Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Core Short Term Us Bond (ISTB)  
$47.23 0.04 (0.08%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 356    8
Total shares held : 
55,072,061  
% of shares held : 
6.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -44  
Amount of shares held : 
-462,505  
% of shares held change : 
  -0.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$46.15  
Last Quarter's Ending Price : 
$47.56  
Last Quarter's Average Price
$46.69  
Change from last quarter's     
avg. price to the last closing  : 
0.54 (1.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 727,503
 1.32%
 
Increased Positions :
117
 4,119,872
 7.48%
 
Unchanged Positions :
58
 8,734,025
 15.86%
 
Decreased Positions :
153
-4,211,145
-7.65%
 
Closed Positions :
36
-1,098,735
-2%
 
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
   Acorns Advisers LLC 5 - 2024-03-31 9,233,110 $438,019,000 650,396
   STATE OF WISCONSIN INVESTMENT BOARD 21 - 2024-03-31 4,766,325 $226,114,000 222,125
   J P MORGAN CHASE & CO 916 - 2024-03-31 1,903,087 $90,282,000 1,267,504
   SPINNAKER TRUST 5 - 2024-03-31 1,237,380 $58,701,000 26,994
   RAYMOND JAMES & ASSOCIATES 380 - 2024-03-31 1,200,586 $56,956,000 39,123
   MARINER WEALTH ADVISORS, LLC 190 - 2024-03-31 1,042,128 $49,439,000 30,787
   Townsend & Associates Inc 2 - 2024-03-31 945,072 $44,418,000 20,866
   ROYAL BANK OF CANADA 794 - 2024-03-31 847,282 $40,196,000 392,714
   CAHABA WEALTH MANAGEMENT INC. 6 - 2024-03-31 766,076 $36,343,000 47,612
   MBL Wealth LLC 5 - 2024-03-31 661,033 $31,359,000 32,811
   HPM Partners LLC 249 - 2024-03-31 553,623 $26,265,000 78,930
   CITADEL ADVISORS LLC 736 - 2024-03-31 543,987 $25,807,000 540,442
   JANE STREET GROUP LLC 417 - 2024-03-31 523,578 $24,839,000 117,604
   YCMNET ADVISORS INC 47 - 2024-03-31 512,985 $24,336,000 25,290
   COURAGE MILLER PARTNERS, LLC 3 - 2024-03-31 482,389 $22,885,000 4,284
   CIM LLC 7 - 2023-12-31 463,288 $21,886,000 30,359
   Geneos Wealth Management Inc. 15 - 2024-03-31 455,885 $21,627,000 6,932
   CLS INVESTMENT FIRM LLC 48 - 2022-12-31 440,404 $20,452,000 334,144
   PITTENGER & ANDERSON INC 45 - 2024-03-31 333,345 $15,814,000 54,784
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 443 - 2024-03-31 322,503 $15,300,000 278,886
   CAPITAL INSIGHT PARTNERS LLC 6 - 2024-03-31 308,062 $14,614,000 7,837
   Beacon Pointe Advisors LLC 139 - 2024-03-31 299,307 $14,199,000 78,063
   JOHNSON FINANCIAL GROUP, INC. 24 - 2024-03-31 264,011 $12,525,000 226,501
   HIGHTOWER ADVISORS, LLC 620 - 2024-03-31 255,197 $12,109,000 22,830
   Omega Financial Group LLC 3 - 2024-03-31 240,000 $11,386,000 7,016
   HUNTER ASSOCIATES INC. 10 - 2024-03-31 227,538 $10,790,000 30,605
   Alexander Randolph Advisory Inc. 2 - 2024-03-31 223,965 $10,625,000 33,773
   PNC FINANCIAL SERVICES GROUP INC 519 - 2024-03-31 208,669 $9,899,000 13,071
   THRIVENT FINANCIAL FOR LUTHERANS 633 - 2024-03-31 201,411 $9,555,000 93,288
   DORVAL Corp 13 - 2024-03-31 187,972 $8,897,000 3,601
   BANK OF MONTREAL /CAN/ 897 - 2024-03-31 187,274 $8,890,000 3,566
   MCKINLEY CARTER WEALTH SERVICES, INC. 39 - 2024-03-31 187,292 $8,885,000 9,699
   WEALTH MANAGEMENT RESOURCES INC. 12 - 2024-03-31 178,380 $8,462,000 10,156
   Cranbrook Wealth Management LLC 13 - 2024-03-31 174,971 $8,301,000 4,027
   PRAIRIEVIEW WEALTH PARTNERS LLC 8 - 2024-03-31 171,149 $8,119,000 8,638
   Abundance Wealth Counselors 10 - 2024-03-31 167,088 $7,927,000 11,628
   Fiduciary Group LLC 32 - 2024-03-31 164,393 $7,799,000 2,056
   LWS Wealth Advisors Inc. 13 - 2023-12-31 160,748 $7,645,000 10,315
   BerganKDV Wealth Management LLC 29 - 2023-06-30 157,849 $7,362,000 8,264
   MORRIS FINANCIAL CONCEPTS INC. 6 - 2024-03-31 147,657 $7,005,000 1,363
   MML INVESTORS SERVICES LLC 528 - 2024-03-31 141,509 $6,713,000 11,286
   Buttonwood Financial Advisors Inc. 8 - 2024-03-31 139,144 $6,601,000 7,880
   Wescott Financial Advisory Group LLC 27 - 2024-03-31 127,393 $6,044,000 21,084
   Hoxton Planning & Management LLC 4 - 2024-03-31 125,251 $5,942,000 8,797
