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Get Institutions for : 
Ishares Core Short Term Us Bond (ISTB)  
$47.23 0.04 (0.08%) as of 4:30 Wed 5/22


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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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 431 - 2024-03-31 3,220,560 $152,783,000 -531,107
   TRUST POINT INC. 2 - 2024-03-31 3,102,460 $147,181,000 -35,987
   BANK OF AMERICA CORP /DE/ 1105 - 2024-03-31 1,448,462 $68,715,000 -328,730
   BLACKROCK INC. 2276 - 2024-03-31 1,311,919 $62,237,000 -1,132,954
   UBS Group AG 796 - 2024-03-31 944,183 $44,792,000 -143,849
   Newman & Schimel LLC 1 - 2022-12-31 814,669 $37,833,000 -27,914
   WELLS FARGO & CO/MN 851 - 2024-03-31 738,538 $35,036,000 -13,292
   ENVESTNET ASSET MANAGEMENT INC 868 - 2024-03-31 654,915 $31,069,000 -67,568
   MORGAN STANLEY 2215 - 2024-03-31 644,602 $30,580,000 -803,994
   LPL FINANCIAL CORP 794 - 2024-03-31 583,593 $27,686,000 -12,332
   JONES FINANCIAL COMPANIES LLLP 68 - 2024-03-31 576,783 $27,363,000 -23,612
   AMERIVEST INVESTMENT MANAGEMENT LLC 48 - 2023-06-30 476,733 $22,234,000 -39,423
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 491 - 2024-03-31 438,281 $20,792,000 -53,524
   AMERIPRISE FINANCIAL INC 1463 - 2024-03-31 318,653 $15,121,000 -89,192
   PHILLIPS FINANCIAL MANAGEMENT LLC 25 - 2024-03-31 315,886 $14,986,000 -11,220
   Opal Wealth Advisors LLC 4 - 2024-03-31 306,441 $14,538,000 -129,423
   FOUNDERS FINANCIAL SECURITIES LLC 16 - 2024-03-31 273,817 $12,990,000 -50,918
   Advisor Group Holdings Inc. 568 - 2024-03-31 268,682 $12,746,000 -8,409
   HORIZON INVESTMENTS, LLC/SC 42 - 2024-03-31 269,607 $12,709,000 -51,506
   CREATIVE PLANNING 362 - 2024-03-31 256,124 $12,151,000 -47,072
   COMMONWEALTH EQUITY SERVICES LLC. 708 - 2024-03-31 246,922 $11,714,000 -23,732
   Orion Portfolio Solutions LLC 166 - 2024-03-31 242,474 $11,503,000 -23,731
   ARKANSAS FINANCIAL GROUP INC. 17 - 2024-03-31 176,516 $8,374,000 -668
   Iron Financial LLC 6 - 2024-03-31 164,289 $7,794,000 -979
   BLUESTEM FINANCIAL ADVISORS LLC 7 - 2024-03-31 162,390 $7,704,000 -1,698
   Old North State Trust LLC 1 - 2024-03-31 156,667 $7,432,000 -192,705
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 566 - 2024-03-31 155,588 $7,381,000 -7,731
   CI Private Wealth LLC 619 - 2024-03-31 145,404 $6,898,000 -1,193
   Brio Consultants LLC 21 - 2024-03-31 142,624 $6,766,000 -9,923
   Windsor Group LTD 25 - 2023-09-30 145,679 $6,757,000 -3,791
   MARYLAND CAPITAL ADVISORS INC. 7 - 2024-03-31 138,799 $6,585,000 -26,648
   Steward Partners Investment Advisory LLC 276 - 2024-03-31 136,591 $6,480,000 -13,682
   Providence First Trust Co 11 - 2024-03-31 131,865 $6,256,000 -500
   Miracle Mile Advisors LLC 106 - 2024-03-31 112,432 $5,334,000 -51,887
   COREPATH WEALTH PARTNERS LLC 7 - 2024-03-31 111,997 $5,258,000 -41,141
   Rockefeller Capital Management L.P. 691 - 2024-03-31 102,862 $4,880,000 -6,115
   Garrett Investment Advisors LLC 36 - 2024-03-31 98,618 $4,678,000 -234,358
   TD CAPITAL MANAGEMENT LLC 38 - 2024-03-31 98,344 $4,665,000 -2,544
   Dynamic Advisors Solutions LLC 183 - 2024-03-31 92,435 $4,385,000 -42,940
   Lutz Financial Services LLC 47 - 2024-03-31 83,601 $3,966,000 -15,381
   LJI Wealth Management LLC 19 - 2024-03-31 75,920 $3,602,000 -843
   BCGM Wealth Management LLC 19 - 2024-03-31 74,607 $3,539,000 -667
   Sound View Wealth Advisors Group LLC 61 - 2024-03-31 72,093 $3,420,000 -7,365
   BAKER AVENUE ASSET MANAGEMENT, LP 122 - 2024-03-31 70,629 $3,351,000 -13,300
   Baird Financial Group Inc. 807 - 2024-03-31 69,305 $3,288,000 -3,086
   Financial Synergies Wealth Advisors Inc. 28 - 2024-03-31 65,282 $3,097,000 -163,411
   FINANCIAL NETWORK 828 - 2024-03-31 64,333 $3,052,000 -7,071
