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Get Institutions for : 
iShares S&P S/T Natnl AMT-Free Muni Bd (SUB)  
$104.41 0.01 (0.01%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 737    27
Total shares held : 
 74,324,234  
% of shares held : 
 82.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -57  
Amount of shares held : 
 1,266,183  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $102.63  
Last Quarter's Ending Price : 
 $105.43  
Last Quarter's Average Price : 
 $104.02  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (0.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 499,171
 0.67%
 
Increased Positions :
273
 7,529,323
 10.13%
 
Unchanged Positions :
113
 1,513,953
 2.04%
 
Decreased Positions :
303
-5,828,354
-7.84%
 
Closed Positions :
75
-933,957
-1.26%
 
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
   Salomon & Ludwin LLC 5 - 2023-12-31 445,987 $45,874,000 0
   Curbstone Financial Management Corp 32 - 2024-03-31 38,250 $4,006,000 0
   Forum Financial Management LP 71 - 2023-12-31 28,346 $2,989,000 0
   AJ WEALTH STRATEGIES LLC 92 - 2023-06-30 20,032 $2,084,000 0
   TOMPKINS FINANCIAL CORP 70 - 2024-03-31 16,485 $1,726,000 0
   Beacon Harbor Wealth Advisors Inc. 51 - 2023-12-31 15,661 $1,651,000 0
   FIRST HAWAIIAN BANK 277 - 2024-03-31 15,632 $1,637,000 0
   Greenspring Advisors LLC 21 - 2024-03-31 14,001 $1,466,000 0
   WEBSTER BANK 98 - 2024-03-31 13,731 $1,438,000 0
   Brand Asset Management Group Inc. - 2023-12-31 13,560 $1,430,000 0
   Plancorp LLC 95 - 2023-12-31 13,000 $1,371,000 0
   Sargent Bickham Lagudis LLC 120 - 2022-12-31 11,823 $1,233,000 0
   CYNOSURE MANAGEMENT LLC 84 - 2023-12-31 11,337 $1,195,000 0
   ARS Wealth Advisors Group LLC 58 - 2023-12-31 10,700 $1,128,000 0
   White Lighthouse Investment Management Inc. - 2023-12-31 9,500 $1,002,000 0
   Heritage Wealth Partners LLC 16 - 2024-03-31 9,460 $997,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 28 - 2023-03-31 9,300 $974,000 0
   Altiora Financial Group LLC 40 - 2024-03-31 9,024 $945,000 0
   Revolve Wealth Partners LLC 71 - 2024-03-31 7,877 $825,000 0
   Vertex Planning Partners LLC 52 - 2023-12-31 7,799 $822,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 350 - 2023-12-31 7,310 $771,000 0
   CWA Asset Management Group LLC 195 - 2023-12-31 7,238 $763,000 0
   BIDWELL C M & ASSOCIATES LTD/ 37 - 2023-12-31 7,184 $757,000 0
   DEAN C H & ASSOCIATES INC 186 - 2023-12-31 6,650 $701,000 0
   ML & R WEALTH MANAGEMENT LLC 35 - 2023-12-31 6,538 $689,000 0
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 174 - 2024-03-31 6,531 $684,000 0
   Carr Financial Group Corp 82 - 2024-03-31 6,000 $628,000 0
   LIBRA WEALTH LLC 29 - 2023-12-31 5,699 $601,000 0
   InterOcean Capital Group LLC 275 - 2023-12-31 4,948 $522,000 0
   Levy Wealth Management Group LLC 58 - 2024-03-31 4,915 $518,000 0
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 61 - 2023-12-31 4,750 $501,000 0
   LAFLEUR & GODFREY INC 95 - 2024-03-31 4,475 $469,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 261 - 2023-12-31 4,424 $466,000 0
   PAPP L ROY & ASSOCIATES 127 - 2024-03-31 4,350 $456,000 0
   WHITTIER TRUST CO OF NEVADA INC 363 - 2023-12-31 4,011 $423,000 0
   EAGLE GLOBAL ADVISORS LLC 178 - 2023-12-31 4,000 $422,000 0
   GenTrust LLC 103 - 2024-03-31 3,990 $418,000 0
   Capital Advisors Ltd. LLC 175 - 2024-03-31 3,993 $418,000 0
   WEST COAST FINANCIAL LLC 106 - 2024-03-31 3,823 $400,000 0
   WARNER FINANCIAL INC 84 - 2024-03-31 3,784 $396,000 0
