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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Rockwood Wealth Management LLC 3 - 2024-03-31 824,682 $41,333,000 92,760
   Resonant Capital Advisors LLC - 2024-03-31 693,091 $34,738,000 50,913
   Foster Group Inc. 24 - 2024-03-31 481,630 $24,139,000 22,477
   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
   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
   Smart Money Group LLC - 2024-03-31 144,943 $7,253,000 19,866
   CWM LLC 377 - 2024-03-31 123,956 $6,213,000 28,275
   Source Financial Advisors LLC 13 - 2024-03-31 117,362 $5,882,000 31,817
   HIGHTOWER ADVISORS, LLC 957 - 2023-12-31 99,947 $4,993,000 5,065
   Resources Investment Advisors Inc. 217 - 2023-12-31 75,659 $3,782,000 6,058
   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
   Obsidian Personal Planning Solutions LLC 16 - 2023-12-31 54,897 $2,744,000 868
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1485 - 2024-03-31 52,345 $2,624,000 13,030
   Sigma Planning Corp - 2024-03-31 50,700 $2,541,000 22,315
   KWMG LLC 92 - 2024-03-31 47,451 $2,378,000 2,378
   Highland Financial Advisors LLC 20 - 2023-12-31 40,753 $2,037,000 6,364
   Willis Johnson & Associates Inc. 51 - 2024-03-31 39,606 $1,985,000 9,780
   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
   CREATIVE PLANNING 1023 - 2023-12-31 30,784 $1,539,000 10,860
   Avestar Capital LLC 79 - 2023-12-31 26,819 $1,341,000 5,059
   Private Advisor Group LLC - 2024-03-31 26,178 $1,312,000 1,807
   Aveo Capital Partners LLC 124 - 2023-12-31 21,710 $1,085,000 11,689
   Bridge Advisory LLC 53 - 2024-03-31 19,760 $990,000 6,773
   LINCOLN NATIONAL CORP - 2024-03-31 18,923 $948,000 5
   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
   Barber Financial Group Inc. 59 - 2023-03-31 15,152 $757,000 1,778
   FinTrust Capital Advisors LLC 135 - 2024-03-31 14,753 $739,000 1,480
   MARINER WEALTH ADVISORS, LLC 1649 - 2023-12-31 14,756 $738,000 5,718
   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
   Kestra Advisory Services LLC 1389 - 2023-12-31 12,219 $611,000 2,379
   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
   JANNEY MONTGOMERY SCOTT LLC 1929 - 2024-03-31 10,733 $538,000 2,743
   BENJAMIN F. EDWARDS & COMPANY INC. 666 - 2024-03-31 9,191 $461,000 4,725
   Wealthcare Advisory Partners LLC 577 - 2024-03-31 8,066 $404,000 140
   ADVISORY SERVICES NETWORK, LLC 1008 - 2023-12-31 7,558 $378,000 43
   H D Vest Advisory Services 1131 - 2023-12-31 7,301 $365,000 1,430
   DAVIDSON D A & CO 1056 - 2023-12-31 7,286 $364,000 2,387
   MERCER GLOBAL ADVISORS INC /ADV 1748 - 2023-12-31 4,674 $234,000 2
   Sunbelt Securities Inc. 680 - 2024-03-31 2,189 $110,000 2
   ORG Partners LLC 394 - 2023-12-31 1,499 $75,000 1,499
   Capital Advisors Ltd. LLC 512 - 2024-03-31 621 $31,000 500
   Pinnacle Bank 632 - 2024-03-31 234 $12,000 8
  50 Records found
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