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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
   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
   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
   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
   CAHABA WEALTH MANAGEMENT INC. 6 - 2024-03-31 766,076 $36,343,000 47,612
   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
   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
   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
   CLS INVESTMENT FIRM LLC 48 - 2022-12-31 440,404 $20,452,000 334,144
   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
   CAPITAL INSIGHT PARTNERS LLC 6 - 2024-03-31 308,062 $14,614,000 7,837
   HIGHTOWER ADVISORS, LLC 620 - 2024-03-31 255,197 $12,109,000 22,830
   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
   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
   OLD MISSION CAPITAL LLC 77 - 2023-12-31 164,614 $7,829,000 76,967
   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
   MORRIS FINANCIAL CONCEPTS INC. 6 - 2024-03-31 147,657 $7,005,000 1,363
   Buttonwood Financial Advisors Inc. 8 - 2024-03-31 139,144 $6,601,000 7,880
   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
   MEEDER ASSET MANAGEMENT INC 71 - 2024-03-31 112,202 $5,323,000 5,946
   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
   Vantage Financial Partners LLC 18 - 2024-03-31 101,050 $4,794,000 1,104
   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
   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
   Lineweaver Wealth Advisors LLC 23 - 2024-03-31 83,313 $3,953,000 3,706
   Lakeridge Wealth Management LLC 11 - 2024-03-31 80,679 $3,827,000 27,799
   Baird Financial Group Inc. 768 - 2023-12-31 72,391 $3,443,000 5,750
   Resources Investment Advisors Inc. 260 - 2024-03-31 63,915 $3,032,000 1,922
   Eldridge Investment Advisors Inc. 31 - 2024-03-31 61,069 $2,897,000 3,998
   Private Advisor Group LLC 659 - 2024-03-31 59,480 $2,822,000 1,345
   HANSON MCCLAIN, INC. 260 - 2024-03-31 58,634 $2,782,000 30
   PRINCIPAL SECURITIES INC. 221 - 2024-03-31 57,963 $2,750,000 17,837
   Laurel Wealth Advisors Inc. 95 - 2022-12-31 53,805 $2,499,000 8,821
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 74 - 2024-03-31 49,755 $2,360,000 1,415
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 886 - 2024-03-31 49,220 $2,335,000 8,650
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1010 - 2024-03-31 46,349 $2,199,000 879
   Investment Advisory Group LLC 25 - 2024-03-31 46,323 $2,198,000 773
   CITY HOLDING CO 84 - 2024-03-31 44,522 $2,112,000 623
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 748 - 2023-12-31 43,627 $2,075,000 461
   MERCER GLOBAL ADVISORS INC /ADV 730 - 2023-12-31 43,540 $2,071,000 1,952
   GYL Financial Synergies LLC 122 - 2023-12-31 43,226 $2,056,000 505
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 55 - 2022-12-31 43,284 $2,010,000 18,028
   CAPTRUST FINANCIAL ADVISORS 952 - 2023-12-31 38,085 $1,811,000 1,748
   Betterment LLC 161 - 2024-03-31 38,137 $1,809,000 585
   Argent Advisors Inc. 37 - 2024-03-31 37,252 $1,767,000 2,154
   Joseph Group Capital Management 26 - 2023-12-31 35,449 $1,686,000 713
   KMG FIDUCIARY PARTNERS LLC 110 - 2024-03-31 34,608 $1,642,000 143
   Columbus Macro LLC 53 - 2024-03-31 34,404 $1,632,000 1,237
   Horizon Family Wealth Inc. 16 - 2024-03-31 32,418 $1,538,000 207
   Darden Wealth Group Inc 19 - 2024-03-31 31,619 $1,500,000 1,931
   TrueWealth Financial Partners 13 - 2023-12-31 31,378 $1,492,000 716
   FC Advisory LLC 35 - 2024-03-31 28,666 $1,360,000 480
   First PREMIER Bank 70 - 2024-03-31 25,333 $1,202,000 760
   RAYMOND JAMES TRUST CO 418 - 2024-03-31 25,271 $1,199,000 3,132
   HILL ISLAND FINANCIAL LLC 24 - 2024-03-31 25,197 $1,195,000 2,256
   MKT Advisors LLC 22 - 2024-03-31 25,086 $1,177,000 8,258
   ADVISORY SERVICES NETWORK, LLC 679 - 2024-03-31 21,439 $1,017,000 3,015
   Sunesis Advisors LLC 31 - 2024-03-31 19,416 $921,000 711
   Maltin Wealth Management Inc. 54 - 2024-03-31 19,215 $912,000 314
   CWM LLC 943 - 2024-03-31 16,798 $797,000 1,085
   Quad-Cities Investment Group LLC 54 - 2024-03-31 16,460 $781,000 263
   OPPENHEIMER & CO INC 837 - 2024-03-31 16,333 $775,000 8,729
   BB&T CORP 1710 - 2023-12-31 16,147 $768,000 2,897
   Mine & Arao Wealth Creation & Management LLC. 30 - 2024-03-31 16,058 $762,000 34
   Diversified Portfolios Inc. 75 - 2024-03-31 15,934 $756,000 432
   Wealthfront Advisers LLC 680 - 2024-03-31 14,606 $693,000 1,811
   WASHINGTON TRUST BANK 117 - 2023-12-31 14,446 $687,000 4,235
   MATTERN CAPITAL MANAGEMENT LLC 98 - 2023-12-31 13,331 $634,000 1,305
  100 Records found
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