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Get Institutions for : 
iShares Barclays Credit Bond (CFT)  
$49.47 0.09 (0.18%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 353    4
Total shares held : 
 136,274,978  
% of shares held : 
 94.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 2,327,041  
% of shares held change : 
   1.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.58  
Last Quarter's Ending Price : 
 $51.26  
Last Quarter's Average Price : 
 $48.80  
Change from last quarter's     
avg. price to the last closing  : 
0.67 (1.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 3,718,022
 2.73%
 
Increased Positions :
118
 10,876,005
 7.98%
 
Unchanged Positions :
76
 9,418,421
 6.91%
 
Decreased Positions :
114
-9,149,953
-6.71%
 
Closed Positions :
41
-3,117,033
-2.29%
 
Guru Positions :
1
47,830
 0.04%
 
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
   BANK OF AMERICA CORP /DE/ 130 - 2023-12-31 27,825,912 $1,426,356,000 -4,672,047
   Empower Advisory Group LLC 8 - 2023-12-31 11,952,796 $612,700,000 408,677
   Personal Capital Advisors Corp 8 *New 2022-12-31 9,741,579 $478,409,000 9,741,579
   Japan Science & Technology Agency 9 - 2023-12-31 7,234,311 $370,831,000 0
   BB&T CORP 34 - 2023-12-31 6,944,496 $355,975,000 -150,514
   BANK OF NEW YORK MELLON CORP 251 - 2023-12-31 6,935,134 $355,495,000 5,080,367
   UBS Group AG 163 - 2023-12-31 6,171,034 $316,327,000 8,822
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 20 - 2023-12-31 5,307,764 $272,076,000 19,812
   ENVESTNET ASSET MANAGEMENT INC 195 - 2023-12-31 4,511,142 $231,241,000 618,571
   HANSON MCCLAIN, INC. - 2023-12-31 4,126,355 $211,517,000 157,735
   STIFEL FINANCIAL CORP 99 - 2023-12-31 3,585,498 $183,793,000 -151
   SEI INVESTMENTS CO 80 - 2023-12-31 2,879,292 $147,598,000 -5,214
   BLACKROCK INC. 1846 - 2023-12-31 2,810,388 $144,060,000 -298,563
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,694,172 $138,238,000 421,296
   AMERIPRISE FINANCIAL INC 423 - 2023-12-31 2,644,866 $133,877,000 237,270
   MORGAN STANLEY 1046 - 2023-12-31 2,320,750 $118,962,000 -1,652,394
   DIAM CO. LTD - 2023-12-31 2,251,240 $115,399,000 -169,137
   VALMARK ADVISERS INC 15 - 2023-12-31 2,102,378 $107,768,000 29,095
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 117 - 2023-12-31 2,007,636 $102,911,000 -228,054
   Voya Financial Advisors Inc. 4 *New 2023-12-31 1,674,532 $86,021,000 1,674,532
   AE Wealth Management LLC 37 - 2023-12-31 1,575,273 $79,945,000 37,436
   Sensible Financial Planning & Management LLC. 2 - 2023-12-31 1,291,889 $66,222,000 -6,050
   Merit Financial Group LLC 11 - 2023-12-31 1,288,994 $66,074,000 1,172,469
   MATHER GROUP, INC. 19 - 2024-03-31 1,136,987 $58,282,000 -6,963
   MEIJI YASUDA LIFE INSURANCE CO 9 - 2023-12-31 1,072,400 $54,971,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,001,641 $51,345,000 279,681
   Long Run Wealth Advisors LLC 1 - 2023-12-31 777,370 $39,848,000 13,074
   LPL FINANCIAL CORP 586 - 2023-12-31 745,330 $38,206,000 90,635
   MANUFACTURERES LIFE INSURANCE CO 416 *New 2023-12-31 740,873 $37,977,000 740,873
   ROYAL BANK OF CANADA 812 - 2023-12-31 717,596 $36,785,000 48,125
   Streettalk Advisors LLC 10 - 2023-12-31 674,667 $34,583,000 137,096
   J P MORGAN CHASE & CO 1298 - 2023-12-31 649,430 $33,290,000 428,098
   GOLDMAN SACHS GROUP INC/ 1232 - 2023-12-31 627,727 $32,177,000 87,848
   FINANCIAL NETWORK 116 - 2023-12-31 620,777 $31,821,000 351,115
   MCF Advisors LLC 12 - 2024-03-31 620,649 $31,510,000 43,568
   METROPOLITAN LIFE INSURANCE CO/NY 10 *New 2023-12-31 578,568 $29,657,000 578,568
   Americana Partners LLC - 2023-12-31 541,928 $27,817,000 52,761
   RAYMOND JAMES & ASSOCIATES 614 - 2023-12-31 535,342 $27,442,000 -28,318
   Advisor Group Holdings Inc. 379 - 2023-12-31 529,983 $27,167,000 -95,490
   CWM LLC 156 - 2024-03-31 532,908 $27,056,000 -1,156,465
   JANNEY MONTGOMERY SCOTT LLC 253 - 2023-12-31 476,929 $24,448,000 -9
   BOSTON FINANCIAL MANGEMENT INC /MA 45 - 2023-12-31 395,869 $20,292,000 -4,220
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 38 - 2023-12-31 391,259 $20,056,000 -26,391
