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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
   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
   BLACKROCK INC. 2879 - 2023-12-31 441,525 $22,072,000 -31,651
   MORGAN STANLEY 3362 - 2023-12-31 187,654 $9,381,000 -25,746
   COLONY GROUP LLC 150 - 2023-09-30 183,190 $9,125,000 -10,415
   Advisor Group Holdings Inc. 1151 - 2023-12-31 107,812 $5,390,000 -30,830
   ENVESTNET ASSET MANAGEMENT INC 2174 - 2023-12-31 63,823 $3,191,000 -11,164
   MONTICELLO WEALTH MANAGEMENT LLC 63 - 2024-03-31 62,287 $3,122,000 -6,702
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1042 - 2024-03-31 57,956 $2,905,000 -85,257
   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
   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
   JACOBSON & SCHMITT ADVISORS LLC 39 - 2023-12-31 32,145 $1,607,000 -624
   Syverson Strege & Co - 2024-03-31 28,987 $1,453,000 -17,650
   Beacon Pointe Advisors LLC 580 - 2023-12-31 26,520 $1,326,000 -813
   Atria Wealth Solutions Inc. 800 - 2023-12-31 22,703 $1,135,000 -12,371
   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
   4J Wealth Management LLC 24 - 2024-03-31 19,746 $990,000 -5,159
   JANE STREET GROUP LLC 3219 - 2023-12-31 19,420 $971,000 -131,583
   Royal Harbor Partners LLC - 2024-03-31 19,358 $970,000 -599
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 146 - 2024-03-31 18,060 $905,000 -11,066
   One Capital Management LLC 188 - 2023-12-31 15,227 $761,000 -10,015
   Laurel Wealth Advisors Inc. 287 - 2022-12-31 14,170 $705,000 -62
   FINANCIAL NETWORK 1657 - 2023-12-31 13,212 $660,000 -322
   MULTIFINANCIAL SECURITIES CORP 997 - 2023-12-31 12,548 $627,000 -2,297
   AE Wealth Management LLC 1356 - 2023-12-31 11,545 $578,000 -9,456
   JNB Advisors LLC - 2024-03-31 10,789 $541,000 -6,985
   DONALDSON CAPITAL MANAGEMENT LLC 152 - 2024-03-31 10,511 $527,000 -1,993
   COMERICA BANK 1858 - 2023-12-31 9,954 $498,000 -2,000
   Cetera Investment Advisers 1517 - 2023-12-31 9,350 $467,000 -258
   COMMONWEALTH EQUITY SERVICES LLC. 2893 - 2024-03-31 8,807 $441,000 -1,702
   McAdam LLC 197 - 2024-03-31 7,511 $376,000 -3
   Change Path LLC 439 - 2023-12-31 7,317 $366,000 -5,785
   Lantz Financial LLC 156 - 2024-03-31 6,406 $321,000 -1,399
   Opal Wealth Advisors LLC 122 - 2024-03-31 6,350 $318,000 -123
   IFP Advisors Inc 769 - 2023-12-31 5,732 $287,000 -3,197
   CLIENT 1ST ADVISORY GROUP LLC 87 - 2023-12-31 5,421 $271,000 -300
   Van Hulzen Asset Management LLC 283 - 2023-12-31 5,000 $250,000 -1,200
   Tobias Financial Advisors Inc. - 2024-03-31 4,318 $216,000 -1,668
   CFS Investment Advisory Services LLC 145 - 2023-12-31 4,157 $208,000 -714
   Icon Wealth Partners LLC 291 - 2023-09-30 3,891 $194,000 -9
   HANSON MCCLAIN, INC. 801 - 2024-03-31 3,774 $189,000 -156
   HARBOUR INVESTMENTS INC. 2124 - 2023-12-31 199 $10,000 -710
  47 Records found
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