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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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 668 - 2023-12-31 856,743 $43,283,000 141,920
   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
   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
   KWMG LLC 23 - 2024-03-31 242,547 $12,239,000 7,319
   Gladstone Institutional Advisory LLC 37 - 2023-12-31 191,232 $9,661,000 44,146
   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
   PFG Advisors 29 - 2023-12-31 165,577 $8,365,000 3,269
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 458 - 2023-12-31 140,507 $7,098,000 38,520
   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
   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
   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
   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
   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
   RPg Family Wealth Advisory LLC - 2023-12-31 83,153 $4,201,000 1,260
   JACOBSON & SCHMITT ADVISORS LLC 34 - 2023-12-31 73,465 $3,711,000 3,935
   AE Wealth Management LLC 693 - 2023-12-31 71,358 $3,616,000 38,981
   Pinnacle Wealth Management Advisory Group LLC - 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
   Sovereign Financial Group Inc. 25 - 2024-03-31 59,879 $3,022,000 4,239
   Clayton Financial Group LLC - 2024-03-31 56,180 $2,835,000 611
   Sigma Planning Corp - 2024-03-31 47,450 $2,394,000 7,935
   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
   AlphaCore Capital LLC 63 - 2023-12-31 37,925 $1,916,000 2,241
   Steward Partners Investment Advisory LLC 519 - 2023-12-31 37,259 $1,882,000 2,806
   Kovack Advisors Inc. 101 - 2024-03-31 35,429 $1,788,000 9,219
   Nikulski Financial Inc. 47 - 2024-03-31 34,300 $1,731,000 346
   PROEQUITIES INC. - 2024-03-31 33,201 $1,675,000 1,768
   MULTIFINANCIAL SECURITIES CORP 592 - 2023-12-31 30,870 $1,560,000 3,360
   Baird Financial Group Inc. 1014 - 2023-12-31 29,666 $1,499,000 390
   Westside Investment Management Inc. 76 - 2024-03-31 28,900 $1,458,000 6,300
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 28,006 $1,413,000 2,115
   Total Clarity Wealth Management Inc. 52 - 2024-03-31 27,657 $1,396,000 35
   Parallel Advisors LLC 278 - 2023-12-31 26,932 $1,361,000 4,204
   Arete Wealth Advisors LLC 216 - 2023-12-31 23,527 $1,189,000 154
   First Citizens Financial Corp 39 - 2023-12-31 21,914 $1,107,000 1,725
   Roble Belko & Company Inc 47 - 2024-03-31 21,261 $1,073,000 7
   Live Oak Private Wealth LLC 90 - 2024-03-31 20,906 $1,055,000 1,832
   Resources Investment Advisors Inc. 460 - 2023-12-31 20,810 $1,051,000 3,455
   Stonebridge Financial Planning Group LLC 48 - 2023-12-31 20,515 $1,036,000 11,275
   COMERICA BANK 1536 - 2023-12-31 19,828 $1,002,000 6,313
   Industrial Alliance Investment Management Inc. 20 - 2023-12-31 19,738 $997,000 1,389
   Aletheian Wealth Advisors LLC 48 - 2024-03-31 19,095 $964,000 2,950
   ANCORA ADVISORS, LLC 367 - 2023-12-31 18,787 $949,000 186
   Investment Advisory Group LLC - 2024-03-31 18,123 $914,000 400
   KFA Private Wealth Group LLC - 2024-03-31 17,853 $901,000 1,951
   BCJ Capital Management LLC 132 - 2023-12-31 17,724 $895,000 9,387
   Oakmont Partners LLC 404 - 2024-03-31 15,764 $795,000 363
   PNC FINANCIAL SERVICES GROUP INC 1288 - 2023-12-31 14,809 $748,000 5,295
   Chicago Partners Investment Group LLC 366 - 2024-03-31 14,876 $745,000 2,289
   Beacon Pointe Advisors LLC 763 - 2023-12-31 13,930 $704,000 4,432
   Fortis Advisors LLC 37 - 2023-12-31 13,186 $666,000 249
   HERITAGE WEALTH MANAGEMENT LLC 71 - 2024-03-31 12,173 $614,000 19
   Laffer Tengler Investments 71 - 2023-12-31 11,761 $594,000 2,349
   ETF Store Inc. - 2024-03-31 10,456 $528,000 75
   TOWNSQUARE CAPITAL LLC 778 - 2023-12-31 9,957 $503,000 108
   PHILLIPS FINANCIAL MANAGEMENT LLC 128 - 2024-03-31 9,879 $498,000 3,214
   BENJAMIN F. EDWARDS & COMPANY INC. 656 - 2024-03-31 9,580 $483,000 638
   AXXCESS WEALTH MANAGEMENT LLC 521 - 2023-12-31 9,432 $477,000 162
   Providence First Trust Co 73 - 2023-12-31 9,078 $459,000 172
   Adviser Investments LLC - 2024-03-31 8,608 $434,000 69
   Ropes Wealth Advisors LLC 175 - 2023-09-30 8,378 $418,000 94
   Integrated Investment Consultants LLC 158 - 2024-03-31 7,863 $397,000 714
   Sequoia Financial Advisors LLC 767 - 2024-03-31 7,756 $391,000 117
   Capital Advisory Group Advisory Services LLC 107 - 2024-03-31 7,583 $383,000 282
   Fortress Wealth Management Inc. 55 - 2024-03-31 6,732 $340,000 22
   New Capital Management LP 47 - 2024-03-31 6,277 $317,000 49
   Farther Finance Advisors LLC 438 - 2023-12-31 5,992 $303,000 237
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 263 - 2024-03-31 5,775 $291,000 1,817
   VANCE WEALTH INC. - 2024-03-31 4,866 $246,000 126
   DGS Capital Management LLC 234 - 2024-03-31 4,883 $246,000 327
   Share Andrew L. 7 - 2023-12-31 4,860 $246,000 134
   H D Vest Advisory Services 1437 - 2023-12-31 4,205 $212,000 4,205
   PRIVATE TRUST CO NA 678 - 2024-03-31 3,612 $182,000 1,232
  100 Records found
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