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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Streettalk Advisors LLC 450 *Closed 2024-03-31 0 $0 -6,326
   MATRIX PRIVATE CAPITAL GROUP LLC 144 *Closed 2023-12-31 0 $0 -404
   FOCUS Wealth Advisors LLC 60 *Closed 2024-03-31 0 $0 -17,707
   Strategic Advocates LLC 134 *Closed 2024-03-31 0 $0 -2,354
   FARMERS & MERCHANTS INVESTMENTS INC 1645 *Closed 2024-03-31 0 $0 -118
   Sheets Smith Investment Management 30 *Closed 2022-12-31 0 $0 -31,666
   ARGUS INVESTORS COUNSEL INC 107 *Closed 2024-03-31 0 $0 -3,391
   Congress Wealth Management LLC / DE / 581 *Closed 2024-03-31 0 $0 -2,796
   Keebeck Wealth Management LLC 261 *Closed 2023-12-31 0 $0 -3,071
   Level Financial Advisors Inc. 75 *Closed 2024-03-31 0 $0 -500
   GoalVest Advisory LLC 399 *Closed 2024-03-31 0 $0 -1,676
   EPG Wealth Management LLC 427 *Closed 2023-12-31 0 $0 -113
   WCM INVESTMENT MANAGEMENT/CA 248 *Closed 2024-03-31 0 $0 -7
   Yoder Wealth Management Inc. 103 *Closed 2024-03-31 0 $0 -2,188
   Crewe Advisors LLC 383 *Closed 2023-12-31 0 $0 -41
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -332,604
   True Link Financial Advisors LLC 64 *Closed 2024-03-31 0 $0 -15,712
   Pacifica Partners Inc. 501 *Closed 2024-03-31 0 $0 -41
   Bank of New Hampshire 494 *Closed 2024-03-31 0 $0 -710
   AMUNDI 1922 *Closed 2023-12-31 0 $0 -102,100
   Richardson Capital Management LLC 155 *Closed 2024-03-31 0 $0 -280
   SMITH MOORE & CO. 413 *Closed 2023-12-31 0 $0 -3,732
   CANANDAIGUA NATIONAL CORP 256 *Closed 2022-12-31 0 $0 -152,279
   FIRST NATIONAL BANK OF HUTCHINSON *Closed 2023-12-31 0 $0 -16,521
   FLC Capital Advisors 160 *Closed 2023-12-31 0 $0 -70,193
   ELEMENT POINTE ADVISORS LLC 82 *Closed 2023-12-31 0 $0 -10,500
   REGAL INVESTMENT ADVISORS, LLC 551 *Closed 2023-12-31 0 $0 -2,128
   HEAD & ASSOCIATES LLC 332 *Closed 2023-12-31 0 $0 -235
   BLUE CREEK INVESTMENT PARTNERS LLC 387 *Closed 2024-03-31 0 $0 -4,147
   MILLENNIUM MANAGEMENT LLC 4201 *Closed 2023-12-31 0 $0 -15,779
   Laurel Wealth Advisors Inc. 662 *Closed 2022-12-31 0 $0 -4,363
   Quaker Wealth Management LLC 62 *Closed 2024-03-31 0 $0 -66,378
   Koss-Olinger Consulting LLC 193 *Closed 2024-03-31 0 $0 -2,504
   BAKER AVENUE ASSET MANAGEMENT, LP 1220 *Closed 2023-12-31 0 $0 -1,054
   JOHNSON FINANCIAL GROUP, INC. 946 *Closed 2023-12-31 0 $0 -316
   STEPHENS INC /AR/ 1225 *Closed 2023-12-31 0 $0 -3,402
   OLYMPUS WEALTH MANAGEMENT LLC 16 *Closed 2024-03-31 0 $0 -2,153
   Park Place Capital Corp 901 *Closed 2024-03-31 0 $0 -158
   OLD MISSION CAPITAL LLC 1060 *Closed 2023-12-31 0 $0 -8,962
   Independent Wealth Network Inc. 145 *Closed 2024-03-31 0 $0 -13,620
   Koshinski Asset Management Inc. 585 *Closed 2023-12-31 0 $0 -8,293
   DDFG Inc 79 *Closed 2024-03-31 0 $0 -41,439
   TITLEIST ASSET MANAGEMENT LLC 235 *Closed 2023-12-31 0 $0 -9,502
   ATLAS CAPITAL ADVISORS LLC 875 *Closed 2024-03-31 0 $0 -62,185
   ASPIREON WEALTH ADVISORS 49 *Closed 2023-03-31 0 $0 -67,405
   TCI Wealth Advisors Inc. 210 *Closed 2023-12-31 0 $0 -5,429
   Impact Partnership Wealth LLC 1039 *Closed 2023-12-31 0 $0 -12
   VERITABLE LP 819 *Closed 2023-09-30 0 $0 -5,718
   Meridian Wealth Management LLC 492 *Closed 2024-03-31 0 $0 -4,961
   Comprehensive Wealth Management LLC 32 *Closed 2024-03-31 0 $0 -100,794
   Dynamic Advisors Solutions LLC 952 *Closed 2024-03-31 0 $0 -2,453
   Paladin Advisory Group LLC 262 *Closed 2023-12-31 0 $0 -2,687
   Brandywine Oak Private Wealth LLC 234 *Closed 2023-12-31 0 $0 -8,841
   Lumature Wealth Partners LLC 405 *Closed 2023-06-30 0 $0 -179
   Wealth Management Solutions LLC 85 *Closed 2023-09-30 0 $0 -2,867
   NICOLET ADVISORY SERVICES LLC 327 *Closed 2023-12-31 0 $0 -2,260
   Beacon Capital Management LLC 1036 *Closed 2023-12-31 0 $0 -252
   Keener Financial Planning LLC 207 *Closed 2024-03-31 0 $0 -36
   CHATHAM CAPITAL GROUP INC 195 *Closed 2024-03-31 0 $0 -21,850
   HAVERFORD FINANCIAL SERVICES INC. 42 *Closed 2024-03-31 0 $0 -2,252
   Concord Wealth Partners 915 *Closed 2024-03-31 0 $0 -385
   3D/L Capital Management LLC 79 *Closed 2023-12-31 0 $0 -4,465
   FOUNDERS FINANCIAL SECURITIES LLC 394 *Closed 2024-03-31 0 $0 -5,083
   Icon Wealth Advisors LLC 473 *Closed 2023-12-31 0 $0 -4,367
   EFG Asset Management (Americas) Corp. 135 *Closed 2024-03-31 0 $0 -2,944
   LaSalle St. Investment Advisors LLC 123 *Closed 2023-09-30 0 $0 -7,123
   SageView Advisory Group LLC 698 *Closed 2023-12-31 0 $0 -4,346
  67 Records found
  1    
  Page 1 of 1
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