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Get Institutions for : 
Ishares Barclays 0-5 Year Tips Bond Fund (STIP)  
$99.32 0.07 (0.07%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 570    20
Total shares held : 
 55,276,842  
% of shares held : 
 6.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -99  
Amount of shares held : 
 -4,392,696  
% of shares held change : 
   -0.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.57  
Last Quarter's Ending Price : 
 $98.59  
Last Quarter's Average Price : 
 $97.44  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (1.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 3,406,733
 6.16%
 
Increased Positions :
182
 3,946,363
 7.14%
 
Unchanged Positions :
87
 4,937,671
 8.93%
 
Decreased Positions :
261
-10,691,932
-19.34%
 
Closed Positions :
60
-1,053,860
-1.91%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 23 - 2024-03-31 3,113,375 $309,563,000 -108,013
   Personal Capital Advisors Corp 18 - 2022-12-31 2,472,558 $239,739,000 44,036
   BLACKROCK INC. 1718 - 2024-03-31 1,768,176 $175,810,000 -274,533
   BANK OF AMERICA CORP /DE/ 695 - 2024-03-31 1,678,116 $166,855,000 -178,242
   MODERA WEALTH MANAGEMENT, LLC 8 - 2024-03-31 1,600,792 $159,167,000 372,563
   TIEDEMANN WEALTH MANAGEMENT, LLC 5 - 2023-09-30 1,520,895 $147,405,000 -831,050
   Comprehensive Portfolio Management LLC 4 - 2024-03-31 1,376,049 $136,821,000 116,986
   LPL FINANCIAL CORP 242 - 2024-03-31 1,347,691 $134,001,000 154,588
   MORGAN STANLEY 1011 - 2024-03-31 1,323,931 $131,639,000 -96,794
   Barber Financial Group Inc. 1 - 2023-03-31 1,201,371 $119,212,000 -74,715
   Modern Wealth Management LLC 1 - 2024-03-31 1,074,492 $106,461,000 21,560
   ENVESTNET ASSET MANAGEMENT INC 441 - 2024-03-31 1,037,637 $103,172,000 -23,819
   AlTi Global Inc. 9 - 2024-03-31 845,444 $84,062,000 -240,866
   AMERIPRISE FINANCIAL INC 632 - 2024-03-31 778,311 $77,496,000 -773,482
   Wealthcare Advisory Partners LLC 5 - 2024-03-31 760,271 $75,594,000 66,903
   O SHAUGHNESSY ASSET MANAGEMENT LLC 17 - 2024-03-31 716,221 $71,214,000 117,423
   STATE STREET CORP 1533 - 2024-03-31 706,544 $70,252,000 11,128
   YCMNET ADVISORS INC 8 - 2024-03-31 675,697 $67,185,000 46,510
   FINANCEWARE, INC. 4 - 2024-03-31 665,819 $66,202,000 600,881
   HAVERFORD TRUST CO 48 - 2024-03-31 603,567 $60,013,000 5,707
   3EDGE Asset Management LP 9 - 2024-03-31 582,259 $57,894,000 -36,157
   FMR LLC 1280 - 2024-03-31 566,115 $56,289,000 -2,834,476
   KEATING INVESTMENT COUNSELORS INC 1 - 2024-03-31 561,485 $55,828,000 140
   J P MORGAN CHASE & CO 1144 - 2024-03-31 529,384 $52,637,000 66,707
   GUARANTY TRUST CO OF MISSOURI /MO/ 18 - 2024-03-31 513,164 $51,024,000 -30,268
   WELLS FARGO & CO/MN 703 - 2024-03-31 510,560 $50,765,000 -95,936
