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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
   BANK OF NEW YORK MELLON CORP 135 - 2024-03-31 7,288,245 $763,298,000 -1,119,750
   ENVESTNET ASSET MANAGEMENT INC 69 - 2023-12-31 5,995,207 $632,075,000 -615,453
   WIT LLC 4 - 2023-12-31 1,941 $204,608,000 -291
   ROYAL BANK OF CANADA 381 - 2023-12-31 1,331,455 $140,376,000 -132,819
   FRANKLIN RESOURCES INC 309 - 2023-12-31 1,247,797 $131,555,000 -286,180
   TIAA FSB 49 - 2023-06-30 931,432 $96,906,000 -123,172
   AMERIPRISE FINANCIAL INC 557 - 2023-12-31 844,336 $89,109,000 -26,274
   US BANCORP 137 - 2023-12-31 821,782 $86,641,000 -8,014
   CITIGROUP INC 189 - 2023-12-31 783,899 $82,646,000 -176,017
   MARINER WEALTH ADVISORS, LLC 107 - 2023-12-31 751,757 $79,258,000 -6,247
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 115 - 2023-12-31 688,878 $72,629,000 -1,055
   LPL FINANCIAL CORP 410 - 2023-12-31 632,700 $66,706,000 -535,059
   WELLS FARGO & CO/MN 619 - 2023-12-31 555,478 $58,564,000 -47,921
   Heritage Investment Group Inc. 2 - 2023-12-31 486,103 $51,250,000 -17,625
   PARTNERS CAPITAL INVESTMENT GROUP LLP 21 - 2023-12-31 479,782 $50,583,000 -77,668
   HPM Partners LLC - 2023-12-31 345,545 $36,431,000 -93,307
   One Capital Management LLC 29 - 2023-12-31 246,555 $25,994,000 -54,001
   Apella Capital LLC 20 - 2024-03-31 240,323 $25,102,000 -4,522
   Advisor Group Holdings Inc. 409 - 2023-12-31 231,368 $24,397,000 -232,844
   Beacon Pointe Advisors LLC 78 - 2023-12-31 229,472 $24,193,000 -30,095
   Comprehensive Portfolio Management LLC 21 - 2024-03-31 222,216 $23,273,000 -5,773
   HIGHTOWER ADVISORS, LLC 458 - 2023-12-31 200,947 $21,182,000 -45,745
   MML INVESTORS SERVICES LLC 231 - 2023-12-31 189,017 $19,928,000 -83,401
   RAYMOND JAMES & ASSOCIATES 815 - 2024-03-31 176,190 $18,452,000 -5,667
   Rockefeller Capital Management L.P. 308 - 2023-12-31 171,553 $18,087,000 -53,054
   MERRIMAN WEALTH MANAGEMENT, LLC 17 - 2023-12-31 169,181 $17,837,000 -134,291
   Rockwood Wealth Management LLC 11 - 2024-03-31 164,998 $17,280,000 -1,725
   SHEETS SMITH & ASSOCIATES INC 4 - 2023-09-30 164,015 $16,871,000 -32,959
   Ackerman Capital Advisors LLC 6 - 2024-03-31 148,076 $15,508,000 -89
   UNITED BANK /VA/ 20 - 2023-12-31 143,241 $15,102,000 -158,052
   Meridian Wealth Partners LLC 12 - 2023-12-31 140,382 $14,800,000 -6,392
   Horiko Capital Management LLC 9 - 2023-12-31 139,383 $14,695,000 -54,403
   FINANCIAL NETWORK 295 - 2023-12-31 118,411 $12,484,000 -40,716
   ZEKE CAPITAL ADVISORS, LLC 23 - 2022-12-31 118,983 $12,406,000 -29,822
   PUTNAM FL INVESTMENT MANAGEMENT CO 82 - 2023-12-31 108,178 $11,405,000 -517
   FREESTONE CAPITAL HOLDINGS, LLC 39 - 2023-12-31 104,988 $11,069,000 -2,218
   TD CAPITAL MANAGEMENT LLC 20 - 2023-12-31 103,980 $10,963,000 -16,968
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 35 - 2023-12-31 101,796 $10,732,000 -69,599
   Column Capital Advisors LLC 15 - 2023-09-30 103,271 $10,622,000 -134,985
   Manhattan West Asset Management LLC 6 - 2023-12-31 100,213 $10,565,000 -10,743
   Prime Capital Investment Advisors LLC - 2023-12-31 99,963 $10,539,000 -30,415
   MBL Wealth LLC 22 - 2024-03-31 97,521 $10,213,000 -7,047
   Integrated Advisors Network LLC 33 - 2023-12-31 96,708 $10,196,000 -11,393
   PARK AVENUE SECURITIES LLC 110 - 2024-03-31 97,227 $10,183,000 -2,376
   COCONUT GROVE BANK 10 - 2023-12-31 90,816 $9,575,000 -5,304
   Brio Consultants LLC 15 - 2023-12-31 89,714 $9,459,000 -3,088
   Heartwood Wealth Advisors LLC 25 - 2024-03-31 89,424 $9,365,000 -35,923
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 81,010 $8,541,000 -89,665
   M&T BANK CORP 337 - 2023-12-31 75,407 $7,950,000 -888
