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Get Institutions for : 
Ishares Barclays 0-5 Year Tips Bond Fund (STIP)  
$99.08 0.10 (0.1%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 570    20
Total shares held : 
 55,276,842  
% of shares held : 
 6.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -99  
Amount of shares held : 
 -4,392,696  
% of shares held change : 
   -0.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.57  
Last Quarter's Ending Price : 
 $98.59  
Last Quarter's Average Price : 
 $97.44  
Change from last quarter's     
avg. price to the last closing  : 
1.64 (1.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 3,406,733
 6.16%
 
Increased Positions :
182
 3,946,363
 7.14%
 
Unchanged Positions :
87
 4,937,671
 8.93%
 
Decreased Positions :
261
-10,691,932
-19.34%
 
Closed Positions :
60
-1,053,860
-1.91%
 
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
   FMR LLC 555 - 2023-12-31 3,400,591 $335,264,000 -5,574,488
   Betterment LLC 23 - 2024-03-31 3,113,375 $309,563,000 -108,013
   Personal Capital Advisors Corp 18 - 2022-12-31 2,472,558 $239,739,000 44,036
   BANK OF AMERICA CORP /DE/ 586 - 2023-12-31 1,856,358 $183,018,000 153,868
   Financial Gravity Wealth Inc. 5 - 2023-12-31 1,677,104 $180,182,000 0
   BLACKROCK INC. 1718 - 2024-03-31 1,768,176 $175,810,000 -274,533
   AMERIPRISE FINANCIAL INC 388 - 2023-12-31 1,551,793 $152,982,000 -422,390
   TIEDEMANN WEALTH MANAGEMENT, LLC 5 - 2023-09-30 1,520,895 $147,405,000 -831,050
   MORGAN STANLEY 956 - 2023-12-31 1,420,725 $140,069,000 -395,566
   Comprehensive Portfolio Management LLC 4 - 2024-03-31 1,376,049 $136,821,000 116,986
   LPL FINANCIAL CORP 242 - 2024-03-31 1,347,691 $134,001,000 154,588
   MODERA WEALTH MANAGEMENT, LLC 11 - 2023-12-31 1,228,229 $121,091,000 1,228,229
   Barber Financial Group Inc. 1 - 2023-03-31 1,201,371 $119,212,000 -74,715
   AlTi Global Inc. 7 - 2023-12-31 1,086,310 $107,099,000 0
   ENVESTNET ASSET MANAGEMENT INC 401 - 2023-12-31 1,061,456 $104,649,000 -117,145
   Modern Wealth Management LLC 1 - 2023-12-31 1,052,932 $103,809,000 0
   Wealthcare Advisory Partners LLC 5 - 2024-03-31 760,271 $75,594,000 66,903
   PARTNERS CAPITAL INVESTMENT GROUP LLP 14 - 2023-12-31 704,707 $69,477,000 91,796
   STATE STREET CORP 1526 - 2023-12-31 695,416 $68,561,000 -8,401
   FINANCEWARE, INC. 4 - 2024-03-31 665,819 $66,202,000 600,881
   YCMNET ADVISORS INC 8 - 2023-12-31 629,187 $62,031,000 -23,183
   HAVERFORD TRUST CO 48 - 2024-03-31 603,567 $60,013,000 5,707
   O SHAUGHNESSY ASSET MANAGEMENT LLC 16 - 2023-12-31 598,798 $59,035,000 92,377
   3EDGE Asset Management LP 9 - 2024-03-31 582,259 $57,894,000 -36,157
   KEATING INVESTMENT COUNSELORS INC 1 - 2024-03-31 561,485 $55,828,000 140
