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Get Institutions for : 
Ishares Barclays Us Treasury Bond Fund (GOVT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 746    16
Total shares held : 
 936,009,417  
% of shares held : 
 10.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -58,159,302  
% of shares held change : 
   -0.65%  
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
 7,236,338
 0.77%
 
Increased Positions :
254
 91,065,087
 9.73%
 
Unchanged Positions :
174
 31,860,183
 3.4%
 
Decreased Positions :
253
-139,807,132
-14.94%
 
Closed Positions :
81
-16,653,595
-1.78%
 
Guru Positions :
1
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
   DIAM CO. LTD 83 *New 2024-03-31 2,600,000 $59,202,000 2,600,000
   Capital Planning Advisors LLC 2 *New 2023-12-31 1,490,263 $34,336,000 1,490,263
   Vista Private Wealth Partners. LLC 1 *New 2023-12-31 47,883 $29,214,000 47,883
   Pictet Asset Management Holding SA 460 *New 2023-12-31 974,200 $22,446,000 974,200
   Westshore Wealth LLC 9 *New 2023-12-31 272,195 $6,271,000 272,195
   MMA ASSET MANAGEMENT LLC 8 *New 2023-12-31 225,952 $5,123,000 225,952
   Privium Fund Management (UK) Ltd 10 *New 2024-03-31 210,860 $4,740,000 210,860
   KWB Wealth 28 *New 2024-03-31 176,891 $4,028,000 176,891
   Greenline Partners LLC 48 *New 2023-12-31 138,058 $3,181,000 138,058
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 66 *New 2024-03-31 99,984 $2,277,000 99,984
   Phoenix Wealth Advisors 30 *New 2024-03-31 94,618 $2,154,000 94,618
   Benchmark Investment Advisors LLC 94 *New 2023-12-31 92,216 $2,125,000 92,216
   HRT FINANCIAL LLC 592 *New 2023-12-31 90,916 $2,094,000 90,916
   Visionary Wealth Advisors 160 *New 2023-12-31 80,769 $1,861,000 80,769
   EisnerAmper Wealth Management Corporate Benefits L 39 *New 2023-12-31 65,850 $1,517,000 65,850
   NORDEN GROUP LLC 78 *New 2024-03-31 63,875 $1,454,000 63,875
   Prosperity Consulting Group LLC 118 *New 2024-03-31 62,257 $1,418,000 62,257
   BRASADA CAPITAL MANAGEMENT LP 78 *New 2023-12-31 61,386 $1,414,000 61,386
   CHERRYDALE WEALTH MANAGEMENT LLC 26 *New 2024-03-31 44,923 $1,023,000 44,923
   Migdal Insurance & Financial Holdings Ltd. 149 *New 2024-03-31 40,739 $928,000 40,739
   Bank of Marin 34 *New 2023-12-31 40,180 $926,000 40,180
   ROUNDVIEW CAPITAL LLC 237 *New 2023-12-31 23,551 $543,000 23,551
   MILLENNIUM MANAGEMENT LLC 3059 *New 2023-12-31 21,610 $498,000 21,610
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 135 *New 2024-03-31 20,375 $464,000 20,375
   Americana Partners LLC *New 2023-12-31 18,654 $430,000 18,654
   ADVISORS CAPITAL MANAGEMENT LLC 362 *New 2023-12-31 18,431 $425,000 18,431
   Prosperity Financial Group Inc. 80 *New 2023-12-31 17,581 $405,000 17,581
   Drake & Associates LLC 53 *New 2023-12-31 17,158 $395,000 17,158
   GAMMA Investing LLC 235 *New 2024-03-31 17,258 $393,000 17,258
