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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Empower Advisory Group LLC 9 - 2024-03-31 12,297,460 $624,342,000 344,664
   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. 10 - 2024-03-31 4,355,375 $221,122,000 229,020
   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
   DIAM CO. LTD 37 - 2024-03-31 2,288,693 $116,197,000 37,453
   VALMARK ADVISERS INC 15 - 2023-12-31 2,102,378 $107,768,000 29,095
   AE Wealth Management LLC 37 - 2023-12-31 1,575,273 $79,945,000 37,436
   Merit Financial Group LLC 11 - 2023-12-31 1,288,994 $66,074,000 1,172,469
   Long Run Wealth Advisors LLC 1 - 2024-03-31 812,773 $41,264,000 35,403
   LPL FINANCIAL CORP 586 - 2023-12-31 745,330 $38,206,000 90,635
   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
   Americana Partners LLC - 2023-12-31 541,928 $27,817,000 52,761
   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
   ADVANTUS CAPITAL MANAGEMENT INC 34 - 2024-03-31 318,117 $16,151,000 7,255
   Resources Investment Advisors Inc. 83 - 2023-12-31 302,801 $15,522,000 190,834
   Trilogy Capital Inc. 38 - 2024-03-31 279,281 $14,179,000 6,318
   Steward Partners Investment Advisory LLC 137 - 2023-12-31 237,054 $12,151,000 139,636
   Premier Path Wealth Partners LLC 5 - 2024-03-31 229,562 $11,361,000 228,042
   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
   Rockefeller Capital Management L.P. 449 - 2023-12-31 200,296 $10,267,000 133,367
   FULTON BREAKEFIELD BROENNIMAN LLC 45 - 2024-03-31 193,575 $9,828,000 55,557
   Glassy Mountain Advisors Inc. 12 - 2024-03-31 165,716 $8,413,000 4,889
   ST GERMAIN D J CO INC 71 - 2024-03-31 159,142 $8,080,000 73,698
   Simplicity WealthLLC 112 - 2024-03-31 152,262 $7,730,000 10,207
   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 - 2024-03-31 106,590 $5,412,000 1,389
   Envestnet Portfolio Solutions Inc. 321 - 2023-12-31 100,599 $5,157,000 7,781
   Pallas Capital Advisors LLC 99 - 2024-03-31 91,288 $4,635,000 10,534
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 795 - 2024-03-31 90,136 $4,576,000 10,249
   Kestra Advisory Services LLC 492 - 2023-12-31 87,331 $4,477,000 12,568
   US FINANCIAL ADVISORS LLC 19 - 2023-12-31 84,148 $4,313,000 1,825
   Strategic Investment Advisors / MI 40 - 2024-03-31 77,884 $3,954,000 6,123
   TD Waterhouse Canada Inc. 239 - 2023-12-31 77,415 $3,936,000 8,988
   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 - 2024-03-31 75,669 $3,842,000 866
   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
   Center For Asset Management LLC 9 - 2024-03-31 73,017 $3,707,000 6,466
   HART & PATTERSON FINANCIAL GROUP LLC 23 - 2024-03-31 67,304 $3,417,000 301
   Compagnie Lombard Odier SCA 114 - 2024-03-31 66,620 $3,382,000 5,090
   Tolleson Wealth Management Inc. 16 - 2023-12-31 62,113 $3,184,000 13,414
   Beaumont Capital Management LLC 20 - 2023-12-31 60,877 $3,121,000 711
   Fluent Financial LLC 22 - 2024-03-31 58,058 $2,948,000 2,201
   COMMONWEALTH EQUITY SERVICES LLC. 1516 - 2024-03-31 56,515 $2,869,000 681
   DFPG INVESTMENTS INC. 116 - 2023-12-31 53,763 $2,738,000 3,308
