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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,832,739  
% of shares held : 
 3.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.08%  
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 :
3
 20,174
 1.1%
 
Increased Positions :
28
 91,050
 4.97%
 
Unchanged Positions :
14
 24,030
 1.31%
 
Decreased Positions :
16
-57,758
-3.15%
 
Closed Positions :
6
-9,590
-0.52%
 
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
   YCMNET ADVISORS INC 6 - 2023-12-31 705,953 $65,713,000 4,894
   BANK OF AMERICA CORP /DE/ 1541 - 2023-12-31 303,693 $28,269,000 242
   Leo Wealth LLC 10 - 2023-12-31 193,518 $18,036,000 0
   BFT FINANCIAL GROUP LLC 10 - 2023-06-30 187,357 $17,389,000 4,892
   LPL FINANCIAL CORP 1042 - 2023-12-31 150,893 $14,046,000 5,315
   BEACON FINANCIAL GROUP 11 *New 2023-12-31 123,373 $11,484,000 123,373
   JANE STREET GROUP LLC 1017 - 2023-12-31 94,595 $8,805,000 23,064
   F3Logic LLC 17 - 2022-12-31 82,932 $7,505,000 -233,959
   Gallagher Benefit Services Inc. 17 - 2022-12-31 82,932 $7,505,000 0
   SCOTIA CAPITAL INC. 234 - 2023-12-31 55,554 $5,171,000 1,011
   KFG WEALTH MANAGEMENT LLC 7 - 2024-03-31 54,180 $5,095,000 -964
   BANK OF MONTREAL /CAN/ 1092 - 2023-12-31 45,321 $4,255,000 3,608
   Red Wave Investments LLC 23 - 2023-12-31 32,144 $2,992,000 -11,708
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1010 - 2023-12-31 29,100 $2,709,000 1,310
   Capital Investment Advisory Services LLC 73 - 2023-12-31 27,897 $2,597,000 1,651
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1718 - 2023-12-31 25,547 $2,378,000 13,870
   UBS Group AG 2711 - 2023-12-31 24,223 $2,255,000 -7,208
   Trilogy Capital Inc. 131 - 2024-03-31 23,150 $2,177,000 -5,489
   EQIS CAPITAL MANAGEMENT, INC. 109 - 2023-12-31 22,721 $2,115,000 -4,000
   MERCER GLOBAL ADVISORS INC /ADV 806 - 2023-12-31 16,720 $1,556,000 -5,568
   Sharkey Howes & Javer 55 - 2024-03-31 15,629 $1,470,000 0
   Rockefeller Capital Management L.P. 1069 - 2023-12-31 13,440 $1,251,000 2,602
   WCG Wealth Advisors LLC 183 - 2023-12-31 13,035 $1,213,000 -317
   ROYAL BANK OF CANADA 2954 - 2023-12-31 12,945 $1,205,000 -8,420
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 120 - 2023-12-31 12,793 $1,191,000 -3,126
   Aquire Wealth Advisors LLC 23 - 2023-12-31 12,604 $1,173,000 0
   Wealthcare Advisory Partners LLC 331 - 2024-03-31 12,424 $1,168,000 94
   COMMONWEALTH EQUITY SERVICES LLC. 2040 - 2023-12-31 12,270 $1,142,000 12,270
   CITADEL ADVISORS LLC 2830 - 2023-12-31 11,937 $1,111,000 -10,014
   ENVESTNET ASSET MANAGEMENT INC 2877 - 2023-12-31 11,551 $1,075,000 1,026
   TrinityPoint Wealth LLC 127 - 2023-12-31 10,175 $947,000 -1,624
   MML INVESTORS SERVICES LLC 1431 - 2023-12-31 9,540 $888,000 3,232
   Advisor Group Holdings Inc. 2702 - 2023-12-31 8,850 $824,000 1,512