   MISSION WEALTH MANAGEMENT LLC 462 *New 2024-03-31 17,279 $393,000 17,279
   ANGELES WEALTH MANAGEMENT LLC 130 *New 2023-12-31 16,516 $381,000 16,516
   DAVENPORT & CO LLC 881 *New 2024-03-31 15,399 $351,000 15,399
   Financial Partners Group Inc 123 *New 2023-12-31 13,963 $322,000 13,963
   Twin Peaks Wealth Advisors LLC 107 *New 2024-03-31 12,034 $274,000 12,034
   BIP Wealth LLC 164 *New 2023-12-31 11,400 $263,000 11,400
   Three Bridge Wealth Advisors LLC 84 *New 2023-12-31 10,551 $243,000 10,551
   SYON CAPITAL LLC 404 *New 2023-12-31 9,595 $221,000 9,595
   Rinkey Investments 68 *New 2024-03-31 9,571 $218,000 9,571
   DAYMARK WEALTH PARTNERS LLC 405 *New 2024-03-31 9,298 $212,000 9,298
   NCM Capital Management LLC 151 *New 2023-12-31 8,974 $207,000 8,974
   Regency Capital Management Inc.DE *New 2023-12-31 8,848 $204,000 8,848
   Standard Life Aberdeen plc 942 *New 2023-12-31 8,798 $203,000 8,798
   Total Clarity Wealth Management Inc. 253 *New 2024-03-31 8,841 $201,000 8,841
   FIRST NATIONAL TRUST CO 365 *New 2024-03-31 8,831 $201,000 8,831
   PROFFITT & GOODSON INC 111 *New 2024-03-31 7,803 $178,000 7,803
   PALISADE ASSET MANAGEMENT, LLC 213 *New 2024-03-31 6,477 $147,000 6,477
   AMERICAN NATIONAL BANK 233 *New 2024-03-31 5,600 $128,000 5,600
   SHEETS SMITH & ASSOCIATES INC 332 *New 2023-09-30 5,550 $122,000 5,550
   Future Financial Wealth Managment LLC 201 *New 2024-03-31 3,532 $80,000 3,532
   MARK SHEPTOFF FINANCIAL PLANNING LLC 134 *New 2023-12-31 3,192 $74,000 3,192
   LOOMIS SAYLES & CO L P 537 *New 2023-12-31 2,720 $63,000 2,720
   Laffer Tengler Investments 175 *New 2023-12-31 2,648 $61,000 2,648
   COCONUT GROVE BANK 352 *New 2024-03-31 2,533 $58,000 2,533
   Scarborough Advisors LLC 158 *New 2023-12-31 2,478 $57,000 2,478
   WOODMONT INVESTMENT COUNSEL LLC 297 *New 2024-03-31 2,414 $55,000 2,414
   TRUST CO OF VERMONT 554 *New 2024-03-31 1,369 $31,000 1,369
   Morton Brown Family Wealth LLC 109 *New 2024-03-31 1,333 $30,000 1,333
   FSA Wealth Management LLC 229 *New 2023-12-31 881 $20,000 881
   SRS Capital Advisors Inc. 650 *New 2023-12-31 834 $19,000 834
   OXFORD FINANCIAL GROUP LTD 285 *New 2023-12-31 473 $11,000 473
   WFA Asset Management Corp 186 *New 2024-03-31 421 $10,000 421
   Lee Financial CORP 509 *New 2023-12-31 255 $6,000 255
   ISLAY CAPITAL MANAGEMENT LLC 197 *New 2023-12-31 164 $4,000 164
   AYRSHIRE ASSOCIATES INC 496 *New 2023-12-31 121 $3,000 121
   LifeSteps Financial Inc. 384 *New 2024-03-31 129 $3,000 129
   COUNTRY TRUST BANK 285 *New 2024-03-31 120 $3,000 120
   WASHINGTON TRUST CO 799 *New 2024-03-31 85 $2,000 85
   Sutton Wealth Advisors Inc. 755 *New 2023-09-30 62 $1,000 62
   Eukles Asset Management 223 *New 2023-12-31 57 $1,000 57
   Piscataqua Savings Bank 382 *New 2024-03-31 23 $1,000 23
  70 Records found
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