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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  
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
   SUMITOMO LIFE INSURANCE CO 5 - 2024-03-31 1,280,653 $137,555,000 648,150
   EVOKE WEALTH LLC 7 - 2023-12-31 1,246,137 $133,947,000 803,988
   FIL LTD 206 - 2023-12-31 1,110,193 $119,335,000 371,949
   Campbell Wealth Management 5 - 2023-12-31 506,023 $54,392,000 9,857
   VIEWPOINT INVESTMENT PARTNERS CORP 1 - 2024-03-31 464,000 $49,838,000 111,200
   Money Design Co.Ltd. 14 - 2024-03-31 373,514 $40,119,000 89,244
   Pictet Asset Management Holding SA 350 - 2023-12-31 363,400 $39,062,000 170,600
   BANK OF NEW YORK MELLON CORP 1198 - 2024-03-31 356,379 $38,279,000 1,395
   BALDWIN BROTHERS INC/MA 6 - 2024-03-31 332,371 $35,700,000 11,939
   Man Group plc 237 - 2023-12-31 304,641 $32,746,000 304,641
   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
   One Capital Management LLC 27 - 2023-12-31 263,527 $28,327,000 71,797
   REBALANCE LLC 13 - 2024-03-31 259,264 $27,848,000 3,832
   Arbor Investment Advisors LLC 8 - 2024-03-31 255,843 $27,480,000 6,696
   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
   MARSHALL WACE LLP 383 - 2023-12-31 201,958 $21,708,000 201,958
   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
   GenTrust LLC 15 - 2024-03-31 188,471 $20,244,000 7,329
   GOLDMAN SACHS GROUP INC/ 1577 - 2023-12-31 181,407 $19,499,000 2,805
   HPM Partners LLC - 2023-12-31 150,413 $16,168,000 32,584
   Cyndeo Wealth Partners LLC 10 - 2024-03-31 147,979 $15,894,000 4,188
   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
   DORVAL Corp 6 - 2024-03-31 119,293 $12,731,000 3,066
   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
   RTD Financial Advisors Inc. 17 - 2024-03-31 113,771 $12,220,000 3,337
   RATHBONE BROTHERS PLC 136 - 2023-12-31 107,812 $11,589,000 19,348
   MILLENNIUM MANAGEMENT LLC 1361 - 2023-12-31 98,173 $10,553,000 95,463
   BlueSky Wealth Advisors LLC 5 - 2024-03-31 98,236 $10,552,000 9,705
   Foundations Investment Advisors LLC 69 - 2023-12-31 97,189 $10,500,000 16,860
   ASPIREON WEALTH ADVISORS 4 - 2023-03-31 94,355 $10,403,000 39,145
   MERIDIAN MANAGEMENT CO 10 - 2023-12-31 95,145 $10,117,000 16,693
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 187 - 2023-12-31 93,639 $10,065,000 72,691
   Strategic Wealth Designers 25 - 2023-12-31 90,876 $9,780,000 5,399
   West Financial Advisors LLC 12 - 2024-03-31 87,157 $9,362,000 1,884
   GUARDIAN CAPITAL ADVISORS LP 34 - 2023-12-31 86,423 $9,252,000 62,793
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 85,584 $9,199,000 9,192
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 125 - 2023-12-31 83,820 $9,010,000 447
   Shilanski & Associates Inc. 5 - 2024-03-31 80,598 $8,657,000 5,266
   Orion Portfolio Solutions LLC 204 - 2023-12-31 75,959 $8,132,000 10,543
   TORONTO DOMINION BANK 527 - 2023-12-31 75,000 $8,062,000 75,000
   GUGGENHEIM CAPITAL LLC 383 - 2023-12-31 73,057 $7,853,000 4,948
   Deane Retirement Strategies Inc. 6 - 2024-03-31 70,089 $7,527,000 11
   WHITE PINE INVESTMENT CO 17 - 2024-03-31 68,252 $7,331,000 1,509
   Crabel Capital Management LLC 6 - 2023-12-31 67,282 $7,232,000 56,845
   Hillcrest Wealth Advisors - NY LLC 8 - 2024-03-31 65,585 $7,044,000 5,765
