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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
   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
   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
   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
   MML INVESTORS SERVICES LLC 9 - 2023-12-31 5,137,998 $236,708,000 -447,914
   Cetera Investment Advisers 8 - 2023-12-31 3,763,442 $173,382,000 -25,089
   HANSON MCCLAIN, INC. 18 - 2024-03-31 2,531,985 $115,433,000 -21,806
   BANK OF AMERICA CORP /DE/ 785 - 2023-12-31 2,502,171 $115,275,000 -271,034
   MCMORGAN & CO LLC 2 - 2023-12-31 1,870,623 $86,180,000 -163,502
   UBS Group AG 501 - 2023-12-31 1,723,704 $79,411,000 -2,520,521
   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
   US BANCORP 165 - 2023-12-31 1,352,463 $62,308,000 -60,759
   FMR LLC 1239 - 2023-12-31 1,212,081 $55,841,000 -10,389
   Change Path LLC 5 - 2023-12-31 1,114,216 $51,332,000 -122,578
   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
   PRUDENTIAL FINANCIAL INC 245 - 2023-12-31 963,024 $44,367,000 -16,547
   High Falls Advisors Inc 2 - 2023-12-31 916,992 $42,246,000 -69,981
   KEYBANK NATIONAL ASSOCIATION/OH 122 - 2023-12-31 833,530 $38,401,000 -5,395
   Icon Wealth Partners LLC 3 - 2023-09-30 846,668 $37,012,000 -22,583
   THRIVENT FINANCIAL FOR LUTHERANS 317 - 2023-12-31 714,056 $32,897,000 -602
   YCMNET ADVISORS INC 30 - 2023-12-31 681,665 $31,404,000 -123,523
   COMERICA SECURITIESINC. 4 - 2023-09-30 701,413 $30,662,000 -159,307
   H D Vest Advisory Services 47 - 2023-12-31 598,049 $27,552,000 -2,575
   Orion Portfolio Solutions LLC 56 - 2023-12-31 591,457 $27,053,000 -16,666
   BCJ Capital Management LLC 10 - 2023-12-31 480,265 $22,126,000 -3,907
   NATIONAL ASSET MANAGEMENT, INC. 27 - 2023-12-31 469,741 $21,641,000 -163,319
   Kestra Advisory Services LLC 116 - 2023-12-31 445,716 $20,534,000 -422,378
   Firestone Capital Management 4 - 2023-12-31 391,773 $18,049,000 -17,255
   Keystone Financial Services 2 - 2023-12-31 385,148 $17,744,000 -60,771
   HIGHTOWER ADVISORS, LLC 518 - 2023-12-31 371,323 $17,104,000 -6,526
   Integrated Wealth Concepts LLC 86 - 2023-12-31 361,768 $16,667,000 -42,353
   DAVIDSON D A & CO 108 - 2023-12-31 354,268 $16,321,000 -4,546
   CFS Investment Advisory Services LLC 7 - 2023-12-31 341,586 $15,737,000 -43,537
   Stokes Family Office LLC 7 - 2023-12-31 330,359 $15,220,000 -123,114
   Sentinus LLC 2 - 2023-06-30 319,232 $14,515,000 -8,931
   Merit Financial Group LLC 35 - 2023-12-31 300,285 $13,834,000 -127,521
   REGAL INVESTMENT ADVISORS, LLC 17 - 2023-12-31 264,003 $12,163,000 -20,103
   PFG Advisors 16 - 2023-12-31 239,326 $11,026,000 -2,010
   WAYNE HUMMER INVESTMENTS L.L.C. 18 - 2023-12-31 229,707 $10,583,000 -10,096
   Orgel Wealth Management LLC 29 - 2024-03-31 226,679 $10,334,000 -5,484
   SMITH, SALLEY & ASSOCIATES 40 - 2024-03-31 225,244 $10,269,000 -28,252
   Day & Ennis LLC 6 - 2023-12-31 212,258 $9,779,000 -15,541
   R. W. Roge & Company Inc. 6 - 2024-03-31 206,433 $9,412,000 -6,299
   MERCER GLOBAL ADVISORS INC /ADV 332 - 2023-12-31 191,551 $8,825,000 -1,742
   Tradition Wealth Management LLC 32 - 2023-12-31 181,559 $8,364,000 -19,667
   WCG Wealth Advisors LLC 58 - 2023-12-31 150,000 $6,910,000 -123,058
   KICKSTAND VENTURES LLC. 14 - 2023-12-31 148,659 $6,849,000 -199,404
   West Wealth Group LLC 10 - 2023-12-31 146,564 $6,752,000 -1,832
   SWMG LLC 6 - 2023-12-31 134,402 $6,192,000 -29,630
