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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
   ENVESTNET ASSET MANAGEMENT INC 2 - 2024-03-31 134,372,133 $6,126,026,000 34,031,404
   JONES FINANCIAL COMPANIES LLLP 10 - 2024-03-31 49,500,569 $2,256,731,000 1,635,629
   WELLS FARGO & CO/MN 50 - 2024-03-31 40,060,823 $1,826,373,000 3,897,118
   LPL FINANCIAL CORP 20 - 2024-03-31 31,992,838 $1,458,553,000 8,957,929
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16 - 2024-03-31 21,326,028 $972,277,000 966,473
   CWM LLC 2 - 2024-03-31 20,004,086 $911,986,000 3,632,500
   Envestnet Portfolio Solutions Inc. 6 - 2024-03-31 19,623,354 $894,629,000 5,381,121
   MORGAN STANLEY 255 - 2024-03-31 19,288,368 $879,357,000 4,731,052
   J P MORGAN CHASE & CO 266 - 2024-03-31 16,729,638 $762,704,000 4,875,937
   PARK AVENUE SECURITIES LLC 2 - 2024-03-31 10,871,783 $495,645,000 3,035,201
   AMERIPRISE FINANCIAL INC 192 - 2024-03-31 9,237,818 $420,493,000 1,562,407
   JANNEY MONTGOMERY SCOTT LLC 9 - 2024-03-31 8,083,304 $368,518,000 2,160,414
   MML INVESTORS SERVICES LLC 7 - 2024-03-31 6,980,501 $318,241,000 1,842,503
   BANK OF NEW YORK MELLON CORP 286 - 2024-03-31 6,562,617 $299,190,000 1,870,541
   MARINER WEALTH ADVISORS, LLC 28 - 2024-03-31 6,495,597 $296,134,000 1,864,197
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 7 - 2024-03-31 5,404,371 $246,385,000 1,097,430
   Resources Investment Advisors Inc. 2 - 2024-03-31 5,361,032 $244,409,000 1,639,119
   PNC FINANCIAL SERVICES GROUP INC 97 - 2024-03-31 5,004,726 $228,165,000 137,502
   Cetera Investment Advisers 3 - 2024-03-31 4,635,343 $211,325,000 871,901
   SigFig Wealth Management LLC 4 - 2024-03-31 3,577,912 $163,117,000 221,461
   GeoWealth Management LLC 1 - 2024-03-31 3,435,565 $156,627,000 3,423,263
   COMMONWEALTH EQUITY SERVICES LLC. 76 - 2024-03-31 3,269,405 $149,052,000 731,651
   BANK OF AMERICA CORP /DE/ 777 - 2024-03-31 2,913,770 $132,839,000 411,599
   Private Ocean LLC 2 - 2024-03-31 2,757,401 $125,710,000 297,225
   JB Capital LLC 2 - 2024-03-31 2,742,019 $125,009,000 1,050,790
   STIFEL FINANCIAL CORP 172 - 2024-03-31 2,506,446 $114,269,000 685,913
   Change Path LLC 1 - 2024-03-31 2,393,402 $109,115,000 1,279,186
   RAYMOND JAMES & ASSOCIATES 237 - 2024-03-31 2,371,282 $108,107,000 276,293
   ROYAL BANK OF CANADA 467 - 2024-03-31 2,327,738 $106,121,000 81,013
   Foundations Investment Advisors LLC 6 - 2024-03-31 2,224,470 $101,414,000 23,381
   MULTIFINANCIAL SECURITIES CORP 16 - 2024-03-31 2,046,535 $93,302,000 900,017
   UBS Group AG 518 - 2024-03-31 1,976,659 $90,116,000 252,955
   FINANCIAL NETWORK 34 - 2024-03-31 1,971,828 $89,896,000 455,825
   Atria Wealth Solutions Inc. 12 - 2024-03-31 1,886,465 $86,004,000 389,827
   MCMORGAN & CO LLC 2 - 2024-03-31 1,884,812 $85,929,000 14,189
   US BANCORP 146 - 2024-03-31 1,773,682 $80,862,000 421,219
   Goss Wealth Management LLC 21 - 2024-03-31 1,596,025 $72,763,000 504,657
   Sharkey Howes & Javer 2 - 2024-03-31 1,476,274 $67,303,000 389,891
   First Ascent Asset Management LLC 5 - 2023-12-31 1,395,540 $64,293,000 59,340
   High Falls Advisors Inc 2 - 2024-03-31 1,214,341 $55,362,000 297,349
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 119 - 2024-03-31 1,205,940 $54,979,000 29,427
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 89 - 2024-03-31 1,171,810 $53,423,000 293,488
   PRUDENTIAL FINANCIAL INC 231 - 2024-03-31 1,148,763 $52,372,000 185,739
   BB&T CORP 236 - 2024-03-31 1,094,844 $49,914,000 402,424
   Icon Wealth Advisors LLC 3 - 2024-03-31 1,076,972 $49,099,000 326,675
   Steel Peak Wealth Management LLC 7 - 2024-03-31 990,839 $45,172,000 442,607
   Ronald Blue Trust Inc. 27 - 2024-03-31 965,138 $44,001,000 122,517
   Stone House Investment Management LLC 3 - 2024-03-31 958,929 $43,718,000 453,652
