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Get Institutions for : 
Ishares Inflation Hedged Corporate Bond Etf (LQDI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
470,111  
% of shares held : 
5.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-212,192  
% of shares held change : 
  -2.36%  
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 :
2
 3,354
 0.71%
 
Increased Positions :
8
 38,082
 8.1%
 
Unchanged Positions :
6
 6,056
 1.29%
 
Decreased Positions :
6
-46,328
-9.85%
 
Closed Positions :
3
-207,300
-44.1%
 
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
   LPL FINANCIAL CORP 2016 - 2024-03-31 138,265 $3,616,000 103,304
   MML INVESTORS SERVICES LLC 932 - 2023-12-31 87,362 $2,292,000 1,476
   H D Vest Advisory Services 595 - 2024-03-31 61,337 $1,604,000 8,256
   ENVESTNET ASSET MANAGEMENT INC 2608 - 2023-12-31 59,578 $1,563,000 -389
   BANK OF AMERICA CORP /DE/ 3714 - 2023-12-31 57,755 $1,515,000 -17,843
   JANE STREET GROUP LLC 2733 - 2023-12-31 57,009 $1,496,000 -23,228
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3396 - 2024-03-31 19,657 $514,000 -36,169
   CITADEL ADVISORS LLC 3757 - 2023-12-31 16,191 $425,000 -1,755
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2451 - 2024-03-31 15,399 $403,000 110
   ROMAN BUTLER FULLERTON & CO 165 *New 2024-03-31 12,090 $308,000 12,090
   Strategic Financial Concepts LLC 256 - 2024-03-31 9,577 $250,000 9,577
   HARBOUR INVESTMENTS INC. 1006 - 2023-12-31 5,170 $136,000 0
   Advisor Group Holdings Inc. 4299 - 2024-03-31 3,355 $88,000 -2,629
   Glass Jacobson Investment Advisors llc 293 - 2024-03-31 3,296 $86,000 609
   UBS Group AG 5504 - 2023-12-31 1,201 $32,000 897
   BIDWELL C M & ASSOCIATES LTD/ 258 - 2023-12-31 950 $25,000 -600
   Goss Wealth Management LLC 2601 *New 2023-12-31 667 $18,000 667
   MORGAN STANLEY 6510 - 2023-12-31 282 $7,000 0
   Geneos Wealth Management Inc. 1837 - 2024-03-31 110 $3,000 -440
   Global Retirement Partners LLC 2782 - 2024-03-31 73 $2,000 1
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3345 *Closed 2024-03-31 0 $0 -15,442
   PRINCIPAL SECURITIES INC. 3178 *Closed 2024-03-31 0 $0 -53
   COLONY GROUP LLC 774 *Closed 2023-09-30 0 $0 -17,437
   WELLS FARGO & CO/MN 6394 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 5951 - 2024-03-31 0 $0 0
   Impact Partnership Wealth LLC 1069 *Closed 2023-12-31 0 $0 -67

  26 Records found
  1    
  Page 1 of 1
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