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Get Institutions for : 
iShares S&P/Citi Intl Treasury Bond (IGOV)  
$38.99 0.02 (0.05%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    6
Total shares held : 
8,145,659  
% of shares held : 
3.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-16,521,653  
% of shares held change : 
  -7.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$36.79  
Last Quarter's Ending Price : 
$41.33  
Last Quarter's Average Price
$38.53  
Change from last quarter's     
avg. price to the last closing  : 
0.46 (1.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 479,751
 5.89%
 
Increased Positions :
31
 629,580
 7.73%
 
Unchanged Positions :
22
 299,213
 3.67%
 
Decreased Positions :
40
-17,040,537
-209.2%
 
Closed Positions :
8
-590,447
-7.25%
 
Guru Positions :
1
50,979
 0.63%
 
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
   FMR LLC 1280 - 2023-12-31 1,216,455 $50,276,000 128
   CREATIVE PLANNING 219 - 2023-12-31 560,631 $23,171,000 41,181
   Inscription Capital LLC 6 - 2024-03-31 294,514 $11,686,000 98,593
   MORGAN STANLEY 3290 - 2023-12-31 249,248 $10,301,000 61,030
   Family Firm Inc. 13 - 2024-03-31 193,763 $6,313,000 45,782
   ENVESTNET ASSET MANAGEMENT INC 1779 - 2023-12-31 141,378 $5,843,000 17,086
   North Ridge Wealth Advisors Inc. 9 - 2024-03-31 116,130 $4,602,000 6,847
   UBS Group AG 2208 - 2023-12-31 94,704 $3,914,000 352
   Topel & Distasi Wealth Management LLC 23 - 2024-03-31 85,339 $3,382,000 3,173
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 25 - 2023-12-31 77,718 $3,212,000 6,163
   OLD NATIONAL BANCORP /IN/ 194 - 2024-03-31 69,504 $2,754,000 386
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 598 - 2024-03-31 50,979 $2,020,000 8,221
   Euro Pacific Asset Management LLC 40 - 2024-03-31 47,663 $1,923,000 2,993
   AMERIPRISE FINANCIAL INC 2913 - 2023-12-31 38,578 $1,594,000 28,814
   LPL FINANCIAL CORP 2779 - 2024-03-31 37,394 $1,482,000 1,975
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 84 - 2023-12-31 31,675 $1,309,000 800
   J P MORGAN CHASE & CO 3281 - 2024-03-31 29,081 $1,152,000 328
   Bank Julius Baer & Co. Ltd Zurich 239 - 2023-12-31 27,492 $1,136,000 8,603
   Empirical Asset Management LLC 68 - 2024-03-31 21,513 $853,000 442
   INVESCO LTD 2973 - 2023-12-31 16,255 $672,000 209
   Cetera Investment Advisers 1607 - 2023-12-31 9,697 $401,000 400
   CITIGROUP INC 2883 - 2024-03-31 9,321 $369,000 5,211
   Sovereign Financial Group Inc. 206 - 2024-03-31 8,175 $324,000 622
   PURE FINANCIAL ADVISORS, INC. 256 - 2024-03-31 7,427 $294,000 77
   TD Waterhouse Canada Inc. 758 - 2024-03-31 3,945 $210,000 24
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 75 - 2024-03-31 3,569 $141,000 234
   CWM LLC 1684 - 2024-03-31 3,454 $137,000 62
   TOWER RESEARCH CAPITAL LLC 5382 - 2023-12-31 32 $1,000 32

  28 Records found
  1    
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