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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
   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
   NEUBERGER BERMAN GROUP LLC 215 - 2023-12-31 1,437,585 $144,147,000 -31,589
   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
   ENVESTNET ASSET MANAGEMENT INC 356 - 2023-12-31 1,209,251 $121,252,000 -250,422
   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
   HPM Partners LLC - 2023-12-31 929,012 $93,152,000 -945,122
   FINANCIAL NETWORK 25 - 2023-12-31 912,306 $91,477,000 -601,193
   Advisor Group Holdings Inc. 141 - 2023-12-31 844,408 $84,691,000 -124,224
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1 - 2023-12-31 799,228 $80,139,000 -249,981
   ROYAL BANK OF CANADA 551 - 2023-12-31 745,474 $74,749,000 -7,433
   AlphaStar Capital Management LLC 4 - 2023-12-31 568,191 $56,973,000 -89,051
   PARTNERS CAPITAL INVESTMENT GROUP LLP 23 - 2023-12-31 481,619 $48,292,000 -110,288
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 328 - 2024-03-31 331,890 $33,425,000 -227,146
   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
   BP WEALTH MANAGEMENT LLC 25 - 2023-12-31 290,348 $29,113,000 -43,053
   Aveo Capital Partners LLC 3 - 2023-12-31 274,624 $27,537,000 -298,920
   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
   SMITHFIELD TRUST CO 17 - 2023-12-31 244,670 $24,534,000 -7,533
   CWM LLC 183 - 2024-03-31 220,310 $22,187,000 -21,214
   THRIVENT FINANCIAL FOR LUTHERANS 408 - 2023-12-31 219,231 $21,982,000 -8,660
   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
   Atria Wealth Solutions Inc. 94 - 2023-12-31 189,123 $18,963,000 -34,751
   CENTAURUS FINANCIAL INC. 8 - 2023-12-31 177,754 $17,823,000 -19,432
   HANLON INVESTMENT MANAGEMENT, INC. 5 - 2024-03-31 164,197 $16,536,000 -7,666
   Cercano Management LLC 48 - 2023-12-31 161,176 $16,161,000 -84,175
   Cetera Investment Advisers 147 - 2023-12-31 160,280 $16,071,000 -26,056
   TELEMUS CAPITAL LLC 18 - 2023-12-31 157,589 $15,801,000 -2,648
   Global Retirement Partners LLC 32 - 2024-03-31 156,394 $15,750,000 -1,560
   Wellspring Financial Advisors LLC - 2024-03-31 150,258 $15,133,000 -119,413
   Kathleen S. Wright Associates Inc. 3 - 2024-03-31 143,038 $14,404,000 -18,423
   TITAN CAPITAL MANAGEMENT, LLC /CA 4 - 2023-12-31 142,891 $14,328,000 -4,330
   Dominguez Wealth Management Solutions Inc. 3 - 2024-03-31 128,153 $12,906,000 -881
   NOTTINGHAM ADVISORS INC 18 - 2023-12-31 131,905 $12,148,000 -51,585
   Arjuna Capital 5 - 2023-12-31 119,410 $11,973,000 -55,360
   Perigon Wealth Management LLC - 2024-03-31 112,464 $11,326,000 -8,166
   STABLEFORD CAPITAL II LLC 3 - 2024-03-31 112,407 $11,321,000 -2,211
   Private Advisor Group LLC - 2024-03-31 107,405 $10,817,000 -1,608
   ST GERMAIN D J CO INC 61 - 2024-03-31 105,713 $10,646,000 -10,527
   Clear Perspectives Financial Planning LLC 6 - 2023-03-31 104,680 $10,529,000 -42,312
   Fortis Group Advisors LLC - 2024-03-31 100,089 $10,080,000 -56,741
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 4 - 2023-12-31 95,995 $9,625,000 -232,557
   GREENWICH WEALTH MANAGEMENT LLC 18 - 2023-12-31 90,140 $9,038,000 -31,632
   One Degree Advisors Inc 5 - 2024-03-31 88,518 $8,915,000 -49
