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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
   Ground Swell Capital LLC 68 *Closed 2023-12-31 0 $0 -2,638
   FOCUS Wealth Advisors LLC 59 *Closed 2024-03-31 0 $0 -15,444
   CAPITAL INVESTMENT COUNSEL INC 218 *Closed 2023-12-31 0 $0 -100
   SageView Advisory Group LLC 639 *Closed 2023-12-31 0 $0 -17,357
   Lehman & Derafelo Financial Resources LLC 113 *Closed 2022-12-31 0 $0 -4
   CLARKSTON CAPITAL PARTNERS LLC 159 *Closed 2023-12-31 0 $0 -37
   Williams Financial LLC 24 *Closed 2024-03-31 0 $0 -16,290
   Red Spruce Capital LLC 88 *Closed 2024-03-31 0 $0 -3,218
   PAYDENFUNDS 158 *Closed 2023-09-30 0 $0 -3,395
   Austin Wealth Management LLC 117 *Closed 2023-12-31 0 $0 -4,443
   ROOF EIDAM & MAYCOCK/ADV 122 *Closed 2023-12-31 0 $0 -1,950
   ZACKS INVESTMENT MANAGEMENT 625 *Closed 2023-12-31 0 $0 -19,171
   ASSOCIATED BANC-CORP 300 *Closed 2023-12-31 0 $0 -2,167
   Professional Financial Advisors LLC 102 *Closed 2024-03-31 0 $0 -2,151
   Riverview Trust Co 644 *Closed 2024-03-31 0 $0 -2,191
   Steigerwald Gordon & Koch Inc. 127 *Closed 2024-03-31 0 $0 -2,381
   SUTTON PLACE INVESTORS LLC 149 *Closed 2024-03-31 0 $0 -2,018
   BASSO CAPITAL MANAGEMENT LP 67 *Closed 2023-12-31 0 $0 -524
   SMITHFIELD TRUST CO 1013 *Closed 2023-12-31 0 $0 -272
   Family Asset Management LLC 194 *Closed 2023-12-31 0 $0 -13
   Ascent Group LLC 492 *Closed 2023-12-31 0 $0 -11,105
   Lineweaver Wealth Advisors LLC 130 *Closed 2023-12-31 0 $0 -15,180
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 30 *Closed 2023-12-31 0 $0 -584,655
   OROURKE & COMPANY Inc 143 *Closed 2024-03-31 0 $0 -10,772
   Washington Trust Advisors Inc. 672 *Closed 2023-12-31 0 $0 -500
   BROWN BROTHERS HARRIMAN & CO 1147 *Closed 2023-12-31 0 $0 -186
   Syntal Capital Partners LLC 29 *Closed 2023-12-31 0 $0 -5,267
   Pacifica Partners Inc. 502 *Closed 2024-03-31 0 $0 -37
   Sound View Wealth Advisors Group LLC 381 *Closed 2023-12-31 0 $0 -4,769
   Advisor Resource Council 276 *Closed 2024-03-31 0 $0 -42,716
   ROCKLAND TRUST CO 298 *Closed 2024-03-31 0 $0 -1,913
   Robertson Stephens Wealth Management LLC 443 *Closed 2023-12-31 0 $0 -2,550
   Centerpoint Advisors LLC 459 *Closed 2023-12-31 0 $0 -20
   Hamilton Point Investment Advisors LLC 154 *Closed 2023-12-31 0 $0 -60
   TFG Advisers LLC 204 *Closed 2023-12-31 0 $0 -2,295
   Bellecapital International Ltd. *Closed 2023-12-31 0 $0 -2,912
   EMFO LLC 300 *Closed 2023-12-31 0 $0 -48
   BALYASNY ASSET MANAGEMENT LLC 1908 *Closed 2023-12-31 0 $0 -18,043
   Objective Capital Management LLC 121 *Closed 2023-12-31 0 $0 -2,020
   TWO SIGMA SECURITIES LLC 1752 *Closed 2023-12-31 0 $0 -5,385
   MONTAG A & ASSOCIATES INC 916 *Closed 2023-12-31 0 $0 -430
   Sunburst Financial Group LLC 109 *Closed 2024-03-31 0 $0 -2,489
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 275 *Closed 2023-12-31 0 $0 -2,841
   RVW Wealth LLC 152 *Closed 2024-03-31 0 $0 -6,905
   Stonebridge Capital Advisors LLC 588 *Closed 2023-12-31 0 $0 -1,701
   CARLSON CAPITAL L P 132 *Closed 2023-12-31 0 $0 -150,000
   Bogart Wealth LLC 1078 *Closed 2024-03-31 0 $0 -600
   CUTLER INVESTMENT COUNSEL LLC 132 *Closed 2023-12-31 0 $0 -3,679
   CITADEL ADVISORS LLC 5896 *Closed 2023-12-31 0 $0 -1,198
   LOWE BROCKENBROUGH & CO INC 260 *Closed 2023-12-31 0 $0 -2,625
   Integrity Wealth Solutions LLC 100 *Closed 2024-03-31 0 $0 -3,224
