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Get Institutions for : 
Ishares Short Maturity Bond Etf (NEAR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 321    18
Total shares held : 
 37,805,587  
% of shares held : 
 43.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -34  
Amount of shares held : 
 -2,818,435  
% of shares held change : 
   -3.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 139,019
 0.37%
 
Increased Positions :
107
 3,262,572
 8.63%
 
Unchanged Positions :
74
 1,382,938
 3.66%
 
Decreased Positions :
123
-5,317,959
-14.07%
 
Closed Positions :
35
-902,067
-2.39%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 682 - 2024-03-31 3,449,932 $174,084,000 34,219
   MORGAN STANLEY 1040 - 2024-03-31 2,484,590 $125,372,000 -534,351
   Bramshill Investments LLC 2 - 2024-03-31 2,419,575 $122,092,000 215,693
   WELLS FARGO & CO/MN 515 - 2024-03-31 1,772,518 $89,441,000 134,209
   LPL FINANCIAL CORP 359 - 2024-03-31 1,738,169 $87,708,000 540,295
   BSC PRIVATE WEALTH MANAGEMENT LLC 2 - 2024-03-31 1,501,451 $75,763,000 83,850
   BLACKROCK INC. 2227 - 2024-03-31 1,376,321 $69,449,000 -23,201
   TAP Consulting LLC 1 - 2024-03-31 1,341,422 $67,688,000 -290,643
   TRUSTCORE FINANCIAL SERVICES LLC 4 - 2022-12-31 1,325,012 $65,283,000 -73,417
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 202 - 2024-03-31 1,273,365 $64,254,000 7,441
   UBS Group AG 752 - 2024-03-31 990,262 $49,969,000 -98,228
   ENVESTNET ASSET MANAGEMENT INC 726 - 2024-03-31 851,763 $42,980,000 -4,980
   CAPTRUST FINANCIAL ADVISORS 133 - 2024-03-31 812,582 $41,003,000 -158,284
   RENAISSANCE TECHNOLOGIES LLC 374 - 2024-03-31 792,700 $40,000,000 -475,600
   BB&T CORP 292 - 2024-03-31 725,730 $36,620,000 140,814
   DONALDSON CAPITAL MANAGEMENT LLC 30 - 2024-03-31 702,234 $35,435,000 -3,416
   CI Private Wealth LLC 319 - 2024-03-31 582,709 $29,403,000 6,795
   CWM LLC 151 - 2024-03-31 553,276 $27,918,000 34,533
   Richard P Slaughter Associates Inc 1 - 2024-03-31 543,975 $27,449,000 12,989
   ROYAL BANK OF CANADA 1038 - 2024-03-31 477,676 $24,103,000 -36,275
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 213 - 2024-03-31 461,209 $23,273,000 116,026
   Cetera Investment Advisers 84 - 2024-03-31 427,611 $21,577,000 -107,768
   JANE STREET GROUP LLC 521 - 2024-03-31 368,528 $18,596,000 368,528
   San Luis Wealth Advisors LLC 2 - 2024-03-31 342,263 $17,271,000 -173,505
   ADVANTUS CAPITAL MANAGEMENT INC 36 - 2024-03-31 318,620 $16,078,000 0
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 4 - 2023-12-31 317,615 $16,046,000 0
   BANK OF MONTREAL /CAN/ 749 - 2024-03-31 300,031 $15,140,000 108,539
   FINANCIAL NETWORK 298 - 2024-03-31 270,106 $13,630,000 -10,533
   Advisor Group Holdings Inc. 550 - 2024-03-31 267,586 $13,504,000 -49,942
   HIGHTOWER ADVISORS, LLC 586 - 2024-03-31 263,209 $13,283,000 174,337
   InterOcean Capital Group LLC 72 - 2024-03-31 254,965 $12,866,000 10,578
   KWMG LLC 23 - 2024-03-31 242,547 $12,239,000 7,319
   Alexander Randolph Advisory Inc. 1 - 2024-03-31 234,659 $11,841,000 23,870
   Atria Wealth Solutions Inc. 184 - 2024-03-31 211,773 $10,686,000 196,386
   WEALTHSOURCE PARTNERS LLC 26 - 2023-12-31 186,220 $9,408,000 -16,180
   COMMONWEALTH EQUITY SERVICES LLC. 820 - 2024-03-31 182,207 $9,194,000 11,721
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 658 - 2024-03-31 180,327 $9,099,000 180,327
   IFRAH FINANCIAL SERVICES INC 9 - 2024-03-31 177,533 $8,958,000 5,921
   FinTrust Capital Advisors LLC 12 - 2024-03-31 173,017 $8,730,000 21,125
   Boulder Wealth Advisors LLC 7 - 2022-12-31 167,268 $8,241,000 0
   Kestra Advisory Services LLC 364 - 2024-03-31 162,674 $8,209,000 41,994
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 457 - 2024-03-31 161,751 $8,162,000 21,244
   VALLEY NATIONAL ADVISERS INC 19 - 2024-03-31 159,344 $8,038,000 11,099
   Klaas Financial Asset Advisors LLC 14 - 2024-03-31 156,730 $7,909,000 3,418
   MML INVESTORS SERVICES LLC 481 - 2024-03-31 155,261 $7,834,000 23,258
