|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ishares Short Maturity Bond Etf (NEAR) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
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:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  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 |
|
| 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 |
|
| Klingman & Associates LLC |
59 |
- |
2024-03-31 |
43,163 |
$2,178,000 |
0 |
|
| TCI Wealth Advisors Inc. |
74 |
- |
2023-12-31 |
20,627 |
$1,042,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
55 |
- |
2024-03-31 |
19,486 |
$983,000 |
0 |
|
| Dynamic Advisors Solutions LLC |
476 |
- |
2024-03-31 |
16,806 |
$848,000 |
0 |
|
| Core Wealth Advisors Inc. |
27 |
- |
2023-12-31 |
13,767 |
$696,000 |
0 |
|
| Darrow Company Inc. |
|
- |
2024-03-31 |
12,039 |
$607,000 |
0 |
|
| COURIER CAPITAL CORP |
234 |
- |
2024-03-31 |
10,854 |
$548,000 |
0 |
|
| GRIES FINANCIAL LLC |
126 |
- |
2023-12-31 |
10,062 |
$508,000 |
0 |
|
| Gs Investments Inc. |
66 |
- |
2023-12-31 |
9,975 |
$504,000 |
0 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
744 |
- |
2023-12-31 |
9,935 |
$502,000 |
0 |
|
| Flaharty Asset Management LLC |
70 |
- |
2023-12-31 |
9,729 |
$492,000 |
0 |
|
| Next Capital Management LLC |
80 |
- |
2023-12-31 |
8,975 |
$453,000 |
0 |
|
| SOMERSET GROUP LLC |
47 |
- |
2023-12-31 |
8,152 |
$412,000 |
0 |
|
| Main Management LLC |
53 |
- |
2023-12-31 |
7,595 |
$384,000 |
0 |
|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
68 |
- |
2023-12-31 |
6,987 |
$353,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
522 |
- |
2023-12-31 |
6,912 |
$349,000 |
0 |
|
| MERIDIAN MANAGEMENT CO |
79 |
- |
2024-03-31 |
6,900 |
$348,000 |
0 |
|
| Capital Investment Advisory Services LLC |
375 |
- |
2024-03-31 |
6,469 |
$326,000 |
0 |
|
| Inscription Capital LLC |
133 |
- |
2024-03-31 |
5,800 |
$291,000 |
0 |
|
| MEITAV DASH INVESTMENTS LTD |
204 |
- |
2024-03-31 |
5,598 |
$281,000 |
0 |
|
| Madrona Financial Services LLC |
75 |
- |
2024-03-31 |
5,135 |
$259,000 |
0 |
|
| Steele Capital Management Inc. |
148 |
- |
2024-03-31 |
5,048 |
$255,000 |
0 |
|
| Family Asset Management LLC |
93 |
- |
2023-12-31 |
5,030 |
$254,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
370 |
- |
2023-12-31 |
5,000 |
$253,000 |
0 |
|
| BARCLAYS PLC |
3290 |
- |
2023-12-31 |
4,970 |
$251,000 |
0 |
|
| Physician Wealth Solutions Inc. |
34 |
- |
2024-03-31 |
4,978 |
$251,000 |
0 |
|
| Apeiron RIA LLC |
189 |
- |
2024-03-31 |
4,708 |
$238,000 |
0 |
|
| BBK Capital Partners LLC |
244 |
- |
2023-12-31 |
4,476 |
$226,000 |
0 |
|
| Mayflower Financial Advisors LLC |
336 |
- |
2024-03-31 |
4,199 |
$212,000 |
0 |
|
| Taddei Ludwig & Associates Inc. |
71 |
- |
2024-03-31 |
4,190 |
$211,000 |
0 |
|
| TrueWealth Advisors LLC |
204 |
- |
2024-03-31 |
4,000 |
$202,000 |
0 |
|
| Hartland & Co. LLC |
456 |
- |
2023-12-31 |
3,809 |
$192,000 |
0 |
|
| Pflug Koory LLC |
170 |
- |
2024-03-31 |
2,936 |
$148,000 |
0 |
|
| Signature Resources Capital Management LLC |
61 |
- |
2024-03-31 |
2,287 |
$116,000 |
0 |
|
| TSFG LLC |
204 |
- |
2024-03-31 |
1,774 |
$90,000 |
0 |
|
| Lumature Wealth Partners LLC |
200 |
- |
2023-06-30 |
1,618 |
$80,000 |
0 |
|
| Venturi Wealth Management LLC |
465 |
- |
2024-03-31 |
1,327 |
$67,000 |
0 |
|
| Luken Investment Analytics LLC |
72 |
- |
2024-03-31 |
1,105 |
$56,000 |
0 |
|
| Iron Horse Wealth Management LLC |
89 |
- |
2024-03-31 |
971 |
$49,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
238 |
- |
2023-12-31 |
945 |
$48,000 |
0 |
|
| Resurgent Financial Advisors LLC |
362 |
- |
2023-12-31 |
853 |
$43,000 |
0 |
|
| Mine & Arao Wealth Creation & Management LLC. |
145 |
- |
2023-12-31 |
858 |
$43,000 |
0 |
|
| FTB Advisors Inc. |
1110 |
- |
2024-03-31 |
709 |
$36,000 |
0 |
|
| PFG Private Wealth Management LLC |
97 |
- |
2024-03-31 |
700 |
$35,000 |
0 |
|
| FIFTH THIRD BANCORP |
1547 |
- |
2024-03-31 |
575 |
$29,000 |
0 |
|
| Founders Financial Alliance LLC |
387 |
- |
2023-12-31 |
492 |
$25,000 |
0 |
|
| First Command Financial Services Inc. |
301 |
- |
2023-06-30 |
382 |
$19,000 |
0 |
|
| First Command Bank |
301 |
- |
2023-06-30 |
382 |
$19,000 |
0 |
|
| VALLEY FINANCIAL MANAGEMENT INC. |
41 |
- |
2023-06-30 |
359 |
$18,000 |
0 |
|
| HALLMARK CAPITAL MANAGEMENT INC |
245 |
- |
2024-03-31 |
359 |
$18,000 |
0 |
|
| Sound Income Strategies LLC |
636 |
- |
2024-03-31 |
319 |
$16,000 |
0 |
|
| FIRST MANHATTAN CO |
1087 |
- |
2023-12-31 |
229 |
$12,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
144 |
- |
2023-12-31 |
215 |
$11,000 |
0 |
|
| GoalVest Advisory LLC |
304 |
- |
2024-03-31 |
218 |
$11,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
313 |
- |
2023-12-31 |
199 |
$10,000 |
0 |
|
| City State Bank |
502 |
- |
2024-03-31 |
174 |
$9,000 |
0 |
|
| Northwest Capital Management Inc |
392 |
- |
2024-03-31 |
188 |
$9,000 |
0 |
|
| Rockbridge Investment Management LCC |
439 |
- |
2023-12-31 |
133 |
$7,000 |
0 |
|
| Penserra Capital Management LLC |
1147 |
- |
2023-12-31 |
147 |
$7,000 |
0 |
|
| GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
110 |
- |
2023-12-31 |
100 |
$5,000 |
0 |
|
| PSI Advisors LLC |
665 |
- |
2024-03-31 |
31 |
$2,000 |
0 |
|
| AllSquare Wealth Management LLC |
485 |
- |
2023-12-31 |
13 |
$1,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
22 |
$1,000 |
0 |
|
| Sachetta LLC |
1127 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| ORG Partners LLC |
1248 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
69 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
