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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
   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
   Barber Financial Group Inc. 1 - 2023-03-31 1,201,371 $119,212,000 -74,715
   ENVESTNET ASSET MANAGEMENT INC 401 - 2023-12-31 1,061,456 $104,649,000 -117,145
   STATE STREET CORP 1526 - 2023-12-31 695,416 $68,561,000 -8,401
   YCMNET ADVISORS INC 8 - 2023-12-31 629,187 $62,031,000 -23,183
   3EDGE Asset Management LP 9 - 2024-03-31 582,259 $57,894,000 -36,157
   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
   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
   CREATIVE PLANNING 163 - 2023-12-31 367,055 $36,188,000 -24,175
   AJ WEALTH STRATEGIES LLC 18 - 2023-06-30 346,606 $33,660,000 -876
   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
   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
   First Command Advisory Services Inc. 18 - 2024-03-31 241,458 $24,008,000 -270,096
   ALTFEST L J & CO INC 5 - 2024-03-31 229,881 $22,857,000 -4,458
   AE Wealth Management LLC 206 - 2023-12-31 220,622 $21,784,000 -29,218
   PNC FINANCIAL SERVICES GROUP INC 390 - 2024-03-31 202,575 $20,142,000 -35,024
   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
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 183,781 $18,119,000 -3,039
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 294 - 2024-03-31 168,886 $16,792,000 -15,388
   STIFEL FINANCIAL CORP 599 - 2023-12-31 162,351 $16,007,000 -63,773
   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
   COMMONWEALTH EQUITY SERVICES LLC. 637 - 2024-03-31 141,178 $14,037,000 -16,455
   BB&T CORP 505 - 2023-12-31 140,685 $13,870,000 -21,105
   SILVER OAK SECURITIES Inc 4 - 2024-03-31 134,271 $13,351,000 -37,875
   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
   Ethos Financial Group LLC 10 - 2024-03-31 121,340 $12,065,000 -815
   FDX ADVISORS, INC. - 2024-03-31 116,173 $11,551,000 -5,325
   COURIER CAPITAL CORP 30 - 2024-03-31 115,304 $11,465,000 -1
   Integrated Wealth Concepts LLC 130 - 2023-12-31 114,884 $11,326,000 -51,255
   Equitable Holdings Inc. 128 - 2023-12-31 114,218 $11,261,000 -52,831
   IFG Advisory LLC 22 - 2024-03-31 105,928 $10,532,000 -264
   Walker Financial Services Inc. 5 - 2024-03-31 102,783 $10,220,000 -65,723
   Elm Partners Management LLC 23 - 2024-03-31 101,956 $10,137,000 -12,759
   ALESCO ADVISORS LLC 29 - 2024-03-31 101,314 $10,074,000 -386
   FINANCIAL NETWORK 345 - 2023-12-31 100,915 $9,949,000 -1,995
   MERCER GLOBAL ADVISORS INC /ADV 313 - 2023-12-31 99,854 $9,845,000 -40,310
   GOLDMAN SACHS GROUP INC/ 2102 - 2023-12-31 98,119 $9,674,000 -39,930
   BURNS WEALTH MANAGEMENT, INC. 92 - 2024-03-31 92,111 $9,159,000 -3,800
   Pinnacle Wealth Management Group Inc. 1 - 2024-03-31 81,385 $8,092,000 -5,602
   Bleakley Financial Group LLC 80 - 2024-03-31 81,018 $8,056,000 -3,342
   NATIONAL ASSET MANAGEMENT, INC. 111 - 2023-12-31 77,371 $7,628,000 -1,671
   Krasney Financial LLC 29 - 2024-03-31 63,913 $6,355,000 -1,558
