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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1040 - 2024-03-31 2,484,590 $125,372,000 -534,351
   BLACKROCK INC. 2227 - 2024-03-31 1,376,321 $69,449,000 -23,201
   TAP Consulting LLC 1 - 2024-03-31 1,341,422 $67,688,000 -290,643
   TRUSTCORE FINANCIAL SERVICES LLC 4 - 2022-12-31 1,325,012 $65,283,000 -73,417
   UBS Group AG 752 - 2024-03-31 990,262 $49,969,000 -98,228
   ENVESTNET ASSET MANAGEMENT INC 726 - 2024-03-31 851,763 $42,980,000 -4,980
   CAPTRUST FINANCIAL ADVISORS 133 - 2024-03-31 812,582 $41,003,000 -158,284
   RENAISSANCE TECHNOLOGIES LLC 374 - 2024-03-31 792,700 $40,000,000 -475,600
   DONALDSON CAPITAL MANAGEMENT LLC 30 - 2024-03-31 702,234 $35,435,000 -3,416
   ROYAL BANK OF CANADA 1038 - 2024-03-31 477,676 $24,103,000 -36,275
   Cetera Investment Advisers 84 - 2024-03-31 427,611 $21,577,000 -107,768
   San Luis Wealth Advisors LLC 2 - 2024-03-31 342,263 $17,271,000 -173,505
   FINANCIAL NETWORK 298 - 2024-03-31 270,106 $13,630,000 -10,533
   Advisor Group Holdings Inc. 550 - 2024-03-31 267,586 $13,504,000 -49,942
   WEALTHSOURCE PARTNERS LLC 26 - 2023-12-31 186,220 $9,408,000 -16,180
   Gladstone Institutional Advisory LLC 51 - 2024-03-31 153,785 $7,760,000 -37,447
   PFG Advisors 38 - 2024-03-31 147,566 $7,446,000 -18,011
   Crestone Asset Management LLC 18 - 2024-03-31 146,183 $7,376,000 -99,651
   SHUFRO ROSE & CO LLC 42 - 2024-03-31 137,098 $6,918,000 -26,667
   MONTECITO BANK & TRUST 18 - 2024-03-31 129,101 $6,514,000 -2,271
   Goss Wealth Management LLC 319 - 2024-03-31 127,733 $6,445,000 -3,220
   LOWE BROCKENBROUGH & CO INC 69 - 2024-03-31 122,500 $6,181,000 -5,154
   Cassady Schiller Wealth Management LLC 6 - 2024-03-31 115,234 $5,815,000 -12,116
   WARREN AVERETT ASSET MANAGEMENT, LLC 129 - 2024-03-31 112,583 $5,681,000 -15,472
   Sage Capital Advisorsllc 32 - 2024-03-31 72,962 $3,682,000 -76
   SMITHFIELD TRUST CO 74 - 2024-03-31 68,838 $3,472,000 -11,995
   Columbia Trust Co 01012016 13 - 2023-12-31 67,352 $3,403,000 -53,598
   Brookstone Capital Management 284 - 2024-03-31 63,148 $3,186,000 -616
   PLANNING ALTERNATIVES LTD /ADV 15 - 2024-03-31 62,273 $3,142,000 -78,515
   NAPLES GLOBAL ADVISORS LLC 92 - 2024-03-31 58,772 $2,966,000 -10,675
   Guardian Wealth Advisors LLC 11 - 2024-03-31 58,544 $2,954,000 -3,890
   Arkfeld Wealth Strategies L.L.C. 16 - 2024-03-31 57,871 $2,892,000 -6,142
   Betterment LLC 130 - 2024-03-31 55,106 $2,781,000 -2,931
   Values First Advisors Inc. 13 - 2024-03-31 51,618 $2,605,000 -958
   GeoWealth Management LLC 147 - 2024-03-31 50,691 $2,558,000 -39,448
   Financial Advocates Investment Management 166 - 2024-03-31 45,820 $2,312,000 -1,622
   Snowden Capital Advisors LLC 287 - 2024-03-31 45,595 $2,301,000 -1,994
   RAYMOND JAMES & ASSOCIATES 2126 - 2024-03-31 41,166 $2,077,000 -2,147
   Private Advisor Group LLC 790 - 2024-03-31 40,894 $2,063,000 -2,680
   LVW Advisors LLC 48 - 2024-03-31 40,428 $2,040,000 -4,427
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 939 - 2024-03-31 39,522 $1,994,000 -18,772
   Syverson Strege & Co 17 - 2024-03-31 38,175 $1,926,000 -2,493
   Mutual Advisors LLC 287 - 2024-03-31 37,174 $1,876,000 -5,375
   Steward Partners Investment Advisory LLC 605 - 2024-03-31 36,114 $1,822,000 -1,145
   GUIDANCE CAPITAL INC 26 - 2024-03-31 36,257 $1,813,000 -224
   Patten Group Inc. 62 - 2024-03-31 35,272 $1,780,000 -4,435
   Feltz Wealth PLAN Inc. 123 - 2024-03-31 34,921 $1,762,000 -199
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 471 - 2024-03-31 31,304 $1,580,000 -4,744
   Rosenberg Matthew Hamilton 29 - 2024-03-31 31,426 $1,576,000 -809
