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Get Institutions for : 
iShares Lehman TIPS Bond (TIP)  
$106.75 0.15 (0.14%) as of 4:30 Mon 6/17


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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 : 
 $107.34  
Last Quarter's Ending Price : 
 $107.41  
Last Quarter's Average Price : 
 $106.85  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.09%)  




 
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 :
1
6,443
 0.01%
 
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 period: 12-31-2023 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. 210 - 2024-03-31 34,550,743 $3,711,095,000 1,985,414
   BANK OF AMERICA CORP /DE/ 167 - 2024-03-31 11,951,960 $1,283,760,000 -111,862
   MORGAN STANLEY 441 - 2024-03-31 4,656,931 $500,201,000 -349,847
   J P MORGAN CHASE & CO 419 - 2024-03-31 3,707,395 $398,211,000 -333,048
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 204 - 2024-03-31 3,510,453 $377,058,000 -99,544
   FMR LLC 561 - 2024-03-31 3,380,032 $363,049,000 -6,258
   ENVESTNET ASSET MANAGEMENT INC 146 - 2024-03-31 3,228,800 $346,805,000 139,145
   MITSUBISHI UFJ TRUST & BANKING CORP 40 - 2024-03-31 1,880,000 $201,931,000 1,880,000
   UBS Group AG 292 - 2024-03-31 1,800,922 $193,437,000 -63,726
   LPL FINANCIAL CORP 210 - 2024-03-31 1,460,373 $156,859,000 -195,374
   Matson Money. Inc. 10 - 2024-03-31 1,307,501 $140,439,000 -241
   SUMITOMO LIFE INSURANCE CO 5 - 2024-03-31 1,280,653 $137,555,000 648,150
   EVOKE WEALTH LLC 6 - 2024-03-31 1,217,757 $130,799,000 -28,380
   WELLS FARGO & CO/MN 403 - 2024-03-31 1,156,369 $124,206,000 -141,807
   Personal Capital Advisors Corp 29 - 2022-12-31 1,152,660 $122,689,000 -73,367
   HSBC HOLDINGS PLC 224 - 2024-03-31 1,141,210 $122,577,000 1,104,158
   FIL LTD 206 - 2024-03-31 1,082,393 $116,260,000 -27,800
   WealthNavi Inc. 8 - 2024-03-31 1,007,055 $108,168,000 -121,358
   Bank Julius Baer & Co. Ltd Zurich 67 - 2024-03-31 997,797 $107,173,000 -11,818
   CI INVESTMENTS INC 52 - 2024-03-31 980,350 $105,299,000 -4,050
   PNC FINANCIAL SERVICES GROUP INC 176 - 2024-03-31 920,779 $98,901,000 -108,539
   SCHRODER INVESTMENT MANAGEMENT GROUP 167 *New 2024-03-31 910,568 $97,804,000 910,568
   GOLDMAN SACHS GROUP INC/ 707 - 2024-03-31 838,736 $90,089,000 657,329
   Qube Research & Technologies Ltd 163 - 2024-03-31 787,632 $84,600,000 104,045
   AMERIPRISE FINANCIAL INC 619 - 2024-03-31 747,067 $80,235,000 -184,590
   KEYBANK NATIONAL ASSOCIATION/OH 71 - 2024-03-31 685,923 $73,675,000 -45,266
   ROYAL BANK OF CANADA 624 - 2024-03-31 617,306 $66,305,000 -18,803
   ROCK CREEK GROUP, LP 4 - 2024-03-31 2,770,603 $61,389,000 14,242
   3EDGE Asset Management LP 8 - 2024-03-31 562,264 $60,393,000 -23,887
   CWM LLC 64 - 2024-03-31 550,355 $59,114,000 -833
   MARSHALL WACE LLP 195 - 2024-03-31 544,731 $58,510,000 342,773
   PARTNERS CAPITAL INVESTMENT GROUP LLP 14 - 2024-03-31 522,788 $56,153,000 -452,007
   VIEWPOINT INVESTMENT PARTNERS CORP 1 - 2024-03-31 464,000 $49,838,000 111,200
   COMMONWEALTH EQUITY SERVICES LLC. 233 - 2024-03-31 455,508 $48,926,000 5,959
   STIFEL FINANCIAL CORP 308 - 2024-03-31 454,294 $48,796,000 -8,053
   Man Group plc 167 - 2024-03-31 435,095 $46,734,000 130,454
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 198 - 2024-03-31 425,784 $45,733,000 3,817
   Cetera Investment Advisers 184 - 2024-03-31 422,694 $45,402,000 278,153
   Advisor Group Holdings Inc. 202 - 2024-03-31 409,567 $44,009,000 -393,684
   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
   Schonfeld Strategic Advisors LLC 37 - 2024-03-31 390,261 $41,918,000 330,402
   Money Design Co.Ltd. 14 - 2024-03-31 373,514 $40,119,000 89,244
   SG AMERICAS SECURITIES LLC 108 - 2024-03-31 358,727 $38,531,000 356,204
   BANK OF NEW YORK MELLON CORP 1198 - 2024-03-31 356,379 $38,279,000 1,395
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 2 - 2023-12-31 336,724 $36,194,000 0