   PARTNERS CAPITAL INVESTMENT GROUP LLP 16 - 2024-03-31 504,886 $50,201,000 -199,821
   M. Kulyk & Associates LLC 1 - 2024-03-31 483,108 $48,035,000 22,166
   First Command Financial Services Inc. 9 - 2023-06-30 489,820 $47,806,000 4,117
   First Command Bank 9 - 2023-06-30 489,820 $47,806,000 4,117
   HPM Partners LLC 174 - 2024-03-31 455,794 $45,147,000 -9,802
   Dynasty Wealth Management LLC 20 *New 2024-03-31 444,804 $44,227,000 444,804
   Quotient Wealth Partners LLC 18 - 2024-03-31 429,049 $42,660,000 69,543
   ARGI INVESTMENT SERVICES, LLC 20 - 2022-12-31 412,375 $39,984,000 -7,904
   PUTNAM FL INVESTMENT MANAGEMENT CO 27 - 2024-03-31 396,061 $39,380,000 29,398
   Tortoise Investment Management LLC 2 - 2024-03-31 376,655 $37,451,000 36,529
   GOLUB GROUP LLC 23 - 2024-03-31 364,891 $36,281,000 27,510
   SIGMA INVESTMENT COUNSELORS INC 5 - 2024-03-31 356,966 $35,493,000 5,982
   SCS CAPITAL MANAGEMENT LLC 25 - 2024-03-31 345,926 $34,395,000 -19,630
   AJ WEALTH STRATEGIES LLC 18 - 2023-06-30 346,606 $33,660,000 -876
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 243 - 2024-03-31 317,130 $31,532,000 201,979
   LVW Advisors LLC 3 - 2024-03-31 313,162 $31,138,000 23,670
   TOWNSQUARE CAPITAL LLC 49 - 2024-03-31 311,764 $30,999,000 31,502
   UBS Group AG 986 - 2024-03-31 306,238 $30,449,000 -11,862
   PURE FINANCIAL ADVISORS, INC. 25 - 2024-03-31 303,539 $30,181,000 -3,529
   CREATIVE PLANNING 212 - 2024-03-31 280,190 $27,859,000 -86,865
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 422 - 2024-03-31 260,821 $25,933,000 -92,595
   Austin Asset Management Co Inc 5 - 2024-03-31 259,540 $25,806,000 801
   PRINCIPAL SECURITIES INC. 18 - 2024-03-31 256,218 $25,476,000 31,307
   ROYAL BANK OF CANADA 1018 - 2024-03-31 253,287 $25,185,000 -62,940
   First Command Advisory Services Inc. 18 - 2024-03-31 241,458 $24,008,000 -270,096
   RENAISSANCE TECHNOLOGIES LLC 556 - 2024-03-31 241,100 $23,973,000 78,306
   VICTORY CAPITAL MANAGEMENT INC 731 - 2024-03-31 235,579 $23,424,000 0
   ALTFEST L J & CO INC 5 - 2024-03-31 229,881 $22,857,000 -4,458
   Kelman-Lazarov Inc. 6 - 2024-03-31 227,977 $22,668,000 7,954
   Abacus Planning Group Inc. 6 - 2024-03-31 224,274 $22,300,000 27,925
   RAYMOND JAMES & ASSOCIATES 742 - 2024-03-31 217,763 $21,652,000 34,656
   JANE STREET GROUP LLC 463 - 2024-03-31 216,701 $21,547,000 191,521
   Wilshire Associates Inc 4 - 2024-03-31 213,800 $21,258,000 14,597
   Miracle Mile Advisors LLC 46 - 2024-03-31 211,819 $21,061,000 31,864
   MULTIFINANCIAL SECURITIES CORP 124 - 2024-03-31 208,866 $20,768,000 161,405
   Greenline Partners LLC 4 - 2024-03-31 208,142 $20,696,000 9,028
   ROCKLAND TRUST CO 33 - 2024-03-31 207,614 $20,643,000 10,163
   PNC FINANCIAL SERVICES GROUP INC 390 - 2024-03-31 202,575 $20,142,000 -35,024
