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Get Institutions for : 
iShares Lehman TIPS Bond (TIP)  
$105.67 0.22 (0.21%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1031    69
Total shares held : 
 114,280,934  
% of shares held : 
 5.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -415  
Amount of shares held : 
 -14,966,085  
% of shares held change : 
   -0.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $102.92  
Last Quarter's Ending Price : 
 $107.49  
Last Quarter's Average Price : 
 $104.56  
Change from last quarter's     
avg. price to the last closing  : 
1.11 (1.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
64
 2,413,105
 2.11%
 
Increased Positions :
231
 4,873,286
 4.26%
 
Unchanged Positions :
159
 3,967,222
 3.47%
 
Decreased Positions :
577
-19,784,251
-17.31%
 
Closed Positions :
133
-2,468,225
-2.16%
 
Guru Positions :
2
7,346
 0.01%
 
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
   BLACKROCK INC. 205 - 2023-12-31 32,565,329 $3,500,447,000 629,034
   BANK OF AMERICA CORP /DE/ 151 - 2023-12-31 12,063,822 $1,296,740,000 -2,129,416
   MORGAN STANLEY 371 - 2023-12-31 5,006,778 $538,179,000 -875,943
   J P MORGAN CHASE & CO 366 - 2023-12-31 4,040,443 $434,308,000 -1,537,211
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 171 - 2023-12-31 3,609,997 $388,038,000 -106,683
   FMR LLC 527 - 2023-12-31 3,386,290 $363,992,000 -56,717
   ENVESTNET ASSET MANAGEMENT INC 132 - 2023-12-31 3,089,655 $332,107,000 -1,946,604
   UBS Group AG 247 - 2023-12-31 1,864,648 $200,431,000 -261,052
   LPL FINANCIAL CORP 170 - 2023-12-31 1,655,747 $177,976,000 -499,281
   Matson Money. Inc. 10 - 2023-12-31 1,307,742 $140,569,000 -20,170
   WELLS FARGO & CO/MN 350 - 2023-12-31 1,298,176 $139,541,000 -382,175
   EVOKE WEALTH LLC 7 - 2023-12-31 1,246,137 $133,947,000 803,988
   Personal Capital Advisors Corp 29 - 2022-12-31 1,152,660 $122,689,000 -73,367
   FIL LTD 206 - 2023-12-31 1,110,193 $119,335,000 371,949
   PNC FINANCIAL SERVICES GROUP INC 163 - 2023-12-31 1,029,318 $110,641,000 -281,507
   Bank Julius Baer & Co. Ltd Zurich 50 - 2023-12-31 1,009,615 $108,523,000 -18,051
   WealthNavi Inc. 8 - 2024-03-31 1,007,055 $108,168,000 -121,358
   CI INVESTMENTS INC 48 - 2023-12-31 984,400 $105,813,000 -384,150
   PARTNERS CAPITAL INVESTMENT GROUP LLP 10 - 2023-12-31 974,795 $104,781,000 -84,787
   AMERIPRISE FINANCIAL INC 512 - 2023-12-31 931,657 $102,160,000 -195,527
   Advisor Group Holdings Inc. 136 - 2023-12-31 803,251 $86,437,000 -962,209
   KEYBANK NATIONAL ASSOCIATION/OH 67 - 2023-12-31 731,189 $78,596,000 -88,704
   Qube Research & Technologies Ltd 164 - 2023-12-31 683,587 $73,479,000 -323,652
   ROYAL BANK OF CANADA 584 - 2023-12-31 636,109 $68,376,000 -122,890
   SUMITOMO LIFE INSURANCE CO 4 *New 2023-12-31 632,503 $67,988,000 632,503
   3EDGE Asset Management LP 6 *New 2023-12-31 586,151 $63,005,000 586,151
   ROCK CREEK GROUP, LP 4 - 2023-12-31 2,756,361 $60,129,000 0
   CWM LLC 64 - 2024-03-31 550,355 $59,114,000 -833
   Campbell Wealth Management 5 - 2023-12-31 506,023 $54,392,000 9,857
   STIFEL FINANCIAL CORP 286 - 2023-12-31 462,347 $49,699,000 -274,350
   COMMONWEALTH EQUITY SERVICES LLC. 220 - 2023-12-31 449,549 $48,322,000 -158,324
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 189 - 2023-12-31 421,967 $45,357,000 -76,565
   AMERIVEST INVESTMENT MANAGEMENT LLC 36 - 2023-06-30 405,166 $43,604,000 -18,622
   Pictet Asset Management Holding SA 350 - 2023-12-31 363,400 $39,062,000 170,600
   BANK OF NEW YORK MELLON CORP 1223 - 2023-12-31 354,984 $38,157,000 -123,377
   VIEWPOINT INVESTMENT PARTNERS CORP 2 - 2023-12-31 352,800 $37,922,000 85,500
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 2 - 2023-12-31 336,724 $36,194,000 0
   BALDWIN BROTHERS INC/MA 6 - 2024-03-31 332,371 $35,700,000 11,939
   MML INVESTORS SERVICES LLC 144 - 2023-12-31 326,199 $35,063,000 -168,904
   Man Group plc 237 - 2023-12-31 304,641 $32,746,000 304,641
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 334 - 2023-12-31 304,461 $32,727,000 -100,743
   Oakmont Partners LLC 11 - 2023-12-31 291,708 $31,356,000 -7,567
   Rockefeller Capital Management L.P. 204 - 2023-12-31 290,203 $31,194,000 24,086
