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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RETIREMENT CAPITAL STRATEGIES 71 *Closed 2024-03-31 0 $0 -7,341
   PROVISE MANAGEMENT GROUP LLC 301 *Closed 2024-03-31 0 $0 -10,625
   Perennial Investment Advisors LLC 352 *Closed 2024-03-31 0 $0 -6,888
   Envestnet Portfolio Solutions Inc. 1610 *Closed 2024-03-31 0 $0 -6,598
   AlphaCore Capital LLC 188 *Closed 2024-03-31 0 $0 -16,054
   BURNS WEALTH MANAGEMENT, INC. 494 *Closed 2024-03-31 0 $0 -15,782
   James J. Burns & Company LLC 86 *Closed 2024-03-31 0 $0 -6,950
   Lee Financial CORP 183 *Closed 2024-03-31 0 $0 -78
   COLONY GROUP LLC 770 *Closed 2023-09-30 0 $0 -6,152
   Eudaimonia Partners LLC 260 *Closed 2024-03-31 0 $0 -41,196
   Delos Wealth Advisors LLC 360 *Closed 2024-03-31 0 $0 -27
   FIFTH THIRD BANCORP 2364 *Closed 2024-03-31 0 $0 -1,900
   Concorde Asset Management LLC 151 *Closed 2024-03-31 0 $0 -4,380
   PRIVATE TRUST CO NA 2234 *Closed 2024-03-31 0 $0 -450
   Tradition Wealth Management LLC 1171 *Closed 2024-03-31 0 $0 -585
   KC Investment Advisors LLC 152 *Closed 2024-03-31 0 $0 -4,941
   RIA Advisory Group LLC 185 *Closed 2024-03-31 0 $0 -452,314
   NATIONAL BANK OF CANADA /FI/ 2539 *Closed 2024-03-31 0 $0 -1,325
   AE Wealth Management LLC 1495 *Closed 2024-03-31 0 $0 -325,738
   REGIMEN WEALTH LLC 64 *Closed 2024-03-31 0 $0 -6,170
   Shared Vision Wealth Group LLC 77 *Closed 2024-03-31 0 $0 -4,256
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6084 *Closed 2024-03-31 0 $0 -115,042
   Stratos Wealth Advisors LLC 730 *Closed 2024-03-31 0 $0 -7,884
   Lebenthal Global Advisors LLC 190 *Closed 2024-03-31 0 $0 -5,801
   NorthCrest Asset Manangement LLC 520 *Closed 2024-03-31 0 $0 -12,605
   NAPLES GLOBAL ADVISORS LLC 414 *Closed 2024-03-31 0 $0 -7,845
   Aveo Capital Partners LLC 384 *Closed 2024-03-31 0 $0 -12,964
   Morton Brown Family Wealth LLC 258 *Closed 2024-03-31 0 $0 -146
   Migdal Insurance & Financial Holdings Ltd. 469 *Closed 2024-03-31 0 $0 -220
   EP WEALTH ADVISORS, INC. 854 *Closed 2024-03-31 0 $0 -2,305
   HTLF Bank 253 *Closed 2024-03-31 0 $0 -39,463
   SILVER OAK SECURITIES Inc 521 *Closed 2024-03-31 0 $0 -7,319
   Personal Resources Investment & Strategic Manageme 68 *Closed 2024-03-31 0 $0 -22,426
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 87 *Closed 2023-03-31 0 $0 -164,890
   Cedrus LLC 155 *Closed 2024-03-31 0 $0 -10,078
   ISLAY CAPITAL MANAGEMENT LLC 213 *Closed 2024-03-31 0 $0 -168
   GoalVest Advisory LLC 472 *Closed 2024-03-31 0 $0 -29
   Apollon Wealth Management LLC 1135 *Closed 2024-03-31 0 $0 -5,128
   Derbend Asset Management 115 *Closed 2024-03-31 0 $0 -5,167
   Resurgent Financial Advisors LLC 427 *Closed 2024-03-31 0 $0 -500
   Connectus Wealth LLC 481 *Closed 2024-03-31 0 $0 -11,875
   Turtle Creek Wealth Advisors LLC 746 *Closed 2024-03-31 0 $0 -830
   Simplify Asset Management Inc. 105 *Closed 2024-03-31 0 $0 -14,949

  43 Records found
  1    
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