CUSIP 092528884ISHARES SHORT-TECALIQ4 2025
5 filings · latest Mar 7, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 172.8K | $8.72M |
| 2 | Elmwood Wealth Management, Inc. | 164.3K | $8.29M |
| 3 | Wealth Enhancement Advisory Services, LLC | 135.0K | $6.82M |
| 4 | Ariadne Wealth Management, LP | 128.2K | $6.50M |
| 5 | Citizens Financial Group Inc/Ri | 70.5K | $3.56M |
| 6 | Delarme Wealth Management, Inc. | 70.0K | $3.53M |
| 7 | Ndwm LLC | 65.1K | $3.28M |
| 8 | Sweeney & Michel, LLC | 54.5K | $2.76M |
| 9 |
| 4 | Dec 6, 2023 | Blackrock Inc. | 13G/A | 72.5% | 290.0K | SEC |
| 5 | Aug 8, 2023 | Blackrock Inc. | 13G | 85.7% | 300.0K | SEC |
| Global Retirement Partners, LLC |
| 50.1K |
| $2.53M |
| 10 | Financial Management Network Inc | 48.1K | $2.43M |