   Trexquant Investment LP 1673 *Closed 2023-12-31 0 $0 -2,988
   Integrated Investment Consultants LLC 264 *Closed 2024-03-31 0 $0 -2,756
   MA Private Wealth *Closed 2023-12-31 0 $0 -4,285
   GTS SECURITIES LLC 1625 *Closed 2023-12-31 0 $0 -1,994
   Blueprint Investment Partners LLC 140 *Closed 2023-12-31 0 $0 -2,069
   Petix & Botte Co 124 *Closed 2023-12-31 0 $0 -2,222
   VERITION FUND MANAGEGMENT LLC 1862 *Closed 2023-12-31 0 $0 -11,599
   McGlone Suttner Wealth Management Inc. 641 *Closed 2024-03-31 0 $0 -49
   Davis Capital Management 294 *Closed 2024-03-31 0 $0 -41
   DORSEY WRIGHT & ASSOCIATES 214 *Closed 2023-12-31 0 $0 -10,308
   Pinnacle Family Advisors LLC 98 *Closed 2023-12-31 0 $0 -9,526
   FIRST MANHATTAN CO 1524 *Closed 2023-12-31 0 $0 -160
   Stonebridge Financial Planning Group LLC 151 *Closed 2023-12-31 0 $0 -3,185
   HRT FINANCIAL LLC 2706 *Closed 2023-12-31 0 $0 -13,781
   Hibernia Wealth Partners LLC 160 *Closed 2023-12-31 0 $0 -5
   CAPRIN ASSET MANAGEMENT LLC /ADV 22 *Closed 2022-12-31 0 $0 -168
   MCKINLEY CARTER WEALTH SERVICES, INC. 307 *Closed 2024-03-31 0 $0 -2,242
   Unconventional Investor LLC 33 *Closed 2023-12-31 0 $0 -4,381
   ARROW INVESTMENT ADVISORS, LLC 52 *Closed 2023-12-31 0 $0 -16,929
   BOURGEON CAPITAL MANAGEMENT LLC 322 *Closed 2024-03-31 0 $0 -301
   Connecticut Wealth Management LLC 327 *Closed 2023-12-31 0 $0 -8,476
   PERSONAL CFO SOLUTIONS LLC 544 *Closed 2023-12-31 0 $0 -8,541
   Proquility Private Wealth Partners LLC 95 *Closed 2023-12-31 0 $0 -1,939
   Tradewinds Capital Management LLC 541 *Closed 2024-03-31 0 $0 -19
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -4,835
   KARLINSKI ANDREW C 80 *Closed 2022-12-31 0 $0 -807
   HANLON INVESTMENT MANAGEMENT, INC. 148 *Closed 2023-12-31 0 $0 -34,820
   Ten Capital Wealth Advisors LLC 374 *Closed 2023-06-30 0 $0 -13
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 921 *Closed 2023-12-31 0 $0 -2
   Burns Matteson Capital Management LLC 164 *Closed 2023-12-31 0 $0 -41,908
   Trifecta Capital Advisors LLC 422 *Closed 2024-03-31 0 $0 -254
   ING GROEP NV 651 *Closed 2023-12-31 0 $0 -392,100
   Werba Rubin Papier Wealth Management *Closed 2023-12-31 0 $0 -4,164
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1251 *Closed 2023-12-31 0 $0 -2,880
   Arkadios Wealth Advisors *Closed 2023-12-31 0 $0 -3,469
   DB Wealth Management Group LLC 376 *Closed 2023-12-31 0 $0 -73
   Drake & Associates LLC 81 *Closed 2023-12-31 0 $0 -101,192
   LWM Advisory Services LLC 144 *Closed 2023-12-31 0 $0 -843
   First Command Advisory Services Inc. 508 *Closed 2023-12-31 0 $0 -43
   Authentikos Wealth Advisory LLC 530 *Closed 2023-12-31 0 $0 -103
   Wheelhouse Advisory Group LLC 40 *Closed 2024-03-31 0 $0 -2,629
   Morton Brown Family Wealth LLC 272 *Closed 2024-03-31 0 $0 -26
   VERITABLE LP 825 *Closed 2023-09-30 0 $0 -7,080
   ALTFEST L J & CO INC 323 *Closed 2024-03-31 0 $0 -2,732
   Axiom Financial Strategies LLC 37 *Closed 2023-12-31 0 $0 -74,481
   Beacon Bridge Wealth Partners LLC 108 *Closed 2023-12-31 0 $0 -2,477
   Clear Perspectives Financial Planning LLC 235 *Closed 2023-03-31 0 $0 -9
   Greenline Partners LLC 124 *Closed 2023-12-31 0 $0 -35,246
   CREDIT SUISSE/ 3020 *Closed 2023-12-31 0 $0 -21,989
  100 Records found
  1    
  Page 1 of 1
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