   Copperleaf Capital LLC 2 - 2023-12-31 131,813 $6,073,000 -6,043
   ADVISORY SERVICES NETWORK, LLC 151 - 2023-12-31 129,752 $5,978,000 -26,147
   CONSCIOUS WEALTH INVESTMENTS LLC 3 - 2024-03-31 130,393 $5,776,000 -4
   RCS Financial Planning LLC 10 - 2024-03-31 124,280 $5,666,000 -19,343
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 634 - 2024-03-31 119,866 $5,465,000 -30,090
   Snowden Capital Advisors LLC 131 - 2023-12-31 115,497 $5,321,000 -15,830
   CLIENT 1ST ADVISORY GROUP LLC 10 - 2023-12-31 113,000 $5,206,000 -37,107
   Squarepoint Ops LLC 660 - 2023-12-31 112,393 $5,178,000 -92,340
   BMS Financial Advisors LLC 6 - 2023-06-30 108,625 $4,939,000 -97,759
   TOWNSQUARE CAPITAL LLC 228 - 2023-12-31 106,641 $4,913,000 -35,532
   PROVENCE WEALTH MANAGEMENT GROUP 4 - 2023-12-31 105,908 $4,879,000 -17,514
   Life Planning Partners Inc 5 - 2024-03-31 101,498 $4,627,000 -2,841
   P-Solve LLC 14 - 2023-12-31 94,670 $4,361,000 -7,032
   REGIMEN WEALTH LLC 17 - 2023-12-31 92,738 $4,272,000 -9,206
   White Lighthouse Investment Management Inc. - 2023-12-31 90,666 $4,177,000 -41,300
   MARIPAU WEALTH MANAGEMENT LLC 5 - 2023-12-31 89,272 $4,113,000 -4,773
   Pensionmark Financial Group LLC 40 - 2023-12-31 81,562 $3,758,000 -63,821
   HARBOUR INVESTMENTS INC. 123 - 2023-12-31 81,011 $3,732,000 -6,152
   Actinver Wealth Management Inc. 7 - 2024-03-31 80,648 $3,677,000 -2,809
   IFP Advisors Inc 139 - 2023-12-31 73,542 $3,388,000 -4,744
   Capital Analysts Inc. 111 - 2023-12-31 73,397 $3,381,000 -7,471
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 77 - 2024-03-31 69,915 $3,187,000 -22,311
   Robertson Stephens Wealth Management LLC 95 - 2023-12-31 68,821 $3,171,000 -110,808
   Arete Wealth Advisors LLC 91 - 2023-12-31 62,803 $2,893,000 -52
   Windsor Group LTD 45 - 2023-09-30 62,574 $2,735,000 -1,264
   Steward Partners Investment Advisory LLC 425 - 2023-12-31 59,041 $2,720,000 -252,447
   ETF Portfolio Partners Inc. 18 - 2024-03-31 59,128 $2,696,000 -687
   IFG Advisory LLC 144 - 2023-12-31 56,020 $2,581,000 -2,610
   Wealthstar Advisors LLC 13 - 2024-03-31 55,951 $2,551,000 -1,009
   PHILLIPS FINANCIAL MANAGEMENT LLC 75 - 2024-03-31 55,757 $2,542,000 -7,192
   Financial Advocates Investment Management 161 - 2024-03-31 53,362 $2,431,000 -25,835
   Keebeck Wealth Management LLC 78 - 2023-12-31 45,546 $2,098,000 -7,348
   Apella Capital LLC 97 - 2024-03-31 43,886 $1,981,000 -6,723
   WAGNER CAPITAL MANAGEMENT CORP 96 - 2024-03-31 42,101 $1,919,000 -811
   STEPHENS INC /AR/ 412 - 2023-12-31 41,026 $1,890,000 -4,456
   FIRST HEARTLAND CONSULTANTS INC 98 - 2023-12-31 38,911 $1,796,000 -1,986
   NWAM LLC 141 - 2023-12-31 38,444 $1,771,000 -14,203
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1085 - 2024-03-31 37,007 $1,687,000 -1,587,291
   NBT BANK N A /NY 162 - 2024-03-31 35,116 $1,601,000 -12,617
   Dynamic Advisors Solutions LLC 346 - 2024-03-31 34,174 $1,558,000 -20,645
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 29 - 2023-12-31 31,746 $1,463,000 -6,900
   APPLETON PARTNERS INC/MA 117 - 2024-03-31 31,454 $1,434,000 -1,857
   TRITONPOINT WEALTH LLC 125 - 2024-03-31 20,107 $1,409,000 -10,485
   Truadvice LLC 54 - 2023-09-30 30,702 $1,340,000 -15,759
   Cornerstone Planning Group LLC 22 - 2023-12-31 28,689 $1,322,000 -17,789
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 110 - 2024-03-31 28,595 $1,304,000 -3,053
  100 Records found
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