   Symmetry Partner LLC 39 - 2024-03-31 73,686 $7,717,000 -26,176
   OPUS CAPITAL GROUP LLC 24 - 2024-03-31 72,817 $7,626,000 -4,583
   ADVISORY SERVICES NETWORK, LLC 110 - 2023-12-31 71,935 $7,584,000 -5,546
   Life Planning Partners Inc 3 - 2023-12-31 71,100 $7,496,000 -6,178
   AUA CAPITAL MANAGEMENT LLC 3 - 2024-03-31 68,508 $7,175,000 -46
   Helen Stephens Group LLC 12 - 2024-03-31 66,021 $6,914,000 -9,462
   COLONY GROUP LLC 184 - 2023-09-30 64,912 $6,677,000 -20,230
   Clarus Group Inc. 6 - 2024-03-31 63,106 $6,609,000 -2,895
   Envestnet Portfolio Solutions Inc. 271 - 2023-12-31 62,544 $6,594,000 -193,437
   Jordan Park Group LLC 22 - 2023-12-31 61,687 $6,504,000 -18,254
   COUNTRY CLUB BANK /GFN 62 - 2024-03-31 61,072 $6,396,000 -1,618
   Lutz Financial Services LLC 37 - 2023-12-31 59,638 $6,288,000 -9,270
   Elmwood Wealth Management Inc. 2 - 2023-12-31 58,317 $6,148,000 -917
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 650 - 2024-03-31 57,334 $6,005,000 -419
   LEGACY FINANCIAL GROUP INC. 16 - 2023-12-31 54,189 $5,713,000 -1,526
   PDS Planning Inc 30 - 2023-12-31 53,102 $5,598,000 -24,459
   BB&T CORP 825 - 2023-12-31 53,019 $5,590,000 -879
   Wealthcare Advisory Partners LLC 97 - 2024-03-31 53,101 $5,561,000 -511
   Austin Private Wealth LLC 30 - 2024-03-31 52,733 $5,503,000 -792
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 274 - 2023-12-31 51,860 $5,468,000 -31,175
   EAGLE ROCK INVESTMENT COMPANY LLC 28 - 2024-03-31 51,916 $5,437,000 -281
   Soltis Investment Advisors LLC - 2023-12-31 49,211 $5,188,000 -104
   BLAIR WILLIAM & CO/IL 457 - 2023-12-31 48,695 $5,134,000 -738
   MERITAGE PORTFOLIO MANAGEMENT 92 - 2023-12-31 48,637 $5,128,000 -9,932
   EMPIRICAL FINANCIAL SERVICES, LLC 101 - 2023-12-31 48,046 $5,065,000 -3,118
   STUDIO INVESTMENT MANAGEMENT LLC 19 - 2023-12-31 46,213 $4,872,000 -2,520
   Steward Partners Investment Advisory LLC 293 - 2023-12-31 45,949 $4,844,000 -39,667
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 20 - 2024-03-31 46,238 $4,843,000 -7,957
   Alaethes Wealth LLC 6 - 2023-12-31 44,900 $4,734,000 -1,345
   JFS WEALTH ADVISORS, LLC 44 - 2023-12-31 43,758 $4,613,000 -591
   Baron Financial Group LLC - 2023-12-31 43,190 $4,554,000 -9,905
   Stratos Wealth Partners LTD. 251 - 2024-03-31 43,032 $4,507,000 -1,794
   INTL FCSTONE INC. 35 - 2023-12-31 42,613 $4,492,000 -2,528
   Lindenwold Advisors 9 - 2023-12-31 42,558 $4,487,000 -15,493
   BRAGG FINANCIAL ADVISORS INC 127 - 2023-12-31 42,477 $4,478,000 -5,959
   Parkside Investments LLC 47 - 2024-03-31 42,500 $4,451,000 -2,000
   CRESTWOOD ADVISORS LLC 125 - 2023-12-31 41,954 $4,423,000 -10,676
   Clarius Group LLC 43 - 2024-03-31 41,820 $4,380,000 -19,616
   Johnson Bixby & Associates LLC 22 - 2024-03-31 41,612 $4,358,000 -11,151
   Cetera Investment Advisers 488 - 2023-12-31 41,106 $4,334,000 -148,164
   HIRTLE CALLAGHAN & CO INC 39 - 2023-12-31 39,892 $4,206,000 -543
   Buckingham Strategic Partners 56 - 2023-12-31 38,479 $4,057,000 -18,057
   Ironwood Wealth Management LLC. 13 - 2024-03-31 38,630 $4,046,000 -126
   Connectus Wealth LLC 184 - 2023-12-31 37,774 $3,982,000 -7,786
   Private Ocean LLC 30 - 2024-03-31 36,971 $3,872,000 -1,519
   AMG NATIONAL TRUST BANK 116 - 2023-12-31 36,514 $3,850,000 -5,440
   PRUDENTIAL FINANCIAL INC 1072 - 2023-12-31 36,379 $3,835,000 -24,319
   Baird Financial Group Inc. 738 - 2023-12-31 36,335 $3,831,000 -3,179
   THRIVENT FINANCIAL FOR LUTHERANS 924 - 2023-12-31 35,645 $3,757,000 -26,865
   Atria Wealth Solutions Inc. 392 - 2023-12-31 35,044 $3,695,000 -15,354
   LINCOLN NATIONAL CORP 183 - 2023-12-31 34,924 $3,682,000 -1,571
  100 Records found
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