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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   AJ WEALTH STRATEGIES LLC 3 - 2023-06-30 1,323,537 $133,188,000 289,623
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 72 - 2023-12-31 1,242,614 $124,596,000 1,076,704
   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
   Elm Partners Management LLC - 2024-03-31 910,738 $91,720,000 299,344
   Cresset Asset Management LLC 28 - 2023-12-31 895,224 $89,764,000 149,619
   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
   ADVISORS CAPITAL MANAGEMENT LLC 5 - 2023-12-31 786,784 $78,891,000 183,438
   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
   Resonant Capital Advisors LLC - 2024-03-31 638,851 $64,339,000 53,119
   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
   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
   PEAPACK GLADSTONE FINANCIAL CORP 24 - 2023-12-31 519,083 $52,049,000 147,283
   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
   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
   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
   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
   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
   Focused Wealth Management Inc 4 - 2023-12-31 291,036 $29,182,000 28,705
   Buck Wealth Strategies LLC - 2024-03-31 289,050 $29,110,000 197,237
   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
   Connectus Wealth LLC 40 - 2023-12-31 274,382 $27,512,000 68,270
   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
   MARINER WEALTH ADVISORS, LLC 257 - 2023-12-31 249,898 $25,057,000 76,071
   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
   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
   BAKER AVENUE ASSET MANAGEMENT, LP 28 - 2023-12-31 216,823 $21,741,000 83,860
   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
   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
   Kestra Advisory Services LLC 143 - 2023-12-31 176,387 $17,686,000 162,023
   Hartland & Co. LLC 24 - 2023-12-31 175,274 $17,575,000 29,275
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 439 - 2024-03-31 173,272 $17,450,000 963
   Brookstone Capital Management 76 - 2024-03-31 172,215 $17,344,000 42,525
   OPPENHEIMER ASSET MANAGEMENT INC 101 - 2023-12-31 170,745 $17,121,000 102,300
   Curi Capital 10 - 2023-12-31 169,069 $16,953,000 68,229
   Selective Wealth Management 2 - 2024-03-31 166,139 $16,685,000 27,864
   CREATIVE PLANNING 295 - 2023-12-31 156,174 $15,660,000 28,065
   Steward Partners Investment Advisory LLC 100 - 2023-12-31 155,401 $15,582,000 5,384
   Crescent Grove Advisors LLC - 2024-03-31 153,474 $15,456,000 46,732
   Envestnet Portfolio Solutions Inc. 150 - 2023-12-31 152,980 $15,339,000 7,217
   WARREN AVERETT ASSET MANAGEMENT, LLC 33 - 2023-12-31 150,673 $15,108,000 20,606
   Laurel Wealth Advisors LLC 5 - 2023-12-31 150,344 $15,075,000 54,642
   SMITH MOORE & CO. 11 - 2023-12-31 148,787 $14,919,000 113,659
   STERLING INVESTMENT ADVISORS LLC /ADV 4 - 2024-03-31 137,558 $13,854,000 10,268
   One Day In July LLC 16 - 2024-03-31 135,045 $13,600,000 81,202
   WOODMONT INVESTMENT COUNSEL LLC 20 - 2024-03-31 133,127 $13,407,000 25,241
   EAGLE RIDGE INVESTMENT MANAGEMENT 32 - 2024-03-31 131,641 $13,258,000 1,170
   MML INVESTORS SERVICES LLC 311 - 2023-12-31 130,126 $13,048,000 12,410
   Sollinda Capital Management LLC 7 - 2024-03-31 128,899 $12,981,000 114,849
   Global Assets Advisory LLC 42 - 2024-03-31 1,291,010 $12,873,000 1,278,504
   Advisors Preferred LLC - 2023-12-31 125,280 $12,564,000 5,020
   H D Vest Advisory Services 134 - 2023-12-31 122,792 $12,312,000 44,880
   Vident Advisory LLC 99 - 2023-12-31 120,294 $12,062,000 118,017
   Kohmann Bosshard Financial Services LLC 20 - 2024-03-31 118,958 $11,980,000 70,969
   Castle Rock Wealth Management LLC 4 - 2023-12-31 116,066 $11,650,000 15,413
   Cypress Capital LLC 7 - 2023-12-31 115,768 $11,608,000 164
   Altiora Financial Group LLC 8 - 2024-03-31 111,068 $11,186,000 51,910
   Clayton Partners LLC 2 - 2023-12-31 108,389 $10,868,000 10,472
   MULTIFINANCIAL SECURITIES CORP 150 - 2023-12-31 102,919 $10,320,000 7,051
   Goss Wealth Management LLC 205 - 2023-12-31 97,649 $9,793,000 38,077
   STEPHENS INC /AR/ 150 - 2023-12-31 92,774 $9,302,000 78,738
   US BANCORP 440 - 2023-12-31 91,164 $9,141,000 30,038
   VALMARK ADVISERS INC 58 - 2023-12-31 86,327 $8,656,000 47,419
   Ackerman Capital Advisors LLC 12 - 2024-03-31 85,247 $8,585,000 28,307
   ORG Partners LLC 15 - 2023-12-31 81,129 $8,135,000 40,985
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 812 - 2023-12-31 79,716 $7,993,000 20,402
   CYNOSURE MANAGEMENT LLC 14 - 2023-12-31 69,224 $7,961,000 43,814
   We Are One Seven LLC 48 - 2023-12-31 77,470 $7,768,000 22,481
   Vivid Wealth Management LLC 4 - 2024-03-31 77,045 $7,759,000 1,295
   Krasney Financial LLC 25 - 2024-03-31 74,218 $7,475,000 3,978
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 14 - 2024-03-31 74,164 $7,438,000 36,192
   Stratos Wealth Partners LTD. 168 - 2024-03-31 73,778 $7,430,000 5,125
   Orion Capital Management LLC 4 - 2023-12-31 72,819 $7,302,000 11,974
   Stratos Wealth Advisors LLC 58 - 2024-03-31 71,743 $7,225,000 12,664
   MBM Wealth Consultants LLC 12 - 2024-03-31 71,292 $7,180,000 2,206
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 71,246 $7,175,000 21,613
   Robertson Stephens Wealth Management LLC 43 - 2023-12-31 67,588 $6,777,000 11,367
  100 Records found
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