Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Broad Usd High Yield Corporate Bond Etf (USHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 416    7
Total shares held : 
 279,955,610  
% of shares held : 
 31.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 54,277,453  
% of shares held change : 
   6.03%  
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 :
49
 3,280,411
 1.17%
 
Increased Positions :
172
 68,170,490
 24.35%
 
Unchanged Positions :
68
 14,230,988
 5.08%
 
Decreased Positions :
127
-16,185,695
-5.78%
 
Closed Positions :
42
-987,753
-0.35%
 
Guru Positions :
2
27,257,262
 9.74%
 
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
   NORTHERN TRUST CORP 74 - 2023-12-31 36,250,721 $1,317,714,000 2,708,258
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 63 - 2023-12-31 27,257,262 $990,802,000 1,414,856
   BLACKROCK INC. 632 - 2023-12-31 24,014,425 $872,924,000 19,716,050
   JONES FINANCIAL COMPANIES LLLP 26 - 2023-12-31 15,689,009 $570,295,000 15,620,508
   RAYMOND JAMES & ASSOCIATES 56 - 2024-03-31 12,832,409 $469,538,000 341,643
   PRUDENTIAL CORP PLC 5 - 2023-12-31 11,008,444 $400,157,000 1,001,334
   Kensington Asset Management LLC 3 - 2024-03-31 5,164,550 $188,971,000 55,050
   THRIVENT FINANCIAL FOR LUTHERANS 45 - 2023-12-31 4,696,126 $170,704,000 772,468
   ENVESTNET ASSET MANAGEMENT INC 299 - 2023-12-31 4,111,079 $149,438,000 1,379,694
   Counterpoint Mutual Funds LLC 1 - 2024-03-31 3,709,536 $135,732,000 2,243,593
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,627,681 $131,866,000 825,462
   MORGAN STANLEY 1008 - 2023-12-31 3,461,964 $125,842,000 1,941,674
   TOEWS CORP /ADV 1 - 2024-03-31 3,167,800 $115,910,000 30,000
   LPL FINANCIAL CORP 256 - 2023-12-31 3,089,893 $112,318,000 574,886
   UBS Group AG 388 - 2023-12-31 3,065,412 $111,428,000 107,180
   MORNINGSTAR INVESTMENT SERVICES, INC. 46 - 2023-12-31 2,982,429 $108,799,000 1,397,896
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 128 - 2023-12-31 2,438,235 $88,630,000 528,390
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 2,011,974 $73,618,000 301,697
   SigFig Wealth Management LLC 14 - 2023-12-31 1,862,478 $67,701,000 27,862
   GOLDMAN SACHS GROUP INC/ 867 - 2023-12-31 1,715,304 $62,351,000 712,796
   ERTS Wealth Advisors LLC 3 - 2024-03-31 1,624,910 $59,455,000 174,111
   VANGUARD GROUP INC 2114 - 2023-12-31 1,621,778 $58,952,000 37,259
   J P MORGAN CHASE & CO 1059 - 2023-12-31 1,491,312 $54,209,000 644,886
   Bricktown Capital LLC 4 - 2024-03-31 1,473,016 $53,898,000 95,250
   AMERICAN CENTURY COMPANIES INC 476 - 2023-12-31 1,480,560 $53,818,000 49,421
   PARTNERS CAPITAL INVESTMENT GROUP LLP 22 - 2023-12-31 1,380,987 $50,199,000 48,726
   REBALANCE LLC 8 - 2024-03-31 1,344,604 $49,199,000 14,785
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 282 - 2024-03-31 1,201,290 $43,955,000 94,066
   NEPC LLC 13 - 2023-12-31 1,162,121 $42,243,000 114,220
   Wealthfront Advisers LLC 54 - 2024-03-31 1,080,022 $39,518,000 147,513
   US BANCORP 223 - 2023-12-31 925,496 $33,642,000 173,914
   Venturi Wealth Management LLC 7 - 2024-03-31 911,394 $33,348,000 5,796
   Capital Asset Advisory Services LLC 15 - 2024-03-31 878,199 $31,721,000 25,653
   HPM Partners LLC - 2023-12-31 800,436 $29,096,000 747,111
   Prime Capital Investment Advisors LLC - 2023-12-31 785,319 $28,546,000 180,747
   MERCER GLOBAL ADVISORS INC /ADV 157 - 2023-12-31 772,452 $28,079,000 61,631
   Prestige Wealth Management Group LLC 3 - 2024-03-31 723,018 $26,455,000 68,390
   Aveo Capital Partners LLC 4 - 2023-12-31 709,678 $25,797,000 701,498
   AMERIPRISE FINANCIAL INC 1120 - 2023-12-31 690,521 $25,098,000 458,460
   FINANCIAL NETWORK 160 - 2023-12-31 627,021 $22,792,000 477,272
   DEUTSCHE BANK AG 790 - 2023-12-31 572,792 $20,821,000 297,728
   STIFEL FINANCIAL CORP 505 - 2023-12-31 565,444 $20,554,000 535,029
   BB&T CORP 397 - 2023-12-31 554,672 $20,162,000 174,075
   PHILLIPS FINANCIAL MANAGEMENT LLC 23 - 2024-03-31 445,595 $16,304,000 1,554