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 28 - 2024-03-31 124,033 $5,884,000 110,000
   STERLING INVESTMENT ADVISORS LLC /ADV 12 - 2024-03-31 120,974 $5,739,000 4,788
   Advisor OS LLC 31 - 2024-03-31 117,266 $5,563,000 78,648
   MEEDER ASSET MANAGEMENT INC 71 - 2024-03-31 112,202 $5,323,000 5,946
   MATHER GROUP, INC. 93 - 2024-03-31 105,758 $5,030,000 534
   JGP Wealth Management LLC 45 - 2024-03-31 105,486 $5,004,000 17,023
   Fonville Wealth Management LLC 14 - 2024-03-31 105,279 $4,994,000 4,999
   MJP ASSOCIATES INC /ADV 20 - 2024-03-31 103,231 $4,897,000 78,865
   Vantage Financial Partners LLC 18 - 2024-03-31 101,050 $4,794,000 1,104
   Rooted Wealth Advisors Inc. 13 - 2024-03-31 97,141 $4,582,000 3,094
   PEOPLES BANK NATIONAL ASSOCIATION 10 - 2024-03-31 95,212 $4,517,000 5,216
   BAKER ELLIS ASSET MANAGEMENT LLC 50 - 2024-03-31 89,650 $4,253,000 5,700
   BIDWELL C M & ASSOCIATES LTD/ 7 - 2024-03-31 88,845 $4,215,000 489
   FIRST HAWAIIAN BANK 106 - 2024-03-31 85,675 $4,064,000 489
   Lineweaver Wealth Advisors LLC 23 - 2024-03-31 83,313 $3,953,000 3,706
   Lakeridge Wealth Management LLC 11 - 2024-03-31 80,679 $3,827,000 27,799
   Kestra Advisory Services LLC 619 - 2024-03-31 78,983 $3,747,000 2,099
   RENAISSANCE TECHNOLOGIES LLC 1614 - 2024-03-31 77,700 $3,686,000 77,700
   GOLDMAN SACHS GROUP INC/ 2803 - 2024-03-31 74,213 $3,521,000 16
   Resources Investment Advisors Inc. 260 - 2024-03-31 63,915 $3,032,000 1,922
   Eldridge Investment Advisors Inc. 31 - 2024-03-31 61,069 $2,897,000 3,998
   Private Advisor Group LLC 659 - 2024-03-31 59,480 $2,822,000 1,345
   HANSON MCCLAIN, INC. 260 - 2024-03-31 58,634 $2,782,000 30
   PRINCIPAL SECURITIES INC. 221 - 2024-03-31 57,963 $2,750,000 17,837
   Laurel Wealth Advisors Inc. 95 - 2022-12-31 53,805 $2,499,000 8,821
   Rockbridge Investment Management LCC 34 - 2024-03-31 51,112 $2,425,000 2,206
   Samalin Investment Counsel LLC 17 - 2024-03-31 50,622 $2,402,000 2,273
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 74 - 2024-03-31 49,755 $2,360,000 1,415
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 886 - 2024-03-31 49,220 $2,335,000 8,650
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1010 - 2024-03-31 46,349 $2,199,000 879
   Investment Advisory Group LLC 25 - 2024-03-31 46,323 $2,198,000 773
   GYL Financial Synergies LLC 118 - 2024-03-31 44,636 $2,118,000 1,410
   MERCER GLOBAL ADVISORS INC /ADV 711 - 2024-03-31 44,536 $2,113,000 996
   CITY HOLDING CO 84 - 2024-03-31 44,522 $2,112,000 623
   Joseph Group Capital Management 27 - 2024-03-31 43,439 $2,061,000 7,990
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 55 - 2022-12-31 43,284 $2,010,000 18,028
   Betterment LLC 161 - 2024-03-31 38,137 $1,809,000 585
   Argent Advisors Inc. 37 - 2024-03-31 37,252 $1,767,000 2,154
   Stone House Investment Management LLC 25 - 2024-03-31 36,673 $1,740,000 7,848
   Richard W. Paul & Associates LLC 32 - 2024-03-31 35,203 $1,670,000 584
   KMG FIDUCIARY PARTNERS LLC 110 - 2024-03-31 34,608 $1,642,000 143
   Columbus Macro LLC 53 - 2024-03-31 34,404 $1,632,000 1,237
   TrueWealth Financial Partners 14 - 2024-03-31 32,962 $1,564,000 1,584
   Horizon Family Wealth Inc. 16 - 2024-03-31 32,418 $1,538,000 207
   Darden Wealth Group Inc 19 - 2024-03-31 31,619 $1,500,000 1,931
   Eukles Asset Management 54 - 2024-03-31 28,969 $1,374,000 398
   FC Advisory LLC 35 - 2024-03-31 28,666 $1,360,000 480
   First PREMIER Bank 70 - 2024-03-31 25,333 $1,202,000 760
   RAYMOND JAMES TRUST CO 418 - 2024-03-31 25,271 $1,199,000 3,132
   HILL ISLAND FINANCIAL LLC 24 - 2024-03-31 25,197 $1,195,000 2,256
   MKT Advisors LLC 22 - 2024-03-31 25,086 $1,177,000 8,258
   ADVISORY SERVICES NETWORK, LLC 679 - 2024-03-31 21,439 $1,017,000 3,015
   Sunesis Advisors LLC 31 - 2024-03-31 19,416 $921,000 711
   Maltin Wealth Management Inc. 54 - 2024-03-31 19,215 $912,000 314
   CWM LLC 943 - 2024-03-31 16,798 $797,000 1,085
   Quad-Cities Investment Group LLC 54 - 2024-03-31 16,460 $781,000 263

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results