Ishares Short

Pages

Ishares Short

$IGSB

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
24220284
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf9,000Maintained0.000.12492,000.00-0.8154.67Form 13
Thomasville National Bank03-31-2021Fixed Income Etf8,362Decreased-3.090.05438,000.00-7.9852.38Form 13
Ferguson Shapiro Llc03-31-2021Ishs 1-5yr Invs3,905New!0.000.14214,000.000.0054.80Form 13
Confluence Investment Management Llc03-31-2021Com44,747Increased30.999.992,447,000.0029.8154.69Form 13
Curbstone Financial Management Corp03-31-2021Bdfund174,060Increased1.631.909,518,000.000.7454.68Form 13
Chesley Taft & Associates Llc03-31-2021Etf102,255Increased18.490.335,580,000.0017.2054.57Form 13
American Research & Management Co.03-31-2021Com1,850Maintained0.000.02101,000.00-0.9854.59Form 13
Carroll Financial Associates, Inc.03-31-2021Etf9,846Decreased-1.510.03538,000.00-2.3654.64Form 13
Uma Financial Services, Inc.03-31-2021Ishs 1-5yr Invs20,664Increased0.480.001,128,000.00-0.3554.59Form 13
Capital Investment Services Of America, Inc.03-31-2021Etf200,389Decreased-0.301.1310,957,000.00-1.1954.68Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Etf70Maintained0.000.004,000.000.0057.14Form 13
Bremer Bank National Association03-31-2021Ishs 1-5yr Invs9,000Maintained0.000.11492,000.00-1.0154.67Form 13
Summit Financial Group, Inc.03-31-2021Ishs 1-5yr Invs45,223Increased24.171.032,472,000.0023.05109.17Form 13
Baldwin Brothers Inc/ma03-31-2021Ishs 1-5yr Invs936Maintained0.000.0151,000.00-1.9254.49Form 13
Larson Financial Group Llc03-31-2021Ishs 1-5yr Invs54Maintained0.000.003,000.000.0055.56Form 13
Old Port Advisors03-31-2021Ishs 1-5yr Invs10,047Increased21.000.22549,000.0019.8754.64Form 13
Strategic Wealth Management Group, Llc03-31-2021Ishs 1-5yr Invs4,680Increased0.020.10256,000.00-0.7854.70Form 13
Kmg Fiduciary Partners, Llc03-31-2021Ishs 1-5yr Invs16,582Decreased-4.070.18907,000.00-4.8354.70Form 13
Pacifica Partners Inc.03-31-2021Ishs 1-5yr Invs600Maintained0.000.0333,000.000.0055.00Form 13
Parcion Private Wealth Llc03-31-2021Ishs 1-5yr Invs223,898Increased8.141.3912,243,000.007.1854.68Form 13
Nbt Bank N A /ny03-31-2021Com4,478Maintained0.000.04245,000.00-0.8154.71Form 13
Courier Capital Llc03-31-2021Ishs 1-5yr Invs73,452Increased10.830.414,016,000.009.8554.68Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Ishs 1-5yr Invs5,391Decreased-91.950.11295,000.00-92.0154.72Form 13
Acropolis Investment Management, Llc03-31-2021Sh Tr Crport Etf33,577Maintained0.000.191,836,000.00-0.8654.68Form 13
Calamos Wealth Management Llc03-31-2021Ishs 1-5yr Invs30,704Decreased-31.040.141,679,000.00-31.6654.68Form 13
Winfield Associates, Inc.03-31-2021Etf53,465Increased14.821.202,923,000.0013.7854.67Form 13
Teamwork Financial Advisors, Llc03-31-2021Ishs 1-5yr Invs8,301Decreased-62.510.11454,000.00-62.8554.69Form 13
Kwmg, Llc03-31-2021Ishs 1-5yr Invs186,732Decreased-14.361.6310,211,000.00-15.1254.68Form 13
Israel Discount Bank Of New York03-31-2021Ishs 1-5yr Invs184,006Decreased-13.447.7610,062,000.00-14.20109.38Form 13
Valeo Financial Advisors, Llc03-31-2021Etf140Maintained0.000.008,000.000.0057.14Form 13
Monument Capital Management03-31-2021Ishs 1-5yr Invs53,584Increased16.051.172,930,000.0015.0454.68Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund40,623Decreased-6.130.552,221,000.00-6.9954.67Form 13
