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Get Institutions for : 
iShares Core Long Term US (ILTB)  
$49.64 0.73 (1.45%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    2
Total shares held : 
 6,972,089  
% of shares held : 
 90.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 53,887  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.18  
Last Quarter's Ending Price : 
 $51.11  
Last Quarter's Average Price : 
 $50.92  
Change from last quarter's     
avg. price to the last closing  : 
1.28 (2.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 111,683
 1.6%
 
Increased Positions :
30
 664,695
 9.53%
 
Unchanged Positions :
12
 143,661
 2.06%
 
Decreased Positions :
31
-498,557
-7.15%
 
Closed Positions :
11
-223,934
-3.21%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   BLACKROCK INC. 2033 - 2024-03-31 1,900,141 $97,116,000 10,194
   BANK OF AMERICA CORP /DE/ 1182 - 2024-03-31 1,174,840 $60,046,000 1,154,779
   J P MORGAN CHASE & CO 1169 - 2024-03-31 963,218 $49,230,000 924,220
   AE Wealth Management LLC 49 - 2024-03-31 799,375 $40,856,000 84,537
   AMERIPRISE FINANCIAL INC 1072 - 2024-03-31 565,413 $28,932,000 -790,368
   SCHRODER INVESTMENT MANAGEMENT GROUP 438 *New 2024-03-31 498,691 $25,488,000 498,691
   NEW YORK STATE COMMON RETIREMENT FUND 432 *New 2024-03-31 498,691 $25,488,000 498,691
   WELLS FARGO & CO/MN 1204 - 2024-03-31 336,127 $17,179,000 14,221
   JANE STREET GROUP LLC 648 - 2024-03-31 271,162 $13,859,000 271,162
   Focus Financial Network Inc. 38 - 2024-03-31 230,864 $11,183,000 0
   STABLEFORD CAPITAL II LLC 8 - 2024-03-31 167,638 $8,568,000 111,285
   Peak Financial Management Inc. 12 - 2024-03-31 162,533 $8,307,000 4,017
   Connectus Wealth LLC 100 - 2024-03-31 146,860 $7,506,000 6,595
   Verde Capital Management 10 - 2024-03-31 139,387 $7,124,000 18,528
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 967 - 2024-03-31 133,783 $6,838,000 8,321
   MORGAN STANLEY 3628 - 2024-03-31 126,969 $6,489,000 -25,066
   AMERIVEST INVESTMENT MANAGEMENT LLC 75 - 2023-06-30 116,833 $6,146,000 -5,186
   FOCUS FINANCIAL NETWORK INC /ADV 106 - 2023-12-31 106,510 $5,600,000 0
   LPL FINANCIAL CORP 1781 - 2024-03-31 96,576 $4,936,000 46,932
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2297 - 2024-03-31 94,883 $4,849,000 -6,107
   ENVESTNET ASSET MANAGEMENT INC 2002 - 2024-03-31 93,317 $4,769,000 -31,299
   Atria Wealth Solutions Inc. 366 - 2024-03-31 87,683 $4,481,000 -179
   OLD MISSION CAPITAL LLC 148 - 2024-03-31 71,592 $3,659,000 71,592
   Independent Wealth Network Inc. 13 - 2024-03-31 65,603 $3,353,000 1,326
   Rooted Wealth Advisors Inc. 17 - 2024-03-31 59,307 $2,965,000 1,815
   Cetera Investment Advisers 1290 - 2024-03-31 57,610 $2,944,000 49,737
   Change Path LLC 168 - 2024-03-31 54,671 $2,794,000 1,974
   ROYAL BANK OF CANADA 2305 - 2024-03-31 53,059 $2,711,000 23,262
   CREATIVE FINANCIAL DESIGNS INC /ADV 89 - 2024-03-31 49,527 $2,531,000 49,414
   Centennial Wealth Advisory LLC 16 - 2024-03-31 46,175 $2,360,000 8,993
   Safeguard Investment Advisory Group LLC 16 - 2024-03-31 40,712 $2,081,000 -46,915
   FINANCIAL NETWORK 1005 - 2024-03-31 40,560 $2,073,000 8,778
   UBS Group AG 3085 - 2024-03-31 33,658 $1,720,000 -8,577
   J.W. COLE ADVISORS INC. 253 - 2024-03-31 30,579 $1,563,000 6,578
   Advisor Group Holdings Inc. 1895 - 2024-03-31 30,082 $1,538,000 -72,001
   WILEY BROS.-AINTREE CAPITAL LLC 143 *New 2024-03-31 21,414 $1,094,000 21,414
   Cresta Advisors Ltd. 28 - 2024-03-31 16,570 $847,000 0
   STIFEL FINANCIAL CORP 2301 - 2024-03-31 15,996 $818,000 3,214
   Betterment LLC 224 - 2024-03-31 15,307 $782,000 2,129
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 254 - 2024-03-31 15,245 $765,000 -109
   Park Place Capital Corp 98 - 2024-03-31 14,864 $760,000 0
   Renasant Bank 66 - 2024-03-31 14,477 $740,000 0
