Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Us Aggregate Bond Etf (EAGG)  
$46.24 0.08 (0.17%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 346    17
Total shares held : 
 64,786,168  
% of shares held : 
 28.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   77  
Amount of shares held : 
 2,410,833  
% of shares held change : 
   1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.84  
Last Quarter's Ending Price : 
 $47.74  
Last Quarter's Average Price : 
 $45.79  
Change from last quarter's     
avg. price to the last closing  : 
0.45 (0.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 553,699
 0.85%
 
Increased Positions :
162
 3,916,596
 6.05%
 
Unchanged Positions :
50
 738,676
 1.14%
 
Decreased Positions :
102
-1,831,739
-2.83%
 
Closed Positions :
15
-227,723
-0.35%
 
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
   ENVESTNET ASSET MANAGEMENT INC 242 - 2023-12-31 4,021,394 $191,981,000 -41,206
   BLACKROCK INC. 1960 - 2023-12-31 2,468,017 $117,823,000 -314,210
   NORTHERN TRUST CORP 870 - 2023-12-31 1,278,006 $61,012,000 -7,804
   GOLDMAN SACHS GROUP INC/ 897 - 2023-12-31 1,241,919 $59,289,000 -611,023
   Envestnet Portfolio Solutions Inc. 66 - 2023-12-31 1,053,664 $50,302,000 -50,995
   ALESCO ADVISORS LLC 18 - 2023-12-31 614,362 $29,330,000 -215
   Advisor Group Holdings Inc. 480 - 2023-12-31 419,896 $20,048,000 -166,203
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 597 - 2024-03-31 338,194 $15,915,000 -42,729
   YCMNET ADVISORS INC 66 - 2023-12-31 229,361 $10,950,000 -51,135
   MML INVESTORS SERVICES LLC 391 - 2023-12-31 196,805 $9,395,000 -7,502
   NEPC LLC 23 - 2023-12-31 182,971 $8,735,000 -26,979
   DOHJ LLC 8 - 2024-03-31 173,038 $8,143,000 -4,607
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 565 - 2024-03-31 156,996 $7,388,000 -429
   Cetera Investment Advisers 326 - 2023-12-31 149,240 $7,125,000 -10,760
   BB&T CORP 727 - 2023-12-31 148,612 $7,095,000 -4,837
   PARK AVENUE SECURITIES LLC 164 - 2024-03-31 137,999 $6,494,000 -40,217
   HIGHTOWER ADVISORS, LLC 979 - 2023-12-31 99,824 $4,764,000 -23,787
   Atria Wealth Solutions Inc. 367 - 2023-12-31 84,217 $4,021,000 -3,547
   Atlantic Private Wealth LLC 8 - 2023-12-31 78,856 $3,765,000 -944
   CREATIVE PLANNING 666 - 2023-12-31 75,768 $3,617,000 -2,494
   MARINER WEALTH ADVISORS, LLC 851 - 2023-12-31 67,583 $3,226,000 -18,912
   Beacon Pointe Advisors LLC 384 - 2023-12-31 65,484 $3,126,000 -26,125
   HART & PATTERSON FINANCIAL GROUP LLC 24 - 2024-03-31 65,073 $3,062,000 -13,406
   Trilogy Capital Inc. 99 - 2024-03-31 64,049 $3,014,000 -3,186
   RTD Financial Advisors Inc. 45 - 2024-03-31 58,512 $2,754,000 -113
   CAMBRIDGE TRUST CO 105 - 2023-12-31 53,441 $2,551,000 -5,991
   GRADIENT INVESTMENTS LLC 161 - 2024-03-31 52,281 $2,460,000 -2,767
   Brio Consultants LLC 41 - 2024-03-31 49,244 $2,317,000 -396
   Bear Mountain Capital Inc. 17 - 2024-03-31 49,746 $2,284,000 -630
   WEALTHSOURCE PARTNERS LLC 119 - 2023-12-31 44,150 $2,108,000 -10,000
   RICHARD BERNSTEIN ADVISORS LLC 188 - 2023-12-31 40,925 $1,954,000 -17,890
   Long Run Wealth Advisors LLC 45 - 2024-03-31 39,291 $1,849,000 -1,007
   JNBA FINANCIAL ADVISORS 71 - 2024-03-31 37,638 $1,771,000 -8,055
   ADVISORY SERVICES NETWORK, LLC 463 - 2023-12-31 37,042 $1,768,000 -760
   Brookstone Capital Management 385 - 2024-03-31 35,300 $1,661,000 -1,962
   Foster Group Inc. 69 - 2024-03-31 32,599 $1,534,000 -1,199
   Resources Investment Advisors Inc. 369 - 2023-12-31 31,181 $1,489,000 -5,284
   Elwood & Goetz Wealth Advisory Group LLC 32 - 2024-03-31 31,058 $1,462,000 -21,233
   SENTINEL PENSION ADVISORS INC 40 - 2023-12-31 29,534 $1,410,000 -690
   Retirement Income Solutions Inc - 2024-03-31 29,441 $1,385,000 -319
   Orion Portfolio Solutions LLC 823 - 2023-12-31 27,446 $1,301,000 -2,482
   PRUDENTIAL FINANCIAL INC 1705 - 2023-12-31 26,125 $1,247,000 -15,017
