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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CI Private Wealth LLC 611 *New 2023-12-31 146,597 $6,972,000 146,597
   BUCKINGHAM ASSET MANAGEMENT, LLC 225 *New 2023-12-31 45,071 $2,144,000 45,071
   Horizon Family Wealth Inc. 17 *New 2023-12-31 32,211 $1,532,000 32,211
   Cyndeo Wealth Partners LLC 176 *New 2024-03-31 29,036 $1,377,000 29,036
   Berger Financial Group Inc 142 *New 2024-03-31 23,358 $1,108,000 23,358
   ESSEX FINANCIAL SERVICES INC 249 *New 2024-03-31 15,678 $744,000 15,678
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 55 *New 2023-12-31 14,033 $667,000 14,033
   KFA Private Wealth Group LLC 66 *New 2024-03-31 9,394 $446,000 9,394
   Schneider Downs Wealth Management Advisors LP 78 *New 2023-12-31 8,303 $395,000 8,303
   Rockwood Wealth Management LLC 59 *New 2024-03-31 7,343 $348,000 7,343
   HRT FINANCIAL LLC 1436 *New 2023-12-31 6,975 $331,000 6,975
   Relative Value Partners Group LLC 234 *New 2023-12-31 6,866 $327,000 6,866
   EdgeRock Capital LLC 47 *New 2023-12-31 6,077 $289,000 6,077
   SILVER OAK SECURITIES Inc 406 *New 2023-12-31 5,334 $254,000 5,334
   CENTAURUS FINANCIAL INC. 532 *New 2023-12-31 5,269 $251,000 5,269
   SEEDS INVESTOR LLC 131 *New 2024-03-31 5,034 $239,000 5,034
   MONEY CONCEPTS CAPITAL CORP 360 *New 2024-03-31 4,783 $227,000 4,783
   MISSION WEALTH MANAGEMENT LLC 581 *New 2024-03-31 4,782 $227,000 4,782
   FINANCIAL ENGINES ADVISORS L.L.C. 291 *New 2023-12-31 4,627 $220,000 4,627
   Security National Bank 151 *New 2024-03-31 1,953 $93,000 1,953
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 262 *New 2024-03-31 1,350 $63,000 1,350
   Penserra Capital Management LLC 1149 *New 2023-12-31 156 $7,000 156
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 617 *New 2024-03-31 134 $6,000 134
   Mechanics Financial Corp 207 *New 2024-03-31 98 $5,000 98
   LifeSteps Financial Inc. 362 *New 2024-03-31 76 $4,000 76
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1696 *New 2023-12-31 32 $2,000 32
   Sound Income Strategies LLC 1115 *New 2024-03-31 24 $1,000 24

  27 Records found
  1    
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