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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
   BANK OF AMERICA CORP /DE/ 13 - 2023-12-31 358,987,201 $8,271,065,000 10,265,807
   HANSON MCCLAIN, INC. 7 - 2024-03-31 26,933,904 $613,285,000 1,749,973
   PNC FINANCIAL SERVICES GROUP INC 48 - 2023-12-31 21,968,820 $506,162,000 4,149,351
   MORGAN STANLEY 422 - 2023-12-31 20,385,353 $469,679,000 1,691,395
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 15 - 2023-12-31 16,665,186 $383,966,000 408,054
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 208 - 2023-12-31 14,350,003 $330,624,000 5,635,763
   GOLDMAN SACHS GROUP INC/ 297 - 2023-12-31 13,547,526 $312,135,000 12,540,877
   BLACKROCK INC. 1375 - 2023-12-31 12,699,847 $292,604,000 1,276,648
   FUND EVALUATION GROUP LLC 2 - 2023-12-31 9,948,394 $229,211,000 4,092,840
   PEAVINE CAPITAL MANAGEMENT LLC 1 - 2024-03-31 9,848,623 $224,253,000 293,858
   Prime Capital Investment Advisors LLC - 2023-12-31 8,307,734 $191,410,000 8,280,653
   Mutual Advisors LLC 1 - 2024-03-31 8,233,590 $187,479,000 847,428
   Morningstar Investment Management LLC 1 - 2023-12-31 6,282,837 $144,757,000 6,282,837
   HIRTLE CALLAGHAN & CO INC 4 - 2023-12-31 5,872,353 $135,299,000 932,104
   NATIONWIDE FUND ADVISORS 4 - 2024-03-31 5,497,558 $125,179,000 57,695
   Jordan Park Group LLC 5 - 2023-12-31 4,990,913 $114,991,000 698,834
   ALLIANCEBERNSTEIN L.P. 399 - 2023-12-31 4,420,968 $101,859,000 883,821
   MCF Advisors LLC 2 - 2024-03-31 4,194,589 $95,511,000 273,061
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3 - 2024-03-31 3,914,952 $89,143,000 1,178,353
   COMMERCE BANK N A/MO 45 - 2024-03-31 3,682,713 $83,855,000 156,206
   Crane Advisory LLC 2 - 2024-03-31 3,306,537 $74,595,000 319,346
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 9 - 2023-12-31 2,942,219 $67,789,000 165,346
   ALESCO ADVISORS LLC 12 - 2023-12-31 2,847,070 $65,596,000 111,009
   NORINCHUKIN BANK, THE 5 - 2023-12-31 2,718,382 $62,632,000 1,132,600
   Mill Creek Capital Advisors LLC 10 - 2023-12-31 2,685,957 $61,884,000 130,091
   ROYAL BANK OF CANADA 633 - 2023-12-31 2,612,614 $60,193,000 83,294
   SYM FINANCIAL CORPORATION 4 - 2023-12-31 2,408,939 $55,502,000 405,054
   JANNEY MONTGOMERY SCOTT LLC 136 - 2024-03-31 2,234,601 $50,882,000 1,257,116
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 177 - 2023-12-31 2,153,521 $49,617,000 648,290
   3EDGE Asset Management LP 11 - 2023-12-31 2,145,567 $49,434,000 1,820,335
   FINANCIAL NETWORK 77 - 2023-12-31 2,084,158 $48,019,000 1,518,736
   Wedmont Private Capital 7 - 2024-03-31 1,866,147 $41,970,000 99,373
   Foster Group Inc. 13 - 2024-03-31 1,812,960 $41,281,000 1,730,344
   COMMONWEALTH EQUITY SERVICES LLC. 284 - 2024-03-31 1,728,019 $39,347,000 741,261
   Sequoia Financial Advisors LLC 52 - 2024-03-31 1,541,124 $35,091,000 155,615
   Heirloom Wealth Management 2 - 2024-03-31 1,506,280 $34,298,000 186,731
   BAILARD BIEHL & KAISER INC 21 - 2023-12-31 1,437,810 $33,127,000 47,650
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 268 - 2024-03-31 1,407,022 $32,038,000 115,203
   HPM Partners LLC - 2023-12-31 1,338,606 $30,841,000 364,260
   Global Retirement Partners LLC 14 - 2024-03-31 1,269,244 $28,901,000 1,169,774
   MCKINLEY CARTER WEALTH SERVICES, INC. 10 - 2024-03-31 1,165,169 $26,531,000 89,432
   NORTHERN TRUST CORP 1419 - 2023-12-31 1,142,574 $26,325,000 744,738
   HIGHTOWER ADVISORS, LLC 406 - 2023-12-31 1,110,714 $25,567,000 689,632
   Johnson Bixby & Associates LLC 5 - 2024-03-31 1,088,848 $24,793,000 65,271
   ARGI INVESTMENT SERVICES, LLC 28 - 2022-12-31 1,025,244 $23,294,000 45,539
   Verum Partners LLC 1 - 2024-03-31 1,007,625 $22,944,000 181,325
   PARK AVENUE SECURITIES LLC 51 - 2024-03-31 991,165 $22,569,000 125,172
   Trilogy Capital Inc. 24 - 2024-03-31 987,287 $22,481,000 62,492
   Acorns Advisers LLC 17 - 2023-12-31 963,447 $22,198,000 60,054
