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Get Institutions for : 
Ishares 03 Month Treasury Bond Etf (SGOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 545    45
Total shares held : 
 71,018,198  
% of shares held : 
 78.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   92  
Amount of shares held : 
 -8,911,200  
% of shares held change : 
   -9.9%  
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 :
94
 4,518,057
 6.36%
 
Increased Positions :
223
 10,233,064
 14.41%
 
Unchanged Positions :
52
 1,449,680
 2.04%
 
Decreased Positions :
176
-16,559,517
-23.32%
 
Closed Positions :
49
-7,102,804
-10%
 
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
   BANK OF AMERICA CORP /DE/ 324 - 2023-12-31 4,630,706 $464,321,000 -1,083,739
   MORGAN STANLEY 457 - 2023-12-31 4,305,161 $431,679,000 -368,363
   LPL FINANCIAL CORP 125 - 2023-12-31 2,536,062 $254,291,000 316,098
   AMERIPRISE FINANCIAL INC 357 - 2023-12-31 1,715,869 $172,999,000 202,959
   NEUBERGER BERMAN GROUP LLC 215 - 2023-12-31 1,437,585 $144,147,000 -31,589
   AJ WEALTH STRATEGIES LLC 3 - 2023-06-30 1,323,537 $133,188,000 289,623
   Equity Investment Corp Acquisition Inc 3 - 2023-12-31 1,289,424 $129,291,000 -9,546
   AE Wealth Management LLC 20 - 2023-12-31 1,265,475 $127,395,000 -603,047
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 72 - 2023-12-31 1,242,614 $124,596,000 1,076,704
   ENVESTNET ASSET MANAGEMENT INC 356 - 2023-12-31 1,209,251 $121,252,000 -250,422
   CAPTRUST FINANCIAL ADVISORS 48 - 2023-12-31 1,192,025 $119,524,000 211,666
   UBS Group AG 374 - 2023-12-31 1,171,421 $117,458,000 2,855
   GM Advisory Group Inc. 2 - 2023-12-31 1,108,070 $111,106,000 -168,984
   RAYMOND JAMES & ASSOCIATES 233 - 2024-03-31 1,094,951 $110,273,000 -7,292
   LEE JOHNSON CAPITAL MANAGEMENT LLC 1 *New 2024-03-31 951,894 $95,865,000 951,894
   HPM Partners LLC - 2023-12-31 929,012 $93,152,000 -945,122
   Elm Partners Management LLC - 2024-03-31 910,738 $91,720,000 299,344
   FINANCIAL NETWORK 25 - 2023-12-31 912,306 $91,477,000 -601,193
   CONFLUENCE INVESTMENT MANAGEMENT LLC 32 *New 2024-03-31 907,300 $91,374,000 907,300
   Cresset Asset Management LLC 28 - 2023-12-31 895,224 $89,764,000 149,619
   Advisor Group Holdings Inc. 141 - 2023-12-31 844,408 $84,691,000 -124,224
   NorthRock Partners LLC 3 - 2023-12-31 818,731 $82,094,000 271,866
   J P MORGAN CHASE & CO 906 - 2023-12-31 802,793 $80,496,000 236,894
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1 - 2023-12-31 799,228 $80,139,000 -249,981
   ADVISORS CAPITAL MANAGEMENT LLC 5 - 2023-12-31 786,784 $78,891,000 183,438
   Benchmark Investment Advisors LLC 1 *New 2023-12-31 785,744 $78,787,000 785,744
   BCJ Capital Management LLC 1 - 2023-12-31 785,744 $78,787,000 295,999
   RENAISSANCE TECHNOLOGIES LLC 179 - 2023-12-31 777,700 $77,980,000 276,400
   ROYAL BANK OF CANADA 551 - 2023-12-31 745,474 $74,749,000 -7,433
   POLEN CAPITAL MANAGEMENT INC 35 *New 2023-12-31 5,005 $67,859,000 5,005
   Resonant Capital Advisors LLC - 2024-03-31 638,851 $64,339,000 53,119
   Simplicity WealthLLC 12 *New 2024-03-31 627,572 $63,203,000 627,572
   Sawtooth Asset Management Inc. 12 - 2023-12-31 583,689 $58,527,000 79,066
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 81 - 2024-03-31 572,874 $57,694,000 67,611
   AlphaStar Capital Management LLC 4 - 2023-12-31 568,191 $56,973,000 -89,051
   Bleakley Financial Group LLC - 2023-12-31 563,089 $56,461,000 71,373
   Balentine LLC 9 - 2023-12-31 555,580 $55,708,000 234,759
   EA Series Trust 3 - 2023-06-30 539,392 $54,046,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 24 - 2023-12-31 519,083 $52,049,000 147,283
   PARTNERS CAPITAL INVESTMENT GROUP LLP 23 - 2023-12-31 481,619 $48,292,000 -110,288
   Ronald Blue Trust Inc. - 2024-03-31 479,349 $48,275,000 380,504
   AWM CAPITAL LLC 4 - 2024-03-31 470,039 $47,338,000 10,356
   STIFEL FINANCIAL CORP 296 - 2023-12-31 470,090 $47,136,000 168,879
   WELLS FARGO & CO/MN 711 - 2023-12-31 468,116 $46,938,000 -17,144
   ESG Planning 1 - 2024-03-31 440,930 $44,406,000 -390,505