   WJ Wealth Management LLC 38 - 2024-03-31 27,950 $1,410,000 -1,300
   Kingsview Wealth Management LLC 414 - 2024-03-31 27,604 $1,393,000 -111
   Capital Advisors Ltd. LLC 76 - 2024-03-31 26,687 $1,347,000 -2,000
   MATTERN CAPITAL MANAGEMENT LLC 85 - 2024-03-31 26,407 $1,332,000 -571
   EP WEALTH ADVISORS, INC. 332 - 2024-03-31 25,916 $1,308,000 -9,498
   Astor Investment Management LLC 23 - 2024-03-31 25,445 $1,284,000 -82,957
   Parallel Advisors LLC 305 - 2024-03-31 25,374 $1,280,000 -1,558
   OSBORNE PARTNERS CAPITAL MANAGEMENT 130 - 2024-03-31 24,500 $1,236,000 -1,150
   MULTIFINANCIAL SECURITIES CORP 1054 - 2024-03-31 24,355 $1,229,000 -6,515
   SPINNAKER TRUST 132 - 2024-03-31 23,576 $1,190,000 -6,254
   LVZ Advisors Inc. 47 - 2024-03-31 21,442 $1,082,000 -65
   SAGE ADVISORY SERVICES, LTD.CO. 31 - 2024-03-31 21,136 $1,067,000 -43,435
   BEACON FINANCIAL GROUP 152 - 2024-03-31 20,827 $1,051,000 -4,725
   American Institute for Advanced Investment Managem 41 - 2024-03-31 19,440 $981,000 -6,700
   Belpointe Asset Management LLC 282 - 2024-03-31 18,722 $945,000 -5,601
   Elevated Capital Advisors LLC 98 - 2024-03-31 17,690 $893,000 -20,505
   Stonebridge Financial Planning Group LLC 62 - 2024-03-31 17,064 $861,000 -3,451
   Legacy Capital Group California Inc. 93 - 2024-03-31 16,988 $857,000 -1,333
   ANCORA ADVISORS, LLC 403 - 2024-03-31 16,926 $854,000 -1,861
   Auour Investments LLC 45 - 2024-03-31 16,695 $842,000 -80,327
   Eagle Bluffs Wealth Management LLC 45 - 2024-03-31 16,359 $825,000 -444
   YorkBridge Wealth Partners LLC 97 - 2022-12-31 16,577 $817,000 -892
   Spire Wealth Management 426 - 2024-03-31 15,682 $791,000 -35
   BNP PARIBAS ARBITRAGE SA 1893 - 2024-03-31 15,493 $782,000 -5,143
   Oxinas Partners Wealth Management LLC 51 - 2024-03-31 15,090 $761,000 -15,759
   Syntegra Private Wealth Group LLC 58 - 2024-03-31 14,647 $739,000 -696
   HPM Partners LLC 1422 - 2024-03-31 14,513 $732,000 -1,500
   Industrial Alliance Investment Management Inc. 39 - 2024-03-31 14,482 $731,000 -5,256
   Centurion Wealth Management LLC 65 - 2024-03-31 14,327 $723,000 -28
   Cross Staff Investments Inc 51 - 2024-03-31 12,832 $648,000 -963
   SYNOVUS FINANCIAL CORP 578 - 2024-03-31 11,948 $603,000 -908
   Valley Financial Group Inc. 28 - 2024-03-31 11,880 $599,000 -893
   ONE Advisory Partners LLC 30 - 2024-03-31 11,205 $565,000 -228
   4J Wealth Management LLC 41 - 2024-03-31 11,055 $558,000 -69
   Tyche Wealth Partners LLC 129 - 2024-03-31 10,667 $538,000 -750
   Intrua Financial LLC 173 - 2023-03-31 10,638 $528,000 -1,821
   J.W. COLE ADVISORS INC. 521 - 2024-03-31 10,448 $527,000 -36,527
   WHITE PINE CAPITAL LLC 128 - 2024-03-31 10,473 $524,000 -8,356
   Crabel Capital Management LLC 45 - 2024-03-31 9,928 $501,000 -8,863
   BANK OF NEW YORK MELLON CORP 3464 - 2024-03-31 9,730 $491,000 -3,584
   Beacon Pointe Advisors LLC 926 - 2024-03-31 9,204 $464,000 -4,726
   KEYBANK NATIONAL ASSOCIATION/OH 773 - 2024-03-31 9,110 $460,000 -825
   SOL CAPITAL MANAGEMENT CO 230 - 2024-03-31 9,025 $455,000 -1,000
   Resources Investment Advisors Inc. 805 - 2024-03-31 8,125 $410,000 -12,685
   Orion Portfolio Solutions LLC 1348 - 2024-03-31 8,129 $410,000 -442
   COMERICA BANK 1968 - 2024-03-31 8,104 $409,000 -11,724
   Waycross Investment Management Co 51 - 2024-03-31 7,855 $396,000 -50
   WINDSOR CAPITAL MANAGEMENT, LLC 87 - 2024-03-31 7,836 $395,000 -707
   Thrive Capital Management LLC 68 - 2024-03-31 7,571 $381,000 -725
   STILLWATER CAPITAL ADVISORS, LLC 58 - 2024-03-31 7,495 $378,000 -146,344
   Larson Financial Group LLC 273 - 2024-03-31 7,459 $376,000 -92
  100 Records found
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