Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Barclays Credit Bond (CFT)  
$49.87 0.25 (0.5%) as of 4:30 Fri 5/3


Download
     
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
   Japan Science & Technology Agency 9 - 2023-12-31 7,234,311 $370,831,000 0
   MEIJI YASUDA LIFE INSURANCE CO 9 - 2023-12-31 1,072,400 $54,971,000 0
   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
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 260 - 2024-03-31 25,690 $1,317,000 0
   Financial Gravity Wealth Inc. 209 - 2023-12-31 209 $1,158,000 0
   Lion Street Advisors LLC 53 - 2024-03-31 18,102 $928,000 0
   Actinver Wealth Management Inc. 28 - 2023-12-31 17,274 $885,000 0
   FIRST NATIONAL CORP /MA/ /ADV 89 - 2024-03-31 13,711 $703,000 0
   Miracle Mile Advisors LLC 314 - 2024-03-31 13,350 $678,000 0
   ROCKLAND TRUST CO 176 - 2024-03-31 13,129 $667,000 0
   NTV ASSET MANAGEMENT LLC 146 - 2023-12-31 10,736 $550,000 0
   ASB Consultores LLC 59 - 2023-12-31 7,460 $382,000 0
   New Legacy Group LLC 20 - 2023-09-30 7,600 $365,000 0
   NOESIS CAPITAL MANGEMENT CORP 90 - 2023-12-31 4,952 $254,000 0
   RWM Asset Management LLC 137 - 2024-03-31 4,982 $253,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 677 - 2023-12-31 4,829 $248,000 0
   Bellecapital International Ltd. 143 - 2024-03-31 4,784 $243,000 0
   JAMES INVESTMENT RESEARCH INC 272 - 2024-03-31 4,755 $241,000 0
   SONATA CAPITAL GROUP INC 105 - 2024-03-31 4,725 $240,000 0
   Avenue 1 Advisors LLC 86 - 2024-03-31 4,406 $224,000 0
   Qube Research & Technologies Ltd 2515 - 2023-12-31 3,184 $163,000 0
   FinTrust Capital Advisors LLC 311 - 2024-03-31 3,142 $160,000 0
   Archer Investment Corp 302 - 2023-12-31 1,718 $88,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 490 - 2023-12-31 1,240 $64,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 816 - 2023-12-31 1,183 $60,000 0
   RFP Financial Group LLC 212 - 2023-12-31 723 $37,000 0
   ISLAY CAPITAL MANAGEMENT LLC 145 - 2023-12-31 674 $35,000 0
   Spire Wealth Management 1327 - 2024-03-31 690 $35,000 0
   NBC SECURITIES INC. 1233 - 2024-03-31 706 $35,000 0
   Founders Financial Alliance LLC 389 - 2023-12-31 481 $25,000 0
   NATIONAL BANK OF CANADA /FI/ 1791 - 2023-12-31 500 $24,000 0
   Financial Freedom LLC 217 - 2024-03-31 428 $22,000 0
   DHJJ Financial Advisors Ltd. 368 - 2024-03-31 402 $20,000 0
   Princeton Global Asset Management LLC 381 - 2024-03-31 350 $18,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 360 $18,000 0
   Investors Research Corp 662 - 2023-12-31 338 $17,000 0
   Retirement Group LLC 393 - 2023-12-31 286 $15,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 227 - 2024-03-31 280 $14,000 0
   Sage Mountain Advisors LLC 381 - 2024-03-31 272 $14,000 0
   AllSquare Wealth Management LLC 347 - 2023-12-31 250 $13,000 0
   SANDY SPRING BANK - 2023-12-31 218 $11,000 0
   ALPHAMARK ADVISORS LLC 524 - 2024-03-31 200 $10,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1481 - 2023-12-31 200 $10,000 0
   HHM Wealth Advisors LLC 512 - 2023-12-31 204 $10,000 0
   Delos Wealth Advisors LLC 102 - 2023-12-31 166 $9,000 0
   Northwest Capital Management Inc 394 - 2024-03-31 187 $9,000 0
   Register Financial Advisors LLC 631 - 2024-03-31 72 $4,000 0
   FSC Wealth Advisors LLC 229 - 2024-03-31 76 $4,000 0
   Asset Dedication LLC 839 - 2024-03-31 77 $4,000 0
   Davis Capital Management 261 - 2024-03-31 69 $3,000 0
   WESTEND ADVISORS LLC 78 - 2023-12-31 56 $3,000 0
   Bogart Wealth LLC 881 - 2024-03-31 44 $2,000 0
   First Command Advisory Services Inc. 426 - 2023-12-31 31 $2,000 0
   Key Financial Inc 1108 - 2024-03-31 46 $2,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 617 - 2023-06-30 16 $1,000 0
   Larson Financial Group LLC 1443 - 2023-12-31 15 $1,000 0
   Venturi Wealth Management LLC 1322 - 2024-03-31 23 $1,000 0
   First Personal Financial Services 350 - 2024-03-31 13 $1,000 0
   HighMark Wealth Management LLC - 2023-12-31 3 $0 0
   FWL INVESTMENT MANAGEMENT LLC 258 - 2023-12-31 1 $0 0
  61 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us