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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
   FMR LLC 483 - 2024-03-31 9,181,544 $464,219,000 -1,442,978
   ROYAL BANK OF CANADA 258 - 2024-03-31 5,532,073 $279,700,000 -4,148,050
   UBS Group AG 281 - 2024-03-31 3,964,912 $200,466,000 -489,980
   BANK OF AMERICA CORP /DE/ 674 - 2024-03-31 3,480,995 $175,999,000 -1,560,936
   HPM Partners LLC 55 - 2024-03-31 2,627,845 $132,864,000 -1,039,499
   CI Private Wealth LLC 151 - 2024-03-31 1,715,748 $86,748,000 -181,227
   ENVESTNET ASSET MANAGEMENT INC 746 - 2024-03-31 813,753 $41,143,000 -590,853
   FOSTER DYKEMA CABOT & PARTNERS LLC 5 - 2024-03-31 805,098 $40,706,000 -195,852
   BP WEALTH MANAGEMENT LLC 28 - 2024-03-31 621,337 $31,415,000 -123,930
   SIGNATUREFD, LLC 28 - 2024-03-31 494,756 $25,015,000 -5,194,639
   Advisor Group Holdings Inc. 429 - 2024-03-31 375,121 $18,968,000 -567,936
   Avestar Capital LLC 12 - 2024-03-31 352,615 $17,828,000 -113,979
   SAVANT CAPITAL MANAGEMENT INC 84 - 2024-03-31 344,778 $17,432,000 -39,058
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 309 - 2024-03-31 312,504 $15,800,000 -36,112
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 616 - 2024-03-31 300,759 $15,206,000 -201,395
   Massey Quick & Co. LLC 18 - 2024-03-31 288,415 $14,582,000 -15,109
   MORNINGSTAR INVESTMENT SERVICES, INC. 115 - 2024-03-31 274,720 $13,887,000 -264,755
   GOFEN & GLOSSBERG LLC /IL/ 68 - 2022-12-31 276,880 $13,855,000 -36,905
   SP Asset Management LLC 27 - 2024-03-31 245,398 $12,407,000 -20,356
   MILESTONE GROUP INC 18 - 2024-03-31 241,682 $12,219,000 -17,256
   FAMILY MANAGEMENT CORP 14 - 2024-03-31 236,841 $11,975,000 -41,623
   Gratus Capital LLC 67 - 2024-03-31 208,372 $10,535,000 -121,982
   PINNACLE FINANCIAL PARTNERS INC 109 - 2024-03-31 205,770 $10,404,000 -35,493
   STIFEL FINANCIAL CORP 810 - 2024-03-31 202,456 $10,236,000 -24,954
   Private Advisor Group LLC 265 - 2024-03-31 194,420 $9,830,000 -7,498
   Exeter Financial LLC 5 - 2024-03-31 179,313 $9,033,000 -8,914
   HAVERFORD TRUST CO 106 - 2024-03-31 165,252 $8,355,000 -4,601
   Chicago Partners Investment Group LLC 71 - 2024-03-31 154,358 $7,789,000 -4,479
   HANSON MCCLAIN, INC. 142 - 2024-03-31 146,927 $7,429,000 -19,559
   PHILLIPS FINANCIAL MANAGEMENT LLC 41 - 2024-03-31 138,756 $7,016,000 -3,247
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 95 - 2024-03-31 134,762 $6,814,000 -13,900
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 24 - 2024-03-31 132,954 $6,722,000 -19,482
   Integrated Wealth Concepts LLC 223 - 2024-03-31 132,950 $6,722,000 -2,636
   DRIVE WEALTH MANAGEMENT LLC 11 - 2024-03-31 132,159 $6,682,000 -2,483
   Snider Financial Group 10 - 2024-03-31 126,497 $6,396,000 -5,440
   COMMONWEALTH EQUITY SERVICES LLC. 1019 - 2024-03-31 126,200 $6,381,000 -4,284
   CAPTRUST FINANCIAL ADVISORS 438 - 2024-03-31 122,200 $6,178,000 -5,904
   First International Bank & Trust 11 - 2024-03-31 120,398 $6,087,000 -28,063
   RVW Wealth LLC 36 - 2024-03-31 118,444 $5,989,000 -5,901
   MERCER GLOBAL ADVISORS INC /ADV 422 - 2024-03-31 116,286 $5,879,000 -594
   Tempus Wealth Planning LLC 6 - 2024-03-31 108,771 $5,499,000 -72,818
   Virtue Capital Management LLC 23 - 2024-03-31 108,104 $5,447,000 -52,921
   Summit Wealth Group LLC 7 - 2024-03-31 105,442 $5,331,000 -12,378
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 208 - 2024-03-31 101,900 $5,129,000 -3,445
   Sowell Financial Services LLC 107 - 2024-03-31 97,974 $4,954,000 -1,881
   HOWLAND CAPITAL MANAGEMENT INC 68 - 2024-03-31 97,867 $4,948,000 -4,438
   Agate Pass Investment Management LLC 8 - 2024-03-31 93,062 $4,705,000 -57,447
   TFB Advisors LLC 13 - 2024-03-31 89,959 $4,526,000 -9,180
   WARREN AVERETT ASSET MANAGEMENT, LLC 160 - 2024-03-31 87,874 $4,443,000 -8,641
