Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Core Total Usd Bond Market (IUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   Kovack Advisors Inc. 483 *Closed 2024-03-31 0 $0 -5,182
   ORG Partners LLC 524 *Closed 2024-03-31 0 $0 -480,002
   Rockbridge Investment Management LCC 147 *Closed 2024-03-31 0 $0 -2,820
   First Trust Investment Solutions L.P. 248 *Closed 2024-03-31 0 $0 -5,665
   Moisand Fitzgerald Tamayo LLC 528 *Closed 2024-03-31 0 $0 -1,045
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -7,062
   PARKSIDE FINANCIAL BANK & TRUST 1808 *Closed 2024-03-31 0 $0 -593
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 180 *Closed 2024-03-31 0 $0 -1,467,959
   WHITTIER TRUST CO 1495 *Closed 2024-03-31 0 $0 -2,725
   OLD MISSION CAPITAL LLC 884 *Closed 2024-03-31 0 $0 -61,797
   Atlantic Edge Private Wealth Management LLC 489 *Closed 2024-03-31 0 $0 -112
   Strategic Wealth Partners Ltd. 260 *Closed 2023-03-31 0 $0 -6,391
   OROURKE & COMPANY Inc 146 *Closed 2024-03-31 0 $0 -5,099
   DANA INVESTMENT ADVISORS INC 541 *Closed 2024-03-31 0 $0 -6,981
   Independent Wealth Network Inc. 46 *Closed 2024-03-31 0 $0 -7,008
   TOMPKINS FINANCIAL CORP 648 *Closed 2024-03-31 0 $0 -192
   Retireful LLC 102 *Closed 2024-03-31 0 $0 -52,570
   V Wealth ManagementLLC 227 *Closed 2023-09-30 0 $0 -7,424
   James J. Burns & Company LLC 92 *Closed 2024-03-31 0 $0 -12,921
   Planned Solutions Inc. 352 *Closed 2024-03-31 0 $0 -603
   ADVISORS CAPITAL MANAGEMENT LLC 483 *Closed 2024-03-31 0 $0 -8,431
   AlphaCore Capital LLC 228 *Closed 2024-03-31 0 $0 -629
   ARLINGTON PARTNERS LLC 156 *Closed 2024-03-31 0 $0 -426
   Morris Retirement Advisors LLC 109 *Closed 2024-03-31 0 $0 -17,197
   Ten Capital Wealth Advisors LLC 273 *Closed 2023-06-30 0 $0 -178
   Thrive Capital Management LLC 148 *Closed 2024-03-31 0 $0 -5,197
   HRT FINANCIAL LLC 2290 *Closed 2024-03-31 0 $0 -4,432
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6092 *Closed 2024-03-31 0 $0 -17,095
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1881 *Closed 2024-03-31 0 $0 -277
   WHITTIER TRUST CO OF NEVADA INC 1221 *Closed 2024-03-31 0 $0 -927
   Lineweaver Wealth Advisors LLC 131 *Closed 2024-03-31 0 $0 -5,519
   Lido Advisors LLC 1223 *Closed 2024-03-31 0 $0 -5,576
   EdgeRock Capital LLC 171 *Closed 2024-03-31 0 $0 -371
   HOWARD FINANCIAL SERVICES LTD. 162 *Closed 2024-03-31 0 $0 -6,049
   Broadleaf Partners LLC 81 *Closed 2024-03-31 0 $0 -31,327
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1235 *Closed 2024-03-31 0 $0 -1,110
   American Trust 293 *Closed 2023-12-31 0 $0 -27,484
   Headlands Technologies LLC 1279 *Closed 2024-03-31 0 $0 -101
   Summit Global Investments *Closed 2024-03-31 0 $0 -8,312
   Aprio Wealth Management LLC 256 *Closed 2024-03-31 0 $0 -9,447
   Meridian Wealth Management LLC 468 *Closed 2024-03-31 0 $0 -10,862
   Activest Wealth Management 436 *Closed 2024-03-31 0 $0 0
   CONNABLE OFFICE INC 227 *Closed 2024-03-31 0 $0 -8,966
   Peninsula Wealth LLC 129 *Closed 2024-03-31 0 $0 -88,841
   HANSON INVESTMENT MANAGEMENT 492 *Closed 2024-03-31 0 $0 -287
   LaSalle St. Investment Advisors LLC 142 *Closed 2024-03-31 0 $0 -11,908
   Benchmark Investment Advisors LLC 278 *Closed 2024-03-31 0 $0 -480,265
   Spectrum Asset Management Inc. (NB/CA) 102 *Closed 2024-03-31 0 $0 -4,595
   J.W. COLE ADVISORS INC. 901 *Closed 2024-03-31 0 $0 -4,343
   ISLAY CAPITAL MANAGEMENT LLC 217 *Closed 2024-03-31 0 $0 -5,709
   GoalVest Advisory LLC 470 *Closed 2024-03-31 0 $0 -225
   CARDIFF PARK ADVISORS LLC 362 *Closed 2024-03-31 0 $0 -24
   Williams Financial LLC 39 *Closed 2024-03-31 0 $0 -442,620
   MA Private Wealth 74 *Closed 2024-03-31 0 $0 -44,116
   ST GERMAIN D J CO INC 853 *Closed 2024-03-31 0 $0 -98
   Pathstone Holdings LLC 2356 *Closed 2024-03-31 0 $0 -7,862
   Gilbert & Cook Inc. 233 *Closed 2024-03-31 0 $0 -4,344
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3562 *Closed 2024-03-31 0 $0 -25,503
   KARLINSKI ANDREW C 116 *Closed 2022-12-31 0 $0 -3,892
   BOSTON FINANCIAL MANGEMENT INC /MA 332 *Closed 2024-03-31 0 $0 -8,408
   Gradient Capital Advisors LLC 141 *Closed 2024-03-31 0 $0 -8,661
   Procyon Private Wealth Partners LLC 533 *Closed 2024-03-31 0 $0 -4,830
   MKT Advisors LLC 157 *Closed 2024-03-31 0 $0 -4,432
   CULLEN FROST BANKERS INC 1112 *Closed 2024-03-31 0 $0 -1,670
   Impact Partnership Wealth LLC 765 *Closed 2024-03-31 0 $0 -195
  65 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us