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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
   STATE OF WISCONSIN INVESTMENT BOARD 20 - 2023-12-31 4,544,200 $216,122,000 0
   Williams & Novak LLC 3 - 2024-03-31 98,967 $4,707,000 0
   LEGACY PRIVATE TRUST CO. 91 - 2024-03-31 57,893 $2,746,000 0
   Per Stirling Capital Management LLC. 82 - 2023-12-31 22,158 $1,054,000 0
   Wellington Wealth Strategies LLC. 31 - 2023-12-31 21,181 $1,007,000 0
   WESBANCO BANK INC 374 - 2024-03-31 13,665 $648,000 0
   Cable Hill Partners LLC 41 - 2024-03-31 11,855 $563,000 0
   NORTHERN TRUST CORP 3518 - 2023-12-31 10,977 $522,000 0
   Arlington Trust Co LLC 82 - 2024-03-31 10,900 $517,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 411 - 2023-12-31 9,400 $447,000 0
   Legacy Capital Wealth Partners LLC 168 - 2023-12-31 9,117 $434,000 0
   Lee Financial CORP 107 - 2023-12-31 7,333 $349,000 0
   Kelman-Lazarov Inc. 84 - 2023-12-31 6,736 $320,000 0
   SEGER ELVEKROG INC 63 - 2023-12-31 6,400 $304,000 0
   Priebe Wealth Holdings LLC 39 - 2024-03-31 6,115 $290,000 0
   Sheaff Brock Investment Advisors LLC 349 - 2023-12-31 6,000 $285,000 0
   Key Financial Inc 186 - 2024-03-31 5,845 $278,000 0
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 124 - 2024-03-31 5,540 $263,000 0
   PFS Partners LLC 47 - 2024-03-31 5,432 $258,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 390 - 2024-03-31 5,322 $252,000 0
   SCHMIDT P J INVESTMENT MANAGEMENT INC 160 - 2024-03-31 5,292 $251,000 0
   Ackerman Capital Advisors LLC 90 - 2024-03-31 4,912 $233,000 0
   Campbell Wealth Management 58 - 2023-12-31 4,793 $228,000 0
   ARBOR TRUST WEALTH ADVISORS LLC 88 - 2024-03-31 4,810 $226,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 4,400 $209,000 0
   Element Wealth LLC 150 - 2023-12-31 2,110 $100,000 0
   Cherry Tree Wealth Management LLC 215 - 2024-03-31 1,869 $89,000 0
   NBC SECURITIES INC. 1059 - 2024-03-31 1,385 $65,000 0
   ELEVATE WEALTH ADVISORY INC 81 - 2024-03-31 1,256 $60,000 0
   Global Trust Asset Management LLC 294 - 2024-03-31 600 $28,000 0
   Bogart Wealth LLC 455 - 2024-03-31 587 $28,000 0
   FRANKLIN RESOURCES INC 2485 - 2023-12-31 575 $27,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 898 - 2024-03-31 542 $26,000 0
   Householder Group Estate & Retirement Specialist L 625 - 2024-03-31 532 $25,000 0
   Transcendent Capital Group LLC 204 - 2024-03-31 515 $24,000 0
   Glass Jacobson Investment Advisors llc 464 - 2024-03-31 472 $22,000 0
   ANCORA ADVISORS, LLC 1127 - 2023-12-31 366 $17,000 0
   AdvisorNet Financial Inc 1219 - 2024-03-31 243 $12,000 0
   GODSEY & GIBB ASSOCIATES 264 - 2024-03-31 242 $11,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 173 - 2024-03-31 185 $9,000 0
   Retirement Group LLC 601 - 2024-03-31 92 $4,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 342 - 2023-12-31 54 $3,000 0
   Front Row Advisors LLC 418 - 2023-12-31 50 $2,000 0
   Global Wealth Strategies & Associates 283 - 2024-03-31 45 $2,000 0
   Tyler-Stone Wealth Management 783 - 2023-12-31 42 $2,000 0
   First Capital Advisors Group LLC. 838 - 2023-06-30 21 $1,000 0
   Financial Gravity Wealth Inc. 560 - 2023-12-31 13 $1,000 0
   GHP INVESTMENT ADVISORS INC 782 - 2024-03-31 21 $1,000 0
   MV Capital Management Inc. 673 - 2024-03-31 13 $1,000 0
   Sunbelt Securities Inc. 1552 - 2024-03-31 20 $1,000 0
   HighMark Wealth Management LLC 509 - 2024-03-31 14 $1,000 0
   Iron Horse Wealth Management LLC 443 - 2024-03-31 5 $0 0
   WOLFF WIESE MAGANA LLC 715 - 2024-03-31 3 $0 0

  53 Records found
  1    
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