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Get Institutions for : 
Ishares Short Maturity Municipal Bond ETFA (MEAR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 127    7
Total shares held : 
 10,434,706  
% of shares held : 
 11.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 410,499  
% of shares held change : 
   0.46%  
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 :
16
 578,108
 5.54%
 
Increased Positions :
45
 701,335
 6.72%
 
Unchanged Positions :
22
 1,035,133
 9.92%
 
Decreased Positions :
44
-782,568
-7.5%
 
Closed Positions :
9
-86,376
-0.83%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 819 - 2023-12-31 2,157,709 $107,864,000 -139,013
   Integrated Wealth Concepts LLC 11 - 2023-12-31 1,181,532 $59,065,000 -59,603
   Rockwood Wealth Management LLC 3 - 2023-12-31 731,922 $36,589,000 44,386
   Resonant Capital Advisors LLC 6 - 2023-12-31 642,178 $32,102,000 68,564
   Foster Group Inc. 24 - 2024-03-31 481,630 $24,139,000 22,477
   BLACKROCK INC. 2879 - 2023-12-31 441,525 $22,072,000 -31,651
   Ullmann Financial Group Inc. 12 - 2023-12-31 322,821 $16,138,000 102,246
   J P MORGAN CHASE & CO 1710 - 2023-12-31 322,423 $16,118,000 178,787
   STEPHENS INC /AR/ 94 - 2023-12-31 294,997 $14,747,000 44,360
   Portfolio Design Labs LLC 5 - 2023-12-31 190,399 $9,518,000 0
   MORGAN STANLEY 3362 - 2023-12-31 187,654 $9,381,000 -25,746
   Quotient Wealth Partners LLC 35 - 2023-12-31 184,255 $9,211,000 0
   COLONY GROUP LLC 150 - 2023-09-30 183,190 $9,125,000 -10,415
   COLONY GROUP, LLC 166 *New 2023-12-31 181,885 $9,092,000 181,885
   Ascent Group LLC 24 - 2023-12-31 160,699 $8,038,000 5,189
   LPL FINANCIAL CORP 1422 - 2023-12-31 150,421 $7,520,000 38,890
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 542 - 2023-12-31 143,213 $7,159,000 3,853
   Smart Money Group LLC 11 - 2023-12-31 125,077 $6,253,000 16,366
   CWM LLC 377 - 2024-03-31 123,956 $6,213,000 28,275
   Pine Harbor Wealth Management LLC 6 - 2023-12-31 113,480 $5,673,000 0
   Advisor Group Holdings Inc. 1151 - 2023-12-31 107,812 $5,390,000 -30,830
   HIGHTOWER ADVISORS, LLC 957 - 2023-12-31 99,947 $4,993,000 5,065
   Integrated Investment Consultants LLC 18 - 2024-03-31 86,400 $4,330,000 0
   Source Financial Advisors LLC 16 - 2023-12-31 85,545 $4,276,000 28,229
   CI Private Wealth LLC 768 *New 2023-12-31 78,538 $3,926,000 78,538
   Resources Investment Advisors Inc. 217 - 2023-12-31 75,659 $3,782,000 6,058
   MONTICELLO WEALTH MANAGEMENT LLC 61 - 2023-12-31 68,989 $3,449,000 -63,922
   STIFEL FINANCIAL CORP 1316 - 2023-12-31 68,991 $3,449,000 39,476
   Windsor Group LTD 40 - 2023-09-30 66,079 $3,291,000 6,963
   ENVESTNET ASSET MANAGEMENT INC 2174 - 2023-12-31 63,823 $3,191,000 -11,164
   Elmwood Wealth Management Inc. 12 - 2023-12-31 60,685 $3,034,000 -1,150
   UBS Group AG 2468 - 2023-12-31 59,722 $2,986,000 -30,172
   Obsidian Personal Planning Solutions LLC 16 - 2023-12-31 54,897 $2,744,000 868
   Goss Wealth Management LLC 581 - 2023-12-31 49,710 $2,486,000 -16,906
   Orion Portfolio Solutions LLC 544 - 2023-12-31 47,876 $2,396,000 -335
   KWMG LLC 92 - 2024-03-31 47,451 $2,378,000 2,378
   Syverson Strege & Co 15 - 2023-12-31 46,637 $2,331,000 -7,399
   CLS INVESTMENT FIRM LLC 438 - 2022-12-31 44,152 $2,195,000 -3,315
   KM Capital Management Ltd. 22 - 2023-12-31 43,388 $2,169,000 -11,574
   WEBSTER BANK 77 - 2024-03-31 42,146 $2,112,000 0
   Highland Financial Advisors LLC 20 - 2023-12-31 40,753 $2,037,000 6,364
   EAGLE GLOBAL ADVISORS LLC 122 - 2023-12-31 40,150 $2,007,000 0
   Willis Johnson & Associates Inc. 51 - 2024-03-31 39,606 $1,985,000 9,780
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1567 - 2023-12-31 39,315 $1,965,000 -13,738
   Arden Trust Co 60 - 2024-03-31 36,843 $1,847,000 1,828
