Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Short Maturity Municipal Bond ETFA (MEAR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   COLONY GROUP, LLC 166 *New 2023-12-31 181,885 $9,092,000 181,885
   CI Private Wealth LLC 768 *New 2023-12-31 78,538 $3,926,000 78,538
   HILL ISLAND FINANCIAL LLC 20 *New 2023-12-31 33,721 $1,686,000 33,721
   Flagship Private Wealth LLC *New 2024-03-31 13,296 $666,000 13,296
   HIRTLE CALLAGHAN & CO INC 79 *New 2023-12-31 7,124 $356,000 7,124
   Congress Wealth Management LLC / DE / 492 *New 2024-03-31 6,686 $335,000 6,686
   Strategic Financial Group LLC *New 2023-12-31 5,400 $270,000 5,400
   ADVISOR PARTNERS II LLC 1107 *New 2023-09-30 4,581 $228,000 4,581
   WOODMONT INVESTMENT COUNSEL LLC 244 *New 2024-03-31 4,445 $223,000 4,445
   Horizon Family Wealth Inc. 68 *New 2023-12-31 4,019 $201,000 4,019
   Icon Wealth Advisors LLC 325 *New 2023-12-31 3,891 $195,000 3,891
   JONES FINANCIAL COMPANIES LLLP 366 *New 2023-12-31 2,878 $144,000 2,878
   MATHER GROUP, INC. 626 *New 2024-03-31 2,634 $132,000 2,634
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us