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Get Institutions for : 
iShares Barclays Interm Govt/Credit Bond (GVI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    14
Total shares held : 
 28,841,834  
% of shares held : 
 32.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 3,802,160  
% of shares held change : 
   4.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 619,261
 2.15%
 
Increased Positions :
92
 4,816,545
 16.7%
 
Unchanged Positions :
41
 155,946
 0.54%
 
Decreased Positions :
87
-1,379,379
-4.78%
 
Closed Positions :
22
-254,267
-0.88%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 741 - 2024-03-31 1,389,222 $144,451,000 58,974
   STRATEGIC INVESTMENT ADVISORS, INC 4 - 2024-03-31 1,156,733 $120,277,000 108,803
   GERMAN AMERICAN BANCORP INC. 2 - 2024-03-31 744,039 $77,365,000 30,319
   Atlantic Trust Group LLC 141 - 2024-03-31 677,319 $69,960,000 444,840
   DT INVESTMENT PARTNERS, LLC 3 - 2024-03-31 559,252 $58,151,000 3,741
   BANK OF NEW YORK MELLON CORP 974 - 2024-03-31 527,867 $54,888,000 84,556
   PNC FINANCIAL SERVICES GROUP INC 266 - 2024-03-31 497,780 $51,759,000 29,196
   MORGAN STANLEY 1774 - 2024-03-31 467,849 $48,647,000 71,427
   HOWE & RUSLING INC 2 - 2024-03-31 357,261 $37,148,000 25,836
   Cetera Investment Advisers 231 - 2024-03-31 350,993 $36,496,000 290,924
   TRUST CO OF VIRGINIA /VA 5 - 2024-03-31 334,095 $34,739,000 5,563
   D L CARLSON INVESTMENT GROUP INC 2 - 2024-03-31 247,183 $25,702,000 10,343
   OARSMAN CAPITAL, INC. 3 - 2024-03-31 181,182 $18,839,000 92,370
   FIRST CITIZENS BANK & TRUST CO 37 - 2024-03-31 175,769 $18,276,000 31,427
   ALASKA PERMANENT CAPITAL MANAGEMENT 16 - 2024-03-31 170,214 $17,687,000 16,090
   DAVENPORT & CO LLC 161 - 2024-03-31 164,790 $17,135,000 14,363
   TFC Financial Management 8 - 2024-03-31 164,368 $17,091,000 24,601
   WELLS FARGO & CO/MN 1243 - 2024-03-31 151,714 $15,775,000 23,349
   CAPTRUST FINANCIAL ADVISORS 267 - 2024-03-31 144,448 $15,020,000 4,301
   BESSEMER GROUP INC 273 - 2024-03-31 138,658 $14,417,000 7,994
   GREENWOOD CAPITAL ASSOCIATES LLC 5 - 2024-03-31 133,279 $13,858,000 3,410
   ZEKE CAPITAL ADVISORS, LLC 25 - 2022-12-31 111,796 $11,455,000 47,764
   Bank of New Hampshire 6 - 2024-03-31 100,154 $10,414,000 14,572
   LPL FINANCIAL CORP 1317 - 2024-03-31 96,916 $10,077,000 42,815
   FIRST NATIONAL TRUST CO 62 - 2024-03-31 94,514 $9,828,000 78
   FIRST HAWAIIAN BANK 42 - 2024-03-31 82,886 $8,618,000 554
   HSBC HOLDINGS PLC 816 - 2024-03-31 82,128 $8,540,000 3,703
   WSFS CAPITAL MANAGEMENT LLC 59 - 2024-03-31 76,958 $8,002,000 2,720
   Badgley Phelps Wealth Managers LLC 108 - 2024-03-31 73,333 $7,625,000 1,374
   Integrated Investment Consultants LLC 12 - 2024-03-31 68,784 $7,152,000 430
   AMG NATIONAL TRUST BANK 75 - 2024-03-31 64,487 $6,705,000 3,202
   MML INVESTORS SERVICES LLC 531 - 2024-03-31 63,530 $6,606,000 14,354
   CITADEL ADVISORS LLC 1524 - 2024-03-31 61,634 $6,409,000 9,222
   WEBSTER BANK 38 - 2024-03-31 56,063 $5,829,000 17,088
   BB&T CORP 848 - 2024-03-31 51,936 $5,400,000 10,843
   BIDWELL C M & ASSOCIATES LTD/ 6 - 2024-03-31 49,295 $5,126,000 348
   Goss Wealth Management LLC 402 - 2024-03-31 45,461 $4,727,000 2,300
   FINANCIAL COUNSELORS INC 193 - 2024-03-31 45,430 $4,724,000 2,704
   JANE STREET GROUP LLC 1361 - 2024-03-31 43,546 $4,528,000 43,546
   OneAscent Financial Services LLC 38 - 2024-03-31 42,271 $4,395,000 232
   COMMONWEALTH EQUITY SERVICES LLC. 1302 - 2024-03-31 39,105 $4,066,000 3,587
   TUCKER ASSET MANAGEMENT LLC 12 - 2023-12-31 37,015 $3,878,000 17,790
   Baird Financial Group Inc. 767 - 2024-03-31 34,974 $3,637,000 3,344
   Aveo Capital Partners LLC 71 - 2024-03-31 34,598 $3,561,000 1,633
