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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  
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. 297 - 2024-03-31 57,005,061 $2,598,861,000 -3,439,030
   HANSON MCCLAIN, INC. 18 - 2024-03-31 2,531,985 $115,433,000 -21,806
   Advisor Group Holdings Inc. 102 - 2024-03-31 1,998,851 $91,140,000 -7,185,156
   Compass Ion Advisors LLC 4 - 2024-03-31 1,082,888 $49,369,000 -33,616
   FMR LLC 1335 - 2024-03-31 1,049,360 $47,840,000 -162,721
   GM Advisory Group Inc. 9 - 2024-03-31 1,038,260 $47,334,000 -73,874
   ATRIA INVESTMENTS LLC 19 - 2023-12-31 1,008,723 $46,472,000 -11,912
   Sontag Advisory LLC 33 - 2024-03-31 886,506 $40,416,000 -48,647
   KEYBANK NATIONAL ASSOCIATION/OH 124 - 2024-03-31 815,917 $37,198,000 -17,613
   Icon Wealth Partners LLC 3 - 2023-09-30 846,668 $37,012,000 -22,583
   MORNINGSTAR INVESTMENT SERVICES, INC. 76 - 2024-03-31 742,070 $33,875,000 -495,278
   G2 CAPITAL MANAGEMENT LLC / OH 2 - 2024-03-31 688,574 $31,392,000 -2,885
   COMERICA SECURITIESINC. 4 - 2023-09-30 701,413 $30,662,000 -159,307
   PAX Financial Group LLC 2 - 2024-03-31 606,496 $27,650,000 -11,279
   Baird Financial Group Inc. 281 - 2024-03-31 557,290 $25,407,000 -325,379
   GYL Financial Synergies LLC 7 - 2024-03-31 546,119 $24,898,000 -196,137
   AE Wealth Management LLC 93 - 2024-03-31 503,948 $22,975,000 -403,281
   GIRARD PARTNERS LTD. 11 - 2024-03-31 456,629 $20,818,000 -2,888
   BANK OF HAWAII 18 - 2024-03-31 449,109 $20,475,000 -84,702
   CI Private Wealth LLC 398 - 2024-03-31 424,309 $19,344,000 -26,535
   Keystone Financial Services 2 - 2023-12-31 385,148 $17,744,000 -60,771
   RETIREMENT CAPITAL STRATEGIES 3 - 2024-03-31 371,936 $16,957,000 -3,364
   Spectrum Wealth Counsel LLC 10 - 2024-03-31 320,788 $14,625,000 -985
   DAVIDSON D A & CO 144 - 2024-03-31 275,238 $12,548,000 -79,030
   Sentinus LLC 3 - 2024-03-31 247,880 $11,301,000 -71,352
   Orgel Wealth Management LLC 29 - 2024-03-31 226,679 $10,334,000 -5,484
   SMITH, SALLEY & ASSOCIATES 40 - 2024-03-31 225,244 $10,269,000 -28,252
   Day & Ennis LLC 6 - 2023-12-31 212,258 $9,779,000 -15,541
   WAYNE HUMMER INVESTMENTS L.L.C. 20 - 2024-03-31 212,939 $9,708,000 -16,768
   R. W. Roge & Company Inc. 6 - 2024-03-31 206,433 $9,412,000 -6,299
   COMERICA BANK 470 - 2024-03-31 191,525 $8,732,000 -30,419
   Tradition Wealth Management LLC 37 - 2024-03-31 151,032 $6,886,000 -30,527
   SWMG LLC 8 - 2024-03-31 131,276 $5,985,000 -3,126
   Stonebrook Private Inc. 12 - 2024-03-31 130,501 $5,950,000 -28,976
   CONSCIOUS WEALTH INVESTMENTS LLC 3 - 2024-03-31 130,393 $5,776,000 -4
   Quotient Wealth Partners LLC 37 - 2024-03-31 126,078 $5,748,000 -85,456
   RCS Financial Planning LLC 10 - 2024-03-31 124,280 $5,666,000 -19,343
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 634 - 2024-03-31 119,866 $5,465,000 -30,090
   BMS Financial Advisors LLC 6 - 2023-06-30 108,625 $4,939,000 -97,759
   PROVENCE WEALTH MANAGEMENT GROUP 4 - 2023-12-31 105,908 $4,879,000 -17,514
   Life Planning Partners Inc 5 - 2024-03-31 101,498 $4,627,000 -2,841
   CAPTRUST FINANCIAL ADVISORS 576 - 2024-03-31 81,937 $3,735,000 -23,273
   HARBOUR INVESTMENTS INC. 123 - 2023-12-31 81,011 $3,732,000 -6,152
   Actinver Wealth Management Inc. 7 - 2024-03-31 80,648 $3,677,000 -2,809
   Squarepoint Ops LLC 830 - 2024-03-31 76,046 $3,467,000 -36,347
   Sheridan Capital Management LLC 11 - 2024-03-31 75,319 $3,434,000 -1,241
   IFP Advisors Inc 139 - 2023-12-31 73,542 $3,388,000 -4,744
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 77 - 2024-03-31 69,915 $3,187,000 -22,311
   Windsor Group LTD 45 - 2023-09-30 62,574 $2,735,000 -1,264
   ETF Portfolio Partners Inc. 18 - 2024-03-31 59,128 $2,696,000 -687
