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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
   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
   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
   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
   FINANCEWARE, INC. 4 - 2024-03-31 665,819 $66,202,000 600,881
   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
   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
   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
   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
   SIGMA INVESTMENT COUNSELORS INC 5 - 2024-03-31 356,966 $35,493,000 5,982
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 243 - 2024-03-31 317,130 $31,532,000 201,979
   LVW Advisors LLC 3 - 2024-03-31 313,162 $31,138,000 23,670
   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
   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
   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
   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
   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
   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
   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
   Cetera Investment Advisers 142 - 2023-12-31 169,978 $16,758,000 37,594
   PROVISE MANAGEMENT GROUP LLC 18 - 2024-03-31 162,551 $16,162,000 16,773
   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
   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
   Family Firm Inc. 4 - 2024-03-31 140,749 $13,995,000 3,769
   Beacon Pointe Advisors LLC 139 - 2023-12-31 137,021 $13,509,000 16,428
   Northland Capital Management LLC 4 - 2024-03-31 133,615 $13,285,000 1,468
   Burt Wealth Advisors 12 - 2024-03-31 124,501 $12,379,000 9,779
   ARKANSAS FINANCIAL GROUP INC. 11 - 2024-03-31 119,498 $11,882,000 9,437
   49 WEALTH MANAGEMENT LLC 15 - 2024-03-31 116,537 $11,555,000 10,212
   AJ Advisors LLC 7 - 2024-03-31 113,983 $11,333,000 2,513
   New Capital Management LP 6 - 2024-03-31 112,638 $11,200,000 3,154
   American Money Management LLC 7 - 2024-03-31 109,914 $10,929,000 12,607
   Municipal Employees Retirement System of Michigan 29 - 2024-03-31 109,359 $10,873,000 1,013
   GUGGENHEIM CAPITAL LLC 300 - 2023-12-31 104,118 $10,265,000 4,804
   Echo45 Advisors LLC 4 - 2024-03-31 98,825 $9,826,000 2,515
   BIP Wealth LLC 22 - 2024-03-31 93,410 $9,288,000 10,873
   VALMARK ADVISERS INC 62 - 2024-03-31 92,049 $9,152,000 1,714
   SWP FINANCIAL LLC 5 - 2024-03-31 87,654 $8,649,000 6,796
   Drake & Associates LLC 13 - 2024-03-31 85,840 $8,535,000 4,341
   Sawtooth Asset Management Inc. 75 - 2023-12-31 84,360 $8,317,000 13,283
   Columbus Macro LLC 3 - 2024-03-31 76,562 $7,613,000 12,761
   WESTOVER CAPITAL ADVISORS, LLC 12 - 2024-03-31 72,641 $7,223,000 13,336
   NBT BANK N A /NY 46 - 2024-03-31 72,152 $7,174,000 6,579
   Treynor Bancshares Inc. 5 - 2023-12-31 71,189 $7,019,000 1,449
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 818 - 2024-03-31 67,233 $6,685,000 59,839
   STERLING INVESTMENT ADVISORS LLC /ADV 9 - 2024-03-31 66,660 $6,628,000 2,643
   Hillcrest Wealth Advisors - NY LLC 9 - 2024-03-31 65,695 $6,532,000 775
   ELEVATE WEALTH ADVISORY INC 5 - 2024-03-31 63,728 $6,336,000 6,093
   Baird Financial Group Inc. 605 - 2023-12-31 61,509 $6,064,000 567
   Integris Wealth Management LLC 18 - 2024-03-31 58,409 $5,808,000 2,340
   WEALTHSOURCE PARTNERS LLC 45 - 2023-12-31 58,099 $5,728,000 5,759
   FTB Advisors Inc. 138 - 2024-03-31 56,257 $5,594,000 7,476
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 321 - 2024-03-31 52,140 $5,184,000 49,981
   ANCORA ADVISORS, LLC 165 - 2023-12-31 48,590 $4,791,000 48,050
   Perigon Wealth Management LLC 145 - 2024-03-31 47,980 $4,771,000 23,028
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 909 - 2024-03-31 47,000 $4,673,000 4,000
   Sigma Planning Corp 135 - 2024-03-31 46,760 $4,649,000 27,869
   Equita Financial Network Inc. 19 - 2024-03-31 45,549 $4,529,000 7,307
   New Potomac Partneres LLC 9 - 2024-03-31 41,394 $4,116,000 4,905
   RDA Financial Network 16 - 2024-03-31 40,615 $4,038,000 588
   LEAVELL T & ASSOCIATES INC 107 - 2024-03-31 38,599 $3,838,000 5,832
   Tower Wealth Partners Inc. 11 - 2024-03-31 36,924 $3,671,000 903
   Friedenthal Financial 11 - 2024-03-31 35,100 $3,490,000 805
   PHILLIPS FINANCIAL MANAGEMENT LLC 59 - 2024-03-31 34,651 $3,445,000 499
   Mutual Advisors LLC 176 - 2024-03-31 33,819 $3,363,000 49
   CFS Investment Advisory Services LLC 31 - 2023-12-31 32,734 $3,227,000 6,408
   Lutz Financial Services LLC 48 - 2024-03-31 31,748 $3,157,000 6,496
   ATRIA INVESTMENTS LLC 433 - 2023-12-31 31,893 $3,144,000 12,093
   Slow Capital Inc. 69 - 2024-03-31 31,110 $3,093,000 2,743
   Change Path LLC 104 - 2023-12-31 30,367 $2,994,000 19,686
   UMA Financial Services Inc. 35 - 2024-03-31 28,631 $2,838,000 1,043
   BNP PARIBAS ARBITRAGE SA 1252 - 2024-03-31 28,323 $2,816,000 1,977
   BUCKINGHAM ASSET MANAGEMENT, LLC 203 - 2024-03-31 27,549 $2,739,000 2,255
   Alpha Omega Wealth Management LLC 72 - 2024-03-31 25,752 $2,561,000 464
   GREENLEAF TRUST 154 - 2024-03-31 24,513 $2,437,000 1,415
   IFP Advisors Inc 200 - 2023-12-31 23,885 $2,355,000 22,817
   Breakwater Capital Group 50 - 2024-03-31 21,878 $2,175,000 5,597
  100 Records found
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