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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: 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
   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
   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
   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
   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
   JOHNSON FINANCIAL GROUP, INC. 7 - 2024-03-31 522,900 $54,371,000 -52,723
   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
   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
   HOWE & RUSLING INC 2 - 2024-03-31 357,261 $37,148,000 25,836
   TRUST CO OF VIRGINIA /VA 5 - 2024-03-31 334,095 $34,739,000 5,563
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 56 - 2024-03-31 298,163 $31,003,000 -33,342
   CAMBRIDGE TRUST CO 24 - 2023-12-31 289,269 $30,304,000 26,267
   FINANCIAL NETWORK 135 - 2024-03-31 289,071 $30,058,000 -86
   V-Square Quantitative Management LLC 4 *New 2024-03-31 287,000 $29,842,000 287,000
   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
   D L CARLSON INVESTMENT GROUP INC 2 - 2024-03-31 247,183 $25,702,000 10,343
   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
   OARSMAN CAPITAL, INC. 3 - 2024-03-31 181,182 $18,839,000 92,370
   AMERIVEST INVESTMENT MANAGEMENT LLC 52 - 2023-06-30 181,776 $18,705,000 -10,121
   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
   BP WEALTH MANAGEMENT LLC 61 - 2024-03-31 168,927 $17,565,000 -47,318
   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
   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
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1775 - 2024-03-31 144,404 $15,015,000 -66,257
   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
   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
   ZEKE CAPITAL ADVISORS, LLC 25 - 2022-12-31 111,796 $11,455,000 47,764
   FIRST AMERICAN TRUST CO 23 *New 2024-03-31 103,389 $10,750,000 103,389
   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
   NORTHWEST INVESTMENT COUNSELORS LLC 8 - 2024-03-31 78,720 $8,185,000 -2,224
   WSFS CAPITAL MANAGEMENT LLC 59 - 2024-03-31 76,958 $8,002,000 2,720
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 152 - 2024-03-31 74,887 $7,735,000 -5,940
   Badgley Phelps Wealth Managers LLC 108 - 2024-03-31 73,333 $7,625,000 1,374
   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
   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
   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
   CITADEL ADVISORS LLC 1524 - 2024-03-31 61,634 $6,409,000 9,222
   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
   WEBSTER BANK 38 - 2024-03-31 56,063 $5,829,000 17,088
   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
   BB&T CORP 848 - 2024-03-31 51,936 $5,400,000 10,843
   HIGHTOWER ADVISORS, LLC 929 - 2024-03-31 50,810 $5,284,000 -7,344
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 9 - 2024-03-31 49,598 $5,157,000 0
   Cetera Investment Advisers 327 - 2024-03-31 49,466 $5,144,000 -10,603
   BIDWELL C M & ASSOCIATES LTD/ 6 - 2024-03-31 49,295 $5,126,000 348
   1ST SOURCE BANK 50 - 2024-03-31 49,041 $5,099,000 -710
   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
   WHITTIER TRUST CO 211 - 2024-03-31 42,431 $4,412,000 -639
   OneAscent Financial Services LLC 38 - 2024-03-31 42,271 $4,395,000 232
   HPM Partners LLC 686 - 2024-03-31 41,617 $4,327,000 -31,148
   Trajan Wealth LLC 81 - 2024-03-31 40,819 $4,244,000 0
   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
   Congress Wealth Management LLC / DE / 260 - 2024-03-31 33,756 $3,510,000 -732
   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
   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
   Sepio Capital LLC 81 *New 2024-03-31 28,277 $2,940,000 28,277
   CHATHAM CAPITAL GROUP INC 60 - 2024-03-31 27,995 $2,911,000 25,450
   OLD NATIONAL BANCORP /IN/ 189 - 2024-03-31 27,190 $2,827,000 -200
  100 Records found
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