   J P MORGAN CHASE & CO 1144 - 2024-03-31 529,384 $52,637,000 66,707
   GUARANTY TRUST CO OF MISSOURI /MO/ 18 - 2024-03-31 513,164 $51,024,000 -30,268
   WELLS FARGO & CO/MN 703 - 2024-03-31 510,560 $50,765,000 -95,936
   M. Kulyk & Associates LLC 1 - 2024-03-31 483,108 $48,035,000 22,166
   First Command Financial Services Inc. 9 - 2023-06-30 489,820 $47,806,000 4,117
   First Command Bank 9 - 2023-06-30 489,820 $47,806,000 4,117
   HPM Partners LLC - 2023-12-31 465,596 $45,733,000 -311,700
   ARGI INVESTMENT SERVICES, LLC 20 - 2022-12-31 412,375 $39,984,000 -7,904
   PUTNAM FL INVESTMENT MANAGEMENT CO 27 - 2024-03-31 396,061 $39,380,000 29,398
   Tortoise Investment Management LLC 2 - 2024-03-31 376,655 $37,451,000 36,529
   GOLUB GROUP LLC 23 - 2024-03-31 364,891 $36,281,000 27,510
   CREATIVE PLANNING 163 - 2023-12-31 367,055 $36,188,000 -24,175
   SCS CAPITAL MANAGEMENT LLC 23 *New 2023-12-31 365,556 $36,040,000 365,556
   SIGMA INVESTMENT COUNSELORS INC 5 - 2024-03-31 356,966 $35,493,000 5,982
   Quotient Wealth Partners LLC 20 - 2023-12-31 359,506 $35,444,000 0
   AJ WEALTH STRATEGIES LLC 18 - 2023-06-30 346,606 $33,660,000 -876
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 243 - 2024-03-31 317,130 $31,532,000 201,979
   UBS Group AG 889 - 2023-12-31 318,100 $31,361,000 -135,655
   ROYAL BANK OF CANADA 897 - 2023-12-31 316,227 $31,176,000 -19,675
   LVW Advisors LLC 3 - 2024-03-31 313,162 $31,138,000 23,670
   PURE FINANCIAL ADVISORS, INC. 25 - 2024-03-31 303,539 $30,181,000 -3,529
   TOWNSQUARE CAPITAL LLC 47 - 2023-12-31 280,262 $27,631,000 -3,857
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 422 - 2024-03-31 260,821 $25,933,000 -92,595
   Austin Asset Management Co Inc 5 - 2024-03-31 259,540 $25,806,000 801
   PRINCIPAL SECURITIES INC. 18 - 2024-03-31 256,218 $25,476,000 31,307
   First Command Advisory Services Inc. 18 - 2024-03-31 241,458 $24,008,000 -270,096
   VICTORY CAPITAL MANAGEMENT INC 731 - 2024-03-31 235,579 $23,424,000 0
   ALTFEST L J & CO INC 5 - 2024-03-31 229,881 $22,857,000 -4,458
   Kelman-Lazarov Inc. 6 - 2024-03-31 227,977 $22,668,000 7,954
   Abacus Planning Group Inc. 6 - 2024-03-31 224,274 $22,300,000 27,925
   AE Wealth Management LLC 206 - 2023-12-31 220,622 $21,784,000 -29,218
   RAYMOND JAMES & ASSOCIATES 742 - 2024-03-31 217,763 $21,652,000 34,656
   Miracle Mile Advisors LLC 46 - 2024-03-31 211,819 $21,061,000 31,864
   ROCKLAND TRUST CO 33 - 2024-03-31 207,614 $20,643,000 10,163
   PNC FINANCIAL SERVICES GROUP INC 390 - 2024-03-31 202,575 $20,142,000 -35,024
   BerganKDV Wealth Management LLC 12 - 2023-06-30 206,357 $20,140,000 4,241
   Strategic Wealth Designers 9 - 2023-12-31 202,100 $19,925,000 11,453
   HIGHTOWER ADVISORS, LLC 475 - 2024-03-31 197,715 $19,650,000 -72,429
