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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1563 - 2024-03-31 4,430,592 $224,011,000 58,044
   DONALDSON CAPITAL MANAGEMENT LLC 1 - 2024-03-31 2,295,304 $116,051,000 254,262
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 86 - 2024-03-31 1,937,169 $97,943,000 322,247
   LPL FINANCIAL CORP 356 - 2024-03-31 1,768,331 $89,407,000 278,457
   MARINER WEALTH ADVISORS, LLC 136 - 2024-03-31 1,430,857 $72,344,000 1,403,250
   BAYSTATE WEALTH MANAGEMENT LLC 8 - 2023-12-31 1,159,142 $58,374,000 31,609
   ACUTE INVESTMENT ADVISORY LLC 2 - 2024-03-31 928,169 $46,928,000 38,371
   Diversified Portfolios Inc. 3 - 2024-03-31 874,901 $44,235,000 37,280
   Winthrop Advisory Group LLC 6 - 2024-03-31 857,411 $43,351,000 52,694
   Acorns Advisers LLC 11 - 2024-03-31 853,960 $43,176,000 7,172
   BSC PRIVATE WEALTH MANAGEMENT LLC 7 - 2024-03-31 789,613 $39,923,000 19,911
   Capital Advantage Inc. 2 - 2024-03-31 777,672 $39,202,000 72,953
   Foster Group Inc. 16 - 2024-03-31 742,918 $37,562,000 67,308
   OSBORNE PARTNERS CAPITAL MANAGEMENT 5 - 2024-03-31 693,890 $35,083,000 2,869
   FOSTER DYKEMA CABOT & CO INC/MA 3 - 2023-09-30 690,100 $34,767,000 6,185
   RAYMOND JAMES & ASSOCIATES 529 - 2024-03-31 685,884 $34,678,000 13,557
   Global Strategic Investment Solutions LLC 10 - 2024-03-31 528,205 $26,706,000 83,434
   CITADEL ADVISORS LLC 767 - 2024-03-31 484,417 $24,492,000 444,865
   CYNOSURE MANAGEMENT LLC 4 - 2024-03-31 474,825 $24,000,000 8,989
   FINANCIAL NETWORK 209 - 2024-03-31 413,944 $20,929,000 46,279
   Roble Belko & Company Inc 9 - 2024-03-31 401,667 $20,308,000 22,402
   49 WEALTH MANAGEMENT LLC 11 - 2024-03-31 377,155 $18,982,000 17,495
   MML INVESTORS SERVICES LLC 278 - 2024-03-31 340,943 $17,238,000 23,495
   SAND HILL ADVISORS INC/CA 28 - 2024-03-31 270,734 $13,688,000 70,433
   FINANCIAL ENGINES ADVISORS L.L.C. 72 - 2024-03-31 265,485 $13,423,000 10,462
   Glassy Mountain Advisors Inc. 6 - 2024-03-31 237,536 $12,010,000 3,536
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 9 - 2024-03-31 227,462 $11,500,000 16,974
   EDGEMOOR CAPITAL MANAGEMENT INC 25 - 2024-03-31 214,045 $10,822,000 11,473
   HANSEATIC MANAGEMENT SERVICES INC 1 - 2024-03-31 211,603 $10,699,000 13,547
   CWM LLC 281 - 2024-03-31 207,787 $10,506,000 166,309
   Resonant Capital Advisors LLC 29 - 2024-03-31 200,223 $10,123,000 40,863
   Parallel Advisors LLC 70 - 2024-03-31 189,923 $9,602,000 12,649
   Advisor OS LLC 22 - 2024-03-31 175,165 $8,856,000 50,297
   J P MORGAN CHASE & CO 2143 - 2024-03-31 169,546 $8,572,000 61,350
   Windsor Group LTD 16 - 2023-09-30 169,212 $8,525,000 1,843
   Sigma Planning Corp 63 - 2024-03-31 168,536 $8,521,000 75,735
   J.W. COLE ADVISORS INC. 46 - 2024-03-31 155,757 $7,873,000 14,146
   Change Path LLC 67 - 2024-03-31 155,228 $7,848,000 71,108
   HENGEHOLD CAPITAL MANAGEMENT LLC 26 - 2024-03-31 153,832 $7,778,000 5,982
   Global Retirement Partners LLC 91 - 2024-03-31 128,546 $6,499,000 2,499
   JANE STREET GROUP LLC 1101 - 2024-03-31 124,176 $6,278,000 81,358
   Steele Capital Management Inc. 41 - 2024-03-31 123,647 $6,252,000 116,284
   GUIDANCE CAPITAL INC 7 - 2024-03-31 121,593 $6,127,000 24,704
   FORTE ASSET MANAGEMENT LLC 9 - 2024-03-31 116,355 $5,883,000 14,280
   FLOW TRADERS U.S. LLC 54 - 2024-03-31 115,898 $5,860,000 84,695
   LongView Wealth Management 9 - 2024-03-31 105,413 $5,330,000 10,371
   RHS Financial LLC 11 - 2024-03-31 100,713 $5,092,000 6,362
   MORGAN STANLEY 3820 - 2024-03-31 99,576 $5,035,000 47,202
   JANNEY MONTGOMERY SCOTT LLC 771 - 2024-03-31 96,786 $4,894,000 75,784
   Farrow Financial Inc. 6 - 2024-03-31 89,022 $4,501,000 20,317