   SCHMIDT P J INVESTMENT MANAGEMENT INC 5 - 2024-03-31 972,041 $22,133,000 75,215
   FINANCIAL ADVISORY GROUP 8 - 2023-12-31 878,150 $20,233,000 100,615
   BANK OF NEW YORK MELLON CORP 1567 - 2024-03-31 883,853 $20,125,000 539,008
   Perigon Wealth Management LLC 32 - 2024-03-31 834,083 $18,992,000 721,328
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 523 - 2024-03-31 827,200 $18,835,000 24,411
   Hoese & Co LLP 2 - 2024-03-31 792,249 $17,936,000 16,725
   COOK WEALTH MANAGEMENT GROUP LLC 2 - 2023-12-31 785,442 $17,830,000 165,283
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 357 - 2024-03-31 764,698 $17,412,000 233,275
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 292 - 2024-03-31 751,620 $17,114,000 211,569
   ACCESS FINANCIAL SERVICES INC. 3 - 2024-03-31 736,026 $16,759,000 51,737
   Genus Capital Management Inc. 8 - 2024-03-31 717,382 $16,335,000 717,382
   ST GERMAIN D J CO INC 42 - 2024-03-31 708,197 $16,126,000 392,172
   CUTLER INVESTMENT COUNSEL LLC 13 - 2024-03-31 698,892 $15,914,000 21,956
   Annandale Capital LLC 5 - 2023-12-31 652,870 $15,042,000 66,095
   SEABRIDGE INVESTMENT ADVISORS LLC 2 - 2024-03-31 635,630 $14,473,000 3,057
   Blueprint Investment Partners LLC 6 - 2023-12-31 621,845 $14,327,000 457,503
   Kestra Advisory Services LLC 216 - 2023-12-31 552,583 $12,732,000 40,068
   SEASCAPE CAPITAL MANAGEMENT 4 - 2024-03-31 535,355 $12,190,000 64,569
   Lineweaver Wealth Advisors LLC 7 - 2024-03-31 526,356 $11,985,000 31,023
   SUMITOMO MITSUI FINANCIAL GROUP INC. 36 - 2023-12-31 518,664 $11,950,000 100,515
   MONTECITO BANK & TRUST 6 - 2024-03-31 517,774 $11,790,000 65,918
   Occidental Asset Management LLC 13 - 2024-03-31 501,991 $11,430,000 14,824
   REGAL INVESTMENT ADVISORS, LLC 21 - 2023-12-31 489,512 $11,278,000 346,374
   PRAIRIEVIEW WEALTH PARTNERS LLC 4 - 2024-03-31 482,501 $10,987,000 21,171
   FINANCIAL ENGINES ADVISORS L.L.C. 76 - 2023-12-31 468,866 $10,803,000 298,877
   Source Financial Advisors LLC 8 - 2024-03-31 472,268 $10,754,000 78,569
   Phoenix Holdings Ltd. 69 - 2023-12-31 443,546 $10,209,000 85,625
   Geneos Wealth Management Inc. 47 - 2024-03-31 436,046 $9,929,000 251,618
   Klaas Financial Asset Advisors LLC 13 - 2024-03-31 415,713 $9,466,000 3,516
   Bernardo Wealth Planning LLC - 2023-12-31 407,848 $9,397,000 69,771
   BerganKDV Wealth Management LLC 23 - 2023-06-30 408,558 $9,356,000 153,845
   Topel & Distasi Wealth Management LLC 5 - 2023-12-31 402,435 $9,272,000 45,553
   Strategic Blueprint LLC 34 - 2024-03-31 406,713 $9,261,000 133,373
   Lifeworks Advisors LLC 2 - 2023-12-31 396,831 $9,143,000 39,581
   Optas LLC 12 - 2024-03-31 394,471 $8,982,000 2,893
   Clear Creek Financial Management LLC 16 - 2024-03-31 376,568 $8,574,000 41,174
   Bull Oak Capital LLC 8 - 2024-03-31 369,985 $8,425,000 45,515
   BARTLETT & CO. LLC 107 - 2023-12-31 361,894 $8,353,000 360,042
   BARTLETT & CO. WEALTH MANAGEMENT LLC 108 - 2023-12-31 361,894 $8,353,000 360,042
   Beacon Bridge Wealth Partners LLC 7 - 2024-03-31 347,296 $7,908,000 7,453
   Skyline Advisors Inc. 11 - 2024-03-31 338,138 $7,699,000 2,677
   HILLTOP HOLDINGS INC. 19 - 2023-12-31 334,107 $7,698,000 2,912
   Farther Finance Advisors LLC 32 - 2023-12-31 322,550 $7,432,000 143,787
   Vantage Financial Partners LLC 14 - 2024-03-31 320,352 $7,294,000 2,554
   Financial Advocates Investment Management 59 - 2024-03-31 297,937 $6,990,000 289,990
   JT Stratford LLC 13 - 2023-12-31 296,695 $6,836,000 7,469
   4J Wealth Management LLC 3 - 2024-03-31 297,463 $6,773,000 54,589
   Spartan Planning & Wealth Management 3 - 2023-12-31 293,619 $6,765,000 222,297
   Center For Asset Management LLC 4 - 2024-03-31 287,671 $6,550,000 14,845
   Paladin Advisory Group LLC 2 - 2023-12-31 280,684 $6,467,000 68,462
   BARCLAYS PLC 1318 - 2023-12-31 276,355 $6,367,000 500
  100 Records found
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