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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIFTH THIRD BANCORP 23 - 2024-03-31 2,171,574 $225,800,000 -1,939,061
   ENVESTNET ASSET MANAGEMENT INC 269 - 2024-03-31 1,811,483 $188,358,000 -233,668
   STIFEL FINANCIAL CORP 107 - 2024-03-31 1,748,778 $181,838,000 -62,058
   UMB BANK N A/MO 11 - 2024-03-31 974,489 $101,327,000 -276,392
   KEYBANK NATIONAL ASSOCIATION/OH 56 - 2024-03-31 971,823 $101,050,000 -27,065
   US BANCORP 145 - 2024-03-31 780,888 $81,197,000 -25,168
   JOHNSON FINANCIAL GROUP, INC. 7 - 2024-03-31 522,900 $54,371,000 -52,723
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 142 - 2024-03-31 400,940 $41,690,000 -8,496
   HORIZON BANCORP /IN/ 2 - 2024-03-31 394,216 $40,991,000 -16,360
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 56 - 2024-03-31 298,163 $31,003,000 -33,342
   FINANCIAL NETWORK 135 - 2024-03-31 289,071 $30,058,000 -86
   BLACKROCK INC. 2717 - 2024-03-31 274,656 $28,559,000 -69,134
   Envestnet Portfolio Solutions Inc. 103 - 2024-03-31 264,024 $27,453,000 -488,611
   CAMBRIDGE TRUST CO 33 - 2024-03-31 258,046 $26,832,000 -31,223
   ROYAL BANK OF CANADA 1033 - 2024-03-31 235,075 $24,444,000 -17,046
   PUTNAM FL INVESTMENT MANAGEMENT CO 45 - 2024-03-31 223,442 $23,233,000 -2,284
   ALLIANZ ASSET MANAGEMENT AG 424 - 2024-03-31 211,610 $22,003,000 -24,745
   COUNTRY CLUB BANK /GFN 13 - 2024-03-31 209,664 $21,801,000 -10,191
   AMERIVEST INVESTMENT MANAGEMENT LLC 52 - 2023-06-30 181,776 $18,705,000 -10,121
   BP WEALTH MANAGEMENT LLC 61 - 2024-03-31 168,927 $17,565,000 -47,318
   MERIDIAN MANAGEMENT CO 5 - 2024-03-31 156,691 $16,293,000 -1,147
   GREENLEAF TRUST 45 - 2024-03-31 156,178 $16,239,000 -86,036
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1775 - 2024-03-31 144,404 $15,015,000 -66,257
   WASHINGTON TRUST CO 72 - 2024-03-31 131,799 $13,704,000 -1,821
   Wealthstar Advisors LLC 4 - 2024-03-31 124,998 $12,998,000 -2,238
   Advisor Group Holdings Inc. 613 - 2024-03-31 111,796 $11,625,000 -199,787
   NORTHWEST INVESTMENT COUNSELORS LLC 8 - 2024-03-31 78,720 $8,185,000 -2,224
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 152 - 2024-03-31 74,887 $7,735,000 -5,940
   Sequoia Financial Advisors LLC 159 - 2024-03-31 70,508 $7,331,000 -1,124
   COMERICA BANK 542 - 2024-03-31 70,176 $7,297,000 -7,823
   BANK OF MONTREAL /CAN/ 974 - 2024-03-31 62,285 $6,481,000 -1,254
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 237 - 2024-03-31 61,965 $6,443,000 -311,118
   M&T BANK CORP 393 - 2024-03-31 58,231 $6,055,000 -12,900
   LOWE BROCKENBROUGH & CO INC 71 - 2024-03-31 58,186 $6,050,000 -9,325
   LEGACY PRIVATE TRUST CO. 56 - 2024-03-31 57,998 $6,031,000 -2,343
   Global Retirement Partners LLC 101 - 2024-03-31 57,142 $5,942,000 -330
   J P MORGAN CHASE & CO 2377 - 2024-03-31 55,213 $5,741,000 -21,638
   MERITAGE PORTFOLIO MANAGEMENT 88 - 2024-03-31 53,270 $5,539,000 -625
   HIGHTOWER ADVISORS, LLC 929 - 2024-03-31 50,810 $5,284,000 -7,344
   1ST SOURCE BANK 50 - 2024-03-31 49,041 $5,099,000 -710
   WHITTIER TRUST CO 211 - 2024-03-31 42,431 $4,412,000 -639
   HPM Partners LLC 686 - 2024-03-31 41,617 $4,327,000 -31,148
   Congress Wealth Management LLC / DE / 260 - 2024-03-31 33,756 $3,510,000 -732
   Simmons Bank 105 - 2024-03-31 29,319 $3,049,000 -2,657
   Towneley Capital Management Inc / DE 20 - 2024-03-31 29,229 $3,039,000 -1,773
   Trail Ridge Investment Advisors LLC 17 - 2024-03-31 29,009 $3,016,000 -892
   HANCOCK HOLDING CO 150 - 2024-03-31 28,302 $2,943,000 -3,656
   OLD NATIONAL BANCORP /IN/ 189 - 2024-03-31 27,190 $2,827,000 -200
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1215 - 2024-03-31 20,490 $2,131,000 -4,215
