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Get Institutions for : 
iShares Barclays Intermediate Credit Bnd (CIU)  
$50.13 0.11 (0.22%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 524    5
Total shares held : 
 190,723,446  
% of shares held : 
 29.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 9,856,226  
% of shares held change : 
   1.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.12  
Last Quarter's Ending Price : 
 $52.00  
Last Quarter's Average Price : 
 $49.44  
Change from last quarter's     
avg. price to the last closing  : 
0.69 (1.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 2,323,430
 1.22%
 
Increased Positions :
201
 17,128,778
 8.98%
 
Unchanged Positions :
75
 11,075,590
 5.81%
 
Decreased Positions :
194
-8,261,814
-4.33%
 
Closed Positions :
49
-1,334,168
-0.7%
 
Guru Positions :
2
84,077
 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
   FINANCIAL ENGINES ADVISORS L.L.C. 5 - 2023-12-31 48,064,172 $2,499,339,000 1,087,019
   GOLDMAN SACHS GROUP INC/ 186 - 2023-12-31 9,217,690 $479,320,000 3,881,530
   PRUDENTIAL CORP PLC 4 - 2023-12-31 7,922,223 $411,956,000 4,340,904
   Japan Science & Technology Agency 8 - 2023-12-31 7,237,448 $376,347,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 181 - 2023-12-31 7,110,558 $369,749,000 474,976
   NORTHERN TRUST CORP 285 - 2023-12-31 6,846,829 $356,035,000 237,914
   ALLSTATE CORP 1 - 2023-12-31 5,476,431 $284,774,000 370,442
   ENVESTNET ASSET MANAGEMENT INC 183 - 2023-12-31 4,846,354 $252,010,000 -893,202
   BANK OF AMERICA CORP /DE/ 507 - 2023-12-31 4,605,951 $239,509,000 -171,900
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 31 - 2023-12-31 3,987,511 $207,351,000 945,230
   US BANCORP 74 - 2023-12-31 3,695,270 $192,154,000 121,632
   MORGAN STANLEY 792 - 2023-12-31 3,649,362 $189,767,000 -419,765
   FMR LLC 772 - 2023-12-31 3,600,625 $187,233,000 -154,542
   AMERIPRISE FINANCIAL INC 348 - 2023-12-31 3,412,683 $177,403,000 -245,936
   Matson Money. Inc. 6 - 2023-12-31 3,284,454 $170,792,000 -77,926
   One Capital Management LLC 1 - 2023-12-31 2,931,466 $152,436,000 305,327
   WELLS FARGO & CO/MN 343 - 2023-12-31 2,806,391 $145,932,000 143,927
   UBS Group AG 323 - 2023-12-31 2,768,131 $143,943,000 141,571
   ROYAL BANK OF CANADA 383 - 2023-12-31 2,670,278 $138,852,000 -86,537
   BLACKROCK INC. 1928 - 2023-12-31 2,409,768 $125,308,000 -121,177
   ALLSTATE INVESTMENT MANAGEMENT CO 4 *New 2022-12-31 2,379,742 $117,821,000 2,379,742
   GRADIENT INVESTMENTS LLC 3 - 2023-12-31 2,236,835 $116,315,000 223,242
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 19 - 2023-12-31 2,045,391 $106,360,000 -1,340,580
   PNC FINANCIAL SERVICES GROUP INC 179 - 2023-12-31 1,818,548 $94,565,000 -49,720
   BANK OF NEW YORK MELLON CORP 696 - 2023-12-31 1,734,675 $90,203,000 -132,522
   RAYMOND JAMES & ASSOCIATES 252 - 2023-12-31 1,706,869 $88,757,000 327,280
   FRANKLIN RESOURCES INC 385 - 2023-12-31 1,535,771 $79,860,000 15,743
   J P MORGAN CHASE & CO 931 - 2023-12-31 1,450,734 $75,438,000 381,782
   Klaas Financial Asset Advisors LLC 2 - 2023-12-31 1,376,779 $71,593,000 17,416
   Adroit Compliance LLC 1 - 2023-12-31 1,376,779 $71,593,000 0
   LPL FINANCIAL CORP 400 - 2023-12-31 1,327,067 $69,007,000 121,489
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 405 - 2023-12-31 1,232,236 $64,076,000 -358,500
   MANUFACTURERES LIFE INSURANCE CO 276 - 2023-12-31 1,229,168 $63,917,000 27,655
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 8 - 2023-12-31 1,139,394 $59,362,000 54,163
   KEYBANK NATIONAL ASSOCIATION/OH 84 - 2023-12-31 1,124,745 $58,487,000 -4,091
   STIFEL FINANCIAL CORP 256 - 2023-12-31 1,089,974 $56,679,000 -106,543
   HAVERFORD TRUST CO 47 - 2023-12-31 1,011,996 $52,624,000 62,922
   MA GREENWOOD & ASSOCIATES INC 3 - 2023-12-31 991,562 $51,561,000 -132,748
   PFS INVESTMENTS INC. 25 - 2023-06-30 999,044 $50,522,000 109,827
   BB&T CORP 243 - 2023-12-31 869,001 $45,188,000 57,031
   Ally Invest Advisors Inc. 8 - 2023-12-31 828,616 $43,088,000 -17,267
   Polaris Wealth Advisers LLC 2 - 2023-09-30 863,704 $42,019,000 202,096
   American Family Insurance Mutual Holding Co 5 - 2023-12-31 751,159 $39,060,000 0