   Able Wealth Management LLC 29 - 2023-12-31 8,448 $786,000 0
   MORGAN STANLEY 4914 - 2023-12-31 8,413 $783,000 3,761
   Claraphi Advisory Network LLC 124 *New 2022-12-31 6,178 $559,000 6,178
   Trademark Financial Management LLC 62 - 2023-12-31 5,089 $474,000 0
   Outlook Wealth Advisors LLC 136 *New 2023-12-31 4,459 $415,000 4,459
   Gallagher Fiduciary Advisors LLC 115 - 2023-12-31 4,409 $410,000 4,409
   Prime Capital Investment Advisors LLC - 2023-12-31 4,274 $398,000 1,501
   FINANCIAL NETWORK 2065 - 2023-12-31 4,140 $385,000 11
   Private Advisor Group LLC 1623 - 2023-12-31 4,131 $385,000 97
   H D Vest Advisory Services 1185 - 2023-12-31 3,548 $330,000 71
   Founders Financial Alliance LLC 182 - 2023-12-31 3,263 $304,000 -737
   HARBOUR INVESTMENTS INC. 709 - 2023-12-31 3,218 $300,000 0
   Jacobi Capital Management LLC 379 - 2023-12-31 3,154 $294,000 291
   GUARDIAN CAPITAL ADVISORS LP 160 - 2023-12-31 2,504 $233,000 -375
   Banque Cantonale Vaudoise 582 - 2024-03-31 1,960 $184,000 0
   Mascoma Wealth Management LLC - 2023-12-31 870 $81,000 0
   Sunbelt Securities Inc. 776 - 2024-03-31 755 $71,000 0
   WELLS FARGO & CO/MN 4632 - 2023-12-31 543 $51,000 462
   Signature Resources Capital Management LLC 95 - 2024-03-31 510 $47,000 0
   PROEQUITIES INC. 1271 - 2023-12-31 375 $35,000 -13
   PRIVATE TRUST CO NA - 2023-12-31 350 $33,000 0
   J P MORGAN CHASE & CO 4861 - 2023-12-31 314 $29,000 5
   Cape Investment Advisory Inc. 489 - 2023-12-31 267 $25,000 7
   Steward Partners Investment Advisory LLC 2466 - 2023-12-31 181 $17,000 0
   COMERICA BANK 3098 - 2023-12-31 119 $11,000 0
   Retirement Group LLC 449 - 2023-12-31 111 $10,000 2
   Investors Research Corp 745 - 2023-12-31 92 $9,000 0
   Goss Wealth Management LLC 2913 - 2023-12-31 87 $8,000 0
   TUCKER ASSET MANAGEMENT LLC 512 - 2023-12-31 84 $8,000 0
   ADVISORY SERVICES NETWORK, LLC 2936 *New 2023-12-31 86 $8,000 86
   Farther Finance Advisors LLC 1724 - 2023-12-31 90 $8,000 0
   CWM LLC 3641 - 2024-03-31 49 $5,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2791 - 2023-12-31 52 $5,000 52
   FMR LLC 4372 - 2023-12-31 41 $4,000 36
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1530 - 2023-12-31 26 $2,000 -68
   Financial Gravity Wealth Inc. 556 - 2023-12-31 16 $1,000 0
   BerganKDV Wealth Management LLC 823 *Closed 2023-06-30 0 $0 -161
   Venturi Wealth Management LLC *Closed 2023-12-31 0 $0 -228
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1246 *Closed 2023-12-31 0 $0 -441
   Parallel Advisors LLC 3365 *Closed 2023-12-31 0 $0 -399
   WAYNE HUMMER INVESTMENTS L.L.C. 449 *Closed 2023-12-31 0 $0 -7,001
   Colonial Trust Co / SC 993 *Closed 2023-12-31 0 $0 -1,000
   Global Retirement Partners LLC 3396 *Closed 2023-12-31 0 $0 -521
  76 Records found
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