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Get Institutions for : 
Ishares Core Total Usd Bond Market (IUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 591    23
Total shares held : 
 513,608,354  
% of shares held : 
 18.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 16,999,485  
% of shares held change : 
   0.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 5,183,792
 1.01%
 
Increased Positions :
209
 45,167,381
 8.79%
 
Unchanged Positions :
74
 6,191,768
 1.21%
 
Decreased Positions :
243
-30,530,263
-5.94%
 
Closed Positions :
42
-2,821,425
-0.55%
 
Guru Positions :
1
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
   ENVESTNET ASSET MANAGEMENT INC 3 - 2023-12-31 100,340,729 $4,622,697,000 -6,214,090
   BLACKROCK INC. 257 - 2023-12-31 60,444,091 $2,784,659,000 3,417,551
   JONES FINANCIAL COMPANIES LLLP 9 - 2023-12-31 47,864,940 $2,205,138,000 23,039,032
   WELLS FARGO & CO/MN 52 - 2023-12-31 36,163,705 $1,666,062,000 -385,151
   LPL FINANCIAL CORP 25 - 2023-12-31 23,034,909 $1,061,218,000 -823,256
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16 - 2023-12-31 20,359,555 $937,979,000 782,717
   CWM LLC 2 - 2024-03-31 20,004,086 $911,986,000 3,632,500
   MORGAN STANLEY 297 - 2023-12-31 14,557,316 $670,656,000 953,965
   Envestnet Portfolio Solutions Inc. 6 - 2023-12-31 14,242,233 $656,140,000 -407,356
   J P MORGAN CHASE & CO 311 - 2023-12-31 11,853,701 $546,099,000 -790,290
   PARK AVENUE SECURITIES LLC 2 - 2024-03-31 10,871,783 $495,645,000 3,035,201
   Advisor Group Holdings Inc. 14 - 2023-12-31 9,184,007 $423,167,000 -5,377,926
   AMERIPRISE FINANCIAL INC 210 - 2023-12-31 7,675,411 $353,381,000 -914,038
   JANNEY MONTGOMERY SCOTT LLC 13 - 2023-12-31 5,922,890 $272,868,000 -452,326
   MML INVESTORS SERVICES LLC 9 - 2023-12-31 5,137,998 $236,708,000 -447,914
   PNC FINANCIAL SERVICES GROUP INC 94 - 2023-12-31 4,867,224 $224,233,000 427,932
   BANK OF NEW YORK MELLON CORP 355 - 2023-12-31 4,692,076 $216,164,000 -70,013
   MARINER WEALTH ADVISORS, LLC 39 - 2023-12-31 4,631,400 $213,369,000 908,249
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 8 - 2023-12-31 4,306,941 $198,421,000 4,290,439
   Cetera Investment Advisers 8 - 2023-12-31 3,763,442 $173,382,000 -25,089
   Resources Investment Advisors Inc. 2 - 2023-12-31 3,721,913 $171,469,000 267,003
   SigFig Wealth Management LLC 4 - 2023-12-31 3,356,451 $154,631,000 26,557
   Private Ocean LLC 2 - 2024-03-31 2,757,401 $125,710,000 297,225
   HANSON MCCLAIN, INC. - 2023-12-31 2,553,791 $117,653,000 -19,685
   COMMONWEALTH EQUITY SERVICES LLC. 90 - 2023-12-31 2,537,754 $116,914,000 122,621
   BANK OF AMERICA CORP /DE/ 785 - 2023-12-31 2,502,171 $115,275,000 -271,034
   ROYAL BANK OF CANADA 466 - 2023-12-31 2,246,725 $103,507,000 372,088
   Foundations Investment Advisors LLC 5 - 2023-12-31 2,201,089 $101,536,000 302,234
   RAYMOND JAMES & ASSOCIATES 235 - 2023-12-31 2,094,989 $96,516,000 -86,609
   MCMORGAN & CO LLC 2 - 2023-12-31 1,870,623 $86,180,000 -163,502
   STIFEL FINANCIAL CORP 202 - 2023-12-31 1,820,533 $83,872,000 98,341
   UBS Group AG 501 - 2023-12-31 1,723,704 $79,411,000 -2,520,521
   JB Capital LLC - 2023-12-31 1,691,229 $77,915,000 -514,859
   NATIXIS ASSET MANAGEMENT ADVISORS LP 124 - 2023-12-31 1,624,298 $74,831,000 1,585,714
   FINANCIAL NETWORK 50 - 2023-12-31 1,516,003 $69,842,000 -47,602
   Atria Wealth Solutions Inc. 13 - 2023-12-31 1,496,638 $68,950,000 -74,739
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10 *New 2023-12-31 1,467,959 $67,629,000 1,467,959
   Sharkey Howes & Javer 2 - 2024-03-31 1,476,274 $67,303,000 389,891
   First Ascent Asset Management LLC 5 - 2023-12-31 1,395,540 $64,293,000 59,340
   US BANCORP 165 - 2023-12-31 1,352,463 $62,308,000 -60,759
   MORNINGSTAR INVESTMENT SERVICES, INC. 82 - 2023-12-31 1,237,348 $57,104,000 689,161
   FMR LLC 1239 - 2023-12-31 1,212,081 $55,841,000 -10,389
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 110 - 2023-12-31 1,176,513 $54,202,000 6,540
   MULTIFINANCIAL SECURITIES CORP 18 - 2023-12-31 1,146,518 $52,820,000 5,877