   Wealthstar Advisors LLC 13 - 2024-03-31 55,951 $2,551,000 -1,009
   PHILLIPS FINANCIAL MANAGEMENT LLC 75 - 2024-03-31 55,757 $2,542,000 -7,192
   Visionary Wealth Advisors 144 - 2024-03-31 55,486 $2,530,000 -10,412
   Financial Advocates Investment Management 161 - 2024-03-31 53,362 $2,431,000 -25,835
   FINANCIAL ENGINES ADVISORS L.L.C. 151 - 2024-03-31 51,269 $2,337,000 -4,432
   Prime Capital Investment Advisors LLC 341 - 2024-03-31 44,234 $2,017,000 -11,647
   Apella Capital LLC 97 - 2024-03-31 43,886 $1,981,000 -6,723
   WAGNER CAPITAL MANAGEMENT CORP 96 - 2024-03-31 42,101 $1,919,000 -811
   CITIGROUP INC 1857 - 2024-03-31 38,768 $1,767,000 -2,748
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1085 - 2024-03-31 37,007 $1,687,000 -1,587,291
   P-Solve LLC 20 - 2024-03-31 36,505 $1,664,000 -58,165
   NBT BANK N A /NY 162 - 2024-03-31 35,116 $1,601,000 -12,617
   Ascent Group LLC 219 - 2024-03-31 34,408 $1,569,000 -12
   Dynamic Advisors Solutions LLC 346 - 2024-03-31 34,174 $1,558,000 -20,645
   APPLETON PARTNERS INC/MA 117 - 2024-03-31 31,454 $1,434,000 -1,857
   TRITONPOINT WEALTH LLC 125 - 2024-03-31 20,107 $1,409,000 -10,485
   Truadvice LLC 54 - 2023-09-30 30,702 $1,340,000 -15,759
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 110 - 2024-03-31 28,595 $1,304,000 -3,053
   Gladstone Institutional Advisory LLC 269 - 2024-03-31 28,414 $1,295,000 -3,406
   PARSONS CAPITAL MANAGEMENT INC/RI 206 - 2024-03-31 27,063 $1,234,000 -1,188
   LINSCOMB & WILLIAMS INC 150 - 2024-03-31 26,374 $1,202,000 -281
   Financial Gravity Wealth Inc. 64 - 2024-03-31 22,787 $1,039,000 -2,073,989
   Fragasso Group Inc. 115 - 2024-03-31 22,346 $1,019,000 -604
   BOS Asset Management LLC 41 - 2024-03-31 22,319 $1,018,000 -22,366
   PATTON ALBERTSON & MILLER, LLC 111 - 2024-03-31 19,919 $908,000 -97,482
   MONTICELLO WEALTH MANAGEMENT LLC 114 - 2024-03-31 18,807 $857,000 -59,537
   Vantage Financial Partners LLC 52 - 2024-03-31 18,601 $848,000 -797
   Old North State Trust LLC 38 - 2024-03-31 18,058 $823,000 -11,500
   KOCHIS FITZ/QUINTILE LLC 157 - 2024-03-31 17,245 $786,000 -461
   Cornerstone Planning Group LLC 30 - 2024-03-31 17,459 $783,000 -11,230
   PRIVATE CAPITAL MANAGEMENT LLC 72 - 2024-03-31 16,744 $763,000 -1,686
   W.H. Cornerstone Investments Inc. 51 - 2024-03-31 16,727 $763,000 -5,886
   BAYSTATE WEALTH MANAGEMENT LLC 114 - 2023-12-31 16,267 $749,000 -113
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 342 - 2024-03-31 14,482 $660,000 -621
   AMERIVEST INVESTMENT MANAGEMENT LLC 113 - 2023-06-30 14,036 $638,000 -109
   MILESTONE GROUP INC 119 - 2024-03-31 13,691 $624,000 -731
   INTL FCSTONE INC. 202 - 2024-03-31 13,273 $605,000 -167
   Pensionmark Financial Group LLC 193 - 2024-03-31 13,066 $596,000 -68,496
   HBK SORCE ADVISORY LLC 302 - 2024-03-31 12,942 $590,000 -8,151
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 321 - 2024-03-31 12,913 $589,000 -1,976
   SPINNAKER TRUST 182 - 2024-03-31 12,794 $583,000 -2,639
   Cape Investment Advisory Inc. 70 - 2023-12-31 12,314 $567,000 -3,214
   LongView Wealth Management 105 - 2024-03-31 10,345 $472,000 -2,735
   HERITAGE WEALTH MANAGEMENT LLC 96 - 2024-03-31 9,497 $433,000 -788
   Integrity Advisory LLC 50 - 2022-12-31 9,416 $423,000 -16,824
   Sequoia Financial Advisors LLC 771 - 2024-03-31 8,465 $386,000 -24,712
   DAVIDSON INVESTMENT ADVISORS 102 - 2024-03-31 8,347 $381,000 -2,286
   FIDUCIARY TRUST CO 513 - 2024-03-31 8,289 $378,000 -2,261
   Keystone Financial Group 222 - 2024-03-31 8,099 $369,000 -7
   WEDBUSH MORGAN SECURITIES INC 847 - 2024-03-31 6,980 $318,000 -340
  100 Records found
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