Hohimer Wealth Management, Llc03-31-2021Ishs 1-5yr Invs215,260Increased1528.412.8711,770,000.001,514.5454.68Form 13
Veracity Capital Llc03-31-2021Ishs 1-5yr Invs21,179Increased23.440.461,158,000.0022.2854.68Form 13
Hemington Wealth Management03-31-2021Ishs 1-5yr Invs4,725Increased0.210.11258,000.00-0.7754.60Form 13
Phoenix Wealth Advisors03-31-2021Ishs 1-5yr Invs100Maintained0.000.005,000.00-16.6750.00Form 13
Prosperity Planning, Inc.03-31-2021Ishs 1-5yr Invs82,260Increased46.323.194,498,000.0045.0054.68Form 13
Huntington National Bank03-31-2021Exchange Traded518,552Increased17.620.3428,354,000.0016.57164.06Form 13
Bellecapital International Ltd.03-31-2021Sh Tr Crport Etf139,095Increased53.192.377,606,000.0051.8554.68Form 13
Norway Savings Bank03-31-2021Ishs 1-5yr Invs45,419Decreased-1.291.312,484,000.00-2.1354.69Form 13
Money Design Co.,ltd.03-31-2021Etf400,387Increased26.272.5521,893,000.0025.1954.68Form 13
Stephens Group Asset Management, Llc03-31-2021Ishs 1-5yr Invs412,285Increased248.372.2022,544,000.00245.2954.68Form 13
Enterprise Trust & Investment Co03-31-2021Ishs 1-5yr Invs1,480Maintained0.000.0481,000.00-1.2254.73Form 13
Walkner Condon Financial Advisors Llc03-31-2021Ishs 1-5yr Invs0Liquidated!-100.000.000.000.000.00Form 13
Carl P. Sherr & Co., Llc03-31-2021Ishs 1-5yr Invs100,477Increased11.794.135,494,000.0010.7954.68Form 13
Intelligence Driven Advisers, Llc03-31-2021Ishs 1-5yr Invs54,140Decreased-0.290.662,960,000.00-1.2054.67Form 13
4j Wealth Management Llc03-31-2021Ishs 1-5yr Invs37,288Increased0.911.902,039,000.000.0554.68Form 13
Welch & Forbes Llc03-31-2021Ishs 1-5yr Invs282,571Increased10.230.2815,452,000.009.26109.68Form 13
First National Bank Of Hutchinson03-31-2021Fixed Income Etf12,417Decreased-43.460.33679,000.00-43.93109.37Form 13
Ota Financial Group L.p.03-31-2021Ishs 1-5yr Invs0Liquidated!-100.000.000.000.000.00Form 13
Buffington Mohr Mcneal03-31-2021Etf739,885Increased12.648.6840,457,000.0011.6454.68Form 13
Cypress Capital Group03-31-2021Etf-fixed Incom322,317Decreased-3.492.4917,624,000.00-4.35327.40Form 13
Advisornet Financial, Inc03-31-2021Etf3,062Decreased-89.540.01167,000.00-89.6654.54Form 13
Wealthtrust Axiom Llc03-31-2021Ishs 1-5yr Invs3,758Maintained0.000.07205,000.00-0.9754.55Form 13
Jcic Asset Management Inc.03-31-2021Sh Tr Crport Etf720Maintained0.000.0139,000.00-2.5054.17Form 13
Clear Harbor Asset Management, Llc03-31-2021Ishs 1-5yr Invs10,422Decreased-0.760.07570,000.00-1.5554.69Form 13
Autus Asset Management, Llc03-31-2021Ishs 1-5yr Invs136,209Increased21.790.887,449,000.0020.71218.75Form 13
Westside Investment Management, Inc.03-31-2021Com400Maintained0.000.0621,000.00-4.5552.50Form 13
Fdx Advisors, Inc.03-31-2021Etf194,279Increased1728.850.4010,623,000.00-94.5354.68Form 13
Plimoth Trust Co Llc03-31-2021Com107,046Increased24.071.725,854,000.0022.98109.44Form 13
Gilbert & Cook, Inc.03-31-2021Ishs 1-5yr Invs229,750Decreased-23.062.4712,563,000.00-22.2254.68Form 13
Parkside Investments, Llc03-31-2021Etf568,130Increased29.826.4731,065,000.0028.6754.68Form 13
Cantor Fitzgerald Investment Adviser L.p.03-31-2021Ishs 1-5yr Invs4,346Maintained0.000.03240,000.000.0055.22Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Ishs 1-5yr Invs65,635Decreased-7.331.913,593,000.00-7.8254.74Form 13