   Heritage Trust Co 96 - 2024-03-31 19,246 $2,001,000 -46
   MONTAG A & ASSOCIATES INC 179 - 2024-03-31 18,552 $1,929,000 -920
   InTrack Investment Management Inc 13 - 2024-03-31 16,983 $1,766,000 -24,631
   ADVISORY SERVICES NETWORK, LLC 489 - 2024-03-31 16,914 $1,759,000 -114
   Betterment LLC 164 - 2024-03-31 16,341 $1,699,000 -137
   Cassia Capital Partners LLC 14 - 2024-03-31 13,671 $1,422,000 -6,415
   MONTAG & CALDWELL INC 34 - 2023-12-31 13,480 $1,412,000 -6,112
   H D Vest Advisory Services 667 - 2024-03-31 12,303 $1,279,000 -1,560
   FIRST FINANCIAL BANK - TRUST DIVISION 101 - 2024-03-31 11,764 $1,223,000 -1,260
   BUCKINGHAM ASSET MANAGEMENT, LLC 311 - 2024-03-31 11,196 $1,164,000 -2,662
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 67 - 2024-03-31 10,450 $1,087,000 -3,919
   Resources Investment Advisors Inc. 479 - 2024-03-31 10,377 $1,079,000 -21
   Azimuth Capital Investment Management LLC 207 - 2024-03-31 10,126 $1,053,000 -900
   Integrated Advisors Network LLC 297 - 2024-03-31 10,006 $1,040,000 -169
   TRIAD FINANCIAL ADVISORS INC. 30 - 2023-09-30 10,130 $1,026,000 -2,258
   RAYMOND JAMES & ASSOCIATES 2707 - 2024-03-31 7,851 $816,000 -79,748
   OPPENHEIMER & CO INC 827 - 2024-03-31 7,647 $795,000 -2,384
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1377 - 2024-03-31 6,922 $720,000 -2,617
   AVIANCE CAPITAL PARTNERS, LLC 180 - 2024-03-31 6,781 $705,000 -162
   Ascent Group LLC 309 - 2024-03-31 6,619 $688,000 -513
   First Citizens Asset Management Inc. 23 - 2024-03-31 5,422 $564,000 -523,234
   Paradigm Financial Partners LLC 156 - 2024-03-31 5,021 $522,000 -464
   True Link Financial Advisors LLC 43 - 2024-03-31 4,662 $485,000 -3,500
   BANGOR SAVINGS BANK 159 - 2024-03-31 4,565 $475,000 -1,470
   Quotient Wealth Partners LLC 180 - 2024-03-31 4,485 $466,000 -3,849
   STEPHENS INC /AR/ 843 - 2024-03-31 4,436 $461,000 -47
   THRIVENT FINANCIAL FOR LUTHERANS 2192 - 2024-03-31 4,320 $449,000 -2
   PETTYJOHN CO 147 - 2024-03-31 3,397 $353,000 -5
   JAMES INVESTMENT RESEARCH INC 246 - 2024-03-31 3,260 $339,000 -1,209
   JNB Advisors LLC 360 - 2024-03-31 3,123 $325,000 -1,651
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3982 - 2024-03-31 3,035 $316,000 -201,652
   MADISON ASSET MANAGEMENT LLC 311 - 2024-03-31 2,679 $279,000 -687
   COLONY GROUP LLC 660 - 2023-09-30 2,652 $269,000 -1,489
   FSA Advisors Inc. 112 - 2024-03-31 2,405 $250,000 -153
   DANA INVESTMENT ADVISORS INC 503 - 2024-03-31 2,385 $248,000 -15,919
   Stratos Wealth Partners LTD. 1176 - 2024-03-31 2,332 $242,000 -111
   Ballentine Capital Advisors Inc 28 - 2024-03-31 2,199 $227,000 -240
   Prime Capital Investment Advisors LLC 878 - 2024-03-31 2,183 $227,000 -821
   BMS Financial Advisors LLC 107 - 2023-06-30 2,168 $223,000 -1,797
   CWM LLC 1462 - 2024-03-31 2,090 $217,000 -14
   PROEQUITIES INC. 701 - 2024-03-31 1,782 $185,000 -67
   PHILLIPS FINANCIAL MANAGEMENT LLC 180 - 2024-03-31 1,564 $163,000 -144
   Financial Advisory Service Inc. 327 - 2024-03-31 762 $79,000 -749
   Continuum Advisory LLC 529 - 2024-03-31 749 $77,000 -1,821
   BLAIR WILLIAM & CO/IL 1549 - 2024-03-31 682 $71,000 -23
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2045 - 2024-03-31 495 $51,000 -10
   Lumature Wealth Partners LLC 283 - 2023-06-30 188 $19,000 -19
   Global Financial Private Client LLC 425 - 2024-03-31 137 $14,000 -449
   CHILTON CAPITAL MANAGEMENT LLC 471 - 2024-03-31 100 $10,000 -13
   FTB Advisors Inc. 1694 - 2024-03-31 74 $8,000 -2
   LOGAN CAPITAL MANAGEMENT INC 409 - 2024-03-31 54 $6,000 -6,380
  100 Records found
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