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Get Institutions for : 
iShares Barclays Intermediate Credit Bnd (CIU)  
$51.09 0.22 (0.43%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 524    5
Total shares held : 
 190,723,446  
% of shares held : 
 29.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 9,856,226  
% of shares held change : 
   1.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.12  
Last Quarter's Ending Price : 
 $52.00  
Last Quarter's Average Price : 
 $49.44  
Change from last quarter's     
avg. price to the last closing  : 
1.65 (3.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 2,323,430
 1.22%
 
Increased Positions :
201
 17,128,778
 8.98%
 
Unchanged Positions :
75
 11,075,590
 5.81%
 
Decreased Positions :
194
-8,261,814
-4.33%
 
Closed Positions :
49
-1,334,168
-0.7%
 
Guru Positions :
1
92,545
 0.05%
 
View holdings for period: 3-31-2022 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 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
   FINANCIAL ENGINES ADVISORS L.L.C. 5 - 2024-03-31 50,509,585 $2,606,295,000 2,445,413
   PRUDENTIAL CORP PLC 6 - 2024-03-31 9,438,148 $487,008,000 1,515,925
   NORTHERN TRUST CORP 261 - 2024-03-31 7,689,633 $396,785,000 842,804
   Japan Science & Technology Agency 7 - 2024-03-31 7,237,448 $373,452,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 211 - 2024-03-31 7,187,866 $370,894,000 77,308
   US BANCORP 51 - 2024-03-31 5,952,710 $307,160,000 2,257,440
   GOLDMAN SACHS GROUP INC/ 351 - 2024-03-31 5,261,101 $271,473,000 -3,956,589
   ALLSTATE CORP 2 - 2024-03-31 5,172,192 $266,885,000 -304,239
   ENVESTNET ASSET MANAGEMENT INC 208 - 2024-03-31 4,862,612 $250,911,000 16,258
   BANK OF AMERICA CORP /DE/ 548 - 2024-03-31 4,581,816 $236,422,000 -24,135
   MORGAN STANLEY 733 - 2024-03-31 4,421,316 $228,140,000 771,954
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 38 - 2024-03-31 3,884,666 $200,449,000 -102,845
   FMR LLC 830 - 2024-03-31 3,476,367 $179,381,000 -124,258
   One Capital Management LLC 1 - 2024-03-31 3,337,310 $172,205,000 405,844
   AMERIPRISE FINANCIAL INC 376 - 2024-03-31 3,283,668 $169,207,000 -129,015
   Matson Money. Inc. 6 - 2024-03-31 3,275,970 $169,040,000 -8,484
   GRADIENT INVESTMENTS LLC 3 - 2024-03-31 3,149,585 $162,519,000 912,750
   WELLS FARGO & CO/MN 336 - 2024-03-31 3,146,145 $162,341,000 339,754
   UBS Group AG 340 - 2024-03-31 3,029,558 $156,325,000 261,427
   ROYAL BANK OF CANADA 385 - 2024-03-31 2,679,647 $138,269,000 9,369
   ALLSTATE INVESTMENT MANAGEMENT CO 4 *New 2022-12-31 2,379,742 $117,821,000 2,379,742
   RAYMOND JAMES & ASSOCIATES 247 - 2024-03-31 2,027,236 $104,605,000 320,367
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 22 - 2024-03-31 1,968,273 $101,563,000 -77,118
   BANK OF NEW YORK MELLON CORP 659 - 2024-03-31 1,937,304 $99,965,000 202,629
   BLACKROCK INC. 2024 - 2024-03-31 1,914,393 $98,783,000 -495,375
   PNC FINANCIAL SERVICES GROUP INC 177 - 2024-03-31 1,893,796 $97,720,000 75,248
   FRANKLIN RESOURCES INC 428 - 2024-03-31 1,570,101 $81,017,000 34,330
   Klaas Financial Asset Advisors LLC 2 - 2024-03-31 1,400,707 $72,276,000 23,928
   Adroit Compliance LLC 1 - 2023-12-31 1,376,779 $71,593,000 0
   MANUFACTURERES LIFE INSURANCE CO 269 - 2024-03-31 1,277,491 $65,918,000 48,323
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 8 - 2024-03-31 1,194,160 $61,619,000 54,766
   KEYBANK NATIONAL ASSOCIATION/OH 86 - 2024-03-31 1,162,520 $59,986,000 37,775
   J P MORGAN CHASE & CO 1085 - 2024-03-31 1,161,087 $59,912,000 -289,647
   STIFEL FINANCIAL CORP 286 - 2024-03-31 1,076,130 $55,529,000 -13,844
   HAVERFORD TRUST CO 51 - 2024-03-31 1,061,812 $54,790,000 49,816
   LPL FINANCIAL CORP 524 - 2024-03-31 1,036,153 $53,465,000 -290,914
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 467 - 2024-03-31 1,024,146 $52,846,000 -208,090
   MA GREENWOOD & ASSOCIATES INC 3 - 2024-03-31 1,009,242 $52,077,000 17,680
   PFS INVESTMENTS INC. 25 - 2023-06-30 999,044 $50,522,000 109,827
   Ally Invest Advisors Inc. 8 - 2024-03-31 843,468 $43,523,000 14,852
   Polaris Wealth Advisers LLC 2 - 2023-09-30 863,704 $42,019,000 202,096
   BB&T CORP 267 - 2024-03-31 785,558 $40,535,000 -83,443
   American Family Insurance Mutual Holding Co 5 - 2024-03-31 751,159 $38,760,000 0
