Ticker: HIMU CUSIP: 092528843 Class: ISHARES HIGH YIE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cardinal Strategic Wealth Guidance | 57,316 | $2,790 |
| Sunbeam Capital Management, LLC | 20,475 | $997 |
| J.Safra Asset Management Corp | 162,041 | $7,888 |
| Kestra Investment Management, LLC | 271,457 | $13,215 |
| Magnolia Private Wealth, LLC | 11,247 | $548 |
| Beacon Bridge Wealth Partners, LLC | 16,934 | $824 |
| Vantage Point Financial LLC | 9,348 | $455 |
| HUB Investment Partners, LLC | 88,895 | $4,327 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 46,201 | $2,267 |
| Skyline Advisors, Inc. | 8,287 | $403 |
| Archer Investment Management, LLC | 4,594 | $224 |
| UPTICK PARTNERS, LLC | 9,169 | $446 |
| Tower Research Capital LLC (TRC) | 52,295 | $2,546 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,897 | $238 |
| Silver Grove Financial Group, Inc. | 1,858 | $90 |
| Global Wealth Strategies & Associates | 5,254 | $256 |
| Merit Financial Group, LLC | 102,442 | $4,987 |
| Advyzon Investment Management, LLC | 8,710 | $424 |
| Marion Wealth Management | 4,505 | $220 |
| Faithward Advisors, LLC | 5,301 | $258 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 548,256 | 594,674 | +46,418 (+8.5%) |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 146,530 | 159,604 | +13,074 (+8.9%) |
| A4 Wealth Advisors LLC | 8,097 | 16,832 | +8,735 (+107.9%) |
| GSG Advisors LLC | 9,099 | 39,214 | +30,115 (+331.0%) |
| Fairman Group, LLC | 58,296 | 59,118 | +822 (+1.4%) |
| EHRLICH FINANCIAL GROUP | 14,803 | 22,635 | +7,832 (+52.9%) |
| Keebeck Wealth Management | 19,524 | 51,403 | +31,879 (+163.3%) |
| May Hill Capital, LLC | 16,569 | 39,958 | +23,389 (+141.2%) |
| West Wealth Group, LLC | 46,867 | 57,191 | +10,324 (+22.0%) |
| SOFI WEALTH, LLC | 286,896 | 314,517 | +27,621 (+9.6%) |
| Shepherd Financial Partners LLC | 117,085 | 128,919 | +11,834 (+10.1%) |
| Kelly Financial Services LLC | 42,103 | 46,599 | +4,496 (+10.7%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 76,940 | 96,879 | +19,939 (+25.9%) |
| Tyche Wealth Partners LLC | 41,383 | 48,437 | +7,054 (+17.0%) |
| Triad Wealth Partners, LLC | 16,226 | 29,965 | +13,739 (+84.7%) |
| Concurrent Investment Advisors, LLC | 81,917 | 168,646 | +86,729 (+105.9%) |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 29,031 | 32,135 | +3,104 (+10.7%) |
| CAHILL FINANCIAL ADVISORS INC | 17,835 | 27,831 | +9,996 (+56.0%) |
| Ullmann Wealth Partners Group, LLC | 8,602 | 18,245 | +9,643 (+112.1%) |
| Atlatl Advisers LLC | 19,777 | 21,579 | +1,802 (+9.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FLP Wealth Management, LLC | 7,464 | 1,996 | -5,468 (-73.3%) |
| Buttonwood Financial Group, LLC | 90,082 | 76,833 | -13,249 (-14.7%) |
| Detalus Advisors, LLC | 51,558 | 44,616 | -6,942 (-13.5%) |
| Elequin Capital, LP | 66,588 | 22,978 | -43,610 (-65.5%) |
| Financial Synergies Wealth Advisors, Inc. | 162,245 | 150,173 | -12,072 (-7.4%) |
| Ascent Group, LLC | 106,706 | 59,259 | -47,447 (-44.5%) |
| Retirement Wealth Solutions LLC | 6,990 | 4,341 | -2,649 (-37.9%) |
| ONE Advisory Partners, LLC | 23,399 | 19,398 | -4,001 (-17.1%) |
| Icon Wealth Advisors, LLC | 162,107 | 154,678 | -7,429 (-4.6%) |
| High Falls Advisors, Inc | 29,728 | 25,728 | -4,000 (-13.5%) |
| BCGM Wealth Management, LLC | 10,978 | 7,328 | -3,650 (-33.2%) |
| Mayflower Financial Advisors, LLC | 16,580 | 9,353 | -7,227 (-43.6%) |
| Ameritas Advisory Services, LLC | 79,645 | 68,167 | -11,478 (-14.4%) |
| CFS Investment Advisory Services, LLC | 38,642 | 30,337 | -8,305 (-21.5%) |
| Leverty Financial Group, LLC | 10,548 | 8,952 | -1,596 (-15.1%) |
| WealthShield Partners, LLC | 20,224 | 17,158 | -3,066 (-15.2%) |
| One Wealth Advisors, LLC | 65,531 | 64,058 | -1,473 (-2.2%) |
| TSA Wealth Managment LLC | 6,335 | 5,188 | -1,147 (-18.1%) |
| Vestmark Advisory Solutions, Inc. | 67,366 | 53,984 | -13,382 (-19.9%) |
| PRIVATE TRUST CO NA | 7,004 | 4,073 | -2,931 (-41.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| KM Capital Management Ltd. | 122,849 | $6,043 |
| Carr Financial Group Corp | 15,303 | $753 |
| LGT Financial Advisors LLC | 853 | $42 |
| Shared Vision Wealth Group LLC | 4,774 | $235 |
| Integrated Advisors Network LLC | 34,916 | $1,718 |
| RCS Financial Planning, LLC | 4,134 | $203 |
| GPS Wealth Strategies Group, LLC | 3,781 | $186 |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,617 | $375 |
| Ethos Financial Group, LLC | 4,937 | $243 |
| OPPENHEIMER & CO INC | 16,590 | $816 |
| NWAM LLC | 4,509 | $223 |
| Family Legacy Financial Solutions, LLC | 143 | $7 |
| EP Wealth Advisors, LLC | 4,347 | $211 |
| GeoWealth Management, LLC | 1,398 | $69 |
| Creative Planning | 5,318 | $262 |
| United Financial Planning Group LLC | 145 | $7 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 184 | $9 |
| MATHER GROUP, LLC. | 195 | $10 |
| Dynamic Wealth Strategies, LLC | 57 | $3 |
| CENTRAL TRUST Co | 34 | $2 |