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Get Institutions for : 
Ishares Core Total Usd Bond Market (IUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 591    23
Total shares held : 
 513,608,354  
% of shares held : 
 18.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 16,999,485  
% of shares held change : 
   0.6%  
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 :
65
 5,183,792
 1.01%
 
Increased Positions :
209
 45,167,381
 8.79%
 
Unchanged Positions :
74
 6,191,768
 1.21%
 
Decreased Positions :
243
-30,530,263
-5.94%
 
Closed Positions :
42
-2,821,425
-0.55%
 
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
   Intelligence Driven Advisers LLC 5 *New 2024-03-31 1,203,425 $54,864,000 1,203,425
   Atomi Financial Group Inc. 16 *New 2024-03-31 239,358 $10,912,000 239,358
   KWB Wealth 19 *New 2024-03-31 203,746 $9,289,000 203,746
   EWA LLC 6 *New 2024-03-31 166,327 $7,458,000 166,327
   Dynasty Wealth Management LLC 37 *New 2024-03-31 153,318 $6,990,000 153,318
   MONEYWISE INC. 13 *New 2024-03-31 78,547 $3,581,000 78,547
   WJ Wealth Management LLC 22 *New 2024-03-31 73,245 $3,339,000 73,245
   Outlook Wealth Advisors LLC 25 *New 2024-03-31 62,903 $2,868,000 62,903
   Richard W. Paul & Associates LLC 16 *New 2024-03-31 62,719 $2,859,000 62,719
   Stratos Wealth Partners LTD. 349 *New 2024-03-31 62,676 $2,857,000 62,676
   CFO4Life L.P. 37 *New 2022-12-31 59,372 $2,668,000 59,372
   Howard Capital Management Inc. 30 *New 2024-03-31 54,118 $2,467,000 54,118
   Foster Group Inc. 60 *New 2024-03-31 42,934 $1,957,000 42,934
   Modern Wealth Management LLC 79 *New 2024-03-31 42,799 $1,919,000 42,799
   EIGHT 31 FINANCIAL LLC 25 *New 2024-03-31 34,421 $1,569,000 34,421
   WEALTH BUILDERS 85 *New 2024-03-31 32,681 $1,490,000 32,681
   WETHERBY ASSET MANAGEMENT INC 307 *New 2024-03-31 27,827 $1,269,000 27,827
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 63 *New 2024-03-31 27,620 $1,259,000 27,620
   JOURNEY STRATEGIC WEALTH LLC 65 *New 2024-03-31 26,884 $1,226,000 26,884
   TWO SIGMA SECURITIES LLC 260 *New 2024-03-31 24,828 $1,132,000 24,828
   FLOW TRADERS U.S. LLC 309 *New 2024-03-31 21,850 $996,000 21,850
   Lifeworks Advisors LLC 102 *New 2024-03-31 17,560 $801,000 17,560
   Ellevest Inc. 176 *New 2024-03-31 12,082 $551,000 12,082
   17 CAPITAL PARTNERS LLC 73 *New 2024-03-31 11,618 $530,000 11,618
   MARINO STRAM & ASSOCIATES LLC 110 *New 2024-03-31 11,527 $526,000 11,527
   WEALTHSOURCE PARTNERS LLC 326 *New 2023-12-31 10,603 $488,000 10,603
   STRATEGY ASSET MANAGERS LLC 150 *New 2024-03-31 8,957 $408,000 8,957
   WARREN AVERETT ASSET MANAGEMENT, LLC 516 *New 2024-03-31 8,729 $398,000 8,729
   AUA CAPITAL MANAGEMENT LLC 69 *New 2024-03-31 6,994 $319,000 6,994
   EVERGREEN CAPITAL MANAGEMENT LLC 663 *New 2024-03-31 6,000 $274,000 6,000
   HARTLINE INVESTMENT CORP/ 310 *New 2024-03-31 5,921 $270,000 5,921
   AQR CAPITAL MANAGEMENT LLC 2175 *New 2024-03-31 5,752 $262,000 5,752
   New Century Financial Group LLC 151 *New 2024-03-31 5,458 $249,000 5,458
   Empirical Asset Management LLC 228 *New 2024-03-31 5,418 $247,000 5,418
   Capital Planning Advisors LLC 131 *New 2024-03-31 5,360 $244,000 5,360
   Francis Financial Inc. 63 *New 2024-03-31 5,323 $243,000 5,323
   Magnus Financial Group LLC 287 *New 2024-03-31 5,043 $230,000 5,043
   FLAGSHIP HARBOR ADVISORS LLC 600 *New 2024-03-31 5,044 $230,000 5,044
   Catalytic Wealth RIA LLC 255 *New 2024-03-31 4,978 $227,000 4,978
   Altiora Financial Group LLC 78 *New 2024-03-31 4,964 $226,000 4,964
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 113 *New 2024-03-31 4,952 $226,000 4,952
   QRG CAPITAL MANAGEMENT INC. 987 *New 2024-03-31 4,886 $223,000 4,886
   Eudaimonia Partners LLC 235 *New 2024-03-31 4,870 $222,000 4,870
   SFMG, LLC 237 *New 2024-03-31 4,750 $217,000 4,750
   Scott Capital Advisors LLC 48 *New 2024-03-31 4,751 $215,000 4,751
   FIRST HAWAIIAN BANK 717 *New 2024-03-31 4,443 $203,000 4,443
   ATLAS BROWNINC 198 *New 2024-03-31 4,462 $203,000 4,462
   Resonant Capital Advisors LLC 331 *New 2024-03-31 4,417 $201,000 4,417
   Sugarloaf Wealth Management LLC 190 *New 2024-03-31 3,290 $150,000 3,290
   MATHER GROUP, INC. 653 *New 2024-03-31 2,616 $121,000 2,616
   CVA Family Office LLC 379 *New 2024-03-31 1,969 $90,000 1,969
   WOODMONT INVESTMENT COUNSEL LLC 281 *New 2024-03-31 1,751 $80,000 1,751
   Coastal Investment Advisors Inc. 522 *New 2024-03-31 1,456 $66,000 1,456
   Joseph Group Capital Management 65 *New 2024-03-31 1,239 $56,000 1,239
   Sage Mountain Advisors LLC 379 *New 2024-03-31 335 $15,000 335
   Northwest Financial Advisors 538 *New 2024-03-31 171 $8,000 171
   CFG ASSET MANAGEMENT LLC 278 *New 2024-03-31 162 $7,000 162
   Piscataqua Savings Bank 316 *New 2024-03-31 89 $4,000 89
   Steward Financial Group LLC 949 *New 2023-09-30 67 $2,000 67
   ATTICUS WEALTH MANAGEMENT LLC 489 *New 2024-03-31 34 $2,000 34
   Private Wealth Management Group LLC 1410 *New 2024-03-31 17 $1,000 17
  61 Records found
  1    
  Page 1 of 1
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