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 93 - 2024-03-31 680,000 $35,088,000 0
   Envestnet Portfolio Solutions Inc. 91 - 2024-03-31 667,996 $34,469,000 149,931
   Dodds Wealth LLC 4 - 2024-03-31 658,165 $33,961,000 88,721
   SABAL TRUST CO 15 - 2024-03-31 642,139 $33,134,000 6,553
   BUSEY TRUST CO 26 - 2024-03-31 530,690 $27,384,000 -36,972
   COMMONWEALTH EQUITY SERVICES LLC. 402 - 2024-03-31 508,894 $26,259,000 19,487
   PROFFITT & GOODSON INC 7 - 2024-03-31 480,877 $24,813,000 -822
   SCHMIDT P J INVESTMENT MANAGEMENT INC 3 - 2024-03-31 473,526 $24,434,000 30,152
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 439 - 2024-03-31 471,044 $24,306,000 -19,281
   ALBION FINANCIAL GROUP /UT 14 - 2024-03-31 465,190 $24,004,000 19,037
   PROVISE MANAGEMENT GROUP LLC 9 - 2024-03-31 428,023 $22,086,000 41,236
   ARKANSAS FINANCIAL GROUP INC. 7 - 2024-03-31 428,021 $22,086,000 -17,559
   BNP PARIBAS ARBITRAGE SA 526 - 2024-03-31 426,749 $22,020,000 420,972
   JANNEY MONTGOMERY SCOTT LLC 314 - 2024-03-31 403,796 $20,836,000 16,726
   Prime Capital Investment Advisors LLC 73 - 2024-03-31 400,647 $20,673,000 143,374
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 4 - 2024-03-31 391,397 $20,196,000 127,127
   BCK Partners Inc. 5 - 2024-03-31 369,648 $19,074,000 14,213
   H D Vest Advisory Services 96 - 2024-03-31 362,939 $18,728,000 165,259
   Flagstone Financial Management 4 *New 2024-03-31 360,579 $18,606,000 360,579
   Financial Partners Group Inc 11 - 2024-03-31 350,421 $18,082,000 59,967
   JNB Advisors LLC 17 - 2024-03-31 341,549 $17,624,000 96,140
   MITSUBISHI UFJ TRUST & BANKING CORP 427 - 2024-03-31 337,281 $17,404,000 0
   TPG Financial Advisors LLC 2 - 2023-12-31 318,373 $16,399,000 -202,535
   CAPSTONE INVESTMENT ADVISORS LLC 26 - 2024-03-31 316,601 $16,337,000 27,900
   Legacy Financial Group LLC 8 - 2024-03-31 313,329 $16,168,000 291,277
   DEUTSCHE BANK AG 877 - 2024-03-31 309,730 $15,982,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 509 - 2024-03-31 303,920 $15,682,000 90,431
   CHARTER TRUST CO 26 - 2024-03-31 303,898 $15,681,000 -32,270
   BANK OF MONTREAL /CAN/ 743 - 2024-03-31 301,398 $15,564,000 -32,411
   Carl P. Sherr & Co. LLC 1 - 2024-03-31 297,021 $15,326,000 4,869
   ANCHOR CAPITAL ADVISORS INC 84 - 2024-03-31 294,751 $15,209,000 89,775
   CFG ASSET MANAGEMENT LLC 19 - 2024-03-31 293,041 $15,121,000 -3,260
   MARINER WEALTH ADVISORS, LLC 399 - 2024-03-31 290,441 $14,987,000 41,458
   ROUNDVIEW CAPITAL LLC 16 - 2024-03-31 289,593 $14,943,000 45,941
   Cetera Investment Advisers 535 - 2024-03-31 265,460 $13,698,000 158,062
   Streettalk Advisors LLC 29 - 2024-03-31 257,331 $13,278,000 208,559
   BNP PARIBAS 37 - 2024-03-31 252,563 $13,032,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 405 - 2024-03-31 251,029 $12,953,000 19,363
   Atlantic Trust Group LLC 306 *New 2024-03-31 246,741 $12,599,000 246,741
   MML INVESTORS SERVICES LLC 352 - 2024-03-31 242,220 $12,499,000 54,855
   HANCOCK HOLDING CO 60 - 2024-03-31 241,580 $12,466,000 24,461
   Galvin Gaustad & Stein LLC 40 - 2024-03-31 229,348 $11,834,000 -3,997
   DT INVESTMENT PARTNERS, LLC 19 - 2024-03-31 220,124 $11,358,000 3,586
   Oakmont Partners LLC 83 - 2024-03-31 217,545 $11,225,000 84,092
   Mendota Financial Group LLC 4 - 2024-03-31 212,094 $10,944,000 138,328
   Advisor Group Holdings Inc. 639 - 2024-03-31 211,887 $10,934,000 -365,789
   Adviser Investments LLC 95 *New 2024-03-31 208,903 $10,779,000 208,903
   Sigma Planning Corp 53 - 2024-03-31 203,601 $10,506,000 126,546
   JONES FINANCIAL COMPANIES LLLP 112 - 2024-03-31 200,733 $10,358,000 48,031
   Asio Capital LLC 12 - 2024-03-31 196,796 $10,155,000 12,099
   Ameliora Wealth Management Ltd. 5 - 2024-03-31 191,285 $9,870,000 16,970
   Mittelman Wealth Management 5 - 2024-03-31 178,653 $9,218,000 0
   CAPITAL INSIGHT PARTNERS LLC 10 - 2024-03-31 176,063 $9,085,000 8,682
   DAVIDSON D A & CO 192 - 2024-03-31 174,912 $9,026,000 8,776
   BALYASNY ASSET MANAGEMENT LLC 684 - 2024-03-31 172,769 $8,915,000 37,065
   LaSalle St. Investment Advisors LLC 4 - 2024-03-31 172,725 $8,912,000 -8,652
   Forum Financial Management LP 38 *New 2024-03-31 172,084 $8,880,000 172,084
  100 Records found
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