Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Core Short Term Us Bond (ISTB)  
$46.93 0.02 (0.04%) as of 4:30 Fri 4/26


Download
     
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  : 
0.24 (0.51%)  




 
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 353 - 2023-12-31 3,751,667 $178,429,000 -184,715
   TRUST POINT INC. 2 - 2024-03-31 3,102,460 $147,181,000 -35,987
   BLACKROCK INC. 1963 - 2023-12-31 2,444,873 $116,278,000 325,275
   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
   SPINNAKER TRUST 5 - 2023-12-31 1,210,386 $57,566,000 1,176,288
   RAYMOND JAMES & ASSOCIATES 358 - 2023-12-31 1,161,463 $55,239,000 82,192
   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 - 2023-12-31 924,206 $43,854,000 413,561
   Newman & Schimel LLC 1 - 2022-12-31 814,669 $37,833,000 -27,914
   WELLS FARGO & CO/MN 812 - 2023-12-31 751,830 $35,757,000 -44,505
   ENVESTNET ASSET MANAGEMENT INC 764 - 2023-12-31 722,483 $34,361,000 98,302
   CAHABA WEALTH MANAGEMENT INC. - 2023-12-31 718,464 $34,170,000 36,499
   J P MORGAN CHASE & CO 1341 - 2023-12-31 635,583 $30,228,000 137,759
   MBL Wealth LLC 6 - 2023-12-31 628,222 $29,878,000 -15,150
   JONES FINANCIAL COMPANIES LLLP 61 - 2023-12-31 600,395 $28,555,000 -41,801
   LPL FINANCIAL CORP 726 - 2023-12-31 595,925 $28,342,000 24,555
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 425 - 2023-12-31 491,805 $23,390,000 -24,510
   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
   ROYAL BANK OF CANADA 1090 - 2023-12-31 454,568 $21,620,000 24,032
   Geneos Wealth Management Inc. - 2023-12-31 448,953 $21,352,000 -15,797
   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
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 327,106 $15,557,000 -4,093
   HORIZON INVESTMENTS, LLC/SC 34 - 2023-12-31 321,113 $15,227,000 32,206
   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
   PITTENGER & ANDERSON INC 48 - 2023-12-31 278,561 $13,248,000 26,457
   Advisor Group Holdings Inc. 656 - 2023-12-31 277,091 $13,179,000 18,462
   FOUNDERS FINANCIAL SECURITIES LLC 16 - 2024-03-31 273,817 $12,990,000 -50,918
   COMMONWEALTH EQUITY SERVICES LLC. 619 - 2023-12-31 270,654 $12,872,000 -16,898
   Orion Portfolio Solutions LLC 141 - 2023-12-31 266,205 $12,631,000 -4,161
   Divergent Wealth Advisors LLC 10 - 2023-12-31 253,997 $12,080,000 -2,835
   Omega Financial Group LLC 3 - 2024-03-31 240,000 $11,386,000 7,016
   HIGHTOWER ADVISORS, LLC 659 - 2023-12-31 232,367 $11,052,000 166,272
   Beacon Pointe Advisors LLC 162 - 2023-12-31 221,244 $10,522,000 9,459
   HUNTER ASSOCIATES INC. 9 - 2023-12-31 196,933 $9,362,000 19,725
   PNC FINANCIAL SERVICES GROUP INC 508 - 2023-12-31 195,598 $9,303,000 13,236
   Alexander Randolph Advisory Inc. 3 - 2023-12-31 190,192 $9,046,000 0
   DORVAL Corp 12 - 2023-12-31 184,371 $8,769,000 0
   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
   MCKINLEY CARTER WEALTH SERVICES, INC. 34 - 2023-12-31 177,593 $8,446,000 5,633
   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
   Abundance Wealth Counselors 10 - 2024-03-31 167,088 $7,927,000 11,628
   Iron Financial LLC 6 - 2023-12-31 165,268 $7,860,000 -4,334
   OLD MISSION CAPITAL LLC 77 - 2023-12-31 164,614 $7,829,000 76,967
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 506 - 2023-12-31 163,319 $7,767,000 -16,052
   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
   BerganKDV Wealth Management LLC 29 - 2023-06-30 157,849 $7,362,000 8,264
   COREPATH WEALTH PARTNERS LLC 9 - 2023-12-31 153,138 $7,257,000 -900
   Brio Consultants LLC 18 - 2023-12-31 152,547 $7,255,000 -91,124
   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 611 *New 2023-12-31 146,597 $6,972,000 146,597
   Windsor Group LTD 25 - 2023-09-30 145,679 $6,757,000 -3,791
   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
   Buttonwood Financial Advisors Inc. - 2023-12-31 131,264 $6,243,000 24,307
   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
   Miracle Mile Advisors LLC 106 - 2024-03-31 112,432 $5,334,000 -51,887
   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
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 106,256 $5,054,000 554
   MATHER GROUP, INC. 93 - 2024-03-31 105,758 $5,030,000 534
   MJP ASSOCIATES INC /ADV 20 - 2024-03-31 103,231 $4,897,000 78,865
   TD CAPITAL MANAGEMENT LLC 35 - 2023-12-31 100,888 $4,798,000 20,050
   Fonville Wealth Management LLC 12 - 2023-12-31 100,280 $4,769,000 0
   Vantage Financial Partners LLC 18 - 2023-12-31 99,946 $4,753,000 3,401
   Lutz Financial Services LLC 43 - 2023-12-31 98,982 $4,708,000 4,674
   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
   Dynamic Advisors Solutions LLC 183 - 2024-03-31 92,435 $4,385,000 -42,940
   PEOPLES BANK NATIONAL ASSOCIATION - 2023-12-31 89,996 $4,280,000 2,090
   BAKER ELLIS ASSET MANAGEMENT LLC 50 - 2024-03-31 89,650 $4,253,000 5,700
   JGP Wealth Management LLC 41 - 2023-12-31 88,463 $4,207,000 29,137
   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
   Lineweaver Wealth Advisors LLC 20 *New 2023-12-31 79,607 $3,787,000 79,607
   Sound View Wealth Advisors Group LLC 53 - 2023-12-31 79,458 $3,779,000 -6,189
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us