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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
   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
   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
   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
   GRADIENT INVESTMENTS LLC 3 - 2024-03-31 3,149,585 $162,519,000 912,750
   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
   RAYMOND JAMES & ASSOCIATES 247 - 2024-03-31 2,027,236 $104,605,000 320,367
   BANK OF NEW YORK MELLON CORP 659 - 2024-03-31 1,937,304 $99,965,000 202,629
   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 - 2024-03-31 1,400,707 $72,276,000 23,928
   LPL FINANCIAL CORP 400 - 2023-12-31 1,327,067 $69,007,000 121,489
   MANUFACTURERES LIFE INSURANCE CO 276 - 2023-12-31 1,229,168 $63,917,000 27,655
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 8 - 2024-03-31 1,194,160 $61,619,000 54,766
   HAVERFORD TRUST CO 47 - 2023-12-31 1,011,996 $52,624,000 62,922
   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
   Polaris Wealth Advisers LLC 2 - 2023-09-30 863,704 $42,019,000 202,096
   Advisor Group Holdings Inc. 349 - 2023-12-31 577,676 $30,049,000 870
   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
   COMMONWEALTH EQUITY SERVICES LLC. 382 - 2023-12-31 489,407 $25,449,000 316,626
   SCHMIDT P J INVESTMENT MANAGEMENT INC 3 - 2024-03-31 473,526 $24,434,000 30,152
   ALBION FINANCIAL GROUP /UT 14 - 2024-03-31 465,190 $24,004,000 19,037
   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
   BANK OF MONTREAL /CAN/ 728 - 2023-12-31 333,809 $17,418,000 47,232
   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
   Legacy Financial Group LLC 8 - 2024-03-31 313,329 $16,168,000 291,277
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 257,273 $13,378,000 145,851
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 405 - 2024-03-31 251,029 $12,953,000 19,363
   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
   Oakmont Partners LLC 83 - 2024-03-31 217,545 $11,225,000 84,092
   DT INVESTMENT PARTNERS, LLC 18 - 2023-12-31 216,538 $11,208,000 6,321
   Mendota Financial Group LLC 4 - 2024-03-31 212,094 $10,944,000 138,328
   H D Vest Advisory Services 159 - 2023-12-31 197,680 $10,279,000 71,235
   Asio Capital LLC 12 - 2024-03-31 196,796 $10,155,000 12,099
   Ameliora Wealth Management Ltd. 5 - 2024-03-31 191,285 $9,870,000 16,970
   MML INVESTORS SERVICES LLC 378 - 2023-12-31 187,365 $9,743,000 21,533
   CAPITAL INSIGHT PARTNERS LLC 10 - 2024-03-31 176,063 $9,085,000 8,682
   Baird Financial Group Inc. 508 - 2023-12-31 158,777 $8,256,000 79,678
   Revisor Wealth Management LLC 5 - 2024-03-31 157,189 $8,143,000 141,850
   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
   REBALANCE LLC 18 - 2024-03-31 151,669 $7,826,000 9,710
   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
   BAILARD BIEHL & KAISER INC 102 - 2023-12-31 141,445 $7,355,000 28,744
   DAVENPORT & CO LLC - 2023-12-31 139,461 $7,252,000 1,115
   HIGHTOWER ADVISORS, LLC 812 - 2023-12-31 136,449 $7,095,000 79,235
   BALYASNY ASSET MANAGEMENT LLC 694 - 2023-12-31 135,704 $7,057,000 135,704
   BARTLETT & CO. LLC 119 - 2023-12-31 134,135 $6,988,000 7,415
   BARTLETT & CO. WEALTH MANAGEMENT LLC 119 - 2023-12-31 134,135 $6,988,000 7,415
   Mutual Advisors LLC 81 - 2023-12-31 131,189 $6,822,000 23,202
   DFPG INVESTMENTS INC. 38 - 2023-12-31 130,737 $6,754,000 125,005
   Destiny Capital Corp/CO 6 - 2023-12-31 128,124 $6,662,000 123,803
   Atria Wealth Solutions Inc. 244 - 2023-12-31 124,985 $6,499,000 22,494
   WESPAC Advisors SoCal LLC 22 - 2024-03-31 125,724 $6,487,000 1,035
   Chicago Partners Investment Group LLC 85 - 2024-03-31 123,017 $6,201,000 18,797
   Wealthstar Advisors LLC 6 - 2024-03-31 114,357 $5,901,000 23,835
   HSBC HOLDINGS PLC 899 - 2023-12-31 112,525 $5,851,000 2,731
   CITIGROUP INC 1042 - 2023-12-31 109,525 $5,695,000 2,745
   Manhattan West Asset Management LLC 16 - 2023-12-31 109,147 $5,676,000 7,755
   ASPEN INVESTMENT MANAGEMENT INC 6 - 2024-03-31 109,750 $5,663,000 12,051
   BECKER CAPITAL MANAGEMENT INC 93 - 2023-12-31 108,788 $5,657,000 8,685
   Cetera Investment Advisers 400 - 2023-12-31 107,398 $5,585,000 7,875
   CWM LLC 409 - 2024-03-31 100,432 $5,182,000 16,885
   ZACKS INVESTMENT MANAGEMENT 188 - 2023-12-31 95,162 $4,948,000 7,804
   Patriot Investment Management Inc. 40 - 2024-03-31 92,585 $4,777,000 4,014
   JMAC ENTERPRISES LLC - 2023-12-31 90,026 $4,681,000 7,685
   Van Hulzen Asset Management LLC 63 - 2023-12-31 89,265 $4,642,000 3,120
   GOELZER INVESTMENT MANAGEMENT, INC. 80 - 2023-12-31 89,144 $4,635,000 6,100
   COMERICA SECURITIESINC. 73 - 2023-09-30 94,895 $4,617,000 176
   Hennion & Walsh Asset Management Inc. 93 - 2024-03-31 89,113 $4,598,000 4,413
   Private Advisor Group LLC 474 - 2023-12-31 84,691 $4,404,000 22,727
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 506 - 2023-12-31 84,077 $4,372,000 71,506
   MERITAGE PORTFOLIO MANAGEMENT 111 - 2023-12-31 82,523 $4,291,000 3,279
   Financial Advocates Investment Management 83 - 2023-12-31 80,869 $4,205,000 18,669
   PEOPLES BANK NATIONAL ASSOCIATION - 2023-12-31 79,756 $4,147,000 2,446
   APEX INVESTMENT SERVICES, INC. 20 - 2023-12-31 74,599 $3,879,000 5,796
   OPPENHEIMER ASSET MANAGEMENT INC 350 - 2023-12-31 74,195 $3,858,000 15,505
   JB Capital LLC - 2023-12-31 70,457 $3,664,000 5,483
   KISTLERTIFFANY COMPANIES, LLC 31 - 2023-06-30 70,852 $3,583,000 62,807
   Ariel Capital Advisors LLC 34 - 2023-12-31 63,975 $3,327,000 51,350
   Blue Fin Capital Inc. 28 - 2023-12-31 62,406 $3,245,000 13,261
   Agate Pass Investment Management LLC 19 - 2024-03-31 61,708 $3,184,000 5,926
   CHESLEY TAFT & ASSOCIATES LLC/IL 107 - 2024-03-31 61,639 $3,181,000 3,285
  100 Records found
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