   Change Path LLC 5 - 2023-12-31 1,114,216 $51,332,000 -122,578
   GM Advisory Group Inc. 8 *New 2023-12-31 1,112,134 $51,236,000 1,112,134
   Goss Wealth Management LLC 41 - 2023-12-31 1,091,368 $50,127,000 68,686
   Compass Ion Advisors LLC 4 - 2024-03-31 1,082,888 $49,369,000 -33,616
   ATRIA INVESTMENTS LLC 19 - 2023-12-31 1,008,723 $46,472,000 -11,912
   Steel Peak Wealth Management LLC 7 - 2024-03-31 990,839 $45,172,000 442,607
   PRUDENTIAL FINANCIAL INC 245 - 2023-12-31 963,024 $44,367,000 -16,547
   Sontag Advisory LLC 32 - 2023-12-31 935,153 $43,083,000 187,890
   High Falls Advisors Inc 2 - 2023-12-31 916,992 $42,246,000 -69,981
   AE Wealth Management LLC 99 - 2023-12-31 907,229 $41,361,000 224,926
   Baird Financial Group Inc. 216 - 2023-12-31 882,669 $40,665,000 515,152
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 103 - 2023-12-31 878,322 $40,464,000 -295,812
   KEYBANK NATIONAL ASSOCIATION/OH 122 - 2023-12-31 833,530 $38,401,000 -5,395
   Invst LLC 2 - 2023-12-31 811,414 $37,017,000 321,607
   Icon Wealth Partners LLC 3 - 2023-09-30 846,668 $37,012,000 -22,583
   Ronald Blue Trust Inc. 26 - 2023-12-31 842,621 $36,836,000 -156,294
   Affinity Capital Advisors LLC 3 - 2024-03-31 799,717 $36,459,000 185,058
   Icon Wealth Advisors LLC 3 - 2023-12-31 750,297 $34,566,000 182,342
   GYL Financial Synergies LLC 5 - 2023-12-31 742,256 $34,196,000 698,453
   Diversified Portfolios Inc. 4 - 2023-12-31 714,415 $32,913,000 159,251
   THRIVENT FINANCIAL FOR LUTHERANS 317 - 2023-12-31 714,056 $32,897,000 -602
   BB&T CORP 302 - 2023-12-31 692,420 $31,900,000 56,767
   G2 CAPITAL MANAGEMENT LLC / OH 2 *New 2023-12-31 691,459 $31,856,000 691,459
   Austin Private Wealth LLC 8 - 2024-03-31 700,250 $31,602,000 308,231
   YCMNET ADVISORS INC 30 - 2023-12-31 681,665 $31,404,000 -123,523
   REGIONS FINANCIAL CORP 97 - 2023-12-31 676,358 $31,160,000 176,453
   COMERICA SECURITIESINC. 4 - 2023-09-30 701,413 $30,662,000 -159,307
   Streettalk Advisors LLC 12 - 2023-12-31 616,471 $28,401,000 -104,373
   ONE Advisory Partners LLC 2 - 2024-03-31 622,320 $28,372,000 207,123
   PAX Financial Group LLC 2 - 2023-12-31 617,775 $28,072,000 50,361
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 383 - 2023-12-31 605,722 $27,906,000 97,737
   Farther Finance Advisors LLC 7 - 2023-12-31 598,989 $27,595,000 187,526
   Brookstone Capital Management 47 - 2024-03-31 604,945 $27,579,000 133,526
   H D Vest Advisory Services 47 - 2023-12-31 598,049 $27,552,000 -2,575
   JACOBSON & SCHMITT ADVISORS LLC 1 - 2023-12-31 590,185 $27,190,000 5,519
   Orion Portfolio Solutions LLC 56 - 2023-12-31 591,457 $27,053,000 -16,666
   Arden Trust Co 5 - 2024-03-31 572,801 $26,114,000 20,085
   BANK OF HAWAII 17 - 2023-12-31 533,811 $24,593,000 434,387
   Legacy Financial Group LLC 5 - 2024-03-31 519,691 $23,693,000 506,463
   Horst & Graben Wealth Management LLC 4 - 2023-12-31 511,303 $23,556,000 -6,037
   Stone House Investment Management LLC 4 - 2023-12-31 505,277 $23,278,000 226,105
   ZRC WEALTH MANAGEMENT LLC 1 - 2024-03-31 503,212 $22,948,000 59,988
   Wealth Group Ltd 3 - 2023-12-31 501,321 $22,870,000 0
   Stash Investments LLC 2 - 2023-12-31 483,384 $22,270,000 0
   Benchmark Investment Advisors LLC 10 *New 2023-12-31 480,265 $22,126,000 480,265
   BCJ Capital Management LLC 10 - 2023-12-31 480,265 $22,126,000 -3,907
   ORG Partners LLC 2 - 2023-12-31 480,002 $22,114,000 450,665
   PROEQUITIES INC. 7 - 2023-12-31 479,161 $22,075,000 -37,632
   One Wealth Advisors LLC 3 - 2024-03-31 479,155 $21,845,000 193,585
   NATIONAL ASSET MANAGEMENT, INC. 27 - 2023-12-31 469,741 $21,641,000 -163,319
   GIRARD PARTNERS LTD. 8 - 2023-12-31 459,517 $21,170,000 48,307
   CI Private Wealth LLC 379 - 2023-12-31 450,844 $20,770,000 96,577
   Kestra Advisory Services LLC 116 - 2023-12-31 445,716 $20,534,000 -422,378
   TNF LLC 3 - 2023-12-31 438,288 $20,056,000 -8,262
   RFG Advisory Group LLC 23 - 2024-03-31 418,720 $19,089,000 90,685
   Miracle Mile Advisors LLC 51 - 2024-03-31 410,851 $18,731,000 390,799
  100 Records found
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