   Farther Finance Advisors LLC 4 - 2024-03-31 898,233 $40,546,000 299,244
   Diversified Portfolios Inc. 4 - 2024-03-31 847,972 $38,659,000 133,557
   THRIVENT FINANCIAL FOR LUTHERANS 300 - 2024-03-31 839,124 $38,255,000 125,068
   YCMNET ADVISORS INC 29 - 2024-03-31 835,206 $38,077,000 153,541
   H D Vest Advisory Services 39 - 2024-03-31 832,448 $37,951,000 234,399
   Horst & Graben Wealth Management LLC 2 - 2024-03-31 820,792 $37,420,000 309,489
   Invst LLC 2 - 2023-12-31 811,414 $37,017,000 321,607
   Orion Portfolio Solutions LLC 40 - 2024-03-31 805,180 $36,708,000 213,723
   Affinity Capital Advisors LLC 3 - 2024-03-31 799,717 $36,459,000 185,058
   REGIONS FINANCIAL CORP 105 - 2024-03-31 734,426 $33,482,000 58,068
   Kestra Advisory Services LLC 84 - 2024-03-31 732,973 $33,416,000 287,257
   Perigon Wealth Management LLC 15 - 2024-03-31 703,169 $32,057,000 312,506
   Austin Private Wealth LLC 8 - 2024-03-31 700,250 $31,602,000 308,231
   Streettalk Advisors LLC 15 - 2024-03-31 671,281 $30,604,000 54,810
   JACOBSON & SCHMITT ADVISORS LLC 1 - 2024-03-31 624,246 $28,459,000 34,061
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 398 - 2024-03-31 622,621 $28,385,000 16,899
   ONE Advisory Partners LLC 2 - 2024-03-31 622,320 $28,372,000 207,123
   Strategic Blueprint LLC 6 - 2024-03-31 613,832 $27,985,000 283,841
   PROEQUITIES INC. 4 - 2024-03-31 612,629 $27,930,000 133,468
   NATIONAL ASSET MANAGEMENT, INC. 16 - 2024-03-31 633,060 $27,674,000 163,319
   Brookstone Capital Management 47 - 2024-03-31 604,945 $27,579,000 133,526
   BCJ Capital Management LLC 9 - 2024-03-31 588,119 $26,812,000 107,854
   Arden Trust Co 5 - 2024-03-31 572,801 $26,114,000 20,085
   CFS Investment Advisory Services LLC 4 - 2024-03-31 562,987 $25,667,000 221,401
   Stokes Family Office LLC 4 - 2024-03-31 554,516 $25,280,000 224,157
   Stash Investments LLC 2 - 2024-03-31 548,567 $25,009,000 65,183
   TNF LLC 2 - 2024-03-31 547,313 $24,334,000 109,025
   Bay Harbor Wealth Management LLC 2 - 2024-03-31 521,472 $23,774,000 140,074
   Legacy Financial Group LLC 5 - 2024-03-31 519,691 $23,693,000 506,463
   Wealth Group Ltd 3 - 2024-03-31 522,204 $23,416,000 20,883
   ZRC WEALTH MANAGEMENT LLC 1 - 2024-03-31 503,212 $22,948,000 59,988
   Global Strategic Investment Solutions LLC 13 - 2024-03-31 493,156 $22,483,000 196,105
   HIGHTOWER ADVISORS, LLC 442 - 2024-03-31 482,179 $21,970,000 110,856
   One Wealth Advisors LLC 3 - 2024-03-31 479,155 $21,845,000 193,585
   Wealth Alliance 3 - 2024-03-31 460,211 $20,981,000 136,185
   Tennessee Valley Asset Management Partners 4 - 2024-03-31 421,282 $19,206,000 49,871
   Shared Vision Wealth Group LLC 3 - 2024-03-31 419,646 $19,132,000 180,769
   RFG Advisory Group LLC 23 - 2024-03-31 418,720 $19,089,000 90,685
   Merit Financial Group LLC 33 - 2024-03-31 420,224 $18,834,000 119,939
   Miracle Mile Advisors LLC 51 - 2024-03-31 410,851 $18,731,000 390,799
   MERCER GLOBAL ADVISORS INC /ADV 207 - 2024-03-31 409,181 $18,655,000 217,630
   Spire Wealth Management 68 - 2024-03-31 406,774 $18,545,000 72,713
   Firestone Capital Management 4 - 2024-03-31 399,586 $18,217,000 7,813
   FINANCIAL LIFE ADVISORS 4 - 2024-03-31 386,887 $17,638,000 23,433
   True Vision MN LLC 2 - 2024-03-31 396,132 $17,608,000 115,368
   Integrated Wealth Concepts LLC 97 - 2024-03-31 383,968 $17,505,000 22,200
   TSA Wealth Managment LLC 4 - 2024-03-31 364,071 $16,598,000 112,955
   Hoxton Planning & Management LLC 2 - 2024-03-31 347,883 $15,860,000 68,124
   LIBERTY WEALTH MANAGEMENT LLC 7 - 2024-03-31 325,904 $14,809,000 65,379
   Opes Wealth Management LLC 4 - 2024-03-31 321,404 $14,653,000 9,129
   WCG Wealth Advisors LLC 22 - 2024-03-31 321,123 $14,640,000 171,123
   9258 Wealth Management LLC 11 - 2024-03-31 317,913 $14,494,000 1,962
  100 Records found
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