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Get Institutions for : 
iShares Core Long Term US (ILTB)  
$50.04 0.08 (0.16%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    2
Total shares held : 
 6,972,089  
% of shares held : 
 90.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 53,887  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.40  
Last Quarter's Ending Price : 
 $52.58  
Last Quarter's Average Price : 
 $48.28  
Change from last quarter's     
avg. price to the last closing  : 
1.76 (3.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 111,683
 1.6%
 
Increased Positions :
30
 664,695
 9.53%
 
Unchanged Positions :
12
 143,661
 2.06%
 
Decreased Positions :
31
-498,557
-7.15%
 
Closed Positions :
11
-223,934
-3.21%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 2033 - 2024-03-31 1,900,141 $97,116,000 10,194
   J P MORGAN CHASE & CO 1169 - 2024-03-31 963,218 $49,230,000 924,220
   AE Wealth Management LLC 113 - 2023-12-31 714,838 $36,378,000 72,096
   WELLS FARGO & CO/MN 1204 - 2024-03-31 336,127 $17,179,000 14,221
   Hilltop Partners LLC 4 - 2023-12-31 279,061 $14,673,000 49,689
   STABLEFORD CAPITAL II LLC 8 - 2024-03-31 167,638 $8,568,000 111,285
   Peak Financial Management Inc. 12 - 2024-03-31 162,533 $8,307,000 4,017
   Connectus Wealth LLC 129 - 2023-12-31 140,265 $7,375,000 140,265
   Verde Capital Management 10 - 2024-03-31 139,387 $7,124,000 18,528
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 967 - 2024-03-31 133,783 $6,838,000 8,321
   LPL FINANCIAL CORP 1781 - 2024-03-31 96,576 $4,936,000 46,932
   Atria Wealth Solutions Inc. 337 - 2023-12-31 87,862 $4,620,000 7,845
   Rooted Wealth Advisors Inc. 17 - 2024-03-31 59,307 $2,965,000 1,815
   Change Path LLC 113 - 2023-12-31 52,697 $2,771,000 40,213
   CREATIVE FINANCIAL DESIGNS INC /ADV 89 - 2024-03-31 49,527 $2,531,000 49,414
   Centennial Wealth Advisory LLC 16 - 2024-03-31 46,175 $2,360,000 8,993
   UBS Group AG 2732 - 2023-12-31 42,235 $2,221,000 14,194
   FINANCIAL NETWORK 1054 - 2023-12-31 31,782 $1,671,000 5,277
   ROYAL BANK OF CANADA 2735 - 2023-12-31 29,797 $1,567,000 26,562
   J.W. COLE ADVISORS INC. 253 - 2024-03-31 30,579 $1,563,000 6,578
   Kingdom Financial Group LLC. 22 - 2023-12-31 21,370 $1,124,000 5,944
   BANK OF AMERICA CORP /DE/ 3976 - 2023-12-31 20,061 $1,055,000 8,492
   CITADEL ADVISORS LLC 3090 - 2023-12-31 15,969 $840,000 6,660
   NATIONAL ASSET MANAGEMENT, INC. 594 - 2023-12-31 15,432 $811,000 6,843
   Betterment LLC 224 - 2024-03-31 15,307 $782,000 2,129
   Wealthfront Advisers LLC 674 - 2024-03-31 14,103 $721,000 3,165
   NATIONAL BANK OF CANADA /FI/ 1207 - 2023-12-31 5,680 $296,000 1,689
   MERCER GLOBAL ADVISORS INC /ADV 1617 - 2023-12-31 5,581 $293,000 131
   CITIGROUP INC 3546 - 2024-03-31 1,366 $70,000 220
   McIlrath & Eck LLC 414 - 2024-03-31 479 $24,000 3
   FMR LLC 3732 - 2023-12-31 425 $22,000 282
   Team Financial Group LLC 121 - 2023-12-31 152 $8,000 2
   HANSON MCCLAIN, INC. 2974 - 2024-03-31 21 $1,000 5
  33 Records found
  1    
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