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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
   Cresta Advisors Ltd. 28 - 2024-03-31 16,570 $847,000 0
   Park Place Capital Corp 98 - 2024-03-31 14,864 $760,000 0
   Renasant Bank 66 - 2024-03-31 14,477 $740,000 0
   Meeder Advisory Services Inc. 288 - 2024-03-31 9,150 $468,000 0
   Transcendent Capital Group LLC 62 - 2024-03-31 5,476 $288,000 0
   CLS INVESTMENT FIRM LLC 1187 - 2022-12-31 5,313 $271,000 0
   Cornerstone Retirement Group Inc. 27 - 2023-09-30 5,432 $257,000 0
   HARBOUR INVESTMENTS INC. 1109 - 2023-12-31 2,019 $106,000 0
   Qube Research & Technologies Ltd 2996 - 2023-12-31 544 $29,000 0
   Global Retirement Partners LLC 1677 - 2024-03-31 500 $26,000 0
   BANK OF MONTREAL /CAN/ 3162 - 2023-12-31 295 $16,000 0
   FinTrust Capital Advisors LLC 787 - 2024-03-31 262 $13,000 0
   Spire Wealth Management 1745 - 2024-03-31 172 $9,000 0
   Geneos Wealth Management Inc. 1744 - 2024-03-31 71 $4,000 0
   Founders Financial Alliance LLC 477 - 2023-12-31 33 $2,000 0
   PROEQUITIES INC. 3601 - 2024-03-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
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