   GRANDFIELD & DODD LLC 147 - 2023-12-31 3,735 $394,000 0
   CLIENT 1ST ADVISORY GROUP LLC 65 - 2023-12-31 3,707 $391,000 0
   Tyche Wealth Partners LLC 164 - 2024-03-31 3,730 $391,000 0
   Spotlight Asset Group Inc. 44 - 2023-12-31 3,401 $350,000 0
   Global Wealth Management Investment Advisory Inc. 122 - 2023-12-31 3,231 $341,000 0
   Patriot Investment Management Inc. 199 - 2024-03-31 3,171 $332,000 0
   HERITAGE INVESTORS MANAGEMENT CORP 206 - 2023-12-31 3,000 $316,000 0
   EVERETT HARRIS & CO /CA/ 220 - 2024-03-31 3,000 $314,000 0
   Exchange Bank 86 - 2024-03-31 2,965 $311,000 0
   BOSTON FAMILY OFFICE LLC 220 - 2023-12-31 2,902 $306,000 0
   UMB BANK N A/MO 491 - 2024-03-31 2,848 $298,000 0
   Alta Wealth Advisors LLC 107 - 2023-12-31 2,772 $292,000 0
   Traveka Wealth LLC 82 - 2024-03-31 2,778 $291,000 0
   CAPE ANN SAVINGS BANK 71 - 2023-12-31 2,760 $290,000 0
   Henrickson Nauta Wealth Advisors Inc. 58 - 2024-03-31 2,749 $287,000 0
   FIRST MANHATTAN CO 581 - 2023-12-31 2,700 $285,000 0
   Harbor Group Inc. 61 - 2024-03-31 2,674 $280,000 0
   Relaxing Retirement Coach 63 - 2023-06-30 2,681 $279,000 0
   Winthrop Advisory Group LLC 120 - 2024-03-31 2,651 $278,000 0
   SHUFRO ROSE & CO LLC 224 - 2023-12-31 2,685 $276,000 0
   Essential Planning LLC. 52 - 2023-12-31 2,610 $275,000 0
   Worth Financial Advisory Group LLC 108 - 2023-12-31 2,498 $263,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 172 - 2023-06-30 2,461 $256,000 0
   Opal Wealth Advisors LLC 146 - 2024-03-31 2,350 $246,000 0
   BCS Wealth Management 208 - 2024-03-31 2,292 $240,000 0
   PROVISE MANAGEMENT GROUP LLC 303 - 2023-12-31 2,225 $235,000 0
   Columbus Macro LLC 164 - 2024-03-31 2,229 $233,000 0
   PROFFITT & GOODSON INC 103 - 2024-03-31 2,146 $225,000 0
   Wealth Dimensions Group Ltd. 128 - 2023-12-31 2,035 $215,000 0
   LYELL WEALTH MANAGEMENT LP 178 - 2023-12-31 2,000 $211,000 0
   Pinnacle Wealth Planning Services Inc. 386 - 2023-12-31 2,000 $211,000 0
   Sage Mountain Advisors LLC 311 - 2024-03-31 2,000 $209,000 0
   ROBERTS GLORE & CO INC /IL/ 200 - 2023-12-31 1,950 $206,000 0
   Sterling Investment Counsel LLC 168 - 2024-03-31 1,931 $202,000 0
   Atlantic Trust LLC 166 - 2023-12-31 1,628 $172,000 0
   Rye Brook Capital LLC 27 - 2024-03-31 1,400 $147,000 0
   Northwest Capital Management Inc 155 - 2024-03-31 1,312 $137,000 0
   BDO Wealth Advisors LLC 300 - 2023-06-30 1,300 $135,000 0
   Ten Capital Wealth Advisors LLC 168 - 2023-06-30 1,244 $129,000 0
   ARMSTRONG ADVISORY GROUP INC 221 - 2024-03-31 1,187 $125,000 0
   Capital Investment Advisory Services LLC 609 - 2024-03-31 696 $73,000 0
   MOTCO 264 - 2023-12-31 637 $67,000 0
   Transcendent Capital Group LLC 140 - 2024-03-31 530 $56,000 0
   Mascoma Wealth Management LLC - 2023-12-31 450 $47,000 0
   Laurel Wealth Advisors LLC 307 - 2023-12-31 347 $37,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 197 - 2023-12-31 329 $35,000 0
   CNB Bank 294 - 2023-12-31 260 $27,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 937 - 2024-03-31 210 $22,000 0
   Asset Dedication LLC 647 - 2024-03-31 125 $13,000 0
   Tortoise Investment Management LLC 553 - 2023-12-31 100 $11,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 325 - 2023-12-31 72 $8,000 0
   HARBOR INVESTMENT ADVISORY LLC 945 - 2024-03-31 53 $6,000 0
   Viewpoint Capital Management LLC 130 - 2024-03-31 50 $5,000 0
   Lee Financial CORP 589 - 2023-12-31 35 $4,000 0
   Activest Wealth Management 350 - 2024-03-31 4 $0 0
  95 Records found
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