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Get Institutions for : 
iShares Barclays Intermediate Credit Bnd (CIU)  
$50.23 0.01 (0.02%) as of 4:30 Wed 5/1


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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  : 
0.79 (1.6%)  




 
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
   ALLSTATE INVESTMENT MANAGEMENT CO 4 *New 2022-12-31 2,379,742 $117,821,000 2,379,742
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 93 *New 2023-12-31 680,000 $35,360,000 680,000
   CAPSTONE INVESTMENT ADVISORS LLC 19 *New 2023-12-31 288,701 $15,012,000 288,701
   VERITY & VERITY, LLC 31 *New 2024-03-31 100,180 $13,592,000 100,180
   CONCENTRIC WEALTH MANAGEMENT LLC 11 *New 2023-12-31 138,574 $7,206,000 138,574
   LFA - Lugano Financial Advisors SA *New 2023-12-31 80,372 $4,179,000 80,372
   Sigma Planning Corp 61 *New 2023-12-31 77,055 $4,007,000 77,055
   FORTE ASSET MANAGEMENT LLC 16 *New 2023-12-31 71,141 $3,699,000 71,141
   REGAL INVESTMENT ADVISORS, LLC 114 *New 2023-12-31 67,319 $3,501,000 67,319
   MV Capital Management Inc. 37 *New 2024-03-31 67,653 $3,491,000 67,653
   Charter Oak Capital Management LLC 39 *New 2024-03-31 43,852 $2,263,000 43,852
   Banco Santander S.A. 255 *New 2023-12-31 28,710 $1,493,000 28,710
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 369 *New 2023-12-31 17,724 $920,000 17,724
   Archvest Wealth Advisors Inc. 25 *New 2023-12-31 15,577 $810,000 15,577
   Beverly Hills Private Wealth LLC 129 *New 2023-12-31 12,678 $659,000 12,678
   Wambolt & Associates LLC 142 *New 2023-12-31 12,264 $638,000 12,264
   Equita Financial Network Inc. 44 *New 2023-12-31 11,604 $603,000 11,604
   CHANNEL WEALTH LLC 92 *New 2024-03-31 8,786 $453,000 8,786
   VisionPoint Advisory Group LLC 106 *New 2023-12-31 8,360 $435,000 8,360
   CLEAR INVESTMENT RESEARCH LLC 34 *New 2023-12-31 8,052 $419,000 8,052
   HILLTOP HOLDINGS INC. 406 *New 2023-12-31 7,873 $409,000 7,873
   Cornerstone Retirement Group Inc. 18 *New 2023-09-30 7,940 $386,000 7,940
   PFG Investments LLC 685 *New 2024-03-31 6,636 $342,000 6,636
   Merit Financial Group LLC 629 *New 2023-12-31 5,617 $292,000 5,617
   Atomi Financial Group Inc. 430 *New 2023-12-31 5,493 $286,000 5,493
   EP WEALTH ADVISORS, INC. 625 *New 2023-12-31 5,480 $285,000 5,480
   CIBC WORLD MARKETS INC. 1004 *New 2023-12-31 5,304 $276,000 5,304
   Resources Investment Advisors Inc. 949 *New 2023-12-31 5,161 $268,000 5,161
   TUDOR INVESTMENT CORP ET AL 1289 *New 2023-12-31 5,076 $264,000 5,076
   ADVISORS CAPITAL MANAGEMENT LLC 427 *New 2023-12-31 4,567 $237,000 4,567
   Royal Fund Management LLC 231 *New 2024-03-31 4,568 $236,000 4,568
   SYNOVUS FINANCIAL CORP 775 *New 2023-12-31 4,304 $224,000 4,304
   Darrow Company Inc. 35 *New 2023-12-31 4,315 $224,000 4,315
   Beirne Wealth Consulting Services LLC 135 *New 2023-12-31 4,121 $214,000 4,121
   New World Advisors LLC 65 *New 2024-03-31 4,155 $214,000 4,155
   CITIZENS FINANCIAL GROUP INC/RI 381 *New 2023-12-31 4,047 $210,000 4,047
   Heritage Financial Services LLC 94 *New 2023-12-31 4,015 $209,000 4,015
   Equitable Holdings Inc. 1064 *New 2023-12-31 3,894 $202,000 3,894
   AMERICAN NATIONAL BANK 259 *New 2024-03-31 1,753 $90,000 1,753
   Kozak & Associates Inc. 120 *New 2023-12-31 1,300 $67,000 1,300
   WOODMONT INVESTMENT COUNSEL LLC 307 *New 2024-03-31 755 $39,000 755
   GUARDIAN WEALTH ADVISORS LLC / NC 330 *New 2023-12-31 638 $33,000 638
   Aptus Capital Advisors LLC 709 *New 2023-12-31 638 $33,000 638
   Ahrens Investment Partners LLC 505 *New 2023-03-31 334 $17,000 334
   FSA Wealth Management LLC 288 *New 2023-12-31 258 $13,000 258
   Trifecta Capital Advisors LLC 199 *New 2024-03-31 214 $11,000 214
   MEADOWBROOK INVESTMENT ADVISORS LLC 274 *New 2023-12-31 110 $6,000 110
   TOWER RESEARCH CAPITAL LLC 4912 *New 2023-12-31 91 $5,000 91
   Stephens Consulting LLC 371 *New 2024-03-31 96 $5,000 96
   FWL INVESTMENT MANAGEMENT LLC 197 *New 2023-12-31 75 $4,000 75
   ODell Group LLC 432 *New 2023-12-31 58 $3,000 58
   Team Financial Group LLC 160 *New 2023-12-31 58 $3,000 58
   HORIZON INVESTMENTS, LLC/SC 692 *New 2023-12-31 25 $1,000 25
   Creative Capital Management Investments LLC 197 *New 2024-03-31 28 $1,000 28
   MATHER GROUP, INC. 1599 *New 2024-03-31 15 $1,000 15
  55 Records found
  1    
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