Sound Income Strategies, Llc03-31-2021Ishs 1-5yr Invs220Maintained0.000.0012,030,000.00100,150.0054,681.82Form 13
Martin Capital Partners, Llc03-31-20211 3 Yr Cr Bd Etf82,379Increased1.452.394,504,000.000.5454.67Form 13
Global Retirement Partners, Llc03-31-2021Ishs 1-5yr Invs14,174Increased3.500.09775,000.002.5154.68Form 13
Strategic Investment Advisors / Mi03-31-2021Ishs 1-5yr Invs46,187Decreased-10.560.662,525,000.00-11.3754.67Form 13
Baldrige Asset Management Llc03-31-2021Ishs 1-5yr Invs8,853Increased1.140.26484,000.000.2154.67Form 13
Private Capital Management Llc03-31-2021Ishs 1-5yr Invs16,604Increased53.680.48908,000.0052.3554.69Form 13
Bay Rivers Group03-31-2021Ishs 1-5yr Invs7,666Maintained0.000.33419,000.00-0.9554.66Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open2,154Decreased-43.570.06118,000.00-44.0854.78Form 13
Cva Family Office, Llc03-31-2021Ishs 1-5yr Invs1,454Maintained0.000.0380,000.000.0055.02Form 13
Vivid Financial Management, Inc.03-31-2021Ishs 1-5yr Invs34,618Decreased-68.500.871,893,000.00-68.7854.68Form 13
N.e.w. Advisory Services Llc03-31-2021Ishs 1-5yr Invs6,499Decreased-20.120.07353,000.00-21.0354.32Form 13
Centennial Wealth Advisory Llc03-31-2021Ishs 1-5yr Invs85,374Increased1.393.084,668,000.000.5054.68Form 13
Optimum Investment Advisors03-31-2021Ishs 1-5yr Invs35,330Increased34.920.571,932,000.0033.7054.68Form 13
A. D. Beadell Investment Counsel, Inc.03-31-2021Com30,670Decreased-0.971.131,677,000.00-1.8154.68Form 13
Astor Investment Management Llc03-31-2021Com317,462Decreased-4.553.9517,358,000.00-5.4054.68Form 13
Burt Wealth Advisors03-31-2021Ishs 1-5yr Invs0Liquidated!-100.000.000.000.000.00Form 13
Juncture Wealth Strategies, Llc03-31-20211-3 Yr Cr Bd Etf57,858Increased27.541.993,163,000.0026.3754.67Form 13
Asset Advisors Investment Management, Llc03-31-2021Ishs 1-5yr Invs412,715Increased139.202.6422,567,000.00137.0754.68Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Ishs 1-5yr Invs12,784Decreased-2.400.24699,000.00-3.3254.68Form 13
Atticus Wealth Management, Llc03-31-2021Ishs 1-5yr Invs134,684Increased637.873.517,364,000.00631.28109.24Form 13
Apella Capital, Llc03-31-2021Ishs 1-5yr Invs12,215Increased0.330.21668,000.00-0.6054.69Form 13
Wolff Wiese Magana Llc03-31-2021Ishs 1-5yr Invs4,033Decreased-1.510.17221,000.00-2.2154.80Form 13
Swmg, Llc03-31-2021Ishs 1-5yr Invs38,456Increased132.641.442,103,000.00131.1054.69Form 13
City Holding Co03-31-2021Mutual Funds-fixed Income115New!0.000.006,000.000.0052.17Form 13
Arkansas Financial Group, Inc.03-31-20211-3 Yr Cr Bd Etf924,677Increased5.589.9950,561,000.004.6554.68Form 13
Umb Bank N A/mo03-31-2021Common307,702Increased6.890.4116,825,000.005.94109.36Form 13
Country Trust Bank03-31-2021Etf - Fixed331,315Decreased-53.680.5818,116,000.00-54.0954.68Form 13
Motco03-31-2021Com286Maintained0.000.0016,000.000.0055.94Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Hanlon Investment Management, Inc.03-31-2021Barclys 1-3yr Cr12,686Increased56.290.15694,000.0054.9154.71Form 13
Next Financial Group, Inc03-31-2021Ishs 1-5yr Invs51,168Increased81.090.252,798,000.0079.59109.39Form 13
Bogart Wealth, Llc03-31-2021Etf2,042Decreased-99.360.02112,000.00-99.3654.85Form 13