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Get Institutions for : 
iShares Barclays Credit Bond (CFT)  
$49.87 0.25 (0.5%) as of 4:30 Fri 5/3


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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  : 
1.07 (2.19%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Personal Capital Advisors Corp 8 *New 2022-12-31 9,741,579 $478,409,000 9,741,579
   Voya Financial Advisors Inc. 4 *New 2023-12-31 1,674,532 $86,021,000 1,674,532
   MANUFACTURERES LIFE INSURANCE CO 416 *New 2023-12-31 740,873 $37,977,000 740,873
   METROPOLITAN LIFE INSURANCE CO/NY 10 *New 2023-12-31 578,568 $29,657,000 578,568
   CRESTWOOD ADVISORS LLC 118 *New 2023-12-31 103,351 $5,298,000 103,351
   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
   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
   Baird Financial Group Inc. 756 *New 2023-12-31 69,182 $3,546,000 69,182
   Compass Financial Group Inc. 24 *New 2023-12-31 42,073 $2,157,000 42,073
   Fifth Third Securities Inc. 147 *New 2024-03-31 24,427 $1,240,000 24,427
   Financial Synergies Wealth Advisors Inc. 46 *New 2024-03-31 14,887 $756,000 14,887
   Sequoia Financial Advisors LLC *New 2023-12-31 13,152 $674,000 13,152
   BURNS WEALTH MANAGEMENT, INC. 308 *New 2023-12-31 12,529 $642,000 12,529
   Robertson Stephens Wealth Management LLC 300 *New 2023-12-31 10,261 $526,000 10,261
   Crabel Capital Management LLC 78 *New 2023-12-31 9,262 $475,000 9,262
   Advisor Resource Council 125 *New 2024-03-31 8,774 $450,000 8,774
   BSC PRIVATE WEALTH MANAGEMENT LLC 99 *New 2023-12-31 8,323 $427,000 8,323
   IPG Investment Advisors LLC 134 *New 2023-12-31 6,518 $334,000 6,518
   IFG Advisory LLC 489 *New 2023-12-31 5,273 $270,000 5,273
   BUCKINGHAM ASSET MANAGEMENT, LLC 603 *New 2023-12-31 5,132 $263,000 5,132
   OPPENHEIMER & CO INC 1208 *New 2023-12-31 4,902 $251,000 4,902
   THRIVENT FINANCIAL FOR LUTHERANS 2329 *New 2023-12-31 4,633 $237,000 4,633
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 134 *New 2024-03-31 4,456 $226,000 4,456
   IAMS WEALTH MANAGEMENT LLC 111 *New 2024-03-31 4,338 $218,000 4,338
   STEPHENS INC /AR/ 1051 *New 2023-12-31 4,217 $216,000 4,217
   Quadrant Private Wealth Management LLC 217 *New 2023-12-31 3,942 $202,000 3,942
   Facet Wealth Inc. 111 *New 2023-12-31 3,951 $201,000 3,951
   ADVISORY SERVICES NETWORK, LLC 1416 *New 2023-12-31 2,914 $149,000 2,914
   Coppell Advisory Solutions LLC 366 *New 2023-12-31 1,942 $100,000 1,942
   Versant Capital Management Inc 307 *New 2024-03-31 876 $44,000 876
   CAPRIN ASSET MANAGEMENT LLC /ADV 21 *New 2022-12-31 600 $29,000 600
   GODSEY & GIBB ASSOCIATES 243 *New 2024-03-31 300 $15,000 300
   HM PAYSON & CO 788 *New 2023-12-31 253 $13,000 253
   OGOREK ANTHONY JOSEPH /NY/ /ADV 205 *New 2023-12-31 211 $10,000 211
   FRANKLIN RESOURCES INC 2526 *New 2023-12-31 203 $10,000 203
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 575 *New 2023-12-31 148 $8,000 148
   Future Financial Wealth Managment LLC 422 *New 2024-03-31 159 $8,000 159
   Morton Brown Family Wealth LLC 164 *New 2024-03-31 152 $8,000 152
   BESSEMER GROUP INC 1719 *New 2023-12-31 115 $6,000 115
   Castleview Partners LLC 722 *New 2023-12-31 34 $2,000 34
   Oakworth Capital Inc. 646 *New 2024-03-31 14 $1,000 14
   BNP PARIBAS ARBITRAGE SA 3014 *New 2023-12-31 11 $1,000 11
   ANCORA ADVISORS, LLC 1481 *New 2023-12-31 13 $1,000 13
   VisionPoint Advisory Group LLC 711 *New 2023-12-31 1 $0 1
   Covestor Ltd 2694 *New 2023-12-31 6 $0 6

  48 Records found
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