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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
   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
   Personal Capital Advisors Corp 29 - 2022-12-31 1,152,660 $122,689,000 -73,367
   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
   CWM LLC 64 - 2024-03-31 550,355 $59,114,000 -833
   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
   Spire Wealth Management 30 - 2024-03-31 101,020 $42,183,000 -1,608
   MML INVESTORS SERVICES LLC 144 - 2023-12-31 326,199 $35,063,000 -168,904
   Oakmont Partners LLC 24 - 2024-03-31 284,640 $30,573,000 -7,068
   Envestnet Portfolio Solutions Inc. 95 - 2023-12-31 276,126 $29,681,000 -270,895
   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
   PACIFIC LIFE FUND ADVISORS LLC 12 - 2024-03-31 252,573 $27,129,000 -1,524
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 186 - 2024-03-31 245,215 $26,339,000 -6,870
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 419 - 2024-03-31 244,467 $26,258,000 -59,994
   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
   AE Wealth Management LLC 208 - 2023-12-31 200,626 $21,413,000 -27,638
   Empower Advisory Group LLC 127 - 2023-12-31 192,945 $20,740,000 -843,783
   NEUBERGER BERMAN GROUP LLC 622 - 2023-12-31 181,483 $19,508,000 -1,092
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 334 - 2024-03-31 173,142 $18,597,000 -34,465
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 148,497 $15,962,000 -30,897
   RAYMOND JAMES & ASSOCIATES 893 - 2024-03-31 147,402 $15,832,000 -54,637
   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
   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
   Charles Schwab Trust Co 23 - 2024-03-31 114,105 $12,256,000 -1,593
   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
   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
   Frontier Asset Management LLC 9 - 2023-12-31 102,205 $10,986,000 -11,565
   Cypress Capital LLC 9 - 2023-12-31 101,745 $10,937,000 -3,880
   H D Vest Advisory Services 154 - 2023-12-31 97,216 $10,450,000 -12,279
   COMERICA BANK 394 - 2023-12-31 94,236 $10,130,000 -33,615
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8 - 2023-12-31 94,036 $10,108,000 -1,290
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 92,944 $9,991,000 -3,000
   PARK AVENUE SECURITIES LLC 113 - 2024-03-31 92,685 $9,955,000 -2,267
   Equitable Holdings Inc. 138 - 2023-12-31 91,996 $9,889,000 -1,143
   Baird Financial Group Inc. 455 - 2023-12-31 91,014 $9,783,000 -54,338
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 23 - 2023-12-31 90,076 $9,682,000 -12,939
   HANSON MCCLAIN, INC. 120 - 2024-03-31 87,719 $9,422,000 -4,931
   WEALTHSOURCE PARTNERS LLC 27 - 2023-12-31 86,967 $9,348,000 -13,016
   BANK OF MONTREAL /CAN/ 888 - 2023-12-31 86,232 $9,311,000 -45,942
   Family Firm Inc. 7 - 2023-12-31 85,932 $9,237,000 -4,666
   Private Advisor Group LLC 271 - 2023-12-31 84,324 $9,064,000 -17,531
   NATIXIS ASSET MANAGEMENT ADVISORS LP 642 - 2024-03-31 82,228 $8,832,000 -1,327
   PHILLIPS FINANCIAL MANAGEMENT LLC 38 - 2024-03-31 80,795 $8,678,000 -574
   BLAIR WILLIAM & CO/IL 349 - 2023-12-31 79,631 $8,560,000 -89,825
   ASSET MANAGEMENT GROUP, INC. 21 - 2023-12-31 78,230 $8,409,000 -2,435
   WC Walker & Associates Inc. 7 - 2022-12-31 77,911 $8,329,000 -1,348
   MERCER GLOBAL ADVISORS INC /ADV 353 - 2023-12-31 75,790 $8,147,000 -11,221
   Full Sail Capital LLC 46 - 2023-12-31 74,714 $8,031,000 -215,037
   Wavelength Capital Management LLC 5 - 2023-09-30 76,811 $7,967,000 -15,000
   TIAA FSB 185 - 2023-06-30 73,584 $7,919,000 -905
   CITIGROUP INC 916 - 2023-12-31 73,570 $7,908,000 -93,469
   One River Asset Management LLC 5 - 2023-12-31 73,100 $7,858,000 -15,400
   TRANSAMERICA FINANCIAL ADVISORS, INC. 20 - 2023-12-31 71,832 $7,722,000 -58,233
   FTB Advisors Inc. 123 - 2024-03-31 71,080 $7,635,000 -8,690
   WADE G W & INC 85 - 2023-12-31 70,716 $7,601,000 -15,717
   PEAPACK GLADSTONE FINANCIAL CORP 171 - 2023-12-31 69,294 $7,448,000 -24,204
   Levin Easterly Partners LLC 52 - 2023-12-31 69,081 $7,426,000 -865
   HORIZON INVESTMENTS, LLC/SC 61 - 2023-12-31 68,547 $7,368,000 -37,030
   AUTUS ASSET MANAGEMENT, LLC 27 - 2022-12-31 67,601 $7,196,000 -3,665
   M&T BANK CORP 357 - 2023-12-31 65,427 $7,033,000 -12,212
   FIRST TRUST ADVISORS LP 1127 - 2023-12-31 65,429 $7,033,000 -2,326
   CI Private Wealth LLC 614 - 2023-12-31 63,578 $6,834,000 -460
   H&H Retirement Design & Management INC 3 - 2024-03-31 64,166 $6,788,000 -15,690
   Perigon Wealth Management LLC 98 - 2023-12-31 63,036 $6,776,000 -316
   Parallel Advisors LLC 93 - 2023-12-31 62,420 $6,710,000 -6,965
   CoreCap Advisors LLC 46 - 2023-12-31 61,287 $6,588,000 -2,389
  100 Records found
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