   BALDWIN BROTHERS INC/MA 6 - 2024-03-31 332,371 $35,700,000 11,939
   Federation des caisses Desjardins du Quebec 84 - 2024-03-31 332,122 $35,673,000 0
   MML INVESTORS SERVICES LLC 174 - 2024-03-31 301,571 $32,392,000 -24,628
   Rockefeller Capital Management L.P. 226 - 2024-03-31 291,085 $31,266,000 882
   Envestnet Portfolio Solutions Inc. 95 - 2024-03-31 289,807 $31,128,000 13,681
   Oakmont Partners LLC 24 - 2024-03-31 284,640 $30,573,000 -7,068
   One Capital Management LLC 30 - 2024-03-31 283,308 $30,430,000 19,781
   PRUDENTIAL FINANCIAL INC 339 - 2024-03-31 269,212 $28,916,000 -18,772
   RHUMBLINE ADVISERS 538 - 2024-03-31 262,674 $28,214,000 67,725
   ARKANSAS FINANCIAL GROUP INC. 5 - 2024-03-31 259,797 $27,905,000 -10,516
   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
   PACIFIC LIFE FUND ADVISORS LLC 12 - 2024-03-31 252,573 $27,129,000 -1,524
   TD Waterhouse Canada Inc. 96 - 2024-03-31 199,903 $27,034,000 21,929
   KWMG LLC 5 - 2024-03-31 246,516 $26,478,000 10,369
   Resources Investment Advisors Inc. 55 - 2024-03-31 246,269 $26,452,000 21,131
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 186 - 2024-03-31 245,215 $26,339,000 -6,870
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 142 *New 2024-03-31 245,000 $26,315,000 245,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 419 - 2024-03-31 244,467 $26,258,000 -59,994
   FLOW TRADERS U.S. LLC 13 *New 2024-03-31 235,702 $25,317,000 235,702
   CTC ALTERNATIVE STRATEGIES, LTD. 3 - 2024-03-31 228,000 $24,489,000 228,000
   FINANCIAL NETWORK 178 - 2024-03-31 217,410 $23,352,000 -3,297
   MARINER WEALTH ADVISORS, LLC 316 - 2024-03-31 205,558 $22,079,000 -13,016
   HIGHTOWER ADVISORS, LLC 445 - 2024-03-31 202,716 $21,751,000 -44,418
   GenTrust LLC 15 - 2024-03-31 188,471 $20,244,000 7,329
   BB&T CORP 419 - 2024-03-31 184,873 $19,857,000 -33,576
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 334 - 2024-03-31 173,142 $18,597,000 -34,465
   NinePointTwo Capital 3 *New 2023-12-31 168,000 $18,058,000 168,000
   Alera Investment Advisors LLC 9 - 2024-03-31 159,633 $17,146,000 -12,279
   PURE FINANCIAL ADVISORS, INC. 37 - 2024-03-31 158,029 $16,974,000 -1,282
   CREATIVE PLANNING 302 - 2024-03-31 150,671 $16,184,000 -14,189
   Cyndeo Wealth Partners LLC 10 - 2024-03-31 147,979 $15,894,000 4,188
   RAYMOND JAMES & ASSOCIATES 893 - 2024-03-31 147,402 $15,832,000 -54,637
   NEUBERGER BERMAN GROUP LLC 696 - 2024-03-31 145,781 $15,658,000 -35,702
   CIM LLC 17 - 2024-03-31 142,469 $15,303,000 6,157
   Prime Capital Investment Advisors LLC 94 - 2024-03-31 140,988 $15,143,000 -7,509
   Heartwood Wealth Advisors LLC 22 - 2024-03-31 140,263 $15,066,000 6,867
   Lutz Financial Services LLC 19 - 2024-03-31 139,014 $14,932,000 -2,341
   LWMG LLC 9 - 2024-03-31 131,460 $14,120,000 5,191
   H D Vest Advisory Services 127 - 2024-03-31 127,024 $13,644,000 29,808
   HPM Partners LLC 385 - 2024-03-31 124,558 $13,363,000 -25,855
   Ethos Financial Group LLC 8 - 2024-03-31 120,860 $13,196,000 5,396
   Insight Wealth Strategies LLC 15 - 2024-03-31 122,270 $13,133,000 2,358
   Kestra Advisory Services LLC 244 - 2024-03-31 121,231 $13,021,000 12,394
   DORVAL Corp 6 - 2024-03-31 119,293 $12,731,000 3,066
   Legacy Financial Group LLC 13 - 2024-03-31 114,166 $12,263,000 105,825
   Charles Schwab Trust Co 23 - 2024-03-31 114,105 $12,256,000 -1,593
   RTD Financial Advisors Inc. 17 - 2024-03-31 113,771 $12,220,000 3,337
   Sequent Planning LLC 4 - 2024-03-31 109,836 $11,798,000 0
   FULTON BREAKEFIELD BROENNIMAN LLC 40 - 2024-03-31 109,276 $11,737,000 -10,813
   Foundations Investment Advisors LLC 70 - 2024-03-31 108,371 $11,640,000 11,182
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 577 - 2024-03-31 106,944 $11,487,000 14,000
   Atria Wealth Solutions Inc. 173 - 2024-03-31 105,671 $11,350,000 -5,062
   RATHBONE BROTHERS PLC 138 - 2024-03-31 105,044 $11,283,000 -2,768
  100 Records found
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