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 93 *New 2023-12-31 680,000 $35,360,000 680,000
   SABAL TRUST CO - 2023-12-31 635,586 $33,050,000 -34,439
   Advisor Group Holdings Inc. 349 - 2023-12-31 577,676 $30,049,000 870
   Dodds Wealth LLC 3 - 2023-12-31 569,444 $29,611,000 0
   BUSEY TRUST CO *New 2023-12-31 567,662 $29,518,000 567,662
   Scarborough Advisors LLC 3 - 2023-12-31 551,341 $28,670,000 2,969
   Envestnet Portfolio Solutions Inc. 100 - 2023-12-31 518,065 $26,939,000 13,519
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 400 - 2023-12-31 490,325 $25,497,000 58,851
   COMMONWEALTH EQUITY SERVICES LLC. 382 - 2023-12-31 489,407 $25,449,000 316,626
   PROFFITT & GOODSON INC - 2023-12-31 481,699 $25,048,000 5,591
   ALBION FINANCIAL GROUP /UT - 2023-12-31 446,153 $23,200,000 30,142
   ARKANSAS FINANCIAL GROUP INC. 7 - 2023-12-31 445,580 $23,170,000 10,405
   SCHMIDT P J INVESTMENT MANAGEMENT INC 4 - 2023-12-31 443,374 $22,829,000 280,327
   JANNEY MONTGOMERY SCOTT LLC 295 - 2023-12-31 387,070 $20,128,000 12,136
   PROVISE MANAGEMENT GROUP LLC 14 - 2023-12-31 386,787 $20,113,000 5,723
   BCK Partners Inc. - 2023-12-31 355,435 $18,483,000 30,516
   MITSUBISHI UFJ TRUST & BANKING CORP 420 - 2023-12-31 337,281 $17,539,000 0
   CHARTER TRUST CO 17 - 2023-12-31 336,168 $17,481,000 -60,868
   BANK OF MONTREAL /CAN/ 728 - 2023-12-31 333,809 $17,418,000 47,232
   ETF Portfolio Partners Inc. 5 - 2023-12-31 333,323 $17,333,000 -5,312
   CITADEL ADVISORS LLC 882 - 2023-12-31 327,510 $17,031,000 327,510
   Connectus Wealth LLC 72 - 2023-12-31 326,859 $17,015,000 23,831
   TPG Financial Advisors LLC 2 - 2023-12-31 318,373 $16,399,000 -202,535
   Legacy Financial Group LLC 8 - 2024-03-31 313,329 $16,168,000 291,277
   DEUTSCHE BANK AG 847 - 2023-12-31 309,730 $16,106,000 -2,000
   CFG ASSET MANAGEMENT LLC 12 - 2023-12-31 296,301 $15,408,000 6,554
   Carl P. Sherr & Co. LLC 1 - 2023-12-31 292,152 $15,192,000 99,643
   Financial Partners Group Inc 16 - 2023-12-31 290,454 $15,104,000 34,113
   CAPSTONE INVESTMENT ADVISORS LLC 19 *New 2023-12-31 288,701 $15,012,000 288,701
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 9 - 2023-12-31 264,270 $13,742,000 -797
   Prime Capital Investment Advisors LLC - 2023-12-31 257,273 $13,378,000 145,851
   MARINER WEALTH ADVISORS, LLC 403 - 2023-12-31 248,983 $12,947,000 -35,615
   CALAMOS WEALTH MANAGEMENT LLC 28 - 2023-12-31 246,460 $12,816,000 202,187
   JNB Advisors LLC 20 - 2023-12-31 245,409 $12,761,000 94,656
   ROUNDVIEW CAPITAL LLC 15 - 2023-12-31 243,652 $12,670,000 118,804
   Galvin Gaustad & Stein LLC 37 - 2023-12-31 233,345 $12,134,000 -15,029
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 389 - 2023-12-31 231,666 $12,047,000 21,250
   Quotient Wealth Partners LLC 33 - 2023-12-31 228,592 $11,887,000 0
   HANCOCK HOLDING CO 60 - 2023-12-31 217,119 $11,290,000 -21,840
   DT INVESTMENT PARTNERS, LLC 18 - 2023-12-31 216,538 $11,208,000 6,321
   THRIVENT FINANCIAL FOR LUTHERANS 573 - 2023-12-31 213,489 $11,101,000 -56,999
   ANCHOR CAPITAL ADVISORS INC 96 - 2023-12-31 204,976 $10,659,000 -58,322
   H D Vest Advisory Services 159 - 2023-12-31 197,680 $10,279,000 71,235
   MML INVESTORS SERVICES LLC 378 - 2023-12-31 187,365 $9,743,000 21,533
   Asio Capital LLC 9 - 2023-12-31 184,697 $9,604,000 2,307
   STEPHENS INC /AR/ 148 - 2023-12-31 180,255 $9,373,000 -101,102
   Ameliora Wealth Management Ltd. 6 - 2023-12-31 174,315 $9,064,000 90,950
   LaSalle St. Investment Advisors LLC 3 - 2023-09-30 181,377 $8,824,000 -5,112
   CAPITAL INSIGHT PARTNERS LLC - 2023-12-31 167,381 $8,704,000 3,142
   DAVIDSON D A & CO 185 - 2023-12-31 166,136 $8,639,000 -12,975
   Baird Financial Group Inc. 508 - 2023-12-31 158,777 $8,256,000 79,678
   Israel Discount Bank of New York 3 - 2023-12-31 158,706 $8,253,000 -12,625
   THEORY FINANCIAL LLC 3 - 2023-12-31 154,367 $8,027,000 581
   JONES FINANCIAL COMPANIES LLLP 117 - 2023-12-31 152,702 $7,941,000 62,976
   EQIS CAPITAL MANAGEMENT, INC. 29 - 2023-12-31 144,621 $7,520,000 19,306
   COMERICA BANK 509 - 2023-12-31 142,976 $7,435,000 1,902
   REBALANCE LLC 17 - 2023-12-31 141,959 $7,382,000 -4,368
  100 Records found
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