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Get Institutions for : 
Ishares Edge Investment Grade Enhanced Bond Etf (IGEB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    35
Total shares held : 
 8,247,657  
% of shares held : 
 91.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 3,648,986  
% of shares held change : 
   40.54%  
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 :
39
 1,989,630
 24.12%
 
Increased Positions :
19
 2,369,913
 28.73%
 
Unchanged Positions :
5
 208,487
 2.53%
 
Decreased Positions :
17
-653,927
-7.93%
 
Closed Positions :
4
-56,630
-0.69%
 
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
   ENVESTNET ASSET MANAGEMENT INC 618 - 2023-12-31 1,095,639 $49,572,000 1,095,639
   LPL FINANCIAL CORP 703 - 2024-03-31 740,513 $33,212,000 179,107
   Hennion & Walsh Asset Management Inc. 6 - 2024-03-31 740,203 $33,198,000 24,813
   WALLER FINANCIAL PLANNING GROUP INC 7 - 2024-03-31 473,950 $21,257,000 3,545
   BANK OF AMERICA CORP /DE/ 1852 - 2023-12-31 407,557 $18,440,000 312,746
   JANNEY MONTGOMERY SCOTT LLC 362 - 2024-03-31 394,339 $17,686,000 377,830
   Resources Investment Advisors Inc. 87 - 2024-03-31 359,690 $16,132,000 47,158
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 341 - 2024-03-31 319,758 $14,341,000 82,177
   Ameliora Wealth Management Ltd. 2 - 2024-03-31 284,232 $12,748,000 7,555
   Paragon Wealth Strategies LLC 10 - 2023-12-31 262,867 $11,893,000 1,417
   Private Advisor Group LLC 240 - 2024-03-31 244,185 $10,952,000 27,741
   McGlone Suttner Wealth Management Inc. 12 - 2024-03-31 215,481 $9,664,000 81,527
   Betterment LLC 86 - 2024-03-31 206,139 $9,245,000 4,084
   DORVAL Corp 11 - 2024-03-31 203,660 $9,059,000 4,714
   Geneos Wealth Management Inc. 104 - 2024-03-31 115,456 $5,178,000 102,815
   STIFEL FINANCIAL CORP 1114 - 2023-12-31 105,905 $4,792,000 105,905
   BANK OF NEW YORK MELLON CORP 2422 - 2024-03-31 89,958 $4,035,000 49,135
   RFG Advisory Group LLC 171 - 2024-03-31 61,964 $2,779,000 4,405
   COMMONWEALTH EQUITY SERVICES LLC. 1761 - 2024-03-31 45,359 $2,034,000 223
   Advisor Group Holdings Inc. 1692 - 2024-03-31 44,457 $1,994,000 1,609
   ADVISORY SERVICES NETWORK, LLC 458 - 2024-03-31 43,493 $1,951,000 4,633
   BUFFINGTON MOHR MCNEAL 45 - 2024-03-31 42,020 $1,885,000 4,420
   Sigma Planning Corp 349 - 2024-03-31 37,084 $1,663,000 27,400
   DOHJ LLC 62 - 2024-03-31 34,376 $1,542,000 1,000
   J P MORGAN CHASE & CO 3137 - 2024-03-31 33,895 $1,520,000 25,204
   PARK AVENUE SECURITIES LLC 508 - 2024-03-31 32,452 $1,455,000 8,440
   CPA Asset Management LLC 31 - 2023-12-31 23,392 $1,058,000 9,859
   NWAM LLC 227 - 2024-03-31 22,399 $989,000 2,338
   FOUNDERS FINANCIAL SECURITIES LLC 192 - 2024-03-31 17,924 $804,000 7,639
   Comprehensive Wealth Management LLC 15 - 2024-03-31 15,073 $676,000 3,702
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 405 - 2024-03-31 11,721 $526,000 6,126
   ROYAL BANK OF CANADA 3642 - 2023-12-31 11,208 $507,000 11,084
   NATIONAL BANK OF CANADA /FI/ 1142 - 2023-12-31 9,953 $448,000 10
   1620 INVESTMENT ADVISORS INC. 77 - 2023-12-31 8,966 $406,000 3,042
   FTB Advisors Inc. 1284 - 2024-03-31 546 $24,000 11
   Glass Jacobson Investment Advisors llc 463 - 2024-03-31 523 $23,000 4
  36 Records found
  1    
  Page 1 of 1
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