   COMMERCE BANK N A/MO 400 - 2024-03-31 31,886 $3,316,000 470
   UBS Group AG 2559 - 2024-03-31 31,027 $3,226,000 95
   CHATHAM CAPITAL GROUP INC 60 - 2024-03-31 27,995 $2,911,000 25,450
   COURIER CAPITAL CORP 102 - 2024-03-31 27,178 $2,826,000 4,653
   FIRST NATIONAL BANK OF OMAHA 144 - 2024-03-31 26,876 $2,795,000 3,115
   WEALTH BUILDERS 45 - 2024-03-31 23,718 $2,466,000 19,577
   Pensionmark Financial Group LLC 73 - 2024-03-31 22,417 $2,331,000 4,192
   HAVERFORD TRUST CO 167 - 2024-03-31 21,013 $2,185,000 2,442
   Opal Wealth Advisors LLC 24 - 2024-03-31 20,898 $2,173,000 3,250
   PROFFITT & GOODSON INC 34 - 2024-03-31 18,446 $1,918,000 736
   AMERIPRISE FINANCIAL INC 2826 - 2024-03-31 18,359 $1,909,000 7,517
   ALESCO ADVISORS LLC 64 - 2024-03-31 17,160 $1,784,000 950
   REGIONS FINANCIAL CORP 398 - 2024-03-31 16,809 $1,748,000 2,239
   Patten Group Inc. 66 - 2024-03-31 16,237 $1,688,000 2,369
   Argent Trust Co 249 - 2024-03-31 14,059 $1,462,000 3,023
   TELEMUS CAPITAL LLC 130 - 2023-12-31 13,009 $1,363,000 9,681
   ATRIA INVESTMENTS LLC 834 - 2024-03-31 12,462 $1,296,000 846
   Kestra Advisory Services LLC 1089 - 2024-03-31 12,379 $1,287,000 1,477
   NBT BANK N A /NY 184 - 2024-03-31 12,115 $1,260,000 750
   Semus Wealth Partners LLC 25 - 2024-03-31 10,212 $1,062,000 346
   Csenge Advisory Group 254 - 2024-03-31 10,198 $1,060,000 324
   Private Advisor Group LLC 1178 - 2024-03-31 9,144 $951,000 713
   PRINCIPAL SECURITIES INC. 471 - 2024-03-31 8,989 $935,000 620
   DONALDSON CAPITAL MANAGEMENT LLC 128 - 2024-03-31 8,675 $902,000 1,871
   ANCORA ADVISORS, LLC 413 - 2024-03-31 7,564 $787,000 1,699
   Compass Ion Advisors LLC 109 - 2024-03-31 6,827 $710,000 864
   Harwood Advisory Group LLC 86 - 2024-03-31 6,647 $691,000 259
   Patriot Financial Group Insurance Agency LLC 241 - 2024-03-31 5,605 $583,000 1,726
   Beaumont Capital Management LLC 37 - 2024-03-31 5,485 $570,000 104
   Koshinski Asset Management Inc. 304 - 2024-03-31 5,332 $554,000 5,332
   Bigelow Investment Advisors LLC 102 - 2024-03-31 5,315 $553,000 1,959
   Advisor OS LLC 233 - 2024-03-31 4,897 $509,000 1,739
   HOWLAND CAPITAL MANAGEMENT INC 187 - 2024-03-31 4,745 $493,000 4,745
   CI Private Wealth LLC 1629 - 2024-03-31 4,689 $488,000 1,159
   GUIDANCE CAPITAL INC 122 - 2024-03-31 4,727 $484,000 541
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2569 - 2024-03-31 4,375 $455,000 420
   CREATIVE PLANNING 1919 - 2024-03-31 4,307 $448,000 323
   FC Advisory LLC 72 - 2024-03-31 4,207 $437,000 18
   Hartland & Co. LLC 339 - 2024-03-31 4,027 $414,000 300
   ENDURANCE WEALTH MANAGEMENT, INC. 137 - 2023-06-30 3,902 $402,000 135
   BAILARD BIEHL & KAISER INC 513 - 2024-03-31 3,787 $394,000 240
   PARK AVENUE SECURITIES LLC 1110 - 2024-03-31 3,353 $349,000 314
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 178 - 2024-03-31 3,360 $349,000 4
   MERCER GLOBAL ADVISORS INC /ADV 1525 - 2024-03-31 3,060 $318,000 136
   OLD MISSION CAPITAL LLC 682 - 2024-03-31 3,030 $315,000 3,030
   DAVIDSON D A & CO 1160 - 2024-03-31 2,968 $309,000 250
   Parallel Advisors LLC 732 - 2024-03-31 2,639 $274,000 2,464
   BAYSTATE WEALTH MANAGEMENT LLC 177 - 2023-12-31 2,585 $271,000 26
   HANLON INVESTMENT MANAGEMENT, INC. 128 - 2024-03-31 2,508 $261,000 174
   Sigma Planning Corp 1066 - 2024-03-31 2,213 $230,000 2,213
   EMPIRICAL FINANCIAL SERVICES, LLC 511 - 2024-03-31 1,932 $201,000 4
   CARDIFF PARK ADVISORS LLC 266 - 2024-03-31 1,534 $159,000 9
   CITIGROUP INC 3250 - 2024-03-31 1,394 $145,000 66
   CNB Bank 174 - 2024-03-31 1,358 $141,000 640
   Coastal Investment Advisors Inc. 451 - 2024-03-31 1,324 $138,000 1,324
   GAMMA Investing LLC 584 - 2024-03-31 1,104 $115,000 406
  100 Records found
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