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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
   BANK OF AMERICA CORP /DE/ 130 - 2023-12-31 27,825,912 $1,426,356,000 -4,672,047
   BB&T CORP 34 - 2023-12-31 6,944,496 $355,975,000 -150,514
   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
   MORGAN STANLEY 1046 - 2023-12-31 2,320,750 $118,962,000 -1,652,394
   BANK OF NEW YORK MELLON CORP 630 - 2024-03-31 2,071,181 $105,154,000 -4,863,953
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 117 - 2023-12-31 2,007,636 $102,911,000 -228,054
   Sensible Financial Planning & Management LLC. 2 - 2023-12-31 1,291,889 $66,222,000 -6,050
   MATHER GROUP, INC. 19 - 2024-03-31 1,136,987 $58,282,000 -6,963
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 193 - 2024-03-31 939,369 $47,692,000 -62,272
   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
   RAYMOND JAMES & ASSOCIATES 647 - 2024-03-31 528,164 $26,815,000 -7,178
   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
   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
   One Capital Management LLC 43 - 2023-12-31 277,380 $14,219,000 -325,545
   BANK HAPOALIM BM 21 - 2024-03-31 240,000 $12,288,000 -15,000
   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
   YCMNET ADVISORS INC 67 - 2023-12-31 202,231 $10,366,000 -11,969
   US BANCORP 427 - 2023-12-31 190,062 $9,743,000 -4,033
   MCKINLEY CARTER WEALTH SERVICES, INC. 38 - 2024-03-31 178,525 $9,064,000 -57,147
   WESTOVER CAPITAL ADVISORS, LLC 8 - 2023-12-31 163,878 $8,400,000 -6,161
   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
   Cetera Investment Advisers 412 - 2023-12-31 104,283 $5,346,000 -35,126
   Checchi Capital Advisers LLC 65 - 2024-03-31 93,901 $4,767,000 -3,717
   AIRE ADVISORS LLC 27 - 2023-12-31 77,994 $4,003,000 -11,526
   Aveo Capital Partners LLC 62 - 2023-12-31 76,618 $3,927,000 -2,549
   Banco Santander S.A. 192 - 2023-12-31 72,989 $3,741,000 -890
   ATRIA INVESTMENTS LLC 402 - 2023-12-31 66,917 $3,430,000 -3,059
   Atria Wealth Solutions Inc. 484 - 2023-12-31 55,278 $2,834,000 -2,688
   JANNEY MONTGOMERY SCOTT LLC 1014 - 2024-03-31 52,732 $2,677,000 -424,197
   Pictet Asset Management Holding SA 869 - 2023-12-31 50,045 $2,565,000 -62,742
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 563 - 2023-12-31 47,830 $2,452,000 -7,132
   KEYBANK NATIONAL ASSOCIATION/OH 372 - 2023-12-31 46,279 $2,372,000 -2,667
   PROEQUITIES INC. 128 - 2023-12-31 44,990 $2,306,000 -4,026
   SWMG LLC 16 - 2023-12-31 44,766 $2,295,000 -531
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1581 - 2024-03-31 43,417 $2,204,000 -5,916
   Compass Financial Group Inc. 25 - 2024-03-31 41,924 $2,128,000 -149
   Global Wealth Management Investment Advisory Inc. 59 - 2023-12-31 40,667 $2,085,000 -5,444
   BerganKDV Wealth Management LLC 85 - 2023-06-30 39,635 $1,985,000 -4,036
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 767 - 2023-12-31 38,385 $1,968,000 -1,298
   Diligent Investors LLC 42 - 2023-12-31 35,614 $1,826,000 -7,027
   Bellwether Advisors LLC 49 - 2023-12-31 34,681 $1,778,000 -889
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1017 - 2024-03-31 32,410 $1,645,000 -11,687
   CREATIVE PLANNING 994 - 2023-12-31 31,743 $1,627,000 -4,231
   MONTICELLO WEALTH MANAGEMENT LLC 90 - 2024-03-31 26,036 $1,322,000 -32,433