   PRUDENTIAL FINANCIAL INC 319 - 2023-12-31 287,984 $30,955,000 138,258
   Money Design Co.Ltd. 17 - 2023-12-31 284,270 $30,556,000 50,318
   Envestnet Portfolio Solutions Inc. 95 - 2023-12-31 276,126 $29,681,000 -270,895
   One Capital Management LLC 27 - 2023-12-31 263,527 $28,327,000 71,797
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 172 - 2023-12-31 259,689 $27,914,000 -1,861,713
   ARKANSAS FINANCIAL GROUP INC. 5 - 2024-03-31 259,797 $27,905,000 -10,516
   REBALANCE LLC 12 - 2023-12-31 255,432 $27,456,000 -21,743
   PACIFIC LIFE FUND ADVISORS LLC 12 *New 2023-12-31 254,097 $27,313,000 254,097
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 169 - 2023-12-31 252,085 $27,097,000 -7,119
   Arbor Investment Advisors LLC 8 - 2023-12-31 249,147 $26,781,000 228,776
   HIGHTOWER ADVISORS, LLC 393 - 2023-12-31 247,134 $26,534,000 39,816
   KWMG LLC 5 - 2024-03-31 246,516 $26,478,000 10,369
   JANNEY MONTGOMERY SCOTT LLC 251 - 2023-12-31 229,790 $24,700,000 229,790
   Resources Investment Advisors Inc. 51 - 2023-12-31 225,138 $24,200,000 22,302
   TD Waterhouse Canada Inc. 86 - 2023-12-31 177,974 $23,829,000 -125
   FINANCIAL NETWORK 152 - 2023-12-31 220,707 $23,724,000 -66,535
   MARINER WEALTH ADVISORS, LLC 272 - 2023-12-31 218,574 $23,495,000 -29,990
   BB&T CORP 365 - 2023-12-31 218,449 $23,481,000 -18,454
   RAYMOND JAMES & ASSOCIATES 704 - 2023-12-31 202,039 $21,717,000 -127,104
   MARSHALL WACE LLP 383 - 2023-12-31 201,958 $21,708,000 201,958
   AE Wealth Management LLC 208 - 2023-12-31 200,626 $21,413,000 -27,638
   RHUMBLINE ADVISERS 664 - 2023-12-31 194,949 $20,955,000 647
   BNP PARIBAS ARBITRAGE SA 445 - 2023-12-31 193,861 $20,838,000 25,463
   Empower Advisory Group LLC 127 - 2023-12-31 192,945 $20,740,000 -843,783
   GenTrust LLC 15 - 2024-03-31 188,471 $20,244,000 7,329
   NEUBERGER BERMAN GROUP LLC 622 - 2023-12-31 181,483 $19,508,000 -1,092
   GOLDMAN SACHS GROUP INC/ 1577 - 2023-12-31 181,407 $19,499,000 2,805
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 334 - 2024-03-31 173,142 $18,597,000 -34,465
   Alera Investment Advisors LLC *New 2023-12-31 171,912 $18,479,000 171,912
   NinePointTwo Capital 3 *New 2023-12-31 168,000 $18,058,000 168,000
   CREATIVE PLANNING 266 - 2023-12-31 164,860 $17,721,000 -17,998
   PURE FINANCIAL ADVISORS, INC. 37 - 2024-03-31 158,029 $16,974,000 -1,282
   HPM Partners LLC - 2023-12-31 150,413 $16,168,000 32,584
   Prime Capital Investment Advisors LLC - 2023-12-31 148,497 $15,962,000 -30,897
   Cyndeo Wealth Partners LLC 10 - 2024-03-31 147,979 $15,894,000 4,188
   Cetera Investment Advisers 154 - 2023-12-31 144,541 $15,537,000 -99,631
   Lutz Financial Services LLC 18 - 2023-12-31 141,355 $15,194,000 -23,949
   Heartwood Wealth Advisors LLC 22 - 2024-03-31 140,263 $15,066,000 6,867
   CIM LLC 19 - 2023-12-31 136,312 $14,442,000 10,798
   LWMG LLC 9 - 2023-12-31 126,269 $13,573,000 4,240
   Insight Wealth Strategies LLC 15 - 2024-03-31 122,270 $13,133,000 2,358
   FULTON BREAKEFIELD BROENNIMAN LLC 39 - 2023-12-31 120,089 $12,908,000 -13,059
   NATIONAL BANK OF CANADA /FI/ 433 - 2023-12-31 119,050 $12,780,000 -56,012
   DORVAL Corp 6 - 2023-12-31 116,227 $12,508,000 0
   Ethos Financial Group LLC 7 - 2023-12-31 115,464 $12,411,000 5,543
   Legacy Financial Group LLC 13 - 2024-03-31 114,166 $12,263,000 105,825
   Charles Schwab Trust Co 23 - 2024-03-31 114,105 $12,256,000 -1,593
   RTD Financial Advisors Inc. 17 - 2024-03-31 113,771 $12,220,000 3,337
   Atria Wealth Solutions Inc. 148 - 2023-12-31 110,733 $11,903,000 -42,793
   TOWNSQUARE CAPITAL LLC 98 - 2023-12-31 109,338 $11,753,000 -34,184
   Kestra Advisory Services LLC 240 - 2023-12-31 108,837 $11,699,000 -11,746
   RATHBONE BROTHERS PLC 136 - 2023-12-31 107,812 $11,589,000 19,348
   CAPTRUST FINANCIAL ADVISORS 338 - 2023-12-31 107,717 $11,579,000 -22,909
   US BANCORP 385 - 2023-12-31 107,396 $11,544,000 -60,392
   THRIVENT FINANCIAL FOR LUTHERANS 565 - 2023-12-31 105,640 $11,356,000 -7,307
   DAVIDSON D A & CO 150 - 2023-12-31 103,923 $11,171,000 -7,897
   We Are One Seven LLC 24 - 2023-12-31 102,897 $11,060,000 -871
  100 Records found
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