   BANK OF MONTREAL /CAN/ 1267 - 2023-12-31 48,048 $2,472,000 6,062
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 76 - 2024-03-31 39,019 $1,981,000 5,431
   MARINER WEALTH ADVISORS, LLC 1067 - 2023-12-31 38,307 $1,964,000 4,099
   MULTIFINANCIAL SECURITIES CORP 541 - 2023-12-31 35,122 $1,800,000 3,819
   Quent Capital LLC 64 - 2023-12-31 33,489 $1,717,000 33,166
   ShoreHaven Wealth Partners LLC 26 - 2023-12-31 32,257 $1,653,000 15,447
   Csenge Advisory Group 171 - 2023-12-31 31,148 $1,597,000 5,149
   Valeo Financial Advisors LLC 171 - 2024-03-31 31,856 $1,573,000 1,807
   Goss Wealth Management LLC 783 - 2023-12-31 27,696 $1,409,000 10,232
   Family Asset Management LLC 28 - 2023-12-31 26,314 $1,349,000 13,062
   Integrated Wealth Concepts LLC 612 - 2023-12-31 25,999 $1,333,000 8,146
   EverSource Wealth Advisors LLC 145 - 2023-12-31 25,763 $1,321,000 6,937
   CITADEL ADVISORS LLC 2671 - 2023-12-31 25,740 $1,319,000 25,740
   Patriot Investment Management Inc. 90 - 2024-03-31 24,958 $1,267,000 2,057
   KESTRA PRIVATE WEALTH SERVICES LLC 470 - 2023-12-31 23,762 $1,218,000 295
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 135 - 2023-12-31 22,850 $1,171,000 5,900
   Stratos Wealth Partners LTD. 597 - 2024-03-31 22,070 $1,120,000 1,140
   KINGFISHER CAPITAL LLC 88 - 2023-12-31 20,822 $1,067,000 1,183
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 35 - 2024-03-31 20,787 $1,055,000 147
   Private Advisor Group LLC 1140 - 2023-12-31 18,492 $948,000 2,879
   Beacon Pointe Advisors LLC 702 - 2023-12-31 16,943 $868,000 7,991
   Signal Advisors Wealth LLC 108 - 2024-03-31 16,487 $837,000 5,000
   OHE FINANCIAL INC 132 - 2023-12-31 16,166 $829,000 176
   Cedar Brook Financial Partners LLC 148 - 2024-03-31 16,138 $819,000 8,708
   Brookstone Capital Management 531 - 2024-03-31 15,444 $784,000 3,794
   Connecticut Wealth Management LLC 168 - 2023-12-31 14,973 $768,000 156
   SEASCAPE CAPITAL MANAGEMENT 63 - 2024-03-31 14,633 $743,000 1,183
   RAYMOND JAMES TRUST CO 559 - 2024-03-31 14,409 $732,000 644
   MONTECITO BANK & TRUST 148 - 2024-03-31 13,098 $665,000 1,283
   Snowden Capital Advisors LLC 583 - 2023-12-31 12,287 $630,000 25
   Van Hulzen Asset Management LLC 214 - 2023-12-31 10,691 $548,000 1,151
   EDGEMOOR CAPITAL MANAGEMENT INC 108 - 2023-12-31 10,555 $541,000 4,250
   Arete Wealth Advisors LLC 384 - 2023-12-31 10,501 $538,000 1,571
   CLEARBRIDGE ADVISORS LLC 690 - 2023-12-31 10,389 $533,000 372
   Financial Avengers Inc. 24 - 2023-12-31 9,772 $501,000 1,141
   CAHABA WEALTH MANAGEMENT INC. 86 - 2024-03-31 9,874 $501,000 71
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3896 - 2023-12-31 8,897 $456,000 8,897
   SIGNATURE SECURITIES GROUP CORPORATION 131 - 2024-03-31 8,918 $453,000 3,047
   Perigon Wealth Management LLC 534 - 2023-12-31 8,579 $440,000 145
   Wescott Financial Advisory Group LLC 112 - 2023-12-31 8,307 $426,000 119
   TFB Advisors LLC 95 - 2023-12-31 8,247 $423,000 8,247
   PFG Advisors 397 - 2023-12-31 8,212 $421,000 287
   Koshinski Asset Management Inc. 312 - 2023-12-31 8,097 $415,000 3,341
  100 Records found
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