   BLAIR WILLIAM & CO/IL 435 - 2024-03-31 61,568 $6,122,000 -844
   OPPENHEIMER & CO INC 239 - 2024-03-31 59,931 $5,959,000 -9,451
   Perfromance Wealth Partners LLC 30 - 2024-03-31 59,591 $5,925,000 -2,760
   Private Advisor Group LLC 411 - 2024-03-31 58,849 $5,851,000 -13,451
   Atria Wealth Solutions Inc. 279 - 2023-12-31 57,120 $5,631,000 -10,005
   City State Bank 5 - 2024-03-31 56,154 $5,583,000 -480
   NorthCrest Asset Manangement LLC 132 - 2024-03-31 55,122 $5,481,000 -1,965
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 542 - 2023-12-31 51,146 $5,043,000 -9,482
   Kestra Advisory Services LLC 456 - 2023-12-31 49,755 $4,905,000 -1,978
   Arcataur Capital Management LLC 13 - 2024-03-31 49,029 $4,875,000 -285
   CHESAPEAKE CAPITAL CORP /IL/ 2 - 2024-03-31 48,755 $4,848,000 -20,828
   PINNACLE FINANCIAL PARTNERS INC 168 - 2024-03-31 47,756 $4,748,000 -204,744
   MULTIFINANCIAL SECURITIES CORP 295 - 2023-12-31 47,461 $4,679,000 -103,938
   FLOW TRADERS U.S. LLC 95 - 2023-12-31 46,284 $4,563,000 -12,249
   Kure Advisory LLC 12 - 2024-03-31 44,059 $4,381,000 -28,259
   KESTRA PRIVATE WEALTH SERVICES LLC 224 - 2024-03-31 43,942 $4,369,000 -45,555
   Trivant Custom Portfolio Group LLC 9 - 2024-03-31 43,605 $4,336,000 -8,678
   Goss Wealth Management LLC 409 - 2023-12-31 41,248 $4,068,000 -70,489
   CIBC WORLD MARKETS INC. 405 - 2023-12-31 39,100 $3,855,000 -37,222
   Soltis Investment Advisors LLC 79 - 2024-03-31 38,499 $3,828,000 -16,838
   Retireful LLC 17 - 2024-03-31 35,414 $3,521,000 -3,773
   Resource Planning Group 15 - 2023-12-31 35,695 $3,519,000 -4,365
   Martin Capital Partners LLC 40 - 2024-03-31 34,882 $3,468,000 -1,236
   JAMES INVESTMENT RESEARCH INC 72 - 2024-03-31 34,568 $3,437,000 -1,602
   MARINER WEALTH ADVISORS, LLC 860 - 2023-12-31 31,926 $3,148,000 -2,831
   Lake Hills Wealth Management LLC 14 - 2024-03-31 30,472 $3,030,000 -32,382
   HILLTOP HOLDINGS INC. 77 - 2023-12-31 30,183 $2,976,000 -26,587
   Executive Wealth Management LLC - 2023-12-31 29,472 $2,906,000 -5,798
   Lee Financial CORP 23 - 2023-12-31 28,615 $2,821,000 -23,589
   RSM US WEALTH MANAGEMENT LLC 144 - 2024-03-31 28,263 $2,810,000 -14,642
   MADDEN ADVISORY SERVICES, INC. 23 - 2024-03-31 28,163 $2,800,000 -871
   CENTAURUS FINANCIAL INC. 108 - 2023-12-31 28,142 $2,775,000 -9,940
   RESOLUTE FINANCIAL LLC 7 - 2022-12-31 27,829 $2,698,000 -2,911
   WASHINGTON TRUST CO 118 - 2024-03-31 26,412 $2,626,000 -7,039
   Fifth Third Securities Inc. 91 - 2024-03-31 26,185 $2,604,000 -392
   CITIGROUP INC 1607 - 2024-03-31 26,005 $2,586,000 -498
   CWM LLC 561 - 2024-03-31 25,110 $2,497,000 -18,113
   JANE STREET GROUP LLC 2181 - 2023-12-31 25,180 $2,482,000 -501,958
   USAdvisors Wealth Management LLC 36 - 2024-03-31 24,516 $2,438,000 -31,585
   H D Vest Advisory Services 504 - 2024-03-31 22,987 $2,286,000 -13,779
   Bell Investment Advisors Inc 31 - 2024-03-31 22,468 $2,234,000 -2,020
   Resources Investment Advisors Inc. 311 - 2024-03-31 22,291 $2,216,000 -758
  100 Records found
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