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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: 409    4
Total shares held : 
 85,930,718  
% of shares held : 
 9.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -4,627,939  
% of shares held change : 
   -0.51%  
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 :
31
 944,076
 1.1%
 
Increased Positions :
136
 4,847,664
 5.64%
 
Unchanged Positions :
68
 3,238,140
 3.77%
 
Decreased Positions :
174
-9,496,233
-11.05%
 
Closed Positions :
35
-923,446
-1.07%
 
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
   FMR LLC 394 - 2023-12-31 10,624,522 $535,051,000 -1,621,248
   ROYAL BANK OF CANADA 159 - 2023-12-31 9,680,123 $487,491,000 -2,187,754
   BANK OF AMERICA CORP /DE/ 488 - 2023-12-31 5,041,931 $253,912,000 -42,608
   BLACKROCK INC. 1576 - 2023-12-31 4,372,548 $220,202,000 -18,868
   HPM Partners LLC - 2023-12-31 3,667,344 $184,687,000 -434,248
   Advisor Group Holdings Inc. 222 - 2023-12-31 943,057 $47,495,000 -192,827
   BSC PRIVATE WEALTH MANAGEMENT LLC 7 - 2023-12-31 769,702 $38,762,000 -139,690
   BP WEALTH MANAGEMENT LLC 18 - 2023-12-31 745,267 $37,532,000 -1,152,152
   Capital Advantage Inc. - 2023-12-31 704,719 $35,490,000 -36,718
   SIGNATUREFD, LLC 28 - 2024-03-31 494,756 $25,015,000 -5,194,639
   SAVANT CAPITAL MANAGEMENT INC 70 - 2023-12-31 383,836 $19,330,000 -22,494
   FINANCIAL NETWORK 201 - 2023-12-31 367,665 $18,516,000 -22,706
   MML INVESTORS SERVICES LLC 263 - 2023-12-31 317,448 $15,987,000 -5,789
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 309 - 2024-03-31 312,504 $15,800,000 -36,112
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 616 - 2024-03-31 300,759 $15,206,000 -201,395
   Massey Quick & Co. LLC 18 - 2024-03-31 288,415 $14,582,000 -15,109
   GOFEN & GLOSSBERG LLC /IL/ 68 - 2022-12-31 276,880 $13,855,000 -36,905
   SP Asset Management LLC 24 - 2023-12-31 265,754 $13,383,000 -165,616
   MILESTONE GROUP INC 18 - 2024-03-31 241,682 $12,219,000 -17,256
   STIFEL FINANCIAL CORP 721 - 2023-12-31 227,410 $11,452,000 -58,642
   PINNACLE FINANCIAL PARTNERS INC 109 - 2024-03-31 205,770 $10,404,000 -35,493
   EDGEMOOR CAPITAL MANAGEMENT INC 25 - 2023-12-31 202,572 $10,202,000 -14,096
   SAND HILL ADVISORS INC/CA 34 - 2023-12-31 200,301 $10,087,000 -8,398
   Private Advisor Group LLC 265 - 2024-03-31 194,420 $9,830,000 -7,498
   Exeter Financial LLC 5 - 2024-03-31 179,313 $9,033,000 -8,914
   HAVERFORD TRUST CO 106 - 2024-03-31 165,252 $8,355,000 -4,601
   ATRIA INVESTMENTS LLC 204 - 2023-12-31 156,379 $7,875,000 -9,600
   Chicago Partners Investment Group LLC 71 - 2024-03-31 154,358 $7,789,000 -4,479
   HANSON MCCLAIN, INC. 142 - 2024-03-31 146,927 $7,429,000 -19,559
   PHILLIPS FINANCIAL MANAGEMENT LLC 41 - 2024-03-31 138,756 $7,016,000 -3,247
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 95 - 2024-03-31 134,762 $6,814,000 -13,900
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 24 - 2024-03-31 132,954 $6,722,000 -19,482
   DRIVE WEALTH MANAGEMENT LLC 11 - 2024-03-31 132,159 $6,682,000 -2,483
   HIGHTOWER ADVISORS, LLC 850 - 2023-12-31 129,162 $6,498,000 -10,601
   CAPTRUST FINANCIAL ADVISORS 470 - 2023-12-31 128,104 $6,451,000 -43,842
   Snider Financial Group 10 - 2024-03-31 126,497 $6,396,000 -5,440
   COMMONWEALTH EQUITY SERVICES LLC. 1019 - 2024-03-31 126,200 $6,381,000 -4,284
   Advisor OS LLC 20 - 2023-12-31 124,868 $6,288,000 -107,280
   Baird Financial Group Inc. 599 - 2023-12-31 121,694 $6,129,000 -5,965
   First International Bank & Trust 11 - 2024-03-31 120,398 $6,087,000 -28,063
   RVW Wealth LLC 36 - 2024-03-31 118,444 $5,989,000 -5,901
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1021 - 2023-12-31 115,042 $5,794,000 -36,368
   Tempus Wealth Planning LLC 6 - 2024-03-31 108,771 $5,499,000 -72,818
   Summit Wealth Group LLC 7 - 2024-03-31 105,442 $5,331,000 -12,378
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 188 - 2023-12-31 105,345 $5,305,000 -9,970
