Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares 03 Month Treasury Bond Etf (SGOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LEE JOHNSON CAPITAL MANAGEMENT LLC 1 *New 2024-03-31 951,894 $95,865,000 951,894
   CONFLUENCE INVESTMENT MANAGEMENT LLC 32 *New 2024-03-31 907,300 $91,374,000 907,300
   Benchmark Investment Advisors LLC 1 *New 2023-12-31 785,744 $78,787,000 785,744
   POLEN CAPITAL MANAGEMENT INC 35 *New 2023-12-31 5,005 $67,859,000 5,005
   Simplicity WealthLLC 12 *New 2024-03-31 627,572 $63,203,000 627,572
   COLONY GROUP, LLC 46 *New 2023-12-31 383,670 $38,471,000 383,670
   PRUDENTIAL FINANCIAL INC 292 *New 2023-12-31 363,252 $36,423,000 363,252
   325 CAPITAL LLC 3 *New 2023-12-31 284,137 $28,490,000 284,137
   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
   Strait & Sound Wealth Management LLC 1 *New 2023-12-31 166,530 $16,745,000 166,530
   SPINNAKER TRUST 18 *New 2023-12-31 162,645 $16,308,000 162,645
   Insight Financial Services 2 *New 2024-03-31 156,734 $15,785,000 156,734
   Full Sail Capital LLC 30 *New 2023-12-31 155,678 $15,610,000 155,678
   M. Kulyk & Associates LLC 14 *New 2023-12-31 86,325 $8,656,000 86,325
   Deane Retirement Strategies Inc. 5 *New 2024-03-31 80,473 $8,104,000 80,473
   OLD MISSION CAPITAL LLC 81 *New 2023-12-31 75,042 $7,524,000 75,042
   Pinnacle Wealth Management Group Inc. 2 *New 2024-03-31 66,123 $6,659,000 66,123
   Slow Capital Inc. 21 *New 2024-03-31 65,693 $6,616,000 65,693
   HUNTER ASSOCIATES INC. 40 *New 2024-03-31 33,794 $3,410,000 33,794
   Miracle Mile Advisors LLC 146 *New 2024-03-31 32,606 $3,284,000 32,606
   NUVEEN ASSET MANAGEMENT, LLC 2172 *New 2023-12-31 31,860 $3,195,000 31,860
   FIRST HAWAIIAN BANK 168 *New 2024-03-31 27,680 $2,788,000 27,680
   EVERCORE WEALTH MANAGEMENT, LLC 141 *New 2023-12-31 25,249 $2,532,000 25,249
   STANSBERRY ASSET MANAGEMENT LLC 70 *New 2023-12-31 24,265 $2,433,000 24,265
   HOYLECOHEN LLC 101 *New 2023-12-31 23,322 $2,338,000 23,322
   YHB INVESTMENT ADVISORS, INC. 116 *New 2024-03-31 19,914 $2,006,000 19,914
   Ronna Sue Cohen 49 *New 2024-03-31 14,466 $1,457,000 14,466
   Flagship Private Wealth LLC *New 2024-03-31 13,201 $1,329,000 13,201
   MONECO Advisors LLC 117 *New 2024-03-31 12,782 $1,287,000 12,782
   CHILTON CAPITAL MANAGEMENT LLC 122 *New 2023-12-31 11,043 $1,107,000 11,043
   Arete Wealth Advisors LLC 255 *New 2023-12-31 9,873 $990,000 9,873
   OXBOW ADVISORS, LLC 84 *New 2023-12-31 9,620 $965,000 9,620
   Spartan Fund Management Inc. 24 *New 2024-03-31 9,300 $937,000 9,300
   COLUMBIA ADVISORY PARTNERS LLC 20 *New 2024-03-31 8,788 $885,000 8,788
   Cedrus LLC 43 *New 2024-03-31 8,380 $844,000 8,380
   Kingdom Financial Group LLC. 32 *New 2023-12-31 7,194 $721,000 7,194
   Lakeview Capital Partners LLC 180 *New 2023-12-31 6,996 $701,000 6,996
   USAdvisors Wealth Management LLC 80 *New 2024-03-31 6,341 $638,000 6,341
   Abacus Wealth Partners LLC 39 *New 2024-03-31 6,204 $625,000 6,204
   Fort Point Capital Partners LLC 160 *New 2023-12-31 5,486 $550,000 5,486
