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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   JANNEY MONTGOMERY SCOTT LLC 1532 *New 2024-03-31 19,135 $966,000 19,135
   Benchmark Investment Advisors LLC 135 *New 2023-12-31 17,724 $895,000 17,724
   DAVIDSON D A & CO 813 *New 2023-12-31 14,070 $711,000 14,070
   STEPHENS INC /AR/ 718 *New 2023-12-31 10,700 $541,000 10,700
   CVA Family Office LLC 142 *New 2024-03-31 9,915 $500,000 9,915
   Wescott Financial Advisory Group LLC 113 *New 2023-12-31 8,430 $426,000 8,430
   Kure Advisory LLC 59 *New 2023-12-31 7,927 $400,000 7,927
   CFO4Life Group LLC *New 2023-12-31 7,701 $389,000 7,701
   Objective Capital Management LLC 81 *New 2023-12-31 6,900 $349,000 6,900
   MONETA GROUP INVESTMENT ADVISORS INC 500 *New 2023-12-31 4,638 $234,000 4,638
   Western Wealth Management LLC 587 *New 2024-03-31 4,498 $227,000 4,498
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 175 *New 2024-03-31 4,458 $225,000 4,458
   Nelson Van Denburg & Campbell Wealth Management Gr 781 *New 2024-03-31 3,125 $158,000 3,125
   ADVISORY SERVICES NETWORK, LLC 1466 *New 2023-12-31 2,609 $132,000 2,609
   GPS Wealth Strategies Group LLC 515 *New 2024-03-31 1,000 $50,000 1,000
   Dunhill Financial LLC 140 *New 2023-12-31 500 $25,000 500
   Ahrens Investment Partners LLC 467 *New 2023-03-31 400 $20,000 400
   MATHER GROUP, INC. 1084 *New 2024-03-31 335 $17,000 335
   WOODMONT INVESTMENT COUNSEL LLC 346 *New 2024-03-31 100 $5,000 100

  19 Records found
  1    
  Page 1 of 1
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