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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
   Integrated Investment Consultants LLC 18 - 2024-03-31 86,400 $4,330,000 0
   WEBSTER BANK 77 - 2024-03-31 42,146 $2,112,000 0
   EAGLE GLOBAL ADVISORS LLC 122 - 2023-12-31 40,150 $2,007,000 0
   Principle Wealth Partners LLC 142 - 2024-03-31 24,066 $1,206,000 0
   Total Clarity Wealth Management Inc. 85 - 2024-03-31 20,219 $1,013,000 0
   Insight Inv LLC - 2024-03-31 13,800 $692,000 0
   Core Wealth Advisors Inc. 35 - 2023-12-31 9,148 $457,000 0
   Cross Staff Investments Inc 85 - 2024-03-31 8,000 $401,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 498 - 2023-12-31 7,750 $387,000 0
   Visionary Wealth Advisors 403 - 2023-12-31 5,549 $277,000 0
   WINDSOR CAPITAL MANAGEMENT, LLC 99 - 2024-03-31 5,017 $251,000 0
   Commonwealth Financial Services LLC 169 - 2023-12-31 4,052 $203,000 0
   Sugarloaf Wealth Management LLC 291 - 2024-03-31 1,000 $50,000 0
   HALLMARK CAPITAL MANAGEMENT INC 220 - 2024-03-31 846 $42,000 0
   Coastal Capital Group Inc. 248 - 2023-06-30 663 $33,000 0
   Steward Partners Investment Advisory LLC 2393 - 2023-12-31 400 $20,000 0
   Rosenberg Matthew Hamilton 567 - 2024-03-31 313 $16,000 0
   St. James Investment Advisors LLC 91 - 2022-12-31 57 $3,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results