   MA GREENWOOD & ASSOCIATES INC 64 *New 2023-12-31 5,463 $548,000 5,463
   SFMG, LLC 125 *New 2023-12-31 5,446 $546,000 5,446
   IHT Wealth Management LLC 591 *New 2023-12-31 5,099 $511,000 5,099
   RFP Financial Group LLC 56 *New 2023-12-31 5,000 $501,000 5,000
   VISION CAPITAL MANAGEMENT INC 89 *New 2023-12-31 4,775 $479,000 4,775
   BURNS WEALTH MANAGEMENT, INC. 340 *New 2023-12-31 4,737 $475,000 4,737
   Jenkins Wealth 55 *New 2022-12-31 4,432 $444,000 4,432
   Strategic Wealth Partners Ltd. 187 *New 2023-03-31 4,159 $418,000 4,159
   WNY Asset Management LLC 159 *New 2023-12-31 4,095 $411,000 4,095
   Retirement Investment Advisors Inc. 42 *New 2023-12-31 3,601 $361,000 3,601
   Strategic Blueprint LLC 467 *New 2024-03-31 3,260 $328,000 3,260
   Fermata Advisors LLC 156 *New 2024-03-31 3,226 $325,000 3,226
   Golden State Equity Partners 294 *New 2023-12-31 2,805 $281,000 2,805
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 177 *New 2024-03-31 2,735 $275,000 2,735
   BAXTER BROS INC *New 2024-03-31 2,620 $264,000 2,620
   LIBRA WEALTH LLC *New 2024-03-31 2,502 $252,000 2,502
   PORTLAND GLOBAL ADVISORS LLC 119 *New 2023-12-31 2,500 $251,000 2,500
   Renasant Bank 140 *New 2023-12-31 2,335 $234,000 2,335
   Prime Capital Investment Advisors LLC *New 2023-12-31 2,325 $233,000 2,325
   EHRLICH FINANCIAL GROUP 89 *New 2024-03-31 2,200 $222,000 2,200
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV *New 2024-03-31 2,146 $216,000 2,146
   Cornerstone Wealth Management LLC 503 *New 2024-03-31 2,137 $215,000 2,137
   KINGFISHER CAPITAL LLC 155 *New 2023-12-31 2,100 $211,000 2,100
   Coyle Financial Counsel Inc. 67 *New 2023-12-31 2,064 $207,000 2,064
   NATIONAL BANK OF CANADA /FI/ 1280 *New 2023-12-31 2,037 $204,000 2,037
   CADINHA & CO LLC 93 *New 2024-03-31 2,000 $201,000 2,000
   DecisionPoint Financial LLC *New 2024-03-31 1,360 $137,000 1,360
   First National Bank of South Miami 149 *New 2023-06-30 1,334 $134,000 1,334
   Coppell Advisory Solutions LLC 334 *New 2023-12-31 1,179 $118,000 1,179
   UMB BANK N A/MO 665 *New 2024-03-31 1,160 $117,000 1,160
   FSA Wealth Management LLC 157 *New 2023-12-31 408 $41,000 408
   TCTC HOLDINGS, LLC 318 *New 2023-12-31 392 $39,000 392
   MARYLAND CAPITAL ADVISORS INC. 126 *New 2024-03-31 355 $36,000 355
   Operose Advisors LLC 282 *New 2023-12-31 315 $32,000 315
   Carmichael Hill & Associates Inc. 366 *New 2024-03-31 296 $30,000 296
   PSI Advisors LLC 418 *New 2024-03-31 154 $16,000 154
   CITIGROUP INC 4208 *New 2023-12-31 101 $10,000 101
   BLAIR WILLIAM & CO/IL 1693 *New 2023-12-31 91 $9,000 91
   Kozak & Associates Inc. 250 *New 2023-12-31 80 $8,000 80
   Gold Investment Management Ltd. 180 *New 2024-03-31 54 $5,000 54
   Sound Income Strategies LLC 929 *New 2024-03-31 39 $4,000 39
   TUCKER ASSET MANAGEMENT LLC 687 *New 2023-12-31 33 $3,000 33
   Arlington Trust Co LLC 466 *New 2024-03-31 11 $1,000 11
   LifeSteps Financial Inc. 412 *New 2024-03-31 14 $1,000 14
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1709 *New 2023-12-31 1 $0 1
  86 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us