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Get Institutions for : 
Ishares Core Short Term Us Bond (ISTB)  
$47.09 0.05 (0.11%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 356    8
Total shares held : 
 55,072,061  
% of shares held : 
 6.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -44  
Amount of shares held : 
 -462,505  
% of shares held change : 
   -0.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.15  
Last Quarter's Ending Price : 
 $47.56  
Last Quarter's Average Price : 
 $46.69  
Change from last quarter's     
avg. price to the last closing  : 
0.40 (0.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 727,503
 1.32%
 
Increased Positions :
117
 4,119,872
 7.48%
 
Unchanged Positions :
58
 8,734,025
 15.86%
 
Decreased Positions :
153
-4,211,145
-7.65%
 
Closed Positions :
36
-1,098,735
-2%
 
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
   Acorns Advisers LLC 5 - 2023-12-31 8,582,714 $408,194,000 354,632
   STATE OF WISCONSIN INVESTMENT BOARD 20 - 2023-12-31 4,544,200 $216,122,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 431 - 2024-03-31 3,220,560 $152,783,000 -531,107
   TRUST POINT INC. 2 - 2024-03-31 3,102,460 $147,181,000 -35,987
   J P MORGAN CHASE & CO 916 - 2024-03-31 1,903,087 $90,282,000 1,267,504
   BANK OF AMERICA CORP /DE/ 914 - 2023-12-31 1,777,192 $84,523,000 38,887
   MORGAN STANLEY 1414 - 2023-12-31 1,448,596 $68,895,000 140,937
   BLACKROCK INC. 2276 - 2024-03-31 1,311,919 $62,237,000 -1,132,954
   SPINNAKER TRUST 5 - 2024-03-31 1,237,380 $58,701,000 26,994
   RAYMOND JAMES & ASSOCIATES 380 - 2024-03-31 1,200,586 $56,956,000 39,123
   UBS Group AG 654 - 2023-12-31 1,088,032 $51,747,000 -673,233
   MARINER WEALTH ADVISORS, LLC 176 - 2023-12-31 1,011,341 $48,099,000 26,518
   Townsend & Associates Inc 2 - 2024-03-31 945,072 $44,418,000 20,866
   Newman & Schimel LLC 1 - 2022-12-31 814,669 $37,833,000 -27,914
   CAHABA WEALTH MANAGEMENT INC. 6 - 2024-03-31 766,076 $36,343,000 47,612
   WELLS FARGO & CO/MN 851 - 2024-03-31 738,538 $35,036,000 -13,292
   ENVESTNET ASSET MANAGEMENT INC 764 - 2023-12-31 722,483 $34,361,000 98,302
   MBL Wealth LLC 5 - 2024-03-31 661,033 $31,359,000 32,811
   JONES FINANCIAL COMPANIES LLLP 61 - 2023-12-31 600,395 $28,555,000 -41,801
   LPL FINANCIAL CORP 794 - 2024-03-31 583,593 $27,686,000 -12,332
   YCMNET ADVISORS INC 47 - 2023-12-31 487,695 $23,195,000 -9,566
   COURAGE MILLER PARTNERS, LLC 3 - 2024-03-31 482,389 $22,885,000 4,284
   HPM Partners LLC - 2023-12-31 474,693 $22,576,000 32,390
   AMERIVEST INVESTMENT MANAGEMENT LLC 48 - 2023-06-30 476,733 $22,234,000 -39,423
   CIM LLC 7 - 2023-12-31 463,288 $21,886,000 68,263
   Geneos Wealth Management Inc. 15 - 2024-03-31 455,885 $21,627,000 6,932