   Gladstone Institutional Advisory LLC 51 - 2024-03-31 153,785 $7,760,000 -37,447
   Adroit Compliance LLC 13 - 2023-12-31 153,312 $7,745,000 0
   PFG Advisors 38 - 2024-03-31 147,566 $7,446,000 -18,011
   Crestone Asset Management LLC 18 - 2024-03-31 146,183 $7,376,000 -99,651
   Semmax Financial Advisors Inc. 5 - 2024-03-31 139,107 $6,977,000 135,918
   SHUFRO ROSE & CO LLC 42 - 2024-03-31 137,098 $6,918,000 -26,667
   Ameliora Wealth Management Ltd. 8 - 2024-03-31 130,147 $6,567,000 3,494
   MONTECITO BANK & TRUST 18 - 2024-03-31 129,101 $6,514,000 -2,271
   Goss Wealth Management LLC 319 - 2024-03-31 127,733 $6,445,000 -3,220
   H D Vest Advisory Services 250 - 2024-03-31 127,613 $6,439,000 123,408
   Windsor Group LTD 26 - 2023-09-30 127,255 $6,349,000 8,383
   LOWE BROCKENBROUGH & CO INC 69 - 2024-03-31 122,500 $6,181,000 -5,154
   FINANCIAL MANAGEMENT NETWORK INC 18 - 2024-03-31 120,777 $6,067,000 9,368
   STALEY CAPITAL ADVISERS INC 53 - 2024-03-31 116,650 $5,886,000 5,500
   Cassady Schiller Wealth Management LLC 6 - 2024-03-31 115,234 $5,815,000 -12,116
   BURNS WEALTH MANAGEMENT, INC. 122 - 2024-03-31 114,865 $5,796,000 6,336
   PINNACLE ASSOCIATES LTD 230 - 2024-03-31 113,721 $5,738,000 5,959
   WARREN AVERETT ASSET MANAGEMENT, LLC 129 - 2024-03-31 112,583 $5,681,000 -15,472
   OPPENHEIMER & CO INC 257 - 2024-03-31 106,507 $5,374,000 11,098
   MARINER WEALTH ADVISORS, LLC 705 - 2024-03-31 105,315 $5,314,000 15,143
   STIFEL FINANCIAL CORP 1111 - 2024-03-31 104,469 $5,272,000 3,120
   PROATHLETE WEALTH MANAGEMENT LLC 8 - 2024-03-31 101,951 $5,144,000 8,090
   CNA FINANCIAL CORP 16 - 2024-03-31 100,000 $5,046,000 0
   CANAL INSURANCE CO 26 - 2024-03-31 100,000 $5,046,000 0
   Outlook Wealth Advisors LLC 13 - 2024-03-31 99,718 $5,032,000 8,197
   Rollins Financial Advisors LLC 20 - 2024-03-31 97,697 $4,930,000 10,141
   WAGNER CAPITAL MANAGEMENT CORP 50 - 2024-03-31 90,051 $4,544,000 21,067
   Rollins Financial 17 - 2023-12-31 87,556 $4,423,000 11,736
   RPg Family Wealth Advisory LLC 30 - 2024-03-31 86,172 $4,348,000 3,019
   Pensionmark Financial Group LLC 36 - 2024-03-31 83,017 $4,189,000 57,271
   JACOBSON & SCHMITT ADVISORS LLC 35 - 2024-03-31 75,771 $3,823,000 2,306
   Sage Capital Advisorsllc 32 - 2024-03-31 72,962 $3,682,000 -76
   CITIGROUP INC 1399 - 2024-03-31 72,262 $3,646,000 13,190
   SMITHFIELD TRUST CO 74 - 2024-03-31 68,838 $3,472,000 -11,995
   Columbia Trust Co 01012016 13 - 2023-12-31 67,352 $3,403,000 -53,598
   BCJ Capital Management LLC 97 - 2024-03-31 67,368 $3,399,000 49,644
   BRADY FAMILY WEALTH LLC 38 - 2024-03-31 65,032 $3,281,000 1,367
   Pinnacle Wealth Management Advisory Group LLC 67 - 2024-03-31 64,602 $3,260,000 4,714
   Brookstone Capital Management 284 - 2024-03-31 63,148 $3,186,000 -616
   PLANNING ALTERNATIVES LTD /ADV 15 - 2024-03-31 62,273 $3,142,000 -78,515
   Sovereign Financial Group Inc. 25 - 2024-03-31 59,879 $3,022,000 4,239
   NAPLES GLOBAL ADVISORS LLC 92 - 2024-03-31 58,772 $2,966,000 -10,675
   Guardian Wealth Advisors LLC 11 - 2024-03-31 58,544 $2,954,000 -3,890
   Umpqua Bank 17 - 2024-03-31 57,881 $2,921,000 0
   Arkfeld Wealth Strategies L.L.C. 16 - 2024-03-31 57,871 $2,892,000 -6,142
   THRIVENT FINANCIAL FOR LUTHERANS 1102 - 2024-03-31 56,319 $2,842,000 39,311
   Clayton Financial Group LLC 19 - 2024-03-31 56,180 $2,835,000 611
   Betterment LLC 130 - 2024-03-31 55,106 $2,781,000 -2,931
   KKM Financial LLC 24 *New 2024-03-31 52,173 $2,633,000 52,173
   FLOW TRADERS U.S. LLC 135 - 2024-03-31 52,045 $2,626,000 52,045
   Values First Advisors Inc. 13 - 2024-03-31 51,618 $2,605,000 -958
   Rockefeller Capital Management L.P. 894 - 2024-03-31 51,391 $2,593,000 5,079
   GeoWealth Management LLC 147 - 2024-03-31 50,691 $2,558,000 -39,448
   Sigma Planning Corp 260 - 2024-03-31 47,450 $2,394,000 7,935
   Catalytic Wealth RIA LLC 40 - 2024-03-31 47,175 $2,380,000 12,558
  100 Records found
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