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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
   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
   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
   LPL FINANCIAL CORP 1781 - 2024-03-31 96,576 $4,936,000 46,932
   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
   FINANCIAL NETWORK 1005 - 2024-03-31 40,560 $2,073,000 8,778
   J.W. COLE ADVISORS INC. 253 - 2024-03-31 30,579 $1,563,000 6,578
   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
   Wealthfront Advisers LLC 674 - 2024-03-31 14,103 $721,000 3,165
   MULTIFINANCIAL SECURITIES CORP 1578 - 2024-03-31 9,978 $510,000 308
   MML INVESTORS SERVICES LLC 1910 - 2024-03-31 7,892 $403,000 967
   CITIGROUP INC 3546 - 2024-03-31 1,366 $70,000 220
   McIlrath & Eck LLC 414 - 2024-03-31 479 $24,000 3
   HANSON MCCLAIN, INC. 2974 - 2024-03-31 21 $1,000 5

  30 Records found
  1    
  Page 1 of 1
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