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Ishares Core Total Usd Bond Market (IUSB) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
591  23 |
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Total
shares held :
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513,608,354 |
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% of shares
held :
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18.07% |
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| Changes In:
|
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New/increased
positions vs
old/decreased
positions :
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 -11 |
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Amount
of shares held :
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16,999,485 |
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% of shares
held change :
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0.6% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
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%
Of
Total Shares
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New
Positions : |
65
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5,183,792
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1.01%
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Increased
Positions : |
209
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45,167,381
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8.79%
|
|
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Unchanged
Positions : |
74
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6,191,768
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1.21%
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Decreased
Positions : |
243
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-30,530,263
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-5.94%
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Closed
Positions : |
42
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-2,821,425
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-0.55%
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Guru
Positions : |
1
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0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Evolution Wealth Advisors LLC |
41 |
- |
2024-03-31 |
59,603 |
$2,717,000 |
0 |
|
| Financial Gravity Wealth Inc. |
185 |
- |
2023-12-31 |
2,096,776 |
$1,400,000 |
0 |
|
| Renasant Bank |
20 |
- |
2023-12-31 |
28,394 |
$1,308,000 |
0 |
|
| FAMILY CAPITAL TRUST CO |
40 |
- |
2024-03-31 |
8,502 |
$388,000 |
0 |
|
| Pinnacle Bank |
133 |
- |
2024-03-31 |
7,648 |
$349,000 |
0 |
|
| ADVISOR PARTNERS II LLC |
891 |
- |
2023-09-30 |
7,713 |
$337,000 |
0 |
|
| Lion Street Advisors LLC |
163 |
- |
2024-03-31 |
7,250 |
$334,000 |
0 |
|
| RWM Asset Management LLC |
124 |
- |
2024-03-31 |
6,754 |
$308,000 |
0 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
310 |
- |
2024-03-31 |
5,921 |
$270,000 |
0 |
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| SALEM INVESTMENT COUNSELORS INC |
371 |
- |
2024-03-31 |
3,961 |
$181,000 |
0 |
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| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
152 |
- |
2024-03-31 |
3,843 |
$175,000 |
0 |
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| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
189 |
- |
2024-03-31 |
3,071 |
$140,000 |
0 |
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| Bogart Wealth LLC |
233 |
- |
2024-03-31 |
3,000 |
$137,000 |
0 |
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| THOMPSON INVESTMENT MANAGEMENT INC |
207 |
- |
2024-03-31 |
1,975 |
$90,000 |
0 |
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| Colonial Trust Co / SC |
419 |
- |
2023-12-31 |
1,897 |
$87,000 |
0 |
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| SANDY SPRING BANK |
|
- |
2023-12-31 |
1,286 |
$59,000 |
0 |
|
| BARTLETT & CO. LLC |
688 |
- |
2023-12-31 |
1,110 |
$51,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
690 |
- |
2023-12-31 |
1,110 |
$51,000 |
0 |
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| MCF Advisors LLC |
369 |
- |
2024-03-31 |
1,088 |
$50,000 |
0 |
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| Aptus Capital Advisors LLC |
704 |
- |
2023-12-31 |
744 |
$34,000 |
0 |
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| TUCKER ASSET MANAGEMENT LLC |
289 |
- |
2023-12-31 |
707 |
$33,000 |
0 |
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| Key Financial Inc |
499 |
- |
2024-03-31 |
693 |
$32,000 |
0 |
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| AlphaCore Capital LLC |
293 |
- |
2023-12-31 |
629 |
$29,000 |
0 |
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| Element Wealth LLC |
187 |
- |
2023-12-31 |
515 |
$24,000 |
0 |
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| WETZEL INVESTMENT ADVISORS INC. |
396 |
- |
2024-03-31 |
380 |
$17,000 |
0 |
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| Cranbrook Wealth Management LLC |
210 |
- |
2024-03-31 |
334 |
$15,000 |
0 |
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| Pacifica Partners Inc. |
354 |
- |
2024-03-31 |
237 |
$11,000 |
0 |
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| Versant Capital Management Inc |
750 |
- |
2024-03-31 |
233 |
$11,000 |
0 |
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| Investors Research Corp |
732 |
- |
2023-12-31 |
210 |
$10,000 |
0 |
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| BARRETT & COMPANY INC. |
461 |
- |
2024-03-31 |
133 |
$6,000 |
0 |
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| OXFORD FINANCIAL GROUP LTD |
293 |
- |
2023-12-31 |
133 |
$6,000 |
0 |
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| First Pacific Financial |
293 |
- |
2024-03-31 |
142 |
$6,000 |
0 |
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| BDO Wealth Advisors LLC |
772 |
- |
2023-06-30 |
112 |
$5,000 |
0 |
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| APCM Wealth Management for Individuals |
104 |
- |
2024-03-31 |
97 |
$4,000 |
0 |
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| Integrity Financial Corp /WA |
192 |
- |
2024-03-31 |
75 |
$3,000 |
0 |
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| SOA Wealth Advisors LLC. |
683 |
- |
2024-03-31 |
41 |
$2,000 |
0 |
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| AllSquare Wealth Management LLC |
456 |
- |
2023-12-31 |
33 |
$2,000 |
0 |
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| Salomon & Ludwin LLC |
788 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| FIRST MANHATTAN CO |
1396 |
- |
2023-12-31 |
2 |
$0 |
0 |
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| HOEY INVESTMENTS INC |
329 |
- |
2023-12-31 |
1 |
$0 |
0 |
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| Activest Wealth Management |
436 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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41 Records found
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1
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Page 1 of 1 |
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