   Mader & Shannon Wealth Management Inc. - 2023-12-31 437,974 $43,916,000 216,595
   Sequoia Financial Advisors LLC 40 - 2024-03-31 416,017 $41,897,000 69,767
   WEDBUSH MORGAN SECURITIES INC 6 - 2023-12-31 406,228 $40,732,000 -343,070
   Sound Financial Strategies Group LLC 1 - 2023-12-31 392,829 $39,389,000 -246,414
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 203 - 2024-03-31 387,912 $39,067,000 -8,880
   COLONY GROUP, LLC 46 *New 2023-12-31 383,670 $38,471,000 383,670
   Vigilare Wealth Management 1 - 2024-03-31 379,721 $38,242,000 57,965
   Synergy Financial Management LLC 3 - 2024-03-31 375,636 $37,830,000 109,191
   PRUDENTIAL FINANCIAL INC 292 *New 2023-12-31 363,252 $36,423,000 363,252
   COLONY GROUP LLC 43 - 2023-09-30 347,276 $34,960,000 82,425
   BLACKROCK INC. 2649 - 2023-12-31 345,480 $34,641,000 55,449
   COMMONWEALTH EQUITY SERVICES LLC. 328 - 2024-03-31 331,890 $33,425,000 -227,146
   BANK OF NEW YORK MELLON CORP 1279 - 2024-03-31 327,230 $32,955,000 66,108
   RIA Advisory Group LLC 2 - 2024-03-31 325,747 $32,806,000 325,747
   MILLENNIUM MANAGEMENT LLC 722 - 2023-12-31 325,469 $32,635,000 40,306
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 371 - 2024-03-31 307,349 $30,953,000 -127,037
   Efficient Frontier Advisors LLC 3 - 2024-03-31 301,539 $30,368,000 -11,931
   Almanack Investment Partners LLC. - 2024-03-31 299,951 $30,208,000 -13,258
   CX Institutional 15 - 2024-03-31 295,129 $29,698,000 -100,738
   CI Private Wealth LLC 313 - 2023-12-31 295,171 $29,597,000 -35,038
   Focused Wealth Management Inc 4 - 2023-12-31 291,036 $29,182,000 28,705
   BP WEALTH MANAGEMENT LLC 25 - 2023-12-31 290,348 $29,113,000 -43,053
   Buck Wealth Strategies LLC - 2024-03-31 289,050 $29,110,000 197,237
   325 CAPITAL LLC 3 *New 2023-12-31 284,137 $28,490,000 284,137
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 98 - 2023-12-31 280,007 $28,076,000 82,712
   AXXCESS WEALTH MANAGEMENT LLC 24 - 2023-12-31 279,573 $28,033,000 120,911
   HIGHTOWER ADVISORS, LLC 382 - 2023-12-31 278,185 $27,901,000 95,216
   Lloyd Advisory Services LLC. 1 - 2024-03-31 283,884 $27,702,000 203,984
   Aveo Capital Partners LLC 3 - 2023-12-31 274,624 $27,537,000 -298,920
   Connectus Wealth LLC 40 - 2023-12-31 274,382 $27,512,000 68,270
   BML Capital Management LLC 1 - 2024-03-31 270,000 $27,192,000 0
   Horizon Wealth Management LLC 4 *New 2024-03-31 262,631 $26,450,000 262,631
   Shorepoint Capital Partners LLC 1 *New 2023-12-31 255,432 $25,612,000 255,432
   PATHSTONE FAMILY OFFICE, LLC 81 - 2023-09-30 253,306 $25,500,000 86,908
   Foundations Investment Advisors LLC 29 - 2023-12-31 253,240 $25,403,000 177,060
   PECAUT & CO. 2 - 2023-12-31 251,370 $25,205,000 -9,959
   HANSON MCCLAIN, INC. 58 - 2024-03-31 249,277 $25,105,000 -99,430
   MARINER WEALTH ADVISORS, LLC 257 - 2023-12-31 249,898 $25,057,000 76,071
   SMITHFIELD TRUST CO 17 - 2023-12-31 244,670 $24,534,000 -7,533
   ATRIA INVESTMENTS LLC 54 - 2023-12-31 233,106 $23,374,000 39,691
   Tortoise Investment Management LLC 3 - 2023-12-31 225,544 $22,615,000 6,402
   CWM LLC 183 - 2024-03-31 220,310 $22,187,000 -21,214
   RFG Advisory Group LLC 18 - 2024-03-31 218,596 $22,015,000 155,391
   Kingsview Wealth Management LLC 29 - 2023-12-31 219,513 $22,011,000 51,772
   THRIVENT FINANCIAL FOR LUTHERANS 408 - 2023-12-31 219,231 $21,982,000 -8,660
   BAKER AVENUE ASSET MANAGEMENT, LP 28 - 2023-12-31 216,823 $21,741,000 83,860
   VitalStone Financial LLC 1 - 2023-12-31 210,919 $21,149,000 -8,681
   Omnia Family Wealth LLC - 2024-03-31 197,846 $19,925,000 -48,525
   AYRSHIRE ASSOCIATES INC 7 - 2023-12-31 198,393 $19,893,000 183,751
   OPUS CAPITAL GROUP LLC 11 - 2024-03-31 196,204 $19,760,000 167,562
   Vickerman Investment Advisors Inc. 4 - 2023-12-31 195,168 $19,570,000 148,494
   Atria Wealth Solutions Inc. 94 - 2023-12-31 189,123 $18,963,000 -34,751
   CWA Asset Management Group LLC 16 - 2023-12-31 187,997 $18,850,000 17,935
   Worth Asset Management LLC 1 - 2024-03-31 180,551 $18,183,000 34,562
   BB&T CORP 430 - 2023-12-31 181,149 $18,164,000 33,585
  100 Records found
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