26,047 $1,190,000 -1,905
   Mandatum Life Insurance Co Ltd 37 - 2023-12-31 24,580 $1,118,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 658 - 2023-12-31 23,960 $1,090,000 7,038
   Cetera Investment Advisers 1059 - 2023-12-31 23,905 $1,087,000 215
   ENVESTNET ASSET MANAGEMENT INC 2880 - 2023-12-31 23,513 $1,069,000 -4,205
   LINCOLN NATIONAL CORP - 2024-03-31 21,435 $979,000 2,803
   BANK OF MONTREAL /CAN/ 1689 - 2023-12-31 20,768 $884,000 5,610
   Atria Wealth Solutions Inc. 911 - 2023-12-31 19,384 $881,000 5
   Kestra Advisory Services LLC 1328 - 2023-12-31 15,044 $684,000 -452
   LPL FINANCIAL CORP 3451 - 2023-12-31 13,491 $613,000 2,342
   Larson Financial Group LLC - 2024-03-31 12,840 $587,000 1,835
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2158 - 2024-03-31 12,508 $572,000 -1,306
   Congress Wealth Management LLC / DE / 438 - 2024-03-31 12,083 $552,000 -62
   HIGHTOWER ADVISORS, LLC 2195 - 2023-12-31 12,057 $549,000 -1,243
   BANK OF AMERICA CORP /DE/ 4429 - 2023-12-31 11,754 $534,000 2,009
   Goss Wealth Management LLC 1254 - 2023-12-31 11,356 $514,000 -196
   HARVEST GROUP WEALTH MANAGEMENT LLC 37 - 2023-03-31 11,510 $511,000 -2,457
   Topel & Distasi Wealth Management LLC 56 - 2023-12-31 10,749 $489,000 217
   SUMMIT INVESTMENT ADVISORS INC 812 - 2023-12-31 10,277 $467,000 121
   ROYAL BANK OF CANADA 3969 - 2023-12-31 7,656 $348,000 119
   MCKINLEY CARTER WEALTH SERVICES, INC. 251 - 2024-03-31 6,911 $316,000 -2,054
   One Capital Management LLC 255 - 2023-12-31 6,012 $273,000 60
   Curtis Advisory Group LLC - 2024-03-31 5,723 $261,000 0
   Advisor Group Holdings Inc. 3683 - 2023-12-31 5,665 $258,000 -10,796
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1260 - 2023-12-31 5,311 $242,000 -1,143
   MML INVESTORS SERVICES LLC 2194 - 2023-12-31 5,211 $237,000 70
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2119 - 2024-03-31 4,710 $215,000 20
   STIFEL FINANCIAL CORP 3037 *New 2023-12-31 4,506 $205,000 4,506
   BANK OF NEW YORK MELLON CORP 3797 *New 2024-03-31 4,390 $201,000 4,390
   Milestone Investment Advisors LLC 74 - 2023-12-31 3,755 $171,000 110
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 3,308 $151,000 3,308
   SHEETS SMITH & ASSOCIATES INC 329 *New 2023-09-30 2,993 $129,000 2,993
   WELLS FARGO & CO/MN 4244 - 2023-12-31 2,357 $107,000 528
   FMR LLC 3062 - 2023-12-31 2,172 $99,000 798
   ICA Group Wealth Management LLC 371 - 2023-12-31 2,000 $91,000 2,000
   Column Capital Advisors LLC 265 - 2023-09-30 1,667 $72,000 27
   IFP Advisors Inc 1392 - 2023-12-31 1,500 $68,000 -814
   J P MORGAN CHASE & CO 4642 - 2023-12-31 1,458 $66,000 -623
   Financial Connections Group Inc. - 2024-03-31 1,360 $63,000 -134
   Horizons Wealth Management 83 - 2024-03-31 1,299 $59,000 0
   CWM LLC 2233 - 2024-03-31 1,167 $53,000 81
   Cranbrook Wealth Management LLC 168 - 2024-03-31 948 $43,000 838
   Smartleaf Asset Management LLC - 2024-03-31 277 $13,000 -730
   MORGAN STANLEY 6448 - 2023-12-31 201 $9,000 -42
   WOODMONT INVESTMENT COUNSEL LLC 334 *New 2024-03-31 197 $9,000 197
   Sunbelt Securities Inc. 1241 - 2024-03-31 200 $9,000 0
   PFS Partners LLC 312 *New 2024-03-31 158 $7,000 158
   Armor Investment Advisors LLC 145 - 2024-03-31 121 $6,000 -238
   ADVISORY SERVICES NETWORK, LLC 3293 *New 2023-12-31 54 $2,000 54
   Farther Finance Advisors LLC 2464 - 2023-12-31 41 $2,000 -15
   HANSON MCCLAIN, INC. 3120 - 2024-03-31 18 $1,000 -1
   BAKER AVENUE ASSET MANAGEMENT, LP 1133 *Closed 2023-12-31 0 $0 -3,401
   TD Waterhouse Canada Inc. 1692 *Closed 2023-12-31 0 $0 -43
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Raleigh Capital Management Inc. 1035 *Closed 2023-12-31 0 $0 -20
   DT INVESTMENT PARTNERS, LLC 484 *Closed 2023-12-31 0 $0 -131
  67 Records found
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