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Get Institutions for : 
Ishares Ultra Short Term Bond ETFA (ICSH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 377    23
Total shares held : 
 65,231,270  
% of shares held : 
 7.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -38  
Amount of shares held : 
 -4,313,068  
% of shares held change : 
   -0.48%  
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 :
20
 215,974
 0.33%
 
Increased Positions :
145
 2,985,817
 4.58%
 
Unchanged Positions :
52
 635,726
 0.97%
 
Decreased Positions :
160
-6,426,606
-9.85%
 
Closed Positions :
43
-1,088,253
-1.67%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   SYNOVUS FINANCIAL CORP 272 *New 2024-06-30 59,316 $2,997,000 59,316
   GOLDMAN SACHS GROUP INC/ 3336 *New 2024-06-30 29,174 $1,474,000 29,174
   GREAT VALLEY ADVISOR GROUP INC. 405 *New 2024-06-30 17,662 $892,000 17,662
   Bulltick Wealth Management LLC 62 *New 2024-06-30 16,626 $840,000 16,626
   FLAGSHIP HARBOR ADVISORS LLC 277 *New 2024-03-31 16,471 $833,000 16,471
   Jacobi Capital Management LLC 263 *New 2024-06-30 14,666 $741,000 14,666
   RSM US WEALTH MANAGEMENT LLC 752 *New 2024-06-30 11,389 $575,000 11,389
   Bank of Marin 68 *New 2024-06-30 10,493 $530,000 10,493
   Pathstone Holdings LLC 1742 *New 2024-06-30 8,974 $453,000 8,974
   NIA IMPACT ADVISORS LLC 80 *New 2024-06-30 8,935 $451,000 8,935
   Kovitz Investment Group Partners LLC 684 *New 2024-06-30 7,790 $394,000 7,790
   TrueMark Investments LLC 142 *New 2024-06-30 7,646 $386,000 7,646
   FLYNN ZITO CAPITAL MANAGEMENT LLC 81 *New 2024-06-30 5,152 $260,000 5,152
   MASSMUTUAL TRUST CO FSB/ADV 369 *New 2024-06-30 5,000 $253,000 5,000
   STRATEGY ASSET MANAGERS LLC 216 *New 2024-06-30 4,973 $250,000 4,973
   InterOcean Capital Group LLC 440 *New 2024-03-31 4,336 $219,000 4,336
   Blankinship & Foster LLC 62 *New 2024-06-30 4,319 $218,000 4,319
   Sound Income Strategies LLC 295 *New 2024-06-30 2,430 $123,000 2,430
   SOA Wealth Advisors LLC. 324 *New 2024-06-30 877 $44,000 877
   Ridgewood Investments LLC 404 *New 2024-06-30 525 $27,000 525
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 719 *New 2024-06-30 12 $1,000 12
   Continuum Advisory LLC 1555 *New 2024-06-30 15 $1,000 15
  22 Records found
  1    
  Page 1 of 1
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