   PEAPACK GLADSTONE FINANCIAL CORP 225 - 2024-03-31 87,433 $4,421,000 -17,492
   Proficio Capital Partners LLC 44 - 2024-03-31 85,974 $4,347,000 -3,595
   KESTRA PRIVATE WEALTH SERVICES LLC 226 - 2024-03-31 83,973 $4,246,000 -115,257
   HIGHTOWER ADVISORS, LLC 1039 - 2024-03-31 80,285 $4,049,000 -48,877
   We Are One Seven LLC 121 - 2024-03-31 78,841 $3,986,000 -1,680
   Princeton Global Asset Management LLC 31 - 2024-03-31 77,380 $3,912,000 -1,869
   Long Run Wealth Advisors LLC 28 - 2024-03-31 77,247 $3,906,000 -25,217
   Brookstone Capital Management 273 - 2024-03-31 69,147 $3,496,000 -1,004
   GATEWAY ADVISORY, LLC 36 - 2024-03-31 67,281 $3,402,000 -25,953
   REGAL INVESTMENT ADVISORS, LLC 125 - 2024-03-31 65,730 $3,323,000 -5,357
   Lakeview Capital Partners LLC 44 - 2024-03-31 64,510 $3,262,000 -4,091
   BEACON INVESTMENT ADVISORY SERVICES INC. 102 - 2024-03-31 64,034 $3,238,000 -6,116
   Wellington Wealth Strategies LLC. 16 - 2024-03-31 63,190 $3,195,000 -4,102
   Financial Gravity Wealth Inc. 27 - 2024-03-31 62,203 $3,145,000 -630,100
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 675 - 2024-03-31 60,904 $3,079,000 -12,442
   Ameritas Advisory Services LLC 183 - 2024-03-31 57,828 $2,924,000 -14,467
   Braun-Bostich & Associates Inc. 7 - 2024-03-31 56,776 $2,871,000 -61,018
   Baird Financial Group Inc. 845 - 2024-03-31 55,656 $2,814,000 -66,038
   PRUDENTIAL FINANCIAL INC 1282 - 2024-03-31 51,589 $2,608,000 -35,471
   ZACKS INVESTMENT MANAGEMENT 281 - 2024-03-31 51,258 $2,592,000 -893
   Hennion & Walsh Asset Management Inc. 209 - 2024-03-31 50,005 $2,528,000 -8,627
   BNP PARIBAS ARBITRAGE SA 1303 - 2024-03-31 49,970 $2,526,000 -93,115
   CAHABA WEALTH MANAGEMENT INC. 29 - 2024-03-31 49,614 $2,508,000 -550
   Shira Ridge Wealth Management 21 - 2024-03-31 46,198 $2,336,000 -2,526
   Verum Partners LLC 29 - 2024-03-31 45,622 $2,307,000 -18,457
   Peterson Wealth Advisors LLC 21 - 2024-03-31 43,945 $2,222,000 -5,191
   IFP Advisors Inc 214 - 2023-12-31 43,953 $2,213,000 -3,118
   Guardian Wealth Advisors LLC 13 - 2024-03-31 40,994 $2,073,000 -1,786
   DAVIDSON D A & CO 520 - 2024-03-31 40,804 $2,063,000 -2,265
   CHESLEY TAFT & ASSOCIATES LLC/IL 132 - 2024-03-31 40,555 $2,050,000 -13,617
   PARK AVENUE SECURITIES LLC 423 - 2024-03-31 37,959 $1,919,000 -26,562
   DUBUQUE BANK & TRUST CO 72 - 2023-09-30 37,647 $1,897,000 -11,490
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 74 - 2024-03-31 34,126 $1,725,000 -274
   NewEdge Wealth LLC 361 - 2024-03-31 30,426 $1,532,000 -31,072
   NATIONAL ASSET MANAGEMENT, INC. 419 - 2024-03-31 30,310 $1,527,000 -33,989
   Crabel Capital Management LLC 27 - 2024-03-31 28,150 $1,423,000 -13,336
   Mutual Advisors LLC 359 - 2024-03-31 27,901 $1,411,000 -8,521
   Roger Wittlin Investment Advisory LLC 22 - 2024-03-31 27,300 $1,380,000 -2,374
   BANK OF NEW YORK MELLON CORP 2970 - 2024-03-31 27,002 $1,365,000 -363,589
   KM Capital Management Ltd. 23 - 2024-03-31 26,690 $1,349,000 -6,002
   WHITTIER TRUST CO 323 - 2024-03-31 25,011 $1,265,000 -11,842
   BCGM Wealth Management LLC 60 - 2024-03-31 23,480 $1,187,000 -86,479
   CITIGROUP INC 2194 - 2024-03-31 22,343 $1,130,000 -8,755
   GREENUP STREET WEALTH MANAGEMENT LLC 52 - 2024-03-31 21,750 $1,100,000 -12,601
   Ariel Capital Advisors LLC 82 - 2024-03-31 20,185 $1,021,000 -4,760
   Sandy Cove Advisors LLC 38 - 2024-03-31 19,422 $982,000 -309
   TSFG LLC 70 - 2024-03-31 19,036 $962,000 -2,120
   Mascoma Wealth Management LLC 38 - 2024-03-31 18,907 $956,000 -14,693
   Wells Financial Advisors INC 27 - 2024-03-31 18,464 $934,000 -2,345
   WESCAP Management Group Inc. 60 - 2024-03-31 17,468 $883,000 -794
   Clayton Financial Group LLC 41 - 2024-03-31 17,232 $871,000 -8,407
  100 Records found
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