Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Short Maturity Bond Etf (NEAR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   Family Asset Management LLC 185 *Closed 2024-03-31 0 $0 -5,030
   AE Wealth Management LLC 1227 *Closed 2024-03-31 0 $0 -71,358
   McGlone Suttner Wealth Management Inc. 250 *Closed 2024-03-31 0 $0 -254
   COLONY GROUP LLC 757 *Closed 2023-09-30 0 $0 -20,144
   NOMURA ASSET MANAGEMENT CO LTD 1548 *Closed 2024-03-31 0 $0 -3,415
   Kure Advisory LLC 68 *Closed 2024-03-31 0 $0 -7,927
   VERUS CAPITAL PARTNERS LLC 352 *Closed 2024-03-31 0 $0 -5,503
   CLARK CAPITAL MANAGEMENT GROUP INC 407 *Closed 2024-03-31 0 $0 -269,836
   Tradition Wealth Management LLC 1169 *Closed 2024-03-31 0 $0 -3,105
   ADVISORY SERVICES NETWORK, LLC 2731 *Closed 2024-03-31 0 $0 -2,609
   Focused Wealth Management Inc 642 *Closed 2024-03-31 0 $0 -183
   AXXCESS WEALTH MANAGEMENT LLC 926 *Closed 2024-03-31 0 $0 -9,432
   Arete Wealth Advisors LLC 560 *Closed 2024-03-31 0 $0 -23,527
   Meridian Wealth Management LLC 395 *Closed 2024-03-31 0 $0 -7,992
   PUPLAVA FINANCIAL SERVICES INC 112 *Closed 2024-03-31 0 $0 -4,120
   RFG Advisory Group LLC 734 *Closed 2024-03-31 0 $0 -4,793
   AlphaCore Capital LLC 304 *Closed 2024-03-31 0 $0 -37,925
   Turtle Creek Wealth Advisors LLC 504 *Closed 2024-03-31 0 $0 -126
   US BANCORP 3965 *Closed 2024-03-31 0 $0 -508
   Laurel Wealth Advisors LLC 605 *Closed 2024-03-31 0 $0 -1,318
   Resurgent Financial Advisors LLC 337 *Closed 2024-03-31 0 $0 -853
   Ten Capital Wealth Advisors LLC 471 *Closed 2023-06-30 0 $0 -69
   CFO4Life Group LLC 204 *Closed 2024-03-31 0 $0 -7,701
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 109 *Closed 2024-03-31 0 $0 -100
   ORG Partners LLC 966 *Closed 2024-03-31 0 $0 0
   Penserra Capital Management LLC 1373 *Closed 2024-03-31 0 $0 -147
   Benchmark Investment Advisors LLC 350 *Closed 2024-03-31 0 $0 -17,724
   ATRIA INVESTMENTS LLC 982 *Closed 2024-03-31 0 $0 -45,060
   LITMAN GREGORY ASSET MANAGEMENT LLC 132 *Closed 2024-03-31 0 $0 -8,295
   Rockbridge Investment Management LCC 843 *Closed 2024-03-31 0 $0 -133
   Impact Partnership Wealth LLC 762 *Closed 2024-03-31 0 $0 -147
   STRATEGY ASSET MANAGERS LLC 251 *Closed 2024-03-31 0 $0 -4,051

  32 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results