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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
   KKM Financial LLC 24 *New 2024-03-31 52,173 $2,633,000 52,173
   Atlantic Trust Group LLC 620 *New 2024-03-31 24,503 $1,229,000 24,503
   JANNEY MONTGOMERY SCOTT LLC 1532 *New 2024-03-31 19,135 $966,000 19,135
   CVA Family Office LLC 142 *New 2024-03-31 9,915 $500,000 9,915
   TWO SIGMA SECURITIES LLC 439 *New 2024-03-31 9,912 $500,000 9,912
   Significant Wealth Partners LLC 88 *New 2024-03-31 8,184 $413,000 8,184
   Objective Capital Management LLC 81 *New 2023-12-31 6,900 $349,000 6,900
   NewEdge Wealth LLC 718 *New 2024-03-31 4,775 $239,000 4,775
   MONETA GROUP INVESTMENT ADVISORS INC 500 *New 2023-12-31 4,638 $234,000 4,638
   Western Wealth Management LLC 587 *New 2024-03-31 4,498 $227,000 4,498
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 175 *New 2024-03-31 4,458 $225,000 4,458
   ARS Wealth Advisors Group LLC 158 *New 2024-03-31 4,338 $219,000 4,338
   CIBC WORLD MARKETS INC. 1139 *New 2024-03-31 4,200 $212,000 4,200
   Nelson Van Denburg & Campbell Wealth Management Gr 781 *New 2024-03-31 3,125 $158,000 3,125
   CULLEN FROST BANKERS INC 621 *New 2024-03-31 1,273 $64,000 1,273
   Tyler-Stone Wealth Management 337 *New 2024-03-31 1,215 $61,000 1,215
   GPS Wealth Strategies Group LLC 515 *New 2024-03-31 1,000 $50,000 1,000
   Fernwood Investment Management LLC 392 *New 2024-03-31 610 $31,000 610
   Providence Capital Advisors LLC 203 *New 2024-03-31 422 $21,000 422
   Ahrens Investment Partners LLC 467 *New 2023-03-31 400 $20,000 400
   MATHER GROUP, INC. 1084 *New 2024-03-31 335 $17,000 335
   WOODMONT INVESTMENT COUNSEL LLC 346 *New 2024-03-31 100 $5,000 100
   TOWER RESEARCH CAPITAL LLC 5358 *New 2024-03-31 10 $1,000 10
   Continuum Advisory LLC 1635 *New 2024-03-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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