   MA Private Wealth 36 - 2024-03-31 25,910 $1,315,000 -516
   WAGNER CAPITAL MANAGEMENT CORP 128 - 2024-03-31 25,451 $1,292,000 -258
   Arden Trust Co 91 - 2024-03-31 24,435 $1,241,000 -208,124
   Venture Visionary Partners LLC 225 - 2023-12-31 23,491 $1,204,000 -2,052
   New Century Financial Group LLC 42 - 2024-03-31 21,284 $1,081,000 -4,425
   PARK AVENUE SECURITIES LLC 630 - 2024-03-31 20,898 $1,061,000 -244
   Apollon Wealth Management LLC 433 - 2023-12-31 20,473 $1,049,000 -1,583
   HIGHTOWER ADVISORS, LLC 1819 - 2023-12-31 18,482 $948,000 -103,404
   Wealthstar Advisors LLC 50 - 2024-03-31 16,552 $840,000 -38
   Continuum Advisory LLC 205 - 2023-12-31 15,850 $814,000 -1,044
   Foundations Investment Advisors LLC 346 - 2023-12-31 14,887 $764,000 -6,659
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 61 - 2024-03-31 14,108 $716,000 -11,346
   MML INVESTORS SERVICES LLC 1615 - 2023-12-31 12,363 $634,000 -234
   Ascent Group LLC 324 - 2023-12-31 11,313 $571,000 -19,379
   MARIPAU WEALTH MANAGEMENT LLC 46 - 2023-12-31 10,697 $548,000 -1,530
   DHK Financial Advisors Inc. 52 - 2023-12-31 10,135 $520,000 -3,894
   CAPE COD FIVE CENTS SAVINGS BANK 134 - 2023-12-31 10,068 $516,000 -13,208
   LYELL WEALTH MANAGEMENT LP 132 - 2023-12-31 9,815 $503,000 -305
   Sequoia Financial Advisors LLC 685 - 2024-03-31 9,812 $498,000 -3,340
   Global Retirement Partners LLC 536 - 2024-03-31 9,533 $484,000 -934
   Golden State Equity Partners 199 - 2023-12-31 9,371 $480,000 -60
   FIFTH THIRD BANCORP 779 - 2024-03-31 8,997 $457,000 -1,085
   Change Path LLC 402 - 2023-12-31 8,337 $427,000 -1,431
   ADE LLC 48 - 2024-03-31 8,244 $419,000 -1,859
   Truvestments Capital LLC 100 - 2023-12-31 8,009 $411,000 -165
   Betterment LLC 248 - 2023-12-31 7,745 $397,000 -779
   Stratos Wealth Advisors LLC 507 - 2024-03-31 7,645 $388,000 -369
   MEADOW CREEK WEALTH ADVISORS LLC 87 - 2024-03-31 7,271 $369,000 -40
   Summit Financial LLC 301 - 2024-03-31 7,061 $358,000 -1,733
   Buckingham Strategic Partners 303 - 2023-12-31 6,940 $356,000 -1,834
   ADVISOR PARTNERS II LLC 910 - 2023-09-30 6,690 $322,000 -23,298
   SCOTIA CAPITAL INC. 649 - 2023-12-31 6,210 $318,000 -535
   Lane & Associates LLC 91 - 2024-03-31 5,642 $286,000 -103
   GREENLEAF TRUST 612 - 2023-12-31 5,514 $283,000 -4,556
   RFG Advisory Group LLC 623 - 2024-03-31 5,437 $276,000 -2,054
   TD CAPITAL MANAGEMENT LLC 88 - 2023-12-31 5,061 $259,000 -52
   Hartland & Co. LLC 420 - 2023-12-31 5,031 $258,000 -1,380
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 102 - 2023-12-31 4,689 $240,000 -6,982
   Cypress Wealth Services LLC 237 - 2024-03-31 4,362 $221,000 -525
   H D Vest Advisory Services 1417 - 2023-12-31 4,292 $220,000 -2,132
   NATIONAL ASSET MANAGEMENT, INC. 1212 - 2023-12-31 4,279 $219,000 -832
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 591 - 2023-12-31 4,272 $219,000 -3,098
   TOWNSQUARE CAPITAL LLC 1042 - 2023-12-31 4,122 $211,000 -3,604
   BLAIR WILLIAM & CO/IL 1448 - 2023-12-31 2,791 $143,000 -2,748
   PRIVATE TRUST CO NA 859 - 2024-03-31 2,011 $102,000 -702
   HARBOUR INVESTMENTS INC. 1181 - 2023-12-31 1,732 $89,000 -76
   FMR LLC 3152 - 2023-12-31 1,543 $79,000 -1,283
  100 Records found
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