   ROYAL BANK OF CANADA 1090 - 2023-12-31 454,568 $21,620,000 24,032
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 491 - 2024-03-31 438,281 $20,792,000 -53,524
   CLS INVESTMENT FIRM LLC 48 - 2022-12-31 440,404 $20,452,000 334,144
   AMERIPRISE FINANCIAL INC 1281 - 2023-12-31 407,845 $19,396,000 -306,965
   JANE STREET GROUP LLC 546 - 2023-12-31 405,974 $19,308,000 334,258
   Old North State Trust LLC 1 - 2023-09-30 349,372 $16,204,000 19,529
   PITTENGER & ANDERSON INC 45 - 2024-03-31 333,345 $15,814,000 54,784
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 443 - 2024-03-31 322,503 $15,300,000 278,886
   HORIZON INVESTMENTS, LLC/SC 34 - 2023-12-31 321,113 $15,227,000 32,206
   PHILLIPS FINANCIAL MANAGEMENT LLC 25 - 2024-03-31 315,886 $14,986,000 -11,220
   CAPITAL INSIGHT PARTNERS LLC 6 - 2024-03-31 308,062 $14,614,000 7,837
   Opal Wealth Advisors LLC 4 - 2024-03-31 306,441 $14,538,000 -129,423
   CREATIVE PLANNING 305 - 2023-12-31 303,196 $14,420,000 -13,241
   FOUNDERS FINANCIAL SECURITIES LLC 16 - 2024-03-31 273,817 $12,990,000 -50,918
   Advisor Group Holdings Inc. 568 - 2024-03-31 268,682 $12,746,000 -8,409
   HIGHTOWER ADVISORS, LLC 620 - 2024-03-31 255,197 $12,109,000 22,830
   COMMONWEALTH EQUITY SERVICES LLC. 708 - 2024-03-31 246,922 $11,714,000 -23,732
   Orion Portfolio Solutions LLC 166 - 2024-03-31 242,474 $11,503,000 -23,731
   Omega Financial Group LLC 3 - 2024-03-31 240,000 $11,386,000 7,016
   HUNTER ASSOCIATES INC. 10 - 2024-03-31 227,538 $10,790,000 30,605
   Alexander Randolph Advisory Inc. 2 - 2024-03-31 223,965 $10,625,000 33,773
   Beacon Pointe Advisors LLC 162 - 2023-12-31 221,244 $10,522,000 9,459
   PNC FINANCIAL SERVICES GROUP INC 519 - 2024-03-31 208,669 $9,899,000 13,071
   DORVAL Corp 13 - 2024-03-31 187,972 $8,897,000 3,601
   MCKINLEY CARTER WEALTH SERVICES, INC. 39 - 2024-03-31 187,292 $8,885,000 9,699
   BANK OF MONTREAL /CAN/ 912 - 2023-12-31 183,708 $8,738,000 40,185
   WEALTH MANAGEMENT RESOURCES INC. 12 - 2024-03-31 178,380 $8,462,000 10,156
   ARKANSAS FINANCIAL GROUP INC. 17 - 2024-03-31 176,516 $8,374,000 -668
   Cranbrook Wealth Management LLC 13 - 2024-03-31 174,971 $8,301,000 4,027
   PRAIRIEVIEW WEALTH PARTNERS LLC 8 - 2024-03-31 171,149 $8,119,000 8,638
   FPC INVESTMENT ADVISORY INC. 5 - 2024-03-31 169,592 $7,962,000 0
   Abundance Wealth Counselors 10 - 2024-03-31 167,088 $7,927,000 11,628
   OLD MISSION CAPITAL LLC 77 - 2023-12-31 164,614 $7,829,000 76,967
   Iron Financial LLC 6 - 2024-03-31 164,289 $7,794,000 -979
   Fiduciary Group LLC 30 - 2023-12-31 162,337 $7,721,000 -16,225
   BLUESTEM FINANCIAL ADVISORS LLC 7 - 2024-03-31 162,390 $7,704,000 -1,698
   LWS Wealth Advisors Inc. 13 - 2023-12-31 160,748 $7,645,000 10,315
