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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
   ROCK CREEK GROUP, LP 4 - 2023-12-31 2,756,361 $60,129,000 0
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 2 - 2023-12-31 336,724 $36,194,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 19 - 2023-12-31 74,800 $8,040,000 0
   Horizons Wealth Management 6 - 2024-03-31 64,522 $6,936,000 0
   Financial Gravity Wealth Inc. 84 - 2023-12-31 730 $5,304,000 0
   WINDHAM CAPITAL MANAGEMENT, LLC 17 - 2023-12-31 35,720 $3,840,000 0
   Burleson & Company LLC 30 - 2022-12-31 35,209 $3,748,000 0
   UNITED SERVICES AUTOMOBILE ASSOCIATION 161 - 2023-12-31 18,788 $2,020,000 0
   COURAGE MILLER PARTNERS, LLC 27 - 2024-03-31 16,888 $1,814,000 0
   Pflug Koory LLC 30 - 2024-03-31 16,811 $1,806,000 0
   FUND EVALUATION GROUP LLC 30 - 2023-12-31 15,718 $1,690,000 0
   CPA Asset Management LLC 22 - 2023-12-31 14,692 $1,579,000 0
   COURIER CAPITAL CORP 157 - 2024-03-31 13,931 $1,496,000 0
   Arcataur Capital Management LLC 28 - 2024-03-31 11,909 $1,279,000 0
   GAMBLE JONES MORPHY & BENT 101 - 2022-12-31 11,399 $1,213,000 0
   Massey Quick & Co. LLC 118 - 2024-03-31 10,764 $1,156,000 0
   Tyche Wealth Partners LLC 74 - 2024-03-31 9,616 $1,033,000 0
   SHAYNE & CO., LLC 43 - 2023-12-31 9,440 $1,015,000 0
   SELDON CAPITAL LP 25 - 2023-12-31 8,515 $915,000 0
   AJ WEALTH STRATEGIES LLC 142 - 2023-06-30 7,989 $860,000 0
   FIRST NATIONAL CORP /MA/ /ADV 85 - 2024-03-31 7,139 $767,000 0
   BANQUE PICTET & CIE SA 240 - 2023-12-31 7,050 $758,000 0
   VAN STRUM & TOWNE INC 52 - 2023-12-31 6,755 $726,000 0
   WEALTHTRUST AXIOM LLC 91 - 2023-12-31 6,500 $699,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 294 - 2024-03-31 5,905 $635,000 0
   Flaharty Asset Management LLC 62 - 2023-12-31 5,691 $612,000 0
   AllSquare Wealth Management LLC 43 - 2023-12-31 5,479 $589,000 0
   EFG Asset Management (Americas) Corp. 108 - 2024-03-31 5,387 $579,000 0
   BALDWIN INVESTMENT MANAGEMENT LLC 133 - 2023-12-31 5,200 $559,000 0
   Alhambra Investment Partners LLC 87 - 2024-03-31 5,119 $550,000 0
   WALL STREET ACCESS ASSET MANAGEMENT, LLC 64 - 2023-12-31 5,000 $537,000 0
   HEAD & ASSOCIATES LLC 134 - 2023-12-31 4,784 $514,000 0
   BALLENTINE FINN & COMPANY INC 382 - 2024-03-31 4,736 $509,000 0
   S.A. Mason LLC 93 - 2024-03-31 4,447 $478,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 42 - 2023-03-31 4,198 $463,000 0
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 80 - 2024-03-31 4,007 $430,000 0
   Prudent Man Advisors LLC 130 - 2023-12-31 3,732 $401,000 0
   Evanson Asset Management LLC 209 - 2024-03-31 3,648 $392,000 0
   PRENTISS SMITH & CO INC 52 - 2023-12-31 3,635 $391,000 0
   BANK OF NOVA SCOTIA / 876 - 2023-12-31 3,561 $383,000 0
   GHE LLC 43 - 2023-12-31 3,472 $373,000 0
   LVW Advisors LLC 205 - 2024-03-31 3,393 $364,000 0
   CITIZENS & NORTHERN CORP 95 - 2023-12-31 3,180 $342,000 0
   BRYN MAWR TRUST CO/PA 276 - 2023-09-30 3,288 $341,000 0
   FRG Family Wealth Advisors LLC 116 - 2023-12-31 3,145 $338,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 78 - 2024-03-31 3,055 $323,000 0
   Stonegate Investment Group LLC 257 - 2024-03-31 2,801 $301,000 0
   Stonehage Fleming Financial Services Holdings Ltd 112 - 2023-12-31 2,774 $298,000 0
   SlateStone Wealth LLC 236 - 2024-03-31 2,738 $294,000 0
