|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ishares Core Total Usd Bond Market (IUSB) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
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:
|
|
|
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%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Washington Trust Advisors Inc. |
663 |
*Closed |
2023-12-31 |
0 |
$0 |
-64 |
|
| Kovack Advisors Inc. |
483 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,182 |
|
| BRIGHTON JONES LLC |
573 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,161 |
|
| TFO-TDC LLC |
455 |
*Closed |
2023-12-31 |
0 |
$0 |
-321 |
|
| Moisand Fitzgerald Tamayo LLC |
528 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,045 |
|
| FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-7,062 |
|
| Vista Private Wealth Partners. LLC |
82 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,302 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
|
*Closed |
2024-03-31 |
0 |
$0 |
-593 |
|
| TBH Global Asset Management LLC |
221 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,681 |
|
| WHITTIER TRUST CO |
|
*Closed |
2024-03-31 |
0 |
$0 |
-2,725 |
|
| Strategic Wealth Partners Ltd. |
260 |
*Closed |
2023-03-31 |
0 |
$0 |
-6,391 |
|
| OROURKE & COMPANY Inc |
146 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,099 |
|
| Independent Wealth Network Inc. |
46 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,008 |
|
| TOMPKINS FINANCIAL CORP |
648 |
*Closed |
2024-03-31 |
0 |
$0 |
-192 |
|
| Retireful LLC |
102 |
*Closed |
2024-03-31 |
0 |
$0 |
-52,570 |
|
| Kapstone Financial Advisors LLC |
99 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,492 |
|
| V Wealth ManagementLLC |
227 |
*Closed |
2023-09-30 |
0 |
$0 |
-7,424 |
|
| James J. Burns & Company LLC |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,921 |
|
| Planned Solutions Inc. |
352 |
*Closed |
2024-03-31 |
0 |
$0 |
-603 |
|
| Koshinski Asset Management Inc. |
530 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,505 |
|
| ARLINGTON PARTNERS LLC |
156 |
*Closed |
2024-03-31 |
0 |
$0 |
-426 |
|
| Morris Retirement Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-17,197 |
|
| Ten Capital Wealth Advisors LLC |
273 |
*Closed |
2023-06-30 |
0 |
$0 |
-178 |
|
| CITADEL ADVISORS LLC |
5840 |
*Closed |
2023-12-31 |
0 |
$0 |
-105,455 |
|
| JANE STREET GROUP LLC |
5618 |
*Closed |
2023-12-31 |
0 |
$0 |
-101,818 |
|
| Advisory Alpha LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-15,902 |
|
| W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
126 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,915 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-927 |
|
| Coppell Advisory Solutions Corp. |
953 |
*Closed |
2023-03-31 |
0 |
$0 |
-68 |
|
| Lineweaver Wealth Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-5,519 |
|
| HOWARD FINANCIAL SERVICES LTD. |
162 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,049 |
|
| Authentikos Wealth Advisory LLC |
333 |
*Closed |
2023-12-31 |
0 |
$0 |
-11 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
1100 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,108 |
|
| American Trust |
293 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,484 |
|
| Summit Global Investments |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,312 |
|
| PMFM INC. |
24 |
*Closed |
2023-12-31 |
0 |
$0 |
-316,059 |
|
| Aprio Wealth Management LLC |
256 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,447 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
1362 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,884,856 |
|
| Meridian Wealth Management LLC |
468 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,862 |
|
| Activest Wealth Management |
436 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| CONNABLE OFFICE INC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,966 |
|
| HANSON INVESTMENT MANAGEMENT |
492 |
*Closed |
2024-03-31 |
0 |
$0 |
-287 |
|
| Spectrum Asset Management Inc. (NB/CA) |
102 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,595 |
|
| J.W. COLE ADVISORS INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-4,343 |
|
| AMG NATIONAL TRUST BANK |
444 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,206 |
|
| SageView Advisory Group LLC |
675 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,180 |
|
| Avestar Capital LLC |
377 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,300 |
|
| GoalVest Advisory LLC |
470 |
*Closed |
2024-03-31 |
0 |
$0 |
-225 |
|
| Williams Financial LLC |
39 |
*Closed |
2024-03-31 |
0 |
$0 |
-442,620 |
|
| MA Private Wealth |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,116 |
|
| ST GERMAIN D J CO INC |
853 |
*Closed |
2024-03-31 |
0 |
$0 |
-98 |
|
| Gilbert & Cook Inc. |
233 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,344 |
|
| KARLINSKI ANDREW C |
116 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,892 |
|
| EP WEALTH ADVISORS, INC. |
845 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,615 |
|
| Gradient Capital Advisors LLC |
141 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,661 |
|
| Procyon Private Wealth Partners LLC |
533 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,830 |
|
| STELAC ADVISORY SERVICES LLC |
94 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,752 |
|
| MKT Advisors LLC |
157 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,432 |
|
|
58 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