   PEAPACK GLADSTONE FINANCIAL CORP 198 - 2023-12-31 104,925 $5,284,000 -6,059
   Sowell Financial Services LLC 107 - 2024-03-31 97,974 $4,954,000 -1,881
   HOWLAND CAPITAL MANAGEMENT INC 68 - 2024-03-31 97,867 $4,948,000 -4,438
   WARREN AVERETT ASSET MANAGEMENT, LLC 85 - 2023-12-31 96,515 $4,860,000 -172,241
   Agate Pass Investment Management LLC 8 - 2024-03-31 93,062 $4,705,000 -57,447
   TFB Advisors LLC 13 - 2024-03-31 89,959 $4,526,000 -9,180
   Proficio Capital Partners LLC 44 - 2024-03-31 85,974 $4,347,000 -3,595
   KESTRA PRIVATE WEALTH SERVICES LLC 226 - 2024-03-31 83,973 $4,246,000 -115,257
   We Are One Seven LLC 102 - 2023-12-31 80,521 $4,055,000 -876
   Princeton Global Asset Management LLC 31 - 2024-03-31 77,380 $3,912,000 -1,869
   Long Run Wealth Advisors LLC 28 - 2024-03-31 77,247 $3,906,000 -25,217
   Ameritas Advisory Services LLC 105 - 2023-12-31 72,295 $3,641,000 -16,047
   BEACON INVESTMENT ADVISORY SERVICES INC. 97 - 2023-12-31 70,150 $3,533,000 -9,083
   Brookstone Capital Management 273 - 2024-03-31 69,147 $3,496,000 -1,004
   Lakeview Capital Partners LLC 32 - 2023-12-31 68,601 $3,455,000 -4,438
   NewEdge Wealth LLC 218 - 2023-12-31 61,498 $3,097,000 -21,903
   Braun-Bostich & Associates Inc. 7 - 2024-03-31 56,776 $2,871,000 -61,018
   Cetera Investment Advisers 692 - 2023-12-31 50,760 $2,556,000 -53,920
   CREATIVE PLANNING 807 - 2023-12-31 50,630 $2,550,000 -3,908
   Hennion & Walsh Asset Management Inc. 209 - 2024-03-31 50,005 $2,528,000 -8,627
   BNP PARIBAS ARBITRAGE SA 1303 - 2024-03-31 49,970 $2,526,000 -93,115
   CAHABA WEALTH MANAGEMENT INC. 29 - 2024-03-31 49,614 $2,508,000 -550
   Kestra Advisory Services LLC 707 - 2023-12-31 48,410 $2,438,000 -5,220
   Shira Ridge Wealth Management 21 - 2024-03-31 46,198 $2,336,000 -2,526
   Verum Partners LLC 29 - 2024-03-31 45,622 $2,307,000 -18,457
   Peterson Wealth Advisors LLC 21 - 2024-03-31 43,945 $2,222,000 -5,191
   IFP Advisors Inc 214 - 2023-12-31 43,953 $2,213,000 -3,118
   DAVIDSON D A & CO 482 - 2023-12-31 43,069 $2,169,000 -26,656
   VISTA FINANCE LLC 7 - 2023-12-31 42,877 $2,159,000 -33
   Guardian Wealth Advisors LLC 13 - 2024-03-31 40,994 $2,073,000 -1,786
   CHESLEY TAFT & ASSOCIATES LLC/IL 132 - 2024-03-31 40,555 $2,050,000 -13,617
   PARK AVENUE SECURITIES LLC 423 - 2024-03-31 37,959 $1,919,000 -26,562
   DUBUQUE BANK & TRUST CO 72 - 2023-09-30 37,647 $1,897,000 -11,490
   Prime Capital Investment Advisors LLC - 2023-12-31 36,480 $1,837,000 -6,428
   GREENUP STREET WEALTH MANAGEMENT LLC 38 - 2023-12-31 34,351 $1,730,000 -8,704
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 74 - 2024-03-31 34,126 $1,725,000 -274
   KM Capital Management Ltd. 25 - 2023-12-31 32,692 $1,646,000 -20,360
   ADVISORY SERVICES NETWORK, LLC 484 - 2023-12-31 32,507 $1,637,000 -12,268
   Fusion Capital LLC - 2023-12-31 31,220 $1,572,000 -865
   CITIGROUP INC 1765 - 2023-12-31 31,098 $1,566,000 -9,190
   Mutual Advisors LLC 359 - 2024-03-31 27,901 $1,411,000 -8,521
   GRIES FINANCIAL LLC 84 - 2023-12-31 27,977 $1,409,000 -900
   SPEARS ABACUS ADVISORS LLC 75 - 2023-12-31 27,890 $1,405,000 -2,969
   MULTIFINANCIAL SECURITIES CORP 635 - 2023-12-31 27,800 $1,400,000 -17,012
   Roger Wittlin Investment Advisory LLC 22 - 2024-03-31 27,300 $1,380,000 -2,374
   BANK OF NEW YORK MELLON CORP 2970 - 2024-03-31 27,002 $1,365,000 -363,589
   WHITTIER TRUST CO 323 - 2024-03-31 25,011 $1,265,000 -11,842
   Wells Financial Advisors INC 23 - 2023-12-31 20,809 $1,048,000 -1,765
   Ariel Capital Advisors LLC 82 - 2024-03-31 20,185 $1,021,000 -4,760
   JAFFETILCHIN INVESTMENT PARTNERS LLC 129 - 2023-12-31 20,283 $1,021,000 -16
   Sandy Cove Advisors LLC 38 - 2024-03-31 19,422 $982,000 -309
   TSFG LLC 70 - 2024-03-31 19,036 $962,000 -2,120
   Mascoma Wealth Management LLC 38 - 2024-03-31 18,907 $956,000 -14,693
   Clayton Financial Group LLC 41 - 2024-03-31 17,232 $871,000 -8,407
   Sontag Advisory LLC 338 - 2023-12-31 16,765 $844,000 -5,233
  100 Records found
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