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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  
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            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
   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
   JANE STREET GROUP LLC 1017 - 2023-12-31 94,595 $8,805,000 23,064
   Capital Investment Advisory Services LLC 31 - 2024-03-31 57,548 $5,412,000 29,651
   SCOTIA CAPITAL INC. 234 - 2023-12-31 55,554 $5,171,000 1,011
   BANK OF MONTREAL /CAN/ 1092 - 2023-12-31 45,321 $4,255,000 3,608
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1718 - 2023-12-31 25,547 $2,378,000 13,870
   Rockefeller Capital Management L.P. 1069 - 2023-12-31 13,440 $1,251,000 2,602
   Wealthcare Advisory Partners LLC 331 - 2024-03-31 12,424 $1,168,000 94
   ENVESTNET ASSET MANAGEMENT INC 2877 - 2023-12-31 11,551 $1,075,000 1,026
   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
   MORGAN STANLEY 4914 - 2023-12-31 8,413 $783,000 3,761
   Outlook Wealth Advisors LLC 128 - 2024-03-31 5,861 $551,000 1,402
   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
   H D Vest Advisory Services 1185 - 2023-12-31 3,548 $330,000 71
   Jacobi Capital Management LLC 379 - 2023-12-31 3,154 $294,000 291
   WELLS FARGO & CO/MN 4632 - 2023-12-31 543 $51,000 462
   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
   Venturi Wealth Management LLC 909 - 2024-03-31 119 $11,000 119
   Retirement Group LLC 464 - 2024-03-31 114 $11,000 3
   Global Retirement Partners LLC 2316 - 2024-03-31 68 $6,000 68
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2791 - 2023-12-31 52 $5,000 52
   FMR LLC 4372 - 2023-12-31 41 $4,000 36
  29 Records found
  1    
  Page 1 of 1
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