   AVAII WEALTH MANAGEMENT LLC 11 - 2024-03-31 79,526 $4,021,000 15,724
   Cornerstone Management Inc. 20 - 2024-03-31 77,599 $3,923,000 1,383
   Kestra Advisory Services LLC 627 - 2024-03-31 72,124 $3,647,000 23,714
   Prime Capital Investment Advisors LLC 259 - 2024-03-31 66,104 $3,342,000 29,624
   WealthBridge Capital Management LLC 22 - 2024-03-31 65,505 $3,312,000 739
   Steward Partners Investment Advisory LLC 430 - 2024-03-31 65,124 $3,293,000 7,698
   RFP Financial Group LLC 14 - 2024-03-31 64,424 $3,257,000 1,916
   VISTA INVESTMENT MANAGEMENT 21 - 2024-03-31 63,846 $3,228,000 110
   BCR Wealth Strategies LLC 7 - 2024-03-31 61,785 $3,124,000 22,305
   KISTLERTIFFANY COMPANIES, LLC 39 - 2023-06-30 61,107 $3,074,000 12,762
   COUNTRY CLUB BANK /GFN 117 - 2024-03-31 56,596 $2,861,000 43,556
   WT Wealth Management 32 - 2023-12-31 54,499 $2,745,000 3,999
   CREATIVE PLANNING 863 - 2024-03-31 51,434 $2,601,000 804
   Streettalk Advisors LLC 94 - 2024-03-31 49,373 $2,496,000 2,078
   VISTA FINANCE LLC 6 - 2024-03-31 48,733 $2,464,000 5,856
   RESOLUTE FINANCIAL LLC 8 - 2022-12-31 49,198 $2,462,000 16,712
   PANORAMIC INVESTMENT ADVISORS LLC 16 - 2024-03-31 46,555 $2,354,000 655
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 125 - 2024-03-31 46,526 $2,352,000 4,583
   BANK OF MONTREAL /CAN/ 1317 - 2024-03-31 44,973 $2,274,000 6,119
   MULTIFINANCIAL SECURITIES CORP 769 - 2024-03-31 44,223 $2,236,000 16,423
   Coastal Investment Advisors Inc. 47 - 2024-03-31 41,018 $2,074,000 16,008
   Matrix Trust Co 26 - 2024-03-31 40,601 $2,053,000 28,492
   Capasso Planning Partners LLC 23 - 2024-03-31 40,229 $2,034,000 71
   SHEETS SMITH & ASSOCIATES INC 99 - 2024-03-31 39,737 $2,009,000 717
   Wealth Architects LLC 50 - 2024-03-31 39,079 $1,976,000 21,007
   Capital Wealth Alliance LLC 21 - 2024-03-31 37,881 $1,915,000 20,026
   Cerro Pacific Wealth Advisors LLC 25 - 2023-03-31 36,730 $1,846,000 3,351
   ADVISORY SERVICES NETWORK, LLC 475 - 2024-03-31 36,482 $1,845,000 3,975
   IFRAH FINANCIAL SERVICES INC 45 - 2024-03-31 35,773 $1,809,000 1,679
   Emerald Investment Partners LLC 101 - 2024-03-31 34,870 $1,763,000 8,904
   EIGHT 31 FINANCIAL LLC 24 - 2024-03-31 33,563 $1,697,000 4,127
   Kingsview Wealth Management LLC 376 - 2024-03-31 32,615 $1,649,000 1,991
   Fusion Capital LLC 27 - 2024-03-31 32,477 $1,642,000 1,257
   INTEGRAL INVESTMENT ADVISORS INC. 29 - 2024-03-31 31,306 $1,583,000 7,663
   VALMARK ADVISERS INC 202 - 2024-03-31 30,985 $1,567,000 67
   Merit Financial Group LLC 324 - 2024-03-31 28,629 $1,442,000 6,312
   CFS Investment Advisory Services LLC 65 - 2024-03-31 27,705 $1,401,000 5,012
   Farther Finance Advisors LLC 204 - 2024-03-31 26,531 $1,335,000 166
   Zhang Financial LLC 115 - 2024-03-31 25,756 $1,302,000 8,942
   Perigon Wealth Management LLC 323 - 2024-03-31 24,685 $1,248,000 1,064
   Shepherd Financial Partners LLC 90 - 2024-03-31 23,316 $1,179,000 1,033
   PRINCIPAL SECURITIES INC. 408 - 2024-03-31 23,317 $1,179,000 4,438
   H D Vest Advisory Services 701 - 2024-03-31 22,294 $1,127,000 12,194
   Capital Advisors Ltd. LLC 91 - 2024-03-31 22,192 $1,122,000 24
   Tradewinds Capital Management LLC 30 - 2024-03-31 21,371 $1,081,000 188
   Aprio Wealth Management LLC 58 - 2024-03-31 20,717 $1,047,000 3,495
   JAFFETILCHIN INVESTMENT PARTNERS LLC 131 - 2024-03-31 20,448 $1,034,000 165
   StoneCrest Wealth Management Inc. 30 - 2024-03-31 20,112 $1,017,000 1,756
   TAGStone Capital Inc. 36 - 2024-03-31 20,106 $1,017,000 5,123
   Bristlecone Advisors LLC 139 - 2024-03-31 20,018 $1,012,000 1,849
  100 Records found
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