   Sowell Financial Services LLC - 2024-03-31 87,558 $8,818,000 -43,758
   Orion Portfolio Solutions LLC 195 - 2023-12-31 86,684 $8,702,000 -44,695
   BAKER ELLIS ASSET MANAGEMENT LLC 20 - 2024-03-31 86,200 $8,681,000 -2,000
   GOLDMAN SACHS GROUP INC/ 2185 - 2023-12-31 84,946 $8,518,000 -250,751
   Clear Creek Financial Management LLC 17 - 2024-03-31 83,022 $8,361,000 -235,466
   Archer Investment Corp 5 - 2023-12-31 68,814 $6,900,000 -11,780
   Waterfront Wealth Inc. 6 - 2023-12-31 68,775 $6,896,000 -20,474
   Ethos Financial Group LLC 22 - 2023-12-31 67,972 $6,816,000 -21,194
   Relative Value Partners Group LLC 52 - 2023-12-31 63,153 $6,332,000 -6,007
   Mid-American Wealth Advisory Group Inc. 4 - 2024-03-31 62,028 $6,247,000 -92,749
   Astor Investment Management LLC 17 - 2024-03-31 61,450 $6,189,000 -165,449
   BRASADA CAPITAL MANAGEMENT LP 24 - 2023-12-31 59,784 $5,995,000 -1,396
   YCMNET ADVISORS INC 86 - 2023-12-31 58,494 $5,865,000 -6,568
   JANNEY MONTGOMERY SCOTT LLC 708 - 2024-03-31 57,692 $5,810,000 -1,221
   HORIZON INVESTMENTS, LLC/SC 72 - 2023-12-31 55,326 $5,522,000 -9,681
   CIBC WORLD MARKETS INC. 355 - 2023-12-31 49,599 $4,973,000 -35,501
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 136 - 2023-12-31 47,839 $4,797,000 -65,850
   Eldridge Investment Advisors Inc. 19 - 2023-12-31 47,273 $4,740,000 -30,686
   Americana Partners LLC - 2023-12-31 45,532 $4,588,000 -8,131
   JANE STREET GROUP LLC 1563 - 2023-12-31 45,043 $4,516,000 -612,696
   SAGE RHINO CAPITAL LLC 32 - 2024-03-31 43,320 $4,363,000 -4,028
   CONGRESS ASSET MANAGEMENT CO /MA 233 - 2024-03-31 41,230 $4,152,000 -1,814
   Congress Wealth Management LLC / DE / 243 - 2024-03-31 41,203 $4,150,000 -1,806
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 27 - 2023-12-31 38,026 $3,813,000 -7,188
   Retireful LLC 18 - 2024-03-31 33,828 $3,407,000 -3,608
   Massey Quick & Co. LLC 54 - 2024-03-31 32,285 $3,251,000 -582
   CLEARBRIDGE ADVISORS LLC 600 - 2023-12-31 32,033 $3,212,000 -11,229
   Impact Partnership Wealth LLC 16 - 2023-12-31 31,629 $3,171,000 -47,448
   Bell Investment Advisors Inc 27 - 2023-12-31 31,038 $3,112,000 -146
   Core Wealth Partners LLC 10 - 2024-03-31 30,465 $3,068,000 -3,385
   RDA Financial Network 27 - 2024-03-31 28,217 $2,842,000 -130
   STRATEGIC ADVISORS LLC 44 - 2024-03-31 27,547 $2,774,000 -1,364
   MERRIMAN WEALTH MANAGEMENT, LLC 65 - 2023-12-31 27,162 $2,723,000 -314,617
   Salomon & Ludwin LLC - 2024-03-31 24,318 $2,449,000 -1,256
   FINANCIAL ADVISORY PARTNERS LLC 45 - 2024-03-31 23,739 $2,391,000 -209
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 20 - 2023-12-31 23,795 $2,386,000 -3,177
   TRANSATLANTIQUE PRIVATE WEALTH LLC 18 - 2023-12-31 22,223 $2,228,000 -6,824
   Ameritas Advisory Services LLC 164 - 2023-12-31 21,561 $2,162,000 -831
   IFG Advisors LLC 27 - 2024-03-31 21,364 $2,152,000 -2,548
   LWM Advisory Services LLC 12 - 2023-12-31 20,903 $2,096,000 -2,150
   Beaumont Financial Advisors LLC 79 - 2023-12-31 20,893 $2,095,000 -723,121
   CHOATE INVESTMENT ADVISORS 127 - 2023-12-31 20,275 $2,033,000 -205
   REBALANCE LLC 42 - 2024-03-31 19,883 $2,002,000 -17,599
  100 Records found
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