   ROYAL BANK OF CANADA 2648 - 2023-12-31 35,195 $1,759,000 1,154
   Encompass More Asset Management 12 - 2023-12-31 34,951 $1,747,000 0
   HILL ISLAND FINANCIAL LLC 20 *New 2023-12-31 33,721 $1,686,000 33,721
   JACOBSON & SCHMITT ADVISORS LLC 39 - 2023-12-31 32,145 $1,607,000 -624
   CREATIVE PLANNING 1023 - 2023-12-31 30,784 $1,539,000 10,860
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 74 - 2023-12-31 29,126 $1,456,000 -489
   Sigma Planning Corp 199 - 2023-12-31 28,385 $1,419,000 -8,750
   WIN ADVISORS INC 31 *New 2023-12-31 27,984 $1,399,000 27,984
   Avestar Capital LLC 79 - 2023-12-31 26,819 $1,341,000 5,059
   Beacon Pointe Advisors LLC 580 - 2023-12-31 26,520 $1,326,000 -813
   4J Wealth Management LLC - 2023-12-31 24,905 $1,245,000 726
   Private Advisor Group LLC 1014 - 2023-12-31 24,371 $1,218,000 -94
   Principle Wealth Partners LLC 138 - 2023-12-31 24,066 $1,203,000 0
   Atria Wealth Solutions Inc. 800 - 2023-12-31 22,703 $1,135,000 -12,371
   Aveo Capital Partners LLC 124 - 2023-12-31 21,710 $1,085,000 11,689
   Aprio Wealth Management LLC 57 - 2024-03-31 20,992 $1,052,000 -97,889
   Kathmere Capital Management LLC 101 - 2024-03-31 20,434 $1,024,000 -2,773
   Total Clarity Wealth Management Inc. - 2023-12-31 20,219 $1,011,000 3,955
   Royal Harbor Partners LLC 26 - 2023-12-31 19,957 $998,000 -423
   Bridge Advisory LLC 53 - 2024-03-31 19,760 $990,000 6,773
   JANE STREET GROUP LLC 3219 - 2023-12-31 19,420 $971,000 -131,583
   LINCOLN NATIONAL CORP 468 - 2023-12-31 18,918 $946,000 10
   JNB Advisors LLC 182 - 2023-12-31 17,774 $889,000 0
   BB&T CORP 1665 - 2023-12-31 16,581 $829,000 6,921
   VERITY Wealth Advisors 34 - 2024-03-31 15,421 $773,000 5,383
   One Capital Management LLC 188 - 2023-12-31 15,227 $761,000 -10,015
   Barber Financial Group Inc. 59 - 2023-03-31 15,152 $757,000 1,778
   Pathstone Holdings LLC 1248 - 2023-12-31 14,909 $745,000 0
   MARINER WEALTH ADVISORS, LLC 1649 - 2023-12-31 14,756 $738,000 5,718
   Laurel Wealth Advisors Inc. 287 - 2022-12-31 14,170 $705,000 -62
   Modern Wealth Management LLC 73 - 2023-12-31 14,028 $701,000 0
   Insight Inv LLC - 2023-12-31 13,800 $690,000 0
   FinTrust Capital Advisors LLC 143 - 2023-12-31 13,273 $664,000 -2,279
   FINANCIAL NETWORK 1657 - 2023-12-31 13,212 $660,000 -322
   TITLEIST ASSET MANAGEMENT LLC 125 - 2023-12-31 13,184 $659,000 2,844
   Belpointe Asset Management LLC 306 - 2023-12-31 12,568 $628,000 678
   MULTIFINANCIAL SECURITIES CORP 997 - 2023-12-31 12,548 $627,000 -2,297
   DONALDSON CAPITAL MANAGEMENT LLC 150 - 2023-12-31 12,504 $625,000 1,533
   Kestra Advisory Services LLC 1389 - 2023-12-31 12,219 $611,000 2,379
   AE Wealth Management LLC 1356 - 2023-12-31 11,545 $578,000 -9,456
   MML INVESTORS SERVICES LLC 1694 - 2023-12-31 10,966 $548,000 515
   VALLEY NATIONAL ADVISERS INC 156 - 2024-03-31 10,764 $539,000 1,786
   Pineridge Advisors LLC - 2023-12-31 10,596 $530,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2601 - 2023-12-31 10,509 $525,000 -3,044
   COMERICA BANK 1858 - 2023-12-31 9,954 $498,000 -2,000
   Cetera Investment Advisers 1517 - 2023-12-31 9,350 $467,000 -258
   Core Wealth Advisors Inc. 35 - 2023-12-31 9,148 $457,000 0
   Wealthcare Advisory Partners LLC 577 - 2024-03-31 8,066 $404,000 140
   Cross Staff Investments Inc 76 - 2023-12-31 8,000 $400,000 8,000
   JANNEY MONTGOMERY SCOTT LLC 2037 - 2023-12-31 7,990 $399,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 498 - 2023-12-31 7,750 $387,000 0
   ADVISORY SERVICES NETWORK, LLC 1008 - 2023-12-31 7,558 $378,000 43
   McAdam LLC 183 - 2023-12-31 7,514 $376,000 2,323
   Change Path LLC 439 - 2023-12-31 7,317 $366,000 -5,785
   H D Vest Advisory Services 1131 - 2023-12-31 7,301 $365,000 1,430
  100 Records found
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