   Equitable Holdings Inc. 103 - 2023-12-31 402,985 $14,648,000 50
   ROYAL BANK OF CANADA 1286 - 2023-12-31 378,199 $13,747,000 11,494
   Cetera Investment Advisers 185 - 2023-12-31 343,148 $12,473,000 12,004
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 7 - 2023-12-31 340,145 $12,364,000 145
   Wedmont Private Capital 20 - 2024-03-31 329,795 $11,972,000 20,387
   SAGE ADVISORY SERVICES, LTD.CO. 13 - 2024-03-31 306,723 $11,223,000 19,256
   Allegiance Financial Group Advisory Services LLC - 2024-03-31 264,928 $9,694,000 32,642
   Tolleson Wealth Management Inc. 9 - 2023-12-31 265,984 $9,669,000 21,315
   LOOMIS SAYLES & CO L P 323 - 2023-12-31 262,879 $9,556,000 62,724
   Monument Capital Management 5 - 2024-03-31 259,880 $9,509,000 103,546
   Deane Retirement Strategies Inc. 3 - 2024-03-31 259,084 $9,478,000 412
   FC Advisory LLC 10 - 2024-03-31 242,807 $8,884,000 5,822
   HORIZON INVESTMENTS, LLC/SC 57 - 2023-12-31 231,419 $8,361,000 3,785
   Streettalk Advisors LLC - 2024-03-31 223,596 $8,181,000 95,406
   NATIONAL BANK OF CANADA /FI/ 538 - 2023-12-31 222,708 $8,064,000 9,835
   MML INVESTORS SERVICES LLC 453 - 2023-12-31 213,474 $7,760,000 40,998
   FORTE ASSET MANAGEMENT LLC - 2024-03-31 194,743 $7,126,000 12,106
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 233 - 2023-12-31 195,415 $7,103,000 6,304
   CREATIVE PLANNING 474 - 2023-12-31 192,068 $6,982,000 500
   Quantitative Strategies Inc. 11 - 2024-03-31 186,608 $6,828,000 3,964
   Northeast Financial Group Inc. 11 - 2024-03-31 180,421 $6,602,000 63,337
   W. E. Donoghue & Co. LLC 6 - 2023-12-31 177,716 $6,460,000 141,428
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 489 - 2023-12-31 169,052 $6,145,000 39,681
   RAYMOND JAMES TRUST CO 139 - 2024-03-31 167,423 $6,126,000 10,134
   COLONY GROUP LLC 198 - 2023-09-30 172,595 $5,991,000 113,189
   RIVERSEDGE ADVISORS LLC - 2024-03-31 157,547 $5,765,000 12,937
   Topel & Distasi Wealth Management LLC 12 - 2023-12-31 155,184 $5,641,000 8,060
   HOHIMER WEALTH MANAGEMENT LLC 16 - 2023-12-31 137,379 $4,994,000 90,247
   PRUDENTIAL FINANCIAL INC 927 - 2023-12-31 136,600 $4,965,000 394
   Sigma Planning Corp - 2024-03-31 134,058 $4,905,000 80,310
   ADVANTUS CAPITAL MANAGEMENT INC 129 - 2024-03-31 128,286 $4,694,000 3,200
   HSBC HOLDINGS PLC 957 - 2023-12-31 119,512 $4,344,000 6,658
   Rockefeller Capital Management L.P. 679 - 2023-12-31 117,976 $4,288,000 69,967
   TOWNSQUARE CAPITAL LLC 259 - 2023-12-31 115,440 $4,196,000 15,766
   Q3 Asset Management 15 - 2024-03-31 113,030 $4,135,000 9,943
   COCONUT GROVE BANK - 2024-03-31 111,838 $4,092,000 21,702
   LINCOLN NATIONAL CORP - 2024-03-31 111,490 $4,079,000 111,490
   UMB BANK N A/MO 182 - 2024-03-31 106,921 $3,912,000 14,865
   Grey Fox Wealth Advisors LLC 12 - 2024-03-31 101,752 $3,723,000 20,236
   Baird Financial Group Inc. 755 - 2023-12-31 97,700 $3,551,000 4,747
   Ellevest Inc. 39 - 2023-12-31 91,013 $3,308,000 10,705
   Fifth Third Securities Inc. 86 - 2024-03-31 77,837 $2,848,000 17,518
   Envestnet Portfolio Solutions Inc. 498 - 2023-12-31 77,968 $2,834,000 30,451
   GUGGENHEIM CAPITAL LLC 726 - 2023-12-31 75,916 $2,760,000 10,330
   Simplicity WealthLLC 292 - 2024-03-31 74,180 $2,714,000 64,031
   OPPENHEIMER & CO INC 420 - 2023-12-31 73,942 $2,688,000 13,066
   SWS Partners - 2024-03-31 70,903 $2,594,000 522
   CLARK CAPITAL MANAGEMENT GROUP INC 214 - 2023-12-31 70,801 $2,574,000 149
   PFG Investments LLC 149 - 2024-03-31 67,098 $2,455,000 55,814
   Steward Partners Investment Advisory LLC 461 - 2023-12-31 63,536 $2,310,000 10,464
   Premier Path Wealth Partners LLC 54 - 2024-03-31 64,436 $2,292,000 27,413
   ALLIANCEBERNSTEIN L.P. 1858 - 2023-12-31 62,958 $2,289,000 3,162
   Pointe Capital Management LLC 13 - 2023-12-31 59,277 $2,155,000 4,028
   Change Path LLC 157 - 2023-12-31 54,306 $1,974,000 17,248
   PFG FINANCIAL ADVISORS 63 - 2024-03-31 52,928 $1,937,000 11,256
   Counterweight Ventures LLC - 2024-03-31 50,136 $1,834,000 18,106
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us