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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
   Koshinski Asset Management Inc. 504 *Closed 2023-12-31 0 $0 -12,264
   McGlone Suttner Wealth Management Inc. 250 *Closed 2024-03-31 0 $0 -254
   COLONY GROUP LLC 757 *Closed 2023-09-30 0 $0 -20,144
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 123 *Closed 2023-12-31 0 $0 -6,965
   Waterloo Capital L.P. 374 *Closed 2023-12-31 0 $0 -5,748
   BLAIR WILLIAM & CO/IL 1779 *Closed 2023-12-31 0 $0 -871
   JANE STREET GROUP LLC 5411 *Closed 2023-12-31 0 $0 -247,176
   Lido Advisors LLC 1162 *Closed 2023-12-31 0 $0 -4,030
   FLOW TRADERS U.S. LLC 928 *Closed 2023-12-31 0 $0 -276,374
   HHM Wealth Advisors LLC 749 *Closed 2023-12-31 0 $0 -200
   Archer Investment Corp 1018 *Closed 2023-12-31 0 $0 -21
   HRT FINANCIAL LLC 2553 *Closed 2023-12-31 0 $0 -13,936
   Connectus Wealth LLC 497 *Closed 2023-12-31 0 $0 -16,720
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6275 *Closed 2023-12-31 0 $0 -10,728
   Garden State Investment Advisory Services LLC 219 *Closed 2023-12-31 0 $0 -4,850
   Meridian Wealth Management LLC 395 *Closed 2024-03-31 0 $0 -7,992
   MILLENNIUM MANAGEMENT LLC 4250 *Closed 2023-12-31 0 $0 -7,298
   PUPLAVA FINANCIAL SERVICES INC 112 *Closed 2024-03-31 0 $0 -4,120
   RFG Advisory Group LLC 734 *Closed 2024-03-31 0 $0 -4,793
   BANCORPSOUTH BANK 334 *Closed 2023-12-31 0 $0 -4,960
   Turtle Creek Wealth Advisors LLC 504 *Closed 2024-03-31 0 $0 -126
   Lebenthal Global Advisors LLC 192 *Closed 2023-12-31 0 $0 -7,804
   Ten Capital Wealth Advisors LLC 471 *Closed 2023-06-30 0 $0 -69
   OLD MISSION CAPITAL LLC 1217 *Closed 2023-12-31 0 $0 -6,883
   WASHINGTON TRUST BANK 230 *Closed 2023-12-31 0 $0 -13,532
   Aptus Capital Advisors LLC 994 *Closed 2023-12-31 0 $0 -1,506
   WETHERBY ASSET MANAGEMENT INC 964 *Closed 2023-12-31 0 $0 -4,031
   LITMAN GREGORY ASSET MANAGEMENT LLC 132 *Closed 2024-03-31 0 $0 -8,295
   Cornerstone Planning Group LLC 1196 *Closed 2023-12-31 0 $0 -29
   MY Wealth Management Inc. 27 *Closed 2023-12-31 0 $0 -41,001
   CFS Investment Advisory Services LLC 155 *Closed 2023-12-31 0 $0 -4,473
   STRATEGY ASSET MANAGERS LLC 251 *Closed 2024-03-31 0 $0 -4,051

  32 Records found
  1    
  Page 1 of 1
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