   TWIN FOCUS CAPITAL PARTNERS, LLC 20 - 2023-12-31 65,329 $7,022,000 8,812
   Verger Capital Management LLC 9 - 2023-12-31 64,744 $6,959,000 11,388
   ESTATE COUNSELORS, LLC - 2023-12-31 62,728 $6,743,000 59,958
   Schechter Investment Advisors LLC 32 - 2023-12-31 60,987 $6,555,000 930
   Integrated Wealth Concepts LLC 206 - 2023-12-31 58,099 $6,245,000 11,156
   Rather & Kittrell Inc. 16 - 2024-03-31 56,358 $6,053,000 448
   Buck Wealth Strategies LLC - 2023-12-31 52,378 $5,630,000 2,104
   AXXCESS WEALTH MANAGEMENT LLC 121 - 2023-12-31 51,731 $5,561,000 26,952
   Stablepoint Partners LLC 25 - 2024-03-31 50,300 $5,403,000 5,380
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 52 - 2023-12-31 48,453 $5,208,000 5,619
   Slow Capital Inc. 29 - 2024-03-31 48,288 $5,187,000 4,799
   Treynor Bancshares Inc. 11 - 2023-12-31 47,969 $5,156,000 1,126
   HIRTLE CALLAGHAN & CO INC 34 - 2023-12-31 47,646 $5,121,000 19,171
   ALLIANCEBERNSTEIN L.P. 1494 - 2023-12-31 45,665 $4,909,000 2,598
   NOMURA ASSET MANAGEMENT CO LTD 522 - 2023-12-31 45,600 $4,902,000 2,500
   STERLING INVESTMENT ADVISORS LLC /ADV 13 - 2024-03-31 45,376 $4,874,000 1,489
   DEUTSCHE BANK AG 1244 - 2023-12-31 45,303 $4,870,000 10,876
   BCJ Capital Management LLC 60 - 2023-12-31 39,991 $4,299,000 13,873
   Benchmark Investment Advisors LLC 60 - 2023-12-31 39,991 $4,299,000 39,991
   Fortitude Family Office LLC 6 - 2024-03-31 39,648 $4,259,000 16,204
   NBT BANK N A /NY 81 - 2024-03-31 38,972 $4,186,000 3,910
   COMERICA SECURITIESINC. 83 - 2023-09-30 38,913 $4,036,000 19,390
   Guidance Point Advisors LLC 12 - 2023-12-31 37,304 $4,010,000 1,312
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 45 - 2024-03-31 36,252 $3,894,000 720
   FOSTER & MOTLEY INC 110 - 2024-03-31 33,655 $3,615,000 531
   Lake Hills Wealth Management LLC 10 - 2024-03-31 33,161 $3,562,000 4,573
   AMG NATIONAL TRUST BANK 129 - 2023-12-31 32,506 $3,494,000 1,168
   BURNS WEALTH MANAGEMENT, INC. 151 - 2023-12-31 31,529 $3,389,000 9,082
   Fermata Advisors LLC 38 - 2024-03-31 31,463 $3,379,000 6,785
   MANUFACTURERES LIFE INSURANCE CO 1305 - 2023-12-31 30,082 $3,234,000 2,082
   Baldrige Asset Management LLC 19 - 2023-03-31 29,276 $3,228,000 766
   SAGE FINANCIAL GROUP INC 33 - 2023-12-31 29,250 $3,144,000 6,594
   BARCLAYS PLC 1790 - 2023-12-31 29,123 $3,131,000 444
   Arete Wealth Advisors LLC 90 - 2023-12-31 28,296 $3,042,000 16,832
   HNP Capital LLC 26 - 2023-03-31 27,532 $3,035,000 467
   Strategic Financial Concepts LLC 40 - 2024-03-31 28,047 $3,013,000 727
   Coppell Advisory Solutions Corp. 21 - 2023-03-31 27,142 $2,977,000 26,899
   LEGAL & GENERAL GROUP PLC 1766 - 2023-12-31 26,970 $2,899,000 2,205
   Ronald Blue Trust Inc. 81 - 2023-12-31 27,268 $2,828,000 26,077
   BRAGG FINANCIAL ADVISORS INC 142 - 2023-12-31 26,179 $2,814,000 1,755
   Financial Advocates Investment Management 129 - 2023-12-31 24,199 $2,733,000 4,080
   Soltis Investment Advisors LLC - 2023-12-31 25,310 $2,721,000 2,663
   PATTON ALBERTSON & MILLER, LLC 81 - 2024-03-31 25,177 $2,704,000 11,970
   Simplicity WealthLLC 302 - 2024-03-31 23,662 $2,542,000 16,819
   Edgestream Partners L.P. 189 - 2023-12-31 23,232 $2,497,000 23,232
  100 Records found
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