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Get Institutions for : 
Ishares Barclays 0-5 Year Tips Bond Fund (STIP)  
$99.32 0.07 (0.07%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 570    20
Total shares held : 
 55,276,842  
% of shares held : 
 6.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -99  
Amount of shares held : 
 -4,392,696  
% of shares held change : 
   -0.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.57  
Last Quarter's Ending Price : 
 $98.59  
Last Quarter's Average Price : 
 $97.44  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (1.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 3,406,733
 6.16%
 
Increased Positions :
182
 3,946,363
 7.14%
 
Unchanged Positions :
87
 4,937,671
 8.93%
 
Decreased Positions :
261
-10,691,932
-19.34%
 
Closed Positions :
60
-1,053,860
-1.91%
 
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
   Betterment LLC 23 - 2024-03-31 3,113,375 $309,563,000 -108,013
   BLACKROCK INC. 1718 - 2024-03-31 1,768,176 $175,810,000 -274,533
   BANK OF AMERICA CORP /DE/ 695 - 2024-03-31 1,678,116 $166,855,000 -178,242
   TIEDEMANN WEALTH MANAGEMENT, LLC 5 - 2023-09-30 1,520,895 $147,405,000 -831,050
   MORGAN STANLEY 1011 - 2024-03-31 1,323,931 $131,639,000 -96,794
   Barber Financial Group Inc. 1 - 2023-03-31 1,201,371 $119,212,000 -74,715
   ENVESTNET ASSET MANAGEMENT INC 441 - 2024-03-31 1,037,637 $103,172,000 -23,819
   AlTi Global Inc. 9 - 2024-03-31 845,444 $84,062,000 -240,866
   AMERIPRISE FINANCIAL INC 632 - 2024-03-31 778,311 $77,496,000 -773,482
   3EDGE Asset Management LP 9 - 2024-03-31 582,259 $57,894,000 -36,157
   FMR LLC 1280 - 2024-03-31 566,115 $56,289,000 -2,834,476
   GUARANTY TRUST CO OF MISSOURI /MO/ 18 - 2024-03-31 513,164 $51,024,000 -30,268
   WELLS FARGO & CO/MN 703 - 2024-03-31 510,560 $50,765,000 -95,936
   PARTNERS CAPITAL INVESTMENT GROUP LLP 16 - 2024-03-31 504,886 $50,201,000 -199,821
   HPM Partners LLC 174 - 2024-03-31 455,794 $45,147,000 -9,802
   ARGI INVESTMENT SERVICES, LLC 20 - 2022-12-31 412,375 $39,984,000 -7,904
   SCS CAPITAL MANAGEMENT LLC 25 - 2024-03-31 345,926 $34,395,000 -19,630
   AJ WEALTH STRATEGIES LLC 18 - 2023-06-30 346,606 $33,660,000 -876
   UBS Group AG 986 - 2024-03-31 306,238 $30,449,000 -11,862
   PURE FINANCIAL ADVISORS, INC. 25 - 2024-03-31 303,539 $30,181,000 -3,529
   CREATIVE PLANNING 212 - 2024-03-31 280,190 $27,859,000 -86,865
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 422 - 2024-03-31 260,821 $25,933,000 -92,595
   ROYAL BANK OF CANADA 1018 - 2024-03-31 253,287 $25,185,000 -62,940
   First Command Advisory Services Inc. 18 - 2024-03-31 241,458 $24,008,000 -270,096
   ALTFEST L J & CO INC 5 - 2024-03-31 229,881 $22,857,000 -4,458
   PNC FINANCIAL SERVICES GROUP INC 390 - 2024-03-31 202,575 $20,142,000 -35,024
   HIGHTOWER ADVISORS, LLC 475 - 2024-03-31 197,715 $19,650,000 -72,429
   JEPPSON WEALTH MANAGEMENT LLC 1 - 2024-03-31 190,733 $18,965,000 -415
   CI Private Wealth LLC 405 - 2024-03-31 189,664 $18,858,000 -103,798
   Prime Capital Investment Advisors LLC 84 - 2024-03-31 183,451 $18,240,000 -330
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 294 - 2024-03-31 168,886 $16,792,000 -15,388
   GOULD ASSET MANAGEMENT LLC /CA/ 4 - 2024-03-31 150,732 $14,987,000 -18,565
   Trilogy Capital Inc. 35 - 2024-03-31 147,401 $14,656,000 -1,546
   Advisor Group Holdings Inc. 525 - 2024-03-31 146,137 $14,531,000 -117,169
   COMMONWEALTH EQUITY SERVICES LLC. 637 - 2024-03-31 141,178 $14,037,000 -16,455
   STIFEL FINANCIAL CORP 679 - 2024-03-31 140,260 $13,946,000 -22,091
   Financial Gravity Wealth Inc. 5 - 2024-03-31 137,945 $13,716,000 -1,539,159
   SILVER OAK SECURITIES Inc 4 - 2024-03-31 134,271 $13,351,000 -37,875
   GoalFusion Wealth Management LLC 4 - 2024-03-31 128,508 $12,778,000 -55,443
   Galvin Gaustad & Stein LLC 38 - 2024-03-31 127,414 $12,669,000 -3,313
   PRUDENTIAL FINANCIAL INC 601 - 2024-03-31 124,982 $12,427,000 -18,691
   Ethos Financial Group LLC 10 - 2024-03-31 121,340 $12,065,000 -815
   FDX ADVISORS, INC. - 2024-03-31 116,173 $11,551,000 -5,325
   COURIER CAPITAL CORP 30 - 2024-03-31 115,304 $11,465,000 -1