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 566 - 2024-03-31 155,588 $7,381,000 -7,731
   BerganKDV Wealth Management LLC 29 - 2023-06-30 157,849 $7,362,000 8,264
   Steward Partners Investment Advisory LLC 216 - 2023-12-31 150,273 $7,147,000 -74,308
   MORRIS FINANCIAL CONCEPTS INC. 6 - 2024-03-31 147,657 $7,005,000 1,363
   CI Private Wealth LLC 619 - 2024-03-31 145,404 $6,898,000 -1,193
   Brio Consultants LLC 21 - 2024-03-31 142,624 $6,766,000 -9,923
   Windsor Group LTD 25 - 2023-09-30 145,679 $6,757,000 -3,791
   Buttonwood Financial Advisors Inc. 8 - 2024-03-31 139,144 $6,601,000 7,880
   MARYLAND CAPITAL ADVISORS INC. 7 - 2024-03-31 138,799 $6,585,000 -26,648
   Providence First Trust Co 8 - 2023-12-31 132,365 $6,295,000 -3,142
   MML INVESTORS SERVICES LLC 520 - 2023-12-31 130,223 $6,193,000 -1,338
   Hoxton Planning & Management LLC 4 - 2024-03-31 125,251 $5,942,000 8,797
   STERLING INVESTMENT ADVISORS LLC /ADV 12 - 2024-03-31 120,974 $5,739,000 4,788
   Advisor OS LLC 31 - 2024-03-31 117,266 $5,563,000 78,648
   Miracle Mile Advisors LLC 106 - 2024-03-31 112,432 $5,334,000 -51,887
   MEEDER ASSET MANAGEMENT INC 71 - 2024-03-31 112,202 $5,323,000 5,946
   COREPATH WEALTH PARTNERS LLC 7 - 2024-03-31 111,997 $5,258,000 -41,141
   Rockefeller Capital Management L.P. 621 - 2023-12-31 108,977 $5,183,000 -8,210
   THRIVENT FINANCIAL FOR LUTHERANS 788 - 2023-12-31 108,123 $5,143,000 -169,006
   Wescott Financial Advisory Group LLC 27 - 2023-12-31 106,309 $5,056,000 14,893
   MATHER GROUP, INC. 93 - 2024-03-31 105,758 $5,030,000 534
   JGP Wealth Management LLC 45 - 2024-03-31 105,486 $5,004,000 17,023
   Fonville Wealth Management LLC 14 - 2024-03-31 105,279 $4,994,000 4,999
   MJP ASSOCIATES INC /ADV 20 - 2024-03-31 103,231 $4,897,000 78,865
   TD CAPITAL MANAGEMENT LLC 35 - 2024-03-31 100,888 $4,798,000 0
   Vantage Financial Partners LLC 18 - 2024-03-31 101,050 $4,794,000 1,104
   Williams & Novak LLC 3 - 2024-03-31 98,967 $4,707,000 0
   Garrett Investment Advisors LLC 36 - 2024-03-31 98,618 $4,678,000 -234,358
   Kovitz Investment Group Partners LLC 159 - 2023-12-31 96,867 $4,607,000 -100,942
   Rooted Wealth Advisors Inc. 13 - 2024-03-31 97,141 $4,582,000 3,094
   PEOPLES BANK NATIONAL ASSOCIATION 10 - 2024-03-31 95,212 $4,517,000 5,216
   Dynamic Advisors Solutions LLC 183 - 2024-03-31 92,435 $4,385,000 -42,940
   BAKER ELLIS ASSET MANAGEMENT LLC 50 - 2024-03-31 89,650 $4,253,000 5,700
   BIDWELL C M & ASSOCIATES LTD/ 7 - 2023-12-31 88,356 $4,202,000 4,136
   FIRST HAWAIIAN BANK 106 - 2024-03-31 85,675 $4,064,000 489
   BAKER AVENUE ASSET MANAGEMENT, LP 102 - 2023-12-31 83,929 $3,992,000 -74,020
   Lutz Financial Services LLC 47 - 2024-03-31 83,601 $3,966,000 -15,381
  100 Records found
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