   KOCHIS FITZ/QUINTILE LLC 131 - 2024-03-31 26,339 $1,240,000 -406
   Integrated Wealth Concepts LLC 685 - 2023-12-31 23,099 $1,103,000 -5,626
   Congress Wealth Management LLC / DE / 366 - 2024-03-31 23,279 $1,096,000 -2,049
   Aprio Wealth Management LLC 55 - 2024-03-31 23,068 $1,086,000 -460
   FINANCIAL ARCHITECTS INC 132 - 2023-06-30 22,526 $1,063,000 -1,839
   Legacy Financial Advisors Inc. 80 - 2023-12-31 21,784 $1,040,000 -1,169
   MULTIFINANCIAL SECURITIES CORP 773 - 2023-12-31 20,864 $996,000 -1,351
   AE Wealth Management LLC 1173 - 2023-12-31 19,667 $927,000 -1,145
   Stratos Wealth Advisors LLC 371 - 2024-03-31 16,750 $788,000 -1,402
   TIEDEMANN WEALTH MANAGEMENT, LLC 138 - 2023-09-30 17,377 $787,000 -1,928
   RSM US WEALTH MANAGEMENT LLC 325 - 2024-03-31 16,625 $782,000 -955
   Cardinal Point Wealth Management Partners LLC 42 - 2023-03-31 15,095 $725,000 -1,615
   Cardinal Point Capital Management ULC 32 - 2024-03-31 14,835 $698,000 -480
   Austin Private Wealth LLC 91 - 2024-03-31 14,669 $683,000 -210
   AMERIVEST INVESTMENT MANAGEMENT LLC 112 - 2023-06-30 13,517 $638,000 -8,370
   Change Path LLC 320 - 2023-12-31 13,256 $633,000 -1,907
   Wealthstream Advisors Inc. 57 - 2023-12-31 12,649 $604,000 -9
   FIRST HAWAIIAN BANK 540 - 2024-03-31 12,248 $576,000 -8,738
   CLS INVESTMENT FIRM LLC 954 - 2022-12-31 11,398 $533,000 -302
   DAVENPORT & CO LLC - 2024-03-31 11,155 $525,000 -103
   RENAISSANCE TECHNOLOGIES LLC 2787 - 2023-12-31 10,264 $490,000 -16,736
   JANE STREET GROUP LLC 3960 - 2023-12-31 10,136 $484,000 -43,085
   Venturi Wealth Management LLC 271 - 2024-03-31 10,091 $475,000 -924
   Sandbox Financial Partners LLC 64 - 2024-03-31 9,663 $455,000 -4,314
   HARVEST GROUP WEALTH MANAGEMENT LLC 39 - 2023-03-31 9,186 $441,000 -2,801
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 9,372 $441,000 -1,605
   Wealth Alliance 290 - 2023-12-31 8,813 $421,000 -4,706
   NATIONAL ASSET MANAGEMENT, INC. 912 - 2023-12-31 8,681 $414,000 -7,397
   WEDBUSH MORGAN SECURITIES INC 640 - 2023-12-31 8,426 $402,000 -735
   FINANCIAL MANAGEMENT NETWORK INC 118 - 2024-03-31 7,903 $369,000 -503
   TOWNSQUARE CAPITAL LLC 856 - 2023-12-31 7,732 $369,000 -1,902
   Farther Finance Advisors LLC 426 - 2023-12-31 6,832 $326,000 -3,632
   AdvisorNet Financial Inc 377 - 2024-03-31 6,852 $322,000 -392
   MORGAN STANLEY 5362 - 2023-12-31 6,308 $301,000 -1,200
   TWIN FOCUS CAPITAL PARTNERS, LLC 122 - 2023-12-31 6,310 $301,000 -790
   COLONY GROUP LLC 642 - 2023-09-30 6,351 $288,000 -8,026
   Ascent Group LLC 426 - 2023-12-31 6,124 $287,000 -390
   Moreno Evelyn V 113 - 2023-12-31 5,647 $270,000 -3,123
   Kestra Advisory Services LLC 1920 - 2023-12-31 5,496 $262,000 -447
   Hoxton Planning & Management LLC 128 - 2024-03-31 5,517 $260,000 -370
   Coastal Capital Group Inc. 83 - 2023-06-30 5,259 $248,000 -26
   Onyx Bridge Wealth Group LLC - 2024-03-31 5,097 $233,000 -4,058
   Copperleaf Capital LLC 74 - 2023-12-31 4,522 $216,000 -67
   Mount Yale Investment Advisors LLC 467 - 2023-12-31 4,356 $208,000 -566
   DDFG Inc - 2024-03-31 4,364 $205,000 -200
   REGAL INVESTMENT ADVISORS, LLC 511 - 2023-12-31 4,255 $203,000 -1,168
   JFS WEALTH ADVISORS, LLC - 2024-03-31 3,857 $182,000 -117
   Stephens Consulting LLC 99 - 2024-03-31 3,092 $146,000 -443
   Sugarloaf Wealth Management LLC 195 - 2024-03-31 3,020 $142,000 -265
   FTB Advisors Inc. 668 - 2024-03-31 2,314 $109,000 -775
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 194 - 2023-12-31 1,352 $65,000 -65
   Covestor Ltd 739 - 2023-12-31 1,342 $64,000 -45
   CITIGROUP INC 3950 - 2023-12-31 500 $24,000 -100
   Aspire Private Capital LLC 319 - 2024-03-31 439 $21,000 -20
   Coppell Advisory Solutions LLC 827 - 2023-12-31 313 $15,000 -436
   Smartleaf Asset Management LLC - 2024-03-31 0 $0 -52
  98 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