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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
   Cresta Advisors Ltd. 28 - 2024-03-31 16,570 $847,000 0
   Park Place Capital Corp 98 - 2024-03-31 14,864 $760,000 0
   Renasant Bank 66 - 2024-03-31 14,477 $740,000 0
   Meeder Advisory Services Inc. 288 - 2024-03-31 9,150 $468,000 0
   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
   HARBOUR INVESTMENTS INC. 1109 - 2023-12-31 2,019 $106,000 0
   Qube Research & Technologies Ltd 3114 - 2024-03-31 544 $28,000 0
   Global Retirement Partners LLC 1677 - 2024-03-31 500 $26,000 0
   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
   Spire Wealth Management 1745 - 2024-03-31 172 $9,000 0
   Capital Analysts Inc. 961 - 2024-03-31 123 $6,000 0
   Geneos Wealth Management Inc. 1744 - 2024-03-31 71 $4,000 0
   Founders Financial Alliance LLC 533 - 2024-03-31 33 $2,000 0
   Clarity Asset Management Inc. 182 - 2024-03-31 42 $2,000 0
   PROEQUITIES INC. 3601 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
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