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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
   Sharkey Howes & Javer 55 - 2024-03-31 15,629 $1,470,000 0
   Aquire Wealth Advisors LLC 23 - 2023-12-31 12,604 $1,173,000 0
   HARBOUR INVESTMENTS INC. 709 - 2023-12-31 3,218 $300,000 0
   Banque Cantonale Vaudoise 582 - 2024-03-31 1,960 $184,000 0
   Mascoma Wealth Management LLC 140 - 2024-03-31 870 $82,000 0
   Sunbelt Securities Inc. 776 - 2024-03-31 755 $71,000 0
   Signature Resources Capital Management LLC 95 - 2024-03-31 510 $47,000 0
   PROEQUITIES INC. - 2024-03-31 375 $35,000 0
   PRIVATE TRUST CO NA 1254 - 2024-03-31 350 $33,000 0
   Steward Partners Investment Advisory LLC 2466 - 2023-12-31 181 $17,000 0
   COMERICA BANK 3098 - 2023-12-31 119 $11,000 0
   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
   Farther Finance Advisors LLC 1724 - 2023-12-31 90 $8,000 0
   CWM LLC 3641 - 2024-03-31 49 $5,000 0
   Financial Gravity Wealth Inc. 556 - 2023-12-31 16 $1,000 0

  17 Records found
  1    
  Page 1 of 1
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