   Wealthfront Advisers LLC 674 - 2024-03-31 14,103 $721,000 3,165
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3311 *New 2024-03-31 10,777 $551,000 10,777
   Hilltop Partners LLC 64 - 2024-03-31 10,736 $549,000 -268,325
   MULTIFINANCIAL SECURITIES CORP 1578 - 2024-03-31 9,978 $510,000 308
   THRIVENT FINANCIAL FOR LUTHERANS 2159 - 2024-03-31 9,939 $508,000 -208,598
   SECURED RETIREMENT ADVISORS LLC 71 - 2024-03-31 9,852 $504,000 -1,075
   Meeder Advisory Services Inc. 288 - 2024-03-31 9,150 $468,000 0
   TSFG LLC 99 *New 2024-03-31 8,831 $451,000 8,831
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2361 - 2024-03-31 8,650 $442,000 -1,636
   Private Advisor Group LLC 1637 - 2024-03-31 7,988 $408,000 -587
   NATIONAL ASSET MANAGEMENT, INC. 898 - 2024-03-31 8,589 $406,000 -6,843
   MML INVESTORS SERVICES LLC 1910 - 2024-03-31 7,892 $403,000 967
   BNP PARIBAS 217 - 2024-03-31 7,178 $367,000 0
   Vantage Financial Partners LLC 103 - 2024-03-31 6,485 $331,000 -2,279
   Envestnet Portfolio Solutions Inc. 1329 - 2024-03-31 6,147 $314,000 -7,863
   Signal Advisors Wealth LLC 230 *New 2024-03-31 5,898 $301,000 5,898
   COMMONWEALTH EQUITY SERVICES LLC. 3281 - 2024-03-31 5,574 $285,000 -157
   Resource Planning Group 62 - 2023-12-31 5,340 $281,000 -96
   Transcendent Capital Group LLC 77 - 2024-03-31 5,442 $278,000 -34
   MERCER GLOBAL ADVISORS INC /ADV 1612 - 2024-03-31 5,354 $274,000 -227
   CLS INVESTMENT FIRM LLC 1187 - 2022-12-31 5,313 $271,000 0
   Cornerstone Retirement Group Inc. 27 - 2023-09-30 5,432 $257,000 0
   B.O.S.S. Retirement Advisors LLC 114 - 2024-03-31 4,660 $245,000 -618
   BB&T CORP 2411 - 2024-03-31 4,305 $220,000 -922
   NATIONAL BANK OF CANADA /FI/ 1230 - 2024-03-31 4,436 $218,000 -1,244
   Peterson Financial Group Inc. 65 - 2024-03-31 4,059 $207,000 -15
   HARBOUR INVESTMENTS INC. 1109 - 2023-12-31 2,019 $106,000 0
   CITIGROUP INC 3546 - 2024-03-31 1,366 $70,000 220
   Goss Wealth Management LLC 2328 - 2024-03-31 900 $46,000 -9,242
   Qube Research & Technologies Ltd 3114 - 2024-03-31 544 $28,000 0
   Sound Income Strategies LLC 538 - 2024-03-31 531 $27,000 -32
   Global Retirement Partners LLC 1677 - 2024-03-31 500 $26,000 0
   McIlrath & Eck LLC 414 - 2024-03-31 479 $24,000 3
   BANK OF MONTREAL /CAN/ 3191 - 2024-03-31 295 $15,000 0
   Steward Partners Investment Advisory LLC 2675 - 2024-03-31 250 $13,000 0
   FinTrust Capital Advisors LLC 787 - 2024-03-31 262 $13,000 0
   Continuum Advisory LLC 911 *New 2024-03-31 214 $11,000 214
   Spire Wealth Management 1745 - 2024-03-31 172 $9,000 0
   Capital Analysts Inc. 961 - 2024-03-31 123 $6,000 0
   FMR LLC 4370 - 2024-03-31 81 $4,000 -344
   Geneos Wealth Management Inc. 1744 - 2024-03-31 71 $4,000 0
   Beaird Harris Wealth Management LLC 413 *New 2024-03-31 86 $4,000 86
   PRINCIPAL SECURITIES INC. 2734 *New 2024-03-31 50 $3,000 50
   Founders Financial Alliance LLC 533 - 2024-03-31 33 $2,000 0
   Tower View Investment Management & Research LLC 186 *New 2024-03-31 34 $2,000 34
   Clarity Asset Management Inc. 182 - 2024-03-31 42 $2,000 0
   HANSON MCCLAIN, INC. 2974 - 2024-03-31 21 $1,000 5
   First Pacific Financial 410 - 2024-03-31 23 $1,000 -2
   Level Financial Advisors Inc. 74 *Closed 2024-03-31 0 $0 -1,164
   ADVISORY SERVICES NETWORK, LLC 2013 *Closed 2024-03-31 0 $0 -3,507
   PROEQUITIES INC. 3601 - 2024-03-31 0 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 773 *Closed 2024-03-31 0 $0 -534
   Sunbelt Securities Inc. 1679 *Closed 2024-03-31 0 $0 -1,498
   Team Financial Group LLC 87 *Closed 2024-03-31 0 $0 -152
   Mutual Advisors LLC 1078 *Closed 2024-03-31 0 $0 -54,289
   IFP Advisors Inc 3148 *Closed 2023-12-31 0 $0 -60
   CITADEL ADVISORS LLC 6310 *Closed 2024-03-31 0 $0 -15,969
   BNP PARIBAS ARBITRAGE SA 3252 *Closed 2024-03-31 0 $0 -7,301
  100 Records found
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