   YorkBridge Wealth Partners LLC 200 - 2022-12-31 2,725 $290,000 0
   Austin Asset Management Co Inc 55 - 2024-03-31 2,617 $281,000 0
   Plancorp LLC 223 - 2023-12-31 2,593 $279,000 0
   BARD ASSOCIATES INC 145 - 2023-12-31 2,480 $267,000 0
   Founders Capital Management 45 - 2024-03-31 2,484 $267,000 0
   WEST PACES ADVISORS INC. 112 - 2024-03-31 2,456 $264,000 0
   JMG FINANCIAL GROUP, LTD. 109 - 2023-12-31 2,418 $260,000 0
   SALIENT TRUST CO LTA 197 - 2023-03-31 2,344 $253,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 244 - 2022-12-31 2,375 $253,000 0
   Greenspring Advisors LLC 62 - 2024-03-31 2,346 $252,000 0
   STRATEGIC POINT INVESTMENT ADVISORS LLC 31 - 2023-12-31 2,320 $249,000 0
   Gradient Capital Advisors LLC 128 - 2024-03-31 2,222 $239,000 0
   FIDUCIARY TRUST CO 574 - 2023-12-31 2,191 $236,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 2,178 $234,000 0
   Cassady Schiller Wealth Management LLC 99 - 2023-12-31 2,109 $227,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 397 - 2023-12-31 2,074 $223,000 0
   VEREDUS ASSET MANAGEMENT LLC 210 - 2023-12-31 2,060 $221,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 2,045 $220,000 0
   EAGLE GLOBAL ADVISORS LLC 220 - 2023-12-31 2,000 $215,000 0
   RIDGECREST WEALTH PARTNERS LLC 98 - 2024-03-31 1,986 $213,000 0
   Principle Wealth Partners LLC 328 - 2024-03-31 1,978 $212,000 0
   Powell Investment Advisors LLC 116 - 2024-03-31 1,890 $203,000 0
   Red Tortoise LLC 73 - 2024-03-31 1,858 $200,000 0
   AlphaCore Capital LLC 213 - 2023-12-31 1,859 $200,000 0
   Viewpoint Capital Management LLC 102 - 2024-03-31 1,850 $199,000 0
   Westside Investment Management Inc. 213 - 2024-03-31 1,831 $197,000 0
   Colony Family Offices LLC 60 - 2023-12-31 1,809 $194,000 0
   WEBSTER BANK 217 - 2024-03-31 1,712 $184,000 0
   ARMSTRONG ADVISORY GROUP INC 201 - 2024-03-31 1,443 $155,000 0
   BARRETT & COMPANY INC. 153 - 2024-03-31 1,352 $145,000 0
   Allspring Global Investments Holdings LLC 1765 - 2024-03-31 1,340 $144,000 0
   HILLSTRUST 262 - 2023-12-31 1,015 $109,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 280 - 2024-03-31 962 $103,000 0
   Compass Wealth Management LLC 192 - 2024-03-31 950 $102,000 0
   Salomon & Ludwin LLC 244 - 2023-12-31 800 $83,000 0
   Cherry Tree Wealth Management LLC 209 - 2023-12-31 742 $80,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 79 - 2023-12-31 727 $78,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 689 $74,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 367 - 2024-03-31 656 $69,000 0
   Transcendent Capital Group LLC 128 - 2024-03-31 608 $65,000 0
   Belmont Capital LLC 106 - 2023-12-31 540 $58,000 0
   BFSG LLC 370 - 2024-03-31 493 $53,000 0
   GPS Wealth Strategies Group LLC 479 - 2023-12-31 484 $52,000 0
   GODSEY & GIBB ASSOCIATES 168 - 2024-03-31 434 $47,000 0
   Y.D. More Investments Ltd 260 - 2023-12-31 370 $40,000 0
   Covestor Ltd 997 - 2023-12-31 319 $34,000 0
   Life Planning Partners Inc 120 - 2023-12-31 280 $30,000 0
   Laurel Wealth Advisors LLC 328 - 2023-12-31 259 $28,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 482 - 2024-03-31 250 $27,000 0
   CRITERION CAPITAL ADVISORS LLC 195 - 2024-03-31 224 $24,000 0
   Johnson Midwest Financial LLC 128 - 2023-09-30 218 $23,000 0
  100 Records found
  1    
  Page 1 of 1
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