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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
   Orgel Wealth Management LLC 82 *Closed 2024-03-31 0 $0 -369,499
   SageView Advisory Group LLC 580 *Closed 2023-12-31 0 $0 -4,226
   Capricorn Fund Managers Ltd 56 *Closed 2024-03-31 0 $0 -289,089
   Castleview Partners LLC 807 *Closed 2023-12-31 0 $0 -17
   Empirical Finance LLC 513 *Closed 2023-12-31 0 $0 -267,704
   TUDOR INVESTMENT CORP ET AL 1549 *Closed 2023-12-31 0 $0 -2,712
   Argent Trust Co 608 *Closed 2023-12-31 0 $0 -4,992
   FIERA SCEPTRE INC. 492 *Closed 2024-03-31 0 $0 -6,585
   Strata Wealth Advisors LLC 78 *Closed 2024-03-31 0 $0 -8,533
   Trexquant Investment LP 1439 *Closed 2023-12-31 0 $0 -5,009
   WINDHAM CAPITAL MANAGEMENT, LLC 85 *Closed 2023-12-31 0 $0 -5,157
   Empowered Funds LLC 1270 *Closed 2023-12-31 0 $0 -462,025
   Eudaimonia Partners LLC 265 *Closed 2024-03-31 0 $0 -2,968
   Atlas Private Wealth Advisors 164 *Closed 2023-12-31 0 $0 -74,606
   Secure Asset Management LLC *Closed 2024-03-31 0 $0 -3,266
   Coombe Bender & Co LLC 77 *Closed 2024-03-31 0 $0 -50,178
   Holistic Planning LLC *Closed 2024-03-31 0 $0 -2,135
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 79 *Closed 2023-03-31 0 $0 -114,701
   CITADEL ADVISORS LLC 5737 *Closed 2023-12-31 0 $0 -22,935
   NORTH STAR INVESTMENT MANAGEMENT CORP. *Closed 2024-03-31 0 $0 -173
   Spartan Planning & Wealth Management 194 *Closed 2023-12-31 0 $0 -36,752
   MONTAG A & ASSOCIATES INC 917 *Closed 2023-12-31 0 $0 -800
   LAKE STREET ADVISORS GROUP LLC 428 *Closed 2023-12-31 0 $0 -523,818
   Fortitude Advisory Group L.L.C. *Closed 2024-03-31 0 $0 -2,069
   Feltz Wealth PLAN Inc. 326 *Closed 2023-12-31 0 $0 -32,249
   WESPAC ADVISORS, LLC 169 *Closed 2024-03-31 0 $0 -14,461
   Moloney Securities Asset Management LLC *Closed 2024-03-31 0 $0 -11,836
   Fortitude Family Office LLC 997 *Closed 2024-03-31 0 $0 -501
   Sightline Wealth Advisors LLC 70 *Closed 2024-03-31 0 $0 -2,240
   SIGNATUREFD, LLC *Closed 2024-03-31 0 $0 -1
   CHERRYDALE WEALTH MANAGEMENT LLC 64 *Closed 2024-03-31 0 $0 -20,197
   Winch Advisory Services LLC 435 *Closed 2023-12-31 0 $0 -36,444
   RATHBONE BROTHERS PLC 644 *Closed 2023-12-31 0 $0 -2,480
   SILVER OAK SECURITIES Inc 517 *Closed 2023-12-31 0 $0 -7,404
   Capitol Family Office Inc. 16 *Closed 2024-03-31 0 $0 -4,092
   Vident Investment Advisory LLC 766 *Closed 2023-09-30 0 $0 -2,277
   B.O.S.S. Retirement Advisors LLC 175 *Closed 2024-03-31 0 $0 -14,427
   MILESTONE GROUP INC *Closed 2024-03-31 0 $0 -125
   Van Hulzen Asset Management LLC 323 *Closed 2023-12-31 0 $0 -2,451
   Apexium Financial LP 250 *Closed 2024-03-31 0 $0 -9,956
   American Trust 313 *Closed 2023-12-31 0 $0 -118,933
   Spinnaker Investment Group LLC 90 *Closed 2024-03-31 0 $0 -22,496
   Latitude Advisors LLC 191 *Closed 2024-03-31 0 $0 -5,288
   Astoria Portfolio Advisors LLC. 203 *Closed 2024-03-31 0 $0 -2,616
   Vise Technologies Inc. 370 *Closed 2023-12-31 0 $0 -20,611
   Ritter Daniher Financial Advisory LLC / DE 360 *Closed 2023-12-31 0 $0 -1,165
   Capital Asset Advisory Services LLC 328 *Closed 2024-03-31 0 $0 -50,847
   Stokes Family Office LLC 317 *Closed 2023-12-31 0 $0 -7,667
   CWS Financial Advisors LLC 150 *Closed 2024-03-31 0 $0 -3,031
   Northland Capital Management LLC 32 *Closed 2024-03-31 0 $0 -131,378
   NOMURA ASSET MANAGEMENT CO LTD 1778 *Closed 2023-12-31 0 $0 -763,500
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH *Closed 2024-03-31 0 $0 -2,219
   Vivaldi Capital Management LLC 223 *Closed 2023-12-31 0 $0 -1,996
   TNB FINANCIAL 232 *Closed 2024-03-31 0 $0 -2,550
   Upper Left Wealth Management LLC 60 *Closed 2024-03-31 0 $0 -3,016
   Guild Investment Management Inc. 58 *Closed 2024-03-31 0 $0 -5,030
   FORBES J M & CO LLP 132 *Closed 2024-03-31 0 $0 -2,266
   EFG Asset Management (Americas) Corp. 136 *Closed 2024-03-31 0 $0 -3,457
   Meridian Wealth Management LLC 596 *Closed 2024-03-31 0 $0 -4,961
  59 Records found
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