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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 1072 - 2024-03-31 565,413 $28,932,000 -790,368
   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
   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
   Safeguard Investment Advisory Group LLC 16 - 2024-03-31 40,712 $2,081,000 -46,915
   UBS Group AG 3085 - 2024-03-31 33,658 $1,720,000 -8,577
   Advisor Group Holdings Inc. 1895 - 2024-03-31 30,082 $1,538,000 -72,001
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 254 - 2024-03-31 15,245 $765,000 -109
   Hilltop Partners LLC 64 - 2024-03-31 10,736 $549,000 -268,325
   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
   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
   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
   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
   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
   Goss Wealth Management LLC 2328 - 2024-03-31 900 $46,000 -9,242
   Sound Income Strategies LLC 538 - 2024-03-31 531 $27,000 -32
   FMR LLC 4370 - 2024-03-31 81 $4,000 -344
   First Pacific Financial 410 - 2024-03-31 23 $1,000 -2
  30 Records found
  1    
  Page 1 of 1
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