Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Treasury Floating Rate Bond (TFLO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 491    17
Total shares held : 
 164,625,127  
% of shares held : 
 18.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -3,716,068  
% of shares held change : 
   -0.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,879,229
 1.14%
 
Increased Positions :
189
 10,435,155
 6.34%
 
Unchanged Positions :
46
 4,024,188
 2.44%
 
Decreased Positions :
208
-14,864,678
-9.03%
 
Closed Positions :
31
-1,165,774
-0.71%
 
Guru Positions :
2
7,634
 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
   ENVESTNET ASSET MANAGEMENT INC 26 - 2023-12-31 28,943,877 $1,460,797,000 -423,612
   LPL FINANCIAL CORP 60 - 2023-12-31 10,958,316 $553,066,000 -778,173
   BANK OF AMERICA CORP /DE/ 323 - 2023-12-31 9,223,892 $465,530,000 -822,722
   MORGAN STANLEY 518 - 2023-12-31 7,332,004 $370,046,000 -145,851
   Advisor Group Holdings Inc. 49 - 2023-12-31 3,980,400 $200,951,000 -1,849,750
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 158 - 2024-03-31 1,770,621 $89,753,000 -114,422
   Cetera Investment Advisers 21 - 2023-12-31 1,702,461 $85,923,000 -14,908
   Steward Financial Group LLC 1 - 2023-09-30 1,681,786 $85,333,000 -65,116
   BB&T CORP 175 - 2023-12-31 1,418,863 $71,610,000 -40,890
   MADISON ASSET MANAGEMENT LLC 35 - 2023-12-31 1,378,804 $69,588,000 -448,972
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 67 - 2024-03-31 1,337,828 $67,814,000 -186,629
   WESTEND ADVISORS LLC 13 - 2023-12-31 1,159,666 $58,528,000 -27,608
   Sontag Advisory LLC 27 - 2023-12-31 1,093,941 $55,211,000 -99,004
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 116 - 2023-12-31 1,019,039 $51,431,000 -21,716
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 8 - 2024-03-31 938,753 $47,585,000 -281,313
   Rinkey Investments - 2024-03-31 857,309 $43,457,000 -9,178
   WELLS FARGO & CO/MN 744 - 2023-12-31 856,354 $43,220,000 -45,905
   COMMONWEALTH EQUITY SERVICES LLC. 261 - 2024-03-31 841,059 $42,633,000 -556,468
   AE Wealth Management LLC 109 - 2023-12-31 757,078 $38,361,000 -674,621
   Atria Wealth Solutions Inc. 38 - 2023-12-31 666,680 $33,647,000 -3,071
   AJ WEALTH STRATEGIES LLC 19 - 2023-06-30 650,880 $32,980,000 -135,968
   Private Advisor Group LLC - 2024-03-31 648,935 $32,895,000 -18,099
   WEALTHSOURCE PARTNERS LLC 12 - 2023-12-31 533,271 $26,914,000 -107,143
   OPPENHEIMER & CO INC 33 - 2023-12-31 478,545 $24,152,000 -25,007
   Connectus Wealth LLC 52 - 2023-12-31 442,097 $22,330,000 -140,990
   Grant/GrossMendelsohn LLC 1 - 2024-03-31 419,407 $21,188,000 -53,546
   Divergent Wealth Advisors LLC 6 - 2023-12-31 398,738 $20,124,000 -22,348
   US BANCORP 318 - 2023-12-31 354,466 $17,890,000 -8,451
   RAYMOND JAMES & ASSOCIATES 921 - 2024-03-31 298,166 $15,114,000 -932,311
   WJ Wealth Management LLC 4 - 2024-03-31 284,606 $14,427,000 -121,109
   Spire Wealth Management 83 - 2024-03-31 269,124 $13,642,000 -26,171
   Centurion Wealth Management LLC - 2024-03-31 260,086 $13,184,000 -21,921
   Arden Trust Co 18 - 2024-03-31 241,133 $12,223,000 -174,239
   High Falls Advisors Inc 7 - 2023-12-31 239,898 $12,108,000 -4,804
   Foundations Investment Advisors LLC 64 - 2023-12-31 238,572 $12,041,000 -119,274
   BANK OF NEW YORK MELLON CORP 1874 - 2024-03-31 234,350 $11,879,000 -936,420
   Legacy Wealth Asset Management LLC 2 - 2024-03-31 211,460 $10,719,000 -100
   Element Wealth LLC 2 - 2023-12-31 204,838 $10,338,000 -64,225
   PRUDENTIAL FINANCIAL INC 663 - 2023-12-31 197,097 $9,947,000 -350
   Castle Rock Wealth Management LLC 9 - 2023-12-31 179,060 $9,045,000 -34,892
   CWM LLC 312 - 2024-03-31 173,671 $8,803,000 -3,541,004
   Perigon Wealth Management LLC - 2024-03-31 172,079 $8,723,000 -108,630
   Brookstone Capital Management 159 - 2024-03-31 166,197 $8,425,000 -73,753
   BANK OF MONTREAL /CAN/ 917 - 2023-12-31 165,100 $8,352,000 -177,029
   Proficio Capital Partners LLC - 2024-03-31 163,655 $8,296,000 -203,682
   Sharkey Howes & Javer 18 - 2024-03-31 162,146 $8,219,000 -75,727
