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Get Institutions for : 
Ishares Ultra Short Term Bond ETFA (ICSH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 409    4
Total shares held : 
 85,930,718  
% of shares held : 
 9.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -4,627,939  
% of shares held change : 
   -0.51%  
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 :
31
 944,076
 1.1%
 
Increased Positions :
136
 4,847,664
 5.64%
 
Unchanged Positions :
68
 3,238,140
 3.77%
 
Decreased Positions :
174
-9,496,233
-11.05%
 
Closed Positions :
35
-923,446
-1.07%
 
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
   True Link Financial Advisors LLC 20 *New 2024-03-31 40,969 $2,071,000 40,969
   Betterment LLC 154 *New 2024-03-31 37,794 $1,911,000 37,794
   Emerald Advisors LLC 17 *New 2024-03-31 34,242 $1,731,000 34,242
   FLAGSHIP HARBOR ADVISORS LLC 277 *New 2024-03-31 16,471 $833,000 16,471
   Evanson Asset Management LLC 151 *New 2024-03-31 12,685 $641,000 12,685
   Archetype Wealth Partners LLC 64 *New 2024-03-31 11,724 $593,000 11,724
   RAYMOND JAMES TRUST CO 653 *New 2024-03-31 11,582 $586,000 11,582
   FinTrust Capital Advisors LLC 164 *New 2024-03-31 10,420 $527,000 10,420
   PFG Investments LLC 536 *New 2024-03-31 9,703 $491,000 9,703
   LINCOLN NATIONAL CORP 780 *New 2024-03-31 8,826 $446,000 8,826
   Significant Wealth Partners LLC 96 *New 2024-03-31 7,600 $384,000 7,600
   Cypress Point Wealth Management LLC 63 *New 2024-03-31 5,490 $278,000 5,490
   REGATTA CAPITAL GROUP LLC 160 *New 2024-03-31 5,020 $254,000 5,020
   InterOcean Capital Group LLC 440 *New 2024-03-31 4,336 $219,000 4,336
   DOPKINS WEALTH MANAGEMENT LLC 71 *New 2024-03-31 4,305 $218,000 4,305
   Csenge Advisory Group 653 *New 2024-03-31 4,279 $216,000 4,279
   Slow Capital Inc. 121 *New 2024-03-31 4,030 $204,000 4,030
   Vantage Financial Partners Ltd. Inc. 105 *New 2024-03-31 4,000 $202,000 4,000
   JONES FINANCIAL COMPANIES LLLP 675 *New 2024-03-31 1,365 $69,000 1,365
   MATHER GROUP, INC. 873 *New 2024-03-31 975 $49,000 975
   Transcendent Capital Group LLC 202 *New 2024-03-31 792 $40,000 792
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 872 *New 2024-03-31 570 $29,000 570
   HORIZON FINANCIAL SERVICES LLC 142 *New 2024-03-31 129 $7,000 129
   Future Financial Wealth Managment LLC 431 *New 2024-03-31 120 $6,000 120
   CBIZ Investment Advisory Services LLC 280 *New 2024-03-31 124 $6,000 124
  25 Records found
  1    
  Page 1 of 1
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