   MML INVESTORS SERVICES LLC 373 - 2024-03-31 114,443 $11,379,000 -44,943
   IFG Advisory LLC 22 - 2024-03-31 105,928 $10,532,000 -264
   Walker Financial Services Inc. 5 - 2024-03-31 102,783 $10,220,000 -65,723
   Elm Partners Management LLC 23 - 2024-03-31 101,956 $10,137,000 -12,759
   ALESCO ADVISORS LLC 29 - 2024-03-31 101,314 $10,074,000 -386
   BURNS WEALTH MANAGEMENT, INC. 92 - 2024-03-31 92,111 $9,159,000 -3,800
   Pinnacle Wealth Management Group Inc. 1 - 2024-03-31 81,385 $8,092,000 -5,602
   Bleakley Financial Group LLC 80 - 2024-03-31 81,018 $8,056,000 -3,342
   BB&T CORP 721 - 2024-03-31 77,571 $7,713,000 -63,114
   Integrated Wealth Concepts LLC 195 - 2024-03-31 77,100 $7,666,000 -37,784
   Krasney Financial LLC 29 - 2024-03-31 63,913 $6,355,000 -1,558
   BLAIR WILLIAM & CO/IL 435 - 2024-03-31 61,568 $6,122,000 -844
   Cetera Investment Advisers 273 - 2024-03-31 60,247 $5,990,000 -109,731
   OPPENHEIMER & CO INC 239 - 2024-03-31 59,931 $5,959,000 -9,451
   Perfromance Wealth Partners LLC 30 - 2024-03-31 59,591 $5,925,000 -2,760
   Private Advisor Group LLC 411 - 2024-03-31 58,849 $5,851,000 -13,451
   City State Bank 5 - 2024-03-31 56,154 $5,583,000 -480
   NorthCrest Asset Manangement LLC 132 - 2024-03-31 55,122 $5,481,000 -1,965
   Atria Wealth Solutions Inc. 319 - 2024-03-31 53,210 $5,291,000 -3,910
   Arcataur Capital Management LLC 13 - 2024-03-31 49,029 $4,875,000 -285
   CHESAPEAKE CAPITAL CORP /IL/ 2 - 2024-03-31 48,755 $4,848,000 -20,828
   PINNACLE FINANCIAL PARTNERS INC 168 - 2024-03-31 47,756 $4,748,000 -204,744
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 581 - 2024-03-31 46,116 $4,585,000 -5,030
   Kure Advisory LLC 12 - 2024-03-31 44,059 $4,381,000 -28,259
   KESTRA PRIVATE WEALTH SERVICES LLC 224 - 2024-03-31 43,942 $4,369,000 -45,555
   Trivant Custom Portfolio Group LLC 9 - 2024-03-31 43,605 $4,336,000 -8,678
   CIBC WORLD MARKETS INC. 459 - 2024-03-31 38,950 $3,873,000 -150
   Soltis Investment Advisors LLC 79 - 2024-03-31 38,499 $3,828,000 -16,838
   Equitable Holdings Inc. 298 - 2024-03-31 38,296 $3,808,000 -75,922
   Retireful LLC 17 - 2024-03-31 35,414 $3,521,000 -3,773
   Resource Planning Group 15 - 2023-12-31 35,695 $3,519,000 -4,365
   Martin Capital Partners LLC 40 - 2024-03-31 34,882 $3,468,000 -1,236
   JAMES INVESTMENT RESEARCH INC 72 - 2024-03-31 34,568 $3,437,000 -1,602
   CFS Investment Advisory Services LLC 33 - 2024-03-31 32,227 $3,204,000 -507
   MARINER WEALTH ADVISORS, LLC 901 - 2024-03-31 31,813 $3,163,000 -113
   Lake Hills Wealth Management LLC 14 - 2024-03-31 30,472 $3,030,000 -32,382
   HILLTOP HOLDINGS INC. 79 - 2024-03-31 29,275 $2,911,000 -908
   RSM US WEALTH MANAGEMENT LLC 144 - 2024-03-31 28,263 $2,810,000 -14,642
   MADDEN ADVISORY SERVICES, INC. 23 - 2024-03-31 28,163 $2,800,000 -871
   RESOLUTE FINANCIAL LLC 7 - 2022-12-31 27,829 $2,698,000 -2,911
   WASHINGTON TRUST CO 118 - 2024-03-31 26,412 $2,626,000 -7,039
   Fifth Third Securities Inc. 91 - 2024-03-31 26,185 $2,604,000 -392
   CITIGROUP INC 1607 - 2024-03-31 26,005 $2,586,000 -498
   CWM LLC 561 - 2024-03-31 25,110 $2,497,000 -18,113
   USAdvisors Wealth Management LLC 36 - 2024-03-31 24,516 $2,438,000 -31,585
   Change Path LLC 197 - 2024-03-31 24,361 $2,422,000 -6,006
   H D Vest Advisory Services 504 - 2024-03-31 22,987 $2,286,000 -13,779
   Bell Investment Advisors Inc 31 - 2024-03-31 22,468 $2,234,000 -2,020
   Resources Investment Advisors Inc. 311 - 2024-03-31 22,291 $2,216,000 -758
   Portside Wealth Group LLC 68 - 2024-03-31 22,232 $2,211,000 -9,950
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 43 - 2024-03-31 21,910 $2,179,000 -2,057
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 78 - 2024-03-31 20,742 $2,062,000 -310
   Hudson Portfolio Management LLC 11 - 2023-12-31 20,515 $2,023,000 -1,650
   LifeGuide Financial Advisors LLC 12 - 2024-03-31 19,406 $1,930,000 -57
   Merit Financial Group LLC 272 - 2024-03-31 18,612 $1,844,000 -13,682
   Curbstone Financial Management Corp 64 - 2024-03-31 18,450 $1,834,000 -3,850
  100 Records found
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