   BerganKDV Wealth Management LLC 12 - 2023-06-30 206,357 $20,140,000 4,241
   Strategic Wealth Designers 9 - 2023-12-31 202,100 $19,925,000 11,453
   HIGHTOWER ADVISORS, LLC 475 - 2024-03-31 197,715 $19,650,000 -72,429
   EMPIRICAL FINANCIAL SERVICES, LLC 28 - 2024-03-31 191,926 $19,083,000 5,104
   JEPPSON WEALTH MANAGEMENT LLC 1 - 2024-03-31 190,733 $18,965,000 -415
   CI Private Wealth LLC 405 - 2024-03-31 189,664 $18,858,000 -103,798
   Sensible Financial Planning & Management LLC. 7 - 2024-03-31 189,637 $18,856,000 9,588
   LWS Wealth Advisors Inc. 4 - 2023-12-31 188,959 $18,629,000 12,348
   Landmark Financial Advisors LLC 3 - 2023-12-31 187,013 $18,438,000 7,966
   Prime Capital Investment Advisors LLC 84 - 2024-03-31 183,451 $18,240,000 -330
   FLOW TRADERS U.S. LLC 19 - 2024-03-31 181,069 $18,004,000 134,785
   Diversify Advisory Services LLC 21 - 2024-03-31 177,193 $17,569,000 0
   Orion Portfolio Solutions LLC 108 - 2024-03-31 171,335 $17,036,000 18,144
   Grubman Wealth Management 9 - 2024-03-31 170,211 $16,924,000 5,564
   Stordahl Capital Management Inc. 7 - 2024-03-31 169,114 $16,815,000 6,704
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 294 - 2024-03-31 168,886 $16,792,000 -15,388
   Cable Hill Partners LLC 12 - 2024-03-31 166,756 $16,412,000 0
   PROVISE MANAGEMENT GROUP LLC 18 - 2024-03-31 162,551 $16,162,000 16,773
   DFPG INVESTMENTS INC. 11 - 2023-12-31 161,634 $15,932,000 4,260
   PORTLAND GLOBAL ADVISORS LLC 14 - 2024-03-31 156,025 $15,514,000 4,209
   Cyndeo Wealth Partners LLC 14 - 2024-03-31 155,586 $15,470,000 729
   GOULD ASSET MANAGEMENT LLC /CA/ 4 - 2024-03-31 150,732 $14,987,000 -18,565
   Trilogy Capital Inc. 35 - 2024-03-31 147,401 $14,656,000 -1,546
   Advisor Group Holdings Inc. 525 - 2024-03-31 146,137 $14,531,000 -117,169
   Beacon Pointe Advisors LLC 142 - 2024-03-31 141,662 $14,085,000 4,641
   KWMG LLC 18 - 2024-03-31 141,399 $14,059,000 6,865
   COMMONWEALTH EQUITY SERVICES LLC. 637 - 2024-03-31 141,178 $14,037,000 -16,455
   Family Firm Inc. 4 - 2024-03-31 140,749 $13,995,000 3,769
   STIFEL FINANCIAL CORP 679 - 2024-03-31 140,260 $13,946,000 -22,091
   Financial Gravity Wealth Inc. 5 - 2024-03-31 137,945 $13,716,000 -1,539,159
   SILVER OAK SECURITIES Inc 4 - 2024-03-31 134,271 $13,351,000 -37,875
   Northland Capital Management LLC 4 - 2024-03-31 133,615 $13,285,000 1,468
   GOLDMAN SACHS GROUP INC/ 1838 - 2024-03-31 133,060 $13,230,000 34,941
   GoalFusion Wealth Management LLC 4 - 2024-03-31 128,508 $12,778,000 -55,443
   Galvin Gaustad & Stein LLC 38 - 2024-03-31 127,414 $12,669,000 -3,313
   PRUDENTIAL FINANCIAL INC 601 - 2024-03-31 124,982 $12,427,000 -18,691
  100 Records found
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