   Stokes Family Office LLC 22 - 2023-12-31 162,377 $8,195,000 -11,281
   Stone House Investment Management LLC 11 - 2023-12-31 147,231 $7,431,000 -270,051
   Baird Financial Group Inc. 565 - 2023-12-31 136,345 $6,881,000 -581
   BCJ Capital Management LLC 43 - 2023-12-31 132,955 $6,710,000 -2,023
   Beacon Pointe Advisors LLC 225 - 2023-12-31 132,685 $6,697,000 -1,220
   JANNEY MONTGOMERY SCOTT LLC 674 - 2024-03-31 122,816 $6,226,000 -3,085,721
   Van Hulzen Asset Management LLC 58 - 2023-12-31 118,688 $5,990,000 -18
   IronBridge Private Wealth LLC 13 - 2023-12-31 118,182 $5,965,000 -95,909
   NATIONAL ASSET MANAGEMENT, INC. 148 - 2023-12-31 114,208 $5,764,000 -30,075
   Aquire Wealth Advisors LLC 8 - 2023-12-31 111,419 $5,623,000 -3,669
   Keystone Financial Services 9 - 2023-12-31 109,701 $5,537,000 -7,616
   Invst LLC 36 - 2023-12-31 106,961 $5,405,000 -12,454
   ROBINSON SMITH WEALTH ADVISORS LLC 4 - 2024-03-31 105,646 $5,355,000 -5,994
   BP WEALTH MANAGEMENT LLC 160 - 2023-12-31 103,279 $5,212,000 -57,556
   PAX Financial Group LLC 26 - 2023-12-31 101,162 $5,115,000 -50,106
   Steward Partners Investment Advisory LLC 287 - 2023-12-31 98,289 $4,961,000 -73,082
   THRIVENT FINANCIAL FOR LUTHERANS 796 - 2023-12-31 97,554 $4,924,000 -498,048
   TNF LLC 15 - 2024-03-31 95,125 $4,816,000 -34,701
   Global Retirement Partners LLC 125 - 2024-03-31 92,027 $4,665,000 -14,352
   HPM Partners LLC - 2023-12-31 90,265 $4,556,000 -759,156
   New Capital Management LP 13 - 2024-03-31 87,860 $4,454,000 -6,113
   West Wealth Group LLC 14 - 2023-12-31 86,998 $4,391,000 -6
   SigFig Wealth Management LLC 54 - 2023-12-31 85,937 $4,337,000 -2,692
   FINANCIAL ARCHITECTS INC 32 - 2023-06-30 85,502 $4,332,000 -3,932
   Fortress Wealth Group LLC 10 - 2023-12-31 84,973 $4,292,000 -65,375
   WESPAC ADVISORS, LLC 3 - 2024-03-31 84,373 $4,277,000 -4,266
   RFG Advisory Group LLC 125 - 2024-03-31 81,237 $4,118,000 -55,696
   Elmwood Wealth Management Inc. 7 - 2023-12-31 80,998 $4,088,000 -68,788
   JAMES INVESTMENT RESEARCH INC 61 - 2024-03-31 79,765 $4,043,000 -6,153
   Main Management Fund Advisors LLC 6 - 2023-12-31 77,050 $3,889,000 -138,300
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1354 - 2023-12-31 72,269 $3,647,000 -15,155
   American Planning Services Inc. 9 - 2023-12-31 70,834 $3,575,000 -357,498
   Laffer Tengler Investments 37 - 2023-12-31 70,621 $3,564,000 -2,405
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 770 - 2024-03-31 67,375 $3,415,000 -13,009
   ADVISORY SERVICES NETWORK, LLC 276 - 2023-12-31 66,252 $3,344,000 -17,268
   PNC FINANCIAL SERVICES GROUP INC 745 - 2023-12-31 63,675 $3,214,000 -4,451
   TOWNSQUARE CAPITAL LLC 323 - 2023-12-31 63,333 $3,196,000 -3,174
   Merit Financial Group LLC 146 - 2023-12-31 59,752 $3,016,000 -30,599
   Fortune 45 LLC 7 - 2024-03-31 58,575 $2,975,000 -683
   Vigilare Wealth Management 12 - 2024-03-31 58,238 $2,952,000 -10,788
   U.S. Capital Wealth Advisors LLC 174 - 2023-12-31 57,784 $2,916,000 -1,861
   RSM US WEALTH MANAGEMENT LLC 142 - 2024-03-31 57,244 $2,902,000 -778
   PARK AVENUE SECURITIES LLC 303 - 2024-03-31 56,036 $2,840,000 -2,150,654
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 19 - 2024-03-31 53,848 $2,730,000 -91,654
   Forthright Family Wealth Advisory LLC - 2024-03-31 53,281 $2,701,000 -11,918
   PROEQUITIES INC. - 2024-03-31 50,894 $2,580,000 -180,444
   Tradition Wealth Management LLC 72 - 2023-12-31 47,343 $2,389,000 -2,802
   Mutual Advisors LLC - 2024-03-31 46,694 $2,367,000 -61,853
   GeoWealth Management LLC 109 - 2023-12-31 45,909 $2,318,000 -142,404
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 45,690 $2,316,000 -16,016
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 69 - 2023-12-31 44,350 $2,238,000 -1,150
   Strategic Blueprint LLC 134 - 2024-03-31 42,401 $2,149,000 -79,104
   HARBOUR INVESTMENTS INC. 220 - 2023-12-31 41,798 $2,110,000 -45,490
   DOHJ LLC 43 - 2024-03-31 41,407 $2,099,000 -23,303
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us