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Get Institutions for : 
iShares Lehman TIPS Bond (TIP)  
$105.93 0.54 (0.51%) as of 4:30 Fri 5/3


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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  : 
1.37 (1.31%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   3EDGE Asset Management LP 6 *New 2023-12-31 586,151 $63,005,000 586,151
   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
   Capital Group Private Client Services Inc. 152 *New 2023-12-31 66,410 $7,138,000 66,410
   Schonfeld Strategic Advisors LLC 411 *New 2023-12-31 59,859 $6,434,000 59,859
   SMI Advisory Services LLC 27 *New 2024-03-31 36,812 $3,934,000 36,812
   Humankind Investments LLC 20 *New 2023-12-31 25,500 $2,741,000 25,500
   RENAISSANCE TECHNOLOGIES LLC 2027 *New 2023-12-31 16,600 $1,784,000 16,600
   RETIREMENT CAPITAL STRATEGIES 27 *New 2023-12-31 15,396 $1,655,000 15,396
   Sepio Capital LLC 141 *New 2023-12-31 11,410 $1,226,000 11,410
   SYKON CAPITAL LLC 51 *New 2023-12-31 11,280 $1,212,000 11,280
   PATHSTONE FAMILY OFFICE, LLC 756 *New 2023-09-30 8,713 $904,000 8,713
   Florin Court Capital LLP 22 *New 2023-12-31 8,400 $903,000 8,400
   Eagle Strategies LLC 119 *New 2024-03-31 8,287 $890,000 8,287
   BAKER TILLY FINANCIAL LLC 152 *New 2023-12-31 8,150 $876,000 8,150
   BEACON FINANCIAL GROUP 168 *New 2023-12-31 7,187 $773,000 7,187
   Point72 Asset Management L.P. 906 *New 2023-12-31 7,000 $752,000 7,000
   MARSHALL FINANCIAL GROUP INC /ADV 32 *New 2023-12-31 6,529 $702,000 6,529
   Unique Wealth Strategies LLC 91 *New 2024-03-31 6,365 $684,000 6,365
   TWO SIGMA INVESTMENTS LLC 2202 *New 2023-12-31 5,930 $637,000 5,930
   COLONY GROUP, LLC 548 *New 2023-12-31 5,421 $583,000 5,421
   Archvest Wealth Advisors Inc. 34 *New 2023-12-31 5,185 $557,000 5,185
   SMH CAPITAL ADVISORS INC 6 *New 2023-12-31 4,744 $510,000 4,744
   Global Assets Advisory LLC 316 *New 2024-03-31 54,285 $509,000 54,285
   Northwest Bancshares Inc. 127 *New 2024-03-31 4,679 $503,000 4,679
   MORNINGSTAR INVESTMENT SERVICES, INC. 305 *New 2023-12-31 3,953 $425,000 3,953
   PINNACLE FINANCIAL PARTNERS INC *New 2023-12-31 3,887 $418,000 3,887
   MONETA GROUP INVESTMENT ADVISORS INC 371 *New 2023-12-31 3,791 $407,000 3,791
   GREENLEAF TRUST 540 *New 2023-12-31 3,513 $378,000 3,513
   Virtue Capital Management LLC 246 *New 2023-12-31 3,004 $321,000 3,004
   Vantage Financial Partners LLC 100 *New 2023-12-31 2,815 $303,000 2,815
   Toroso Investments LLC 1195 *New 2023-12-31 2,539 $273,000 2,539
   Bleakley Financial Group LLC *New 2023-12-31 2,438 $262,000 2,438
   Financial Architects LLC 23 *New 2024-03-31 2,255 $242,000 2,255
   TUDOR INVESTMENT CORP ET AL 1304 *New 2023-12-31 2,211 $238,000 2,211
   DAVIDSON TRUST CO 125 *New 2023-12-31 2,150 $231,000 2,150
   MELFA WEALTH MANAGEMENT LLC 145 *New 2024-03-31 2,056 $221,000 2,056
   ARS Wealth Advisors Group LLC 146 *New 2023-12-31 2,042 $219,000 2,042
   Proficio Capital Partners LLC 287 *New 2023-12-31 1,970 $212,000 1,970
   Leonard Rickey Investment Advisors P.L.L.C. 86 *New 2024-03-31 1,961 $211,000 1,961
   Security Financial Services INC. 181 *New 2024-03-31 1,924 $207,000 1,924
   Aprio Wealth Management LLC 225 *New 2024-03-31 1,876 $202,000 1,876
   Matrix Trust Co 59 *New 2023-12-31 1,233 $133,000 1,233
   JONES FINANCIAL COMPANIES LLLP 397 *New 2023-12-31 975 $105,000 975
   LifeSteps Financial Inc. 162 *New 2024-03-31 418 $45,000 418
   SALEM INVESTMENT COUNSELORS INC 620 *New 2024-03-31 332 $36,000 332
   PACIFIC CAPITAL WEALTH ADVISORS INC 162 *New 2023-12-31 302 $33,000 302
   YHB INVESTMENT ADVISORS, INC. 533 *New 2024-03-31 280 $30,000 280
   ZRC WEALTH MANAGEMENT LLC 282 *New 2024-03-31 224 $24,000 224
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1608 *New 2023-12-31 175 $19,000 175
   Princeton Global Asset Management LLC *New 2023-12-31 151 $16,000 151
   FSA Wealth Management LLC 277 *New 2023-12-31 140 $15,000 140
   HOLLENCREST SECURITIES LLC 691 *New 2023-12-31 120 $13,000 120
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 728 *New 2023-12-31 120 $13,000 120
   SHEETS SMITH & ASSOCIATES INC 435 *New 2023-09-30 123 $13,000 123
   MILESTONE GROUP INC 375 *New 2023-12-31 72 $8,000 72
   Christopher J. Hasenberg Inc 88 *New 2024-03-31 34 $4,000 34
   Your Advocates Ltd. LLP 143 *New 2023-12-31 39 $4,000 39
   VitalStone Financial LLC 470 *New 2023-12-31 11 $1,000 11
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 125 *New 2022-12-31 0 $0 0
  60 Records found
  1    
  Page 1 of 1
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