   Ratio Wealth Group 8 - 2023-12-31 372,436 $19,091,000 55,723
   NewEdge Wealth LLC 53 - 2023-12-31 372,404 $19,089,000 7,402
   M&T BANK CORP 229 - 2023-12-31 346,533 $17,763,000 -68,044
   ARGI INVESTMENT SERVICES, LLC 35 - 2022-12-31 349,884 $17,183,000 -7,008
   HPM Partners LLC - 2023-12-31 320,081 $16,407,000 -649
   ADVANTUS CAPITAL MANAGEMENT INC 36 - 2023-12-31 310,862 $15,935,000 6,600
   Resources Investment Advisors Inc. 83 - 2023-12-31 302,801 $15,522,000 190,834
   Vontobel Holding Ltd. 198 - 2023-12-31 300,000 $15,378,000 0
   SHELTER MUTUAL INSURANCE CO 3 - 2023-12-31 290,980 $14,910,000 0
   One Capital Management LLC 43 - 2023-12-31 277,380 $14,219,000 -325,545
   Trilogy Capital Inc. 38 - 2024-03-31 279,281 $14,179,000 6,318
   BANK HAPOALIM BM - 2023-12-31 255,000 $12,258,000 0
   Steward Partners Investment Advisory LLC 137 - 2023-12-31 237,054 $12,151,000 139,636
   MCKINLEY CARTER WEALTH SERVICES, INC. 26 - 2023-12-31 235,672 $12,081,000 -9,849
   WELLS FARGO & CO/MN 1382 - 2023-12-31 230,971 $11,840,000 -14,676
   Cosner Financial Group LLC 4 - 2023-12-31 227,698 $11,672,000 -1,090
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 164 - 2023-12-31 206,126 $10,566,000 4,113
   HSBC HOLDINGS PLC 763 - 2023-12-31 203,159 $10,414,000 42,245
   YCMNET ADVISORS INC 67 - 2023-12-31 202,231 $10,366,000 -11,969
   Rockefeller Capital Management L.P. 449 - 2023-12-31 200,296 $10,267,000 133,367
   US BANCORP 427 - 2023-12-31 190,062 $9,743,000 -4,033
   WESTOVER CAPITAL ADVISORS, LLC 8 - 2023-12-31 163,878 $8,400,000 -6,161
   Glassy Mountain Advisors Inc. 10 - 2023-12-31 160,827 $8,244,000 43,221
   ST GERMAIN D J CO INC 71 - 2024-03-31 159,142 $8,080,000 73,698
   Simplicity WealthLLC 10 - 2023-12-31 142,055 $7,282,000 -2,643
   FULTON BREAKEFIELD BROENNIMAN LLC 51 - 2023-12-31 138,018 $7,075,000 46,055
   Geneos Wealth Management Inc. - 2023-12-31 134,976 $6,919,000 -94,124
   Kingdom Financial Group LLC. 5 - 2023-12-31 119,267 $6,114,000 -5,218
   COMERICA BANK 593 - 2023-12-31 118,322 $6,065,000 -606
   Waterloo Capital L.P. 27 - 2023-12-31 114,759 $5,883,000 52,943
   PICTET ASSET MANAGEMENT SA 737 - 2023-06-30 115,787 $5,800,000 365
   Quantitative Strategies Inc. 12 - 2023-12-31 105,201 $5,393,000 2,422
   Cetera Investment Advisers 412 - 2023-12-31 104,283 $5,346,000 -35,126
   CRESTWOOD ADVISORS LLC 118 *New 2023-12-31 103,351 $5,298,000 103,351
   Envestnet Portfolio Solutions Inc. 321 - 2023-12-31 100,599 $5,157,000 7,781
   Checchi Capital Advisers LLC 64 - 2023-12-31 97,618 $5,004,000 -41,596
   TIAA FSB 208 *New 2023-06-30 98,515 $4,935,000 98,515
   BARTLETT & CO. LLC 140 *New 2023-12-31 93,686 $4,813,000 93,686
   BARTLETT & CO. WEALTH MANAGEMENT LLC 140 *New 2023-12-31 93,686 $4,813,000 93,686
   Pallas Capital Advisors LLC 99 - 2024-03-31 91,288 $4,635,000 10,534
   Kestra Advisory Services LLC 492 - 2023-12-31 87,331 $4,477,000 12,568
   QUATTRO FINANCIAL ADVISORS LLC 24 *New 2024-03-31 87,967 $4,466,000 87,967
   Sigma Planning Corp 55 *New 2023-12-31 84,865 $4,350,000 84,865
   US FINANCIAL ADVISORS LLC 19 - 2023-12-31 84,148 $4,313,000 1,825
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 795 - 2023-12-31 79,887 $4,095,000 -41,743
   AIRE ADVISORS LLC 27 - 2023-12-31 77,994 $4,003,000 -11,526
   TD Waterhouse Canada Inc. 239 - 2023-12-31 77,415 $3,936,000 8,988
   Aveo Capital Partners LLC 62 - 2023-12-31 76,618 $3,927,000 -2,549
   IVC Wealth Advisors LLC 6 - 2024-03-31 76,217 $3,870,000 6,699
   Columbus Macro LLC 11 - 2024-03-31 76,053 $3,861,000 2,109
   Erickson Financial Group LLC 11 - 2023-12-31 74,803 $3,834,000 322
   Trivant Custom Portfolio Group LLC 12 - 2024-03-31 75,434 $3,830,000 3,808
   Virtue Capital Management LLC 23 - 2023-12-31 74,692 $3,779,000 45,743
   Banco Santander S.A. 192 - 2023-12-31 72,989 $3,741,000 -890
   Strategic Investment Advisors / MI 41 - 2023-12-31 71,761 $3,678,000 -1,344
   Baird Financial Group Inc. 756 *New 2023-12-31 69,182 $3,546,000 69,182
   ATRIA INVESTMENTS LLC 402 - 2023-12-31 66,917 $3,430,000 -3,059
  100 Records found
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