   PROSPERA FINANCIAL SERVICES 242 - 2023-12-31 60,958 $2,899,000 -766
   Kovitz Investment Group Partners LLC 256 - 2024-03-31 60,791 $2,884,000 -36,076
   Carl P. Sherr & Co. LLC 13 - 2024-03-31 56,175 $2,665,000 -5,006
   STUDIO INVESTMENT MANAGEMENT LLC 49 - 2024-03-31 51,804 $2,458,000 -1,480
   Sontag Advisory LLC 177 - 2024-03-31 50,495 $2,395,000 -2,529
   Wealth Dimensions Group Ltd. 23 - 2024-03-31 48,751 $2,313,000 -1,822
   VALMARK ADVISERS INC 154 - 2024-03-31 47,868 $2,271,000 -598
   Equitable Holdings Inc. 424 - 2024-03-31 46,281 $2,196,000 -6,062
   PDS Planning Inc 57 - 2024-03-31 45,574 $2,162,000 -3,747
   Charter Oak Capital Management LLC 40 - 2024-03-31 45,509 $2,159,000 -484
   Wealthstar Advisors LLC 16 - 2024-03-31 42,772 $2,029,000 -290
   IRONWOOD INVESTMENT COUNSEL LLC 76 - 2024-03-31 39,684 $1,883,000 -1,047
   HHM Wealth Advisors LLC 31 - 2024-03-31 38,002 $1,803,000 -7,019
   HARBOUR INVESTMENTS INC. 260 - 2023-12-31 35,552 $1,691,000 -2,821
   HILLTOP HOLDINGS INC. 147 - 2024-03-31 35,012 $1,661,000 -2,330
   J.W. COLE ADVISORS INC. 250 - 2024-03-31 33,287 $1,579,000 -818
   CAPTRUST FINANCIAL ADVISORS 941 - 2024-03-31 30,261 $1,436,000 -7,824
   Ronald Blue Trust Inc. 158 - 2024-03-31 28,685 $1,361,000 -5,300
   Rather & Kittrell Inc. 33 - 2024-03-31 27,447 $1,302,000 -2,072
   Cetera Investment Advisers 793 - 2024-03-31 27,382 $1,299,000 -4,373
   NWAM LLC 189 - 2024-03-31 26,544 $1,251,000 -813
   Sunburst Financial Group LLC 39 - 2024-03-31 26,473 $1,249,000 -10,614
   Bellwether Advisors LLC 68 - 2024-03-31 26,208 $1,243,000 -2,720
   Envestnet Portfolio Solutions Inc. 795 - 2024-03-31 25,271 $1,199,000 -40,950
   Global Retirement Partners LLC 335 - 2024-03-31 24,168 $1,147,000 -449
   Mutual Advisors LLC 434 - 2024-03-31 24,047 $1,141,000 -2,307
   Delta Financial Group Inc. 57 - 2024-03-31 23,796 $1,129,000 -2,990
   Goss Wealth Management LLC 955 - 2024-03-31 22,767 $1,080,000 -10,695
   PFG FINANCIAL ADVISORS 96 - 2024-03-31 22,468 $1,066,000 -1,498
   LUTS & GREENLEIGH GROUP INC 14 - 2023-12-31 22,125 $1,052,000 -11,597
   Western Wealth Management LLC 223 - 2024-03-31 21,931 $1,040,000 -339
   HEAD & ASSOCIATES LLC 87 - 2023-12-31 20,107 $956,000 -200
   Colonial Trust Co / SC 106 - 2024-03-31 19,711 $935,000 -602
   KESTRA PRIVATE WEALTH SERVICES LLC 574 - 2024-03-31 19,580 $929,000 -5,419
   SECURED RETIREMENT ADVISORS LLC 54 - 2024-03-31 18,301 $868,000 -2,064
   COMERICA BANK 1636 - 2024-03-31 17,423 $827,000 -9,855
   BLAIR WILLIAM & CO/IL 939 - 2024-03-31 16,806 $797,000 -363
   PARK AVENUE SECURITIES LLC 769 - 2024-03-31 16,589 $787,000 -3,865
   Beacon Financial Advisory LLC 84 - 2024-03-31 16,193 $768,000 -35
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1086 - 2024-03-31 16,157 $766,000 -27,470
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 38 - 2024-03-31 15,121 $717,000 -18,263
   CRESTWOOD ADVISORS LLC 241 - 2024-03-31 15,067 $715,000 -8,307
   KOCHIS FITZ/QUINTILE LLC 165 - 2024-03-31 15,015 $712,000 -2,561
   BUCKINGHAM ASSET MANAGEMENT, LLC 403 - 2024-03-31 14,622 $694,000 -30,449
   WASHINGTON TRUST BANK 119 - 2024-03-31 14,124 $670,000 -322
   COLONIAL ASSET MANAGEMENT, INC. 122 - 2024-03-31 13,659 $648,000 -280
   Integrated Wealth Concepts LLC 938 - 2024-03-31 13,262 $629,000 -3,504
   BB&T CORP 1852 - 2024-03-31 12,417 $589,000 -3,730
   Chicago Partners Investment Group LLC 413 - 2024-03-31 12,039 $566,000 -1,504
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 340 - 2024-03-31 11,797 $556,000 -124
   EVENSKY & KATZ INC 60 - 2024-03-31 11,670 $554,000 -1,092
   Sound Stewardship LLC 41 - 2024-03-31 10,653 $505,000 -63,998
   Intrua Financial LLC 182 - 2023-03-31 10,571 $499,000 -7,738
  100 Records found
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