   Wilshire Associates Inc 4 - 2023-12-31 199,203 $19,639,000 -4,430
   Greenline Partners LLC 5 - 2023-12-31 199,114 $19,631,000 1,872
   EMPIRICAL FINANCIAL SERVICES, LLC 28 - 2024-03-31 191,926 $19,083,000 5,104
   JEPPSON WEALTH MANAGEMENT LLC 1 - 2024-03-31 190,733 $18,965,000 -415
   CI Private Wealth LLC 405 - 2024-03-31 189,664 $18,858,000 -103,798
   Sensible Financial Planning & Management LLC. 7 - 2024-03-31 189,637 $18,856,000 9,588
   LWS Wealth Advisors Inc. 4 - 2023-12-31 188,959 $18,629,000 12,348
   Landmark Financial Advisors LLC 3 - 2023-12-31 187,013 $18,438,000 7,966
   Prime Capital Investment Advisors LLC - 2023-12-31 183,781 $18,119,000 -3,039
   Diversify Advisory Services LLC 21 - 2024-03-31 177,193 $17,569,000 0
   Orion Portfolio Solutions LLC 108 - 2024-03-31 171,335 $17,036,000 18,144
   Grubman Wealth Management 9 - 2024-03-31 170,211 $16,924,000 5,564
   Stordahl Capital Management Inc. 7 - 2024-03-31 169,114 $16,815,000 6,704
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 294 - 2024-03-31 168,886 $16,792,000 -15,388
   Cetera Investment Advisers 142 - 2023-12-31 169,978 $16,758,000 37,594
   Cable Hill Partners LLC 12 - 2024-03-31 166,756 $16,412,000 0
   PROVISE MANAGEMENT GROUP LLC 18 - 2024-03-31 162,551 $16,162,000 16,773
   RENAISSANCE TECHNOLOGIES LLC 712 *New 2023-12-31 162,794 $16,050,000 162,794
   STIFEL FINANCIAL CORP 599 - 2023-12-31 162,351 $16,007,000 -63,773
   DFPG INVESTMENTS INC. 11 - 2023-12-31 161,634 $15,932,000 4,260
   MML INVESTORS SERVICES LLC 271 - 2023-12-31 159,386 $15,714,000 9,070
   PORTLAND GLOBAL ADVISORS LLC 14 - 2024-03-31 156,025 $15,514,000 4,209
   Cyndeo Wealth Partners LLC 14 - 2024-03-31 155,586 $15,470,000 729
   GOULD ASSET MANAGEMENT LLC /CA/ 4 - 2024-03-31 150,732 $14,987,000 -18,565
   Trilogy Capital Inc. 35 - 2024-03-31 147,401 $14,656,000 -1,546
   Advisor Group Holdings Inc. 525 - 2024-03-31 146,137 $14,531,000 -117,169
   PRUDENTIAL FINANCIAL INC 533 - 2023-12-31 143,673 $14,165,000 34,718
   KWMG LLC 18 - 2024-03-31 141,399 $14,059,000 6,865
   COMMONWEALTH EQUITY SERVICES LLC. 637 - 2024-03-31 141,178 $14,037,000 -16,455
   Family Firm Inc. 4 - 2024-03-31 140,749 $13,995,000 3,769
   BB&T CORP 505 - 2023-12-31 140,685 $13,870,000 -21,105
   Beacon Pointe Advisors LLC 139 - 2023-12-31 137,021 $13,509,000 16,428
   SILVER OAK SECURITIES Inc 4 - 2024-03-31 134,271 $13,351,000 -37,875
   Northland Capital Management LLC 4 - 2024-03-31 133,615 $13,285,000 1,468
   GoalFusion Wealth Management LLC 4 - 2024-03-31 128,508 $12,778,000 -55,443
   Galvin Gaustad & Stein LLC 38 - 2024-03-31 127,414 $12,669,000 -3,313
   Burt Wealth Advisors 12 - 2024-03-31 124,501 $12,379,000 9,779
  100 Records found
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