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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
   AMERIPRISE FINANCIAL INC 629 - 2023-12-31 1,355,781 $71,288,000 -216,024
   THRIVENT FINANCIAL FOR LUTHERANS 560 - 2023-12-31 218,537 $11,491,000 -37,052
   MORGAN STANLEY 3491 - 2023-12-31 152,035 $7,994,000 -11,265
   ENVESTNET ASSET MANAGEMENT INC 1711 - 2023-12-31 124,616 $6,552,000 -11,338
   AMERIVEST INVESTMENT MANAGEMENT LLC 75 - 2023-06-30 116,833 $6,146,000 -5,186
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2297 - 2024-03-31 94,883 $4,849,000 -6,107
   Safeguard Investment Advisory Group LLC - 2023-12-31 87,627 $4,607,000 -1,094
   Independent Wealth Network Inc. 6 - 2024-03-31 45,973 $2,350,000 -18,304
   Advisor Group Holdings Inc. 1895 - 2024-03-31 30,082 $1,538,000 -72,001
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 254 - 2024-03-31 15,245 $765,000 -109
   STIFEL FINANCIAL CORP 2395 - 2023-12-31 12,782 $672,000 -3,487
   Goss Wealth Management LLC 1238 - 2023-12-31 10,142 $533,000 -388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2361 - 2024-03-31 8,650 $442,000 -1,636
   Cetera Investment Advisers 1588 - 2023-12-31 7,873 $414,000 -555
   Private Advisor Group LLC 1637 - 2024-03-31 7,988 $408,000 -587
   MML INVESTORS SERVICES LLC 1924 - 2023-12-31 6,925 $364,000 -54,400
   Vantage Financial Partners LLC 103 - 2024-03-31 6,485 $331,000 -2,279
   Envestnet Portfolio Solutions Inc. 1329 - 2024-03-31 6,147 $314,000 -7,863
   COMMONWEALTH EQUITY SERVICES LLC. 3281 - 2024-03-31 5,574 $285,000 -157
   Resource Planning Group 62 - 2023-12-31 5,340 $281,000 -96
   BB&T CORP 2307 - 2023-12-31 5,227 $275,000 -39
   B.O.S.S. Retirement Advisors LLC 114 - 2024-03-31 4,660 $245,000 -618
   Peterson Financial Group Inc. 65 - 2024-03-31 4,059 $207,000 -15
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 275 - 2023-12-31 534 $28,000 -1,153
   Sound Income Strategies LLC 538 - 2024-03-31 531 $27,000 -32
   First Pacific Financial 410 - 2024-03-31 23 $1,000 -2
  26 Records found
  1    
  Page 1 of 1
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