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Get Institutions for : 
Ishares Barclays 0-5 Year Tips Bond Fund (STIP)  
$99.20 0.03 (0.03%) as of 4:30 Fri 4/26


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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  : 
1.76 (1.81%)  




 
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
   NORDEN GROUP LLC 1 - 2024-03-31 9,485,856 $850,712,000 7,273,167
   FMR LLC 555 - 2023-12-31 3,400,591 $335,264,000 -5,574,488
   Betterment LLC 19 - 2023-12-31 3,221,388 $317,597,000 543,212
   Personal Capital Advisors Corp 18 - 2022-12-31 2,472,558 $239,739,000 44,036
   BLACKROCK INC. 1624 - 2023-12-31 2,042,709 $201,391,000 20,027
   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
   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 - 2023-12-31 1,259,063 $124,131,000 124,715
   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
   LPL FINANCIAL CORP 246 - 2023-12-31 1,193,103 $117,628,000 -124,422
   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
   3EDGE Asset Management LP 7 - 2023-12-31 618,416 $60,970,000 -54,265
   WELLS FARGO & CO/MN 614 - 2023-12-31 606,496 $59,794,000 -285,917
   O SHAUGHNESSY ASSET MANAGEMENT LLC 16 - 2023-12-31 598,798 $59,035,000 92,377
   HAVERFORD TRUST CO 44 - 2023-12-31 597,860 $58,943,000 -10,038
   KEATING INVESTMENT COUNSELORS INC 1 - 2023-12-31 561,345 $55,343,000 -128,712
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 543,432 $53,577,000 -65,842
   First Command Advisory Services Inc. 12 - 2023-12-31 511,554 $50,434,000 1,731
   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
   J P MORGAN CHASE & CO 1143 - 2023-12-31 462,677 $45,615,000 396,175
   M. Kulyk & Associates LLC 1 - 2023-12-31 460,942 $45,444,000 2,081
   ARGI INVESTMENT SERVICES, LLC 20 - 2022-12-31 412,375 $39,984,000 -7,904
   CREATIVE PLANNING 163 - 2023-12-31 367,055 $36,188,000 -24,175
   PUTNAM FL INVESTMENT MANAGEMENT CO 27 - 2023-12-31 366,663 $36,149,000 20,396
   SCS CAPITAL MANAGEMENT LLC 23 *New 2023-12-31 365,556 $36,040,000 365,556
   Quotient Wealth Partners LLC 20 - 2023-12-31 359,506 $35,444,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 320 - 2023-12-31 353,416 $34,843,000 -140,407
   SIGMA INVESTMENT COUNSELORS INC - 2023-12-31 350,984 $34,603,000 -27,842
   AJ WEALTH STRATEGIES LLC 18 - 2023-06-30 346,606 $33,660,000 -876
   Tortoise Investment Management LLC 2 - 2023-12-31 340,126 $33,533,000 2,211
   GOLUB GROUP LLC 23 - 2023-12-31 337,381 $33,262,000 551
   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
   CI Private Wealth LLC 321 - 2023-12-31 293,462 $28,932,000 -6,119
   TOWNSQUARE CAPITAL LLC 47 - 2023-12-31 280,262 $27,631,000 -3,857
   HIGHTOWER ADVISORS, LLC 391 - 2023-12-31 270,144 $26,626,000 -65,372
   Advisor Group Holdings Inc. 397 - 2023-12-31 263,306 $25,962,000 -23,619
   Austin Asset Management Co Inc 4 - 2023-12-31 258,739 $25,509,000 17,039
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 252,500 $24,894,000 -46,317
   PNC FINANCIAL SERVICES GROUP INC 357 - 2023-12-31 237,599 $23,425,000 -30,184
   VICTORY CAPITAL MANAGEMENT INC 706 - 2023-12-31 235,579 $23,226,000 -2,473
   ALTFEST L J & CO INC 4 - 2023-12-31 234,339 $23,103,000 -8,011
   Abacus Planning Group Inc. 6 - 2024-03-31 224,274 $22,300,000 27,925
   PRINCIPAL SECURITIES INC. 20 - 2023-12-31 224,911 $22,174,000 0
   AE Wealth Management LLC 206 - 2023-12-31 220,622 $21,784,000 -29,218
   Kelman-Lazarov Inc. 6 - 2023-12-31 220,023 $21,692,000 -10,444
   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
   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
   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
   JEPPSON WEALTH MANAGEMENT LLC 1 - 2024-03-31 190,733 $18,965,000 -415
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 28 - 2023-12-31 186,822 $18,419,000 -9,844
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 251 - 2023-12-31 184,274 $18,168,000 -140,105
   Prime Capital Investment Advisors LLC - 2023-12-31 183,781 $18,119,000 -3,039
   RAYMOND JAMES & ASSOCIATES 783 - 2023-12-31 183,107 $18,053,000 53,360
   Sensible Financial Planning & Management LLC. 6 - 2023-12-31 180,049 $17,751,000 2,377
   SILVER OAK SECURITIES Inc 3 - 2023-12-31 172,146 $16,972,000 95,660
   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
   Cetera Investment Advisers 142 - 2023-12-31 169,978 $16,758,000 37,594
   GOULD ASSET MANAGEMENT LLC /CA/ 4 - 2023-12-31 169,297 $16,691,000 835
   Cable Hill Partners LLC 12 - 2023-12-31 166,756 $16,412,000 -6,610
   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
   COMMONWEALTH EQUITY SERVICES LLC. 541 - 2023-12-31 157,633 $15,541,000 5,526
   Cyndeo Wealth Partners LLC 14 - 2024-03-31 155,586 $15,470,000 729
   Orion Portfolio Solutions LLC 121 - 2023-12-31 153,191 $15,079,000 10,451
   PORTLAND GLOBAL ADVISORS LLC 14 - 2023-12-31 151,816 $14,968,000 2,936
   Trilogy Capital Inc. 35 - 2024-03-31 147,401 $14,656,000 -1,546
   BANK OF NEW YORK MELLON CORP 1765 - 2023-12-31 148,281 $14,619,000 1,448
   PROVISE MANAGEMENT GROUP LLC 21 - 2023-12-31 145,778 $14,372,000 -10,443
   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
   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
   Family Firm Inc. 4 - 2023-12-31 136,980 $13,505,000 2,142
   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
  100 Records found
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