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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 321    18
Total shares held : 
 37,805,587  
% of shares held : 
 43.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -34  
Amount of shares held : 
 -2,818,435  
% of shares held change : 
   -3.25%  
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 :
17
 139,019
 0.37%
 
Increased Positions :
107
 3,262,572
 8.63%
 
Unchanged Positions :
74
 1,382,938
 3.66%
 
Decreased Positions :
123
-5,317,959
-14.07%
 
Closed Positions :
35
-902,067
-2.39%
 
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/ 615 - 2023-12-31 3,415,713 $172,562,000 -355,152
   MORGAN STANLEY 902 - 2023-12-31 3,018,941 $152,517,000 2,167
   Bramshill Investments LLC 2 - 2023-12-31 2,203,882 $111,340,000 141,493
   WELLS FARGO & CO/MN 504 - 2023-12-31 1,638,309 $82,767,000 231,561
   BSC PRIVATE WEALTH MANAGEMENT LLC 2 - 2023-12-31 1,417,601 $71,617,000 131,066
   BLACKROCK INC. 2242 - 2023-12-31 1,399,522 $70,704,000 -8,682
   TAP Consulting LLC 1 - 2024-03-31 1,341,422 $67,688,000 -290,643
   TRUSTCORE FINANCIAL SERVICES LLC 4 - 2022-12-31 1,325,012 $65,283,000 -73,417
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 202 - 2024-03-31 1,273,365 $64,254,000 7,441
   RENAISSANCE TECHNOLOGIES LLC 245 - 2023-12-31 1,268,300 $64,075,000 271,600
   LPL FINANCIAL CORP 438 - 2023-12-31 1,197,874 $60,517,000 -313,470
   UBS Group AG 639 - 2023-12-31 1,088,490 $54,991,000 -836,787
   CAPTRUST FINANCIAL ADVISORS 120 - 2023-12-31 970,866 $49,048,000 -65,590
   ENVESTNET ASSET MANAGEMENT INC 668 - 2023-12-31 856,743 $43,283,000 141,920
   DONALDSON CAPITAL MANAGEMENT LLC 30 - 2024-03-31 702,234 $35,435,000 -3,416
   BB&T CORP 325 - 2023-12-31 584,916 $29,550,000 37,925
   CI Private Wealth LLC 319 - 2023-12-31 575,914 $29,095,000 89,988
   CWM LLC 151 - 2024-03-31 553,276 $27,918,000 34,533
   Richard P Slaughter Associates Inc 1 - 2024-03-31 543,975 $27,449,000 12,989
   Cetera Investment Advisers 81 - 2023-12-31 535,379 $27,047,000 161,041
   ROYAL BANK OF CANADA 988 - 2023-12-31 513,951 $25,965,000 45,290
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 213 - 2024-03-31 461,209 $23,273,000 116,026
   San Luis Wealth Advisors LLC 2 - 2024-03-31 342,263 $17,271,000 -173,505
   ADVANTUS CAPITAL MANAGEMENT INC 36 - 2024-03-31 318,620 $16,078,000 0
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 4 - 2023-12-31 317,615 $16,046,000 0
   Advisor Group Holdings Inc. 563 - 2023-12-31 317,528 $16,043,000 -320,619
   FINANCIAL NETWORK 262 - 2023-12-31 280,639 $14,178,000 4,288
   CLARK CAPITAL MANAGEMENT GROUP INC 146 - 2023-12-31 269,836 $13,632,000 236,992
   InterOcean Capital Group LLC 67 - 2023-12-31 244,387 $12,346,000 -11,734
   KWMG LLC 23 - 2024-03-31 242,547 $12,239,000 7,319
   Alexander Randolph Advisory Inc. 1 - 2023-12-31 210,789 $10,649,000 0
   BANK OF MONTREAL /CAN/ 880 - 2023-12-31 191,492 $9,674,000 -205,298
   Gladstone Institutional Advisory LLC 37 - 2023-12-31 191,232 $9,661,000 44,146
   WEALTHSOURCE PARTNERS LLC 26 - 2023-12-31 186,220 $9,408,000 -16,180
   COMMONWEALTH EQUITY SERVICES LLC. 820 - 2024-03-31 182,207 $9,194,000 11,721
   FinTrust Capital Advisors LLC 12 - 2024-03-31 173,017 $8,730,000 21,125
   IFRAH FINANCIAL SERVICES INC 9 - 2023-12-31 171,612 $8,670,000 -37
   PFG Advisors 29 - 2023-12-31 165,577 $8,365,000 3,269
   Boulder Wealth Advisors LLC 7 - 2022-12-31 167,268 $8,241,000 0
   SHUFRO ROSE & CO LLC 32 - 2023-12-31 163,765 $8,170,000 -1,057
   VALLEY NATIONAL ADVISERS INC 19 - 2024-03-31 159,344 $8,038,000 11,099
   Klaas Financial Asset Advisors LLC 14 - 2024-03-31 156,730 $7,909,000 3,418
   Adroit Compliance LLC 13 - 2023-12-31 153,312 $7,745,000 0
   Crestone Asset Management LLC 18 - 2024-03-31 146,183 $7,376,000 -99,651
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 458 - 2023-12-31 140,507 $7,098,000 38,520
