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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
   Financial Gravity Wealth Inc. 5 - 2023-12-31 1,677,104 $180,182,000 0
   VICTORY CAPITAL MANAGEMENT INC 731 - 2024-03-31 235,579 $23,424,000 0
   Cable Hill Partners LLC 12 - 2024-03-31 166,756 $16,412,000 0
   FIRST TRUST BANK LTD 3 - 2023-12-31 65,390 $6,447,000 0
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 58 - 2023-12-31 54,897 $5,412,000 0
   HBW Advisory Services LLC 43 - 2024-03-31 35,515 $3,501,000 0
   HOME FEDERAL BANK OF TENNESSEE 15 - 2024-03-31 32,634 $3,245,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 48 - 2023-12-31 23,967 $2,363,000 0
   MANUFACTURERES LIFE INSURANCE CO 1449 - 2023-12-31 20,200 $1,992,000 0
   VERITY Wealth Advisors 14 - 2024-03-31 13,841 $1,376,000 0
   Altiora Financial Group LLC 34 - 2024-03-31 12,950 $1,288,000 0
   PAPP L ROY & ASSOCIATES 101 - 2024-03-31 9,400 $935,000 0
   Archvest Wealth Advisors Inc. 23 - 2024-03-31 8,809 $873,000 0
   Topel & Distasi Wealth Management LLC - 2024-03-31 6,453 $642,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 176 - 2023-12-31 6,033 $595,000 0
   Patriot Investment Management Inc. 155 - 2024-03-31 5,344 $531,000 0
   Pinnacle Bank 102 - 2024-03-31 5,062 $503,000 0
   FC Advisory LLC 73 - 2024-03-31 4,372 $435,000 0
   Prairiewood Capital LLC 57 - 2024-03-31 4,323 $430,000 0
   Eagle Bay Advisors LLC - 2024-03-31 4,000 $398,000 0
   TD CAPITAL MANAGEMENT LLC - 2024-03-31 3,855 $380,000 0
   Eagle Capital Management LLC 33 - 2024-03-31 3,812 $379,000 0
   RAYMOND JAMES TRUST CO 877 - 2024-03-31 3,654 $363,000 0
   Core Wealth Partners LLC 78 - 2024-03-31 3,468 $345,000 0
   Lakeview Capital Partners LLC - 2024-03-31 3,455 $344,000 0
   Atwater Malick LLC 64 - 2024-03-31 3,374 $335,000 0
   M&T BANK CORP - 2024-03-31 3,204 $319,000 0
   MORTON COMMUNITY BANK 102 - 2024-03-31 3,200 $318,000 0
   VAUGHAN DAVID INVESTMENTS INC/IL 171 - 2023-12-31 3,200 $315,000 0
   Garrett Investment Advisors LLC 220 - 2024-03-31 2,861 $285,000 0
   Tradewinds Capital Management LLC 65 - 2024-03-31 2,735 $272,000 0
   Ardent Capital Management Inc. - 2024-03-31 2,590 $258,000 0
   Frank Rimerman Advisors LLC - 2024-03-31 2,580 $257,000 0
   CHILTON CAPITAL MANAGEMENT LLC - 2024-03-31 2,474 $246,000 0
   AVIANCE CAPITAL PARTNERS, LLC 286 - 2024-03-31 2,358 $234,000 0
   Greenspring Advisors LLC 68 - 2024-03-31 2,285 $227,000 0
   Evanson Asset Management LLC 290 - 2024-03-31 2,056 $204,000 0
   Global Trust Asset Management LLC 167 - 2024-03-31 1,905 $189,000 0
   Horizons Wealth Management 63 - 2024-03-31 1,865 $184,000 0
   BARRETT & COMPANY INC. 184 - 2024-03-31 1,101 $109,000 0
   Legacy Bridge LLC 169 - 2024-03-31 1,030 $102,000 0
   WETZEL INVESTMENT ADVISORS INC. 175 - 2024-03-31 1,000 $99,000 0
   Migdal Insurance & Financial Holdings Ltd. 238 - 2024-03-31 970 $96,000 0
   FIFTH THIRD BANCORP 1142 - 2024-03-31 939 $93,000 0
   JJJ Advisors Inc. 320 - 2024-03-31 884 $88,000 0
   Westside Investment Management Inc. 308 - 2024-03-31 737 $73,000 0
   Laurel Wealth Advisors LLC 253 - 2023-12-31 700 $69,000 0
   TD Waterhouse Canada Inc. 979 - 2024-03-31 673 $68,000 0
   Signature Resources Capital Management LLC 84 - 2024-03-31 649 $64,000 0
   Stone House Investment Management LLC 82 - 2023-12-31 540 $53,000 0
   Bradley & Co. Private Wealth Management LLC 60 - 2024-03-31 520 $52,000 0
   BIDWELL C M & ASSOCIATES LTD/ 215 - 2023-12-31 515 $51,000 0
   FinTrust Capital Advisors LLC 507 - 2024-03-31 500 $50,000 0
   Iron Horse Wealth Management LLC 97 - 2024-03-31 420 $42,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 286 - 2023-06-30 425 $41,000 0
   AllSquare Wealth Management LLC - 2024-03-31 405 $40,000 0
   WFA of San Diego LLC 197 - 2023-09-30 370 $36,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 217 - 2024-03-31 345 $34,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 208 - 2024-03-31 329 $33,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. - 2024-03-31 300 $30,000 0
   Delos Wealth Advisors LLC 78 - 2023-12-31 297 $29,000 0
   Capital Investment Advisory Services LLC 722 - 2024-03-31 285 $28,000 0
   Annis Gardner Whiting Capital Advisors LLC 373 - 2023-12-31 246 $24,000 0
   Rise Advisors LLC 569 - 2024-03-31 232 $23,000 0
   M&R CAPITAL MANAGEMENT INC 329 - 2024-03-31 150 $15,000 0
   HORRELL CAPITAL MANAGEMENT INC 164 - 2024-03-31 140 $14,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 467 - 2023-06-30 148 $14,000 0
   TOMPKINS FINANCIAL CORP 477 - 2024-03-31 131 $13,000 0
   DEUTSCHE BANK AG 3406 - 2023-12-31 131 $13,000 0
   TUCKER ASSET MANAGEMENT LLC 466 - 2023-12-31 102 $10,000 0
   Asset Dedication LLC 716 - 2024-03-31 83 $8,000 0
   Orion Capital Management LLC 381 - 2023-12-31 77 $8,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 176 - 2024-03-31 72 $7,000 0
   Pflug Koory LLC 341 - 2024-03-31 75 $7,000 0
   Archer Investment Corp - 2024-03-31 59 $6,000 0
   Colonial Trust Co / SC 788 - 2023-12-31 55 $5,000 0
   Financial Advisory Service Inc. 424 - 2024-03-31 40 $4,000 0
   TOWER RESEARCH CAPITAL LLC 5085 - 2023-12-31 28 $3,000 0
   Hexagon Capital Partners LLC 1176 - 2024-03-31 18 $2,000 0
   Integrity Financial Corp /WA 202 - 2024-03-31 15 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 515 - 2023-12-31 10 $1,000 0
   BELLEVUE ASSET MANAGEMENT LLC 453 - 2024-03-31 13 $1,000 0
   Key Financial Inc 1273 - 2024-03-31 5 $0 0
  83 Records found
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  Page 1 of 1
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