   MML INVESTORS SERVICES LLC 496 - 2023-12-31 132,003 $6,669,000 -16,363
   Goss Wealth Management LLC 283 - 2023-12-31 130,953 $6,618,000 3,614
   Ameliora Wealth Management Ltd. 8 - 2024-03-31 130,147 $6,567,000 3,494
   MONTECITO BANK & TRUST 18 - 2024-03-31 129,101 $6,514,000 -2,271
   WARREN AVERETT ASSET MANAGEMENT, LLC 67 - 2023-12-31 128,055 $6,469,000 -12,187
   LOWE BROCKENBROUGH & CO INC 61 - 2023-12-31 127,654 $6,449,000 -11,069
   Cassady Schiller Wealth Management LLC 5 - 2023-12-31 127,350 $6,434,000 43,102
   Windsor Group LTD 26 - 2023-09-30 127,255 $6,349,000 8,383
   Kestra Advisory Services LLC 392 - 2023-12-31 120,680 $6,097,000 1,997
   FINANCIAL MANAGEMENT NETWORK INC 18 - 2024-03-31 120,777 $6,067,000 9,368
   PINNACLE ASSOCIATES LTD 230 - 2024-03-31 113,721 $5,738,000 5,959
   STALEY CAPITAL ADVISERS INC 55 - 2023-12-31 111,150 $5,615,000 16,300
   BURNS WEALTH MANAGEMENT, INC. 115 - 2023-12-31 108,529 $5,483,000 -6,863
   STIFEL FINANCIAL CORP 1083 - 2023-12-31 101,349 $5,120,000 -27,195
   CNA FINANCIAL CORP 13 - 2023-12-31 100,000 $5,052,000 0
   CANAL INSURANCE CO 26 - 2024-03-31 100,000 $5,046,000 0
   Outlook Wealth Advisors LLC 13 - 2024-03-31 99,718 $5,032,000 8,197
   OPPENHEIMER & CO INC 262 - 2023-12-31 95,409 $4,820,000 1,048
   PROATHLETE WEALTH MANAGEMENT LLC 8 - 2023-12-31 93,861 $4,742,000 0
   MARINER WEALTH ADVISORS, LLC 711 - 2023-12-31 90,172 $4,555,000 -20,181
   GeoWealth Management LLC 67 - 2023-12-31 90,139 $4,554,000 90,026
   WAGNER CAPITAL MANAGEMENT CORP 50 - 2024-03-31 90,051 $4,544,000 21,067
   J P MORGAN CHASE & CO 2506 - 2023-12-31 89,025 $4,498,000 -18,219
   HIGHTOWER ADVISORS, LLC 1011 - 2023-12-31 88,872 $4,488,000 36,245
   Rollins Financial 17 - 2023-12-31 87,556 $4,423,000 11,736
   Rollins Financial Advisors LLC 17 - 2023-12-31 87,556 $4,423,000 0
   RPg Family Wealth Advisory LLC - 2023-12-31 83,153 $4,201,000 1,260
   SMITHFIELD TRUST CO 63 - 2023-12-31 80,833 $4,083,000 -21,194
   JACOBSON & SCHMITT ADVISORS LLC 34 - 2023-12-31 73,465 $3,711,000 3,935
   Sage Capital Advisorsllc 32 - 2024-03-31 72,962 $3,682,000 -76
   AE Wealth Management LLC 693 - 2023-12-31 71,358 $3,616,000 38,981
   Columbia Trust Co 01012016 13 - 2023-12-31 67,352 $3,403,000 -53,598
   Pinnacle Wealth Management Advisory Group LLC 67 - 2024-03-31 64,602 $3,260,000 4,714
   BRADY FAMILY WEALTH LLC 39 - 2023-12-31 63,665 $3,216,000 5,442
   Brookstone Capital Management 284 - 2024-03-31 63,148 $3,186,000 -616
   PLANNING ALTERNATIVES LTD /ADV 15 - 2024-03-31 62,273 $3,142,000 -78,515
   Sovereign Financial Group Inc. 25 - 2024-03-31 59,879 $3,022,000 4,239
   CITIGROUP INC 1361 - 2023-12-31 59,072 $2,984,000 -8,243
   NAPLES GLOBAL ADVISORS LLC 92 - 2024-03-31 58,772 $2,966,000 -10,675
   Guardian Wealth Advisors LLC 11 - 2024-03-31 58,544 $2,954,000 -3,890
   Betterment LLC 112 - 2023-12-31 58,037 $2,932,000 -12,558
   Arkfeld Wealth Strategies L.L.C. 16 - 2024-03-31 57,871 $2,892,000 -6,142
   Clayton Financial Group LLC 19 - 2024-03-31 56,180 $2,835,000 611
   Values First Advisors Inc. 13 - 2024-03-31 51,618 $2,605,000 -958
   Snowden Capital Advisors LLC 246 - 2023-12-31 47,589 $2,404,000 -6,110
   Sigma Planning Corp 260 - 2024-03-31 47,450 $2,394,000 7,935
   Rockefeller Capital Management L.P. 859 - 2023-12-31 46,312 $2,340,000 -4,598
   Financial Advocates Investment Management 166 - 2024-03-31 45,820 $2,312,000 -1,622
   Coastal Investment Advisors Inc. 43 - 2024-03-31 45,651 $2,304,000 15,267
   ATRIA INVESTMENTS LLC 548 - 2023-12-31 45,060 $2,276,000 3,155
   Castle Rock Wealth Management LLC 28 - 2023-12-31 44,139 $2,226,000 57
   Klingman & Associates LLC 59 - 2024-03-31 43,163 $2,178,000 0
   RAYMOND JAMES & ASSOCIATES 2126 - 2024-03-31 41,166 $2,077,000 -2,147
   Private Advisor Group LLC 790 - 2024-03-31 40,894 $2,063,000 -2,680
   LVW Advisors LLC 48 - 2024-03-31 40,428 $2,040,000 -4,427
  100 Records found
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