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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Japan Science & Technology Agency 8 - 2023-12-31 7,237,448 $376,347,000 0
   American Family Insurance Mutual Holding Co 5 - 2023-12-31 751,159 $39,060,000 0
   MITSUBISHI UFJ TRUST & BANKING CORP 420 - 2023-12-31 337,281 $17,539,000 0
   SHELTER MUTUAL INSURANCE CO 34 - 2023-12-31 97,200 $5,056,000 0
   Nationwide Asset Management LLC 2 - 2023-09-30 68,800 $3,349,000 0
   COURAGE MILLER PARTNERS, LLC 22 - 2024-03-31 45,774 $2,362,000 0
   ADVISORY RESEARCH INC 96 - 2023-12-31 33,566 $1,745,000 0
   TD ASSET MANAGEMENT INC 1272 - 2023-12-31 12,000 $624,000 0
   Pictet Asset Management Holding SA 1154 - 2023-12-31 12,000 $624,000 0
   PICTET ASSET MANAGEMENT SA 1148 - 2023-06-30 12,000 $607,000 0
   FOCUS Wealth Advisors LLC 43 - 2024-03-31 10,434 $538,000 0
   NOTTINGHAM ADVISORS INC 87 - 2023-12-31 10,000 $520,000 0
   Harel Insurance Investments & Financial Services L 202 - 2023-12-31 9,186 $477,000 0
   Transcendent Capital Group LLC 57 - 2024-03-31 8,712 $453,000 0
   CREDIT SUISSE/ 2676 - 2023-12-31 8,696 $452,000 0
   New Legacy Group LLC 16 - 2023-09-30 9,000 $438,000 0
   GYL Financial Synergies LLC 262 - 2023-12-31 7,685 $400,000 0
   Tri-Star Advisors Inc. 10 - 2023-09-30 8,048 $392,000 0
   CRESTWOOD ADVISORS LLC 314 - 2023-12-31 6,471 $336,000 0
   PARAGON CAPITAL MANAGEMENT LTD 98 - 2024-03-31 6,482 $334,000 0
   OBERMEYER ASSET MANAGEMENT CO 158 - 2023-12-31 6,410 $333,000 0
   Cito Capital Group LLC 131 - 2023-12-31 6,000 $312,000 0
   BRADY FAMILY WEALTH LLC 102 - 2023-12-31 5,820 $303,000 0
   Spire Wealth Management 665 - 2024-03-31 5,817 $300,000 0
   Berkshire Bank 120 - 2024-03-31 5,729 $296,000 0
   Seaside Wealth Management Inc. 42 - 2024-03-31 5,444 $281,000 0
   RiverGlades Family Offices LLC 60 - 2023-12-31 5,200 $267,000 0
   SONATA CAPITAL GROUP INC 95 - 2023-12-31 5,100 $265,000 0
   Acorn Wealth Advisors LLC 162 - 2024-03-31 5,041 $260,000 0
   COURIER CAPITAL CORP 311 - 2024-03-31 5,035 $260,000 0
   Evanson Asset Management LLC 259 - 2024-03-31 5,016 $259,000 0
   LEDYARD NATIONAL BANK 188 - 2023-12-31 4,884 $254,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 370 - 2024-03-31 4,405 $229,000 0
   SANDY SPRING BANK - 2023-12-31 4,296 $223,000 0
   REGIONS FINANCIAL CORP 796 - 2024-03-31 3,975 $205,000 0
   PARKSIDE FINANCIAL BANK & TRUST 307 - 2023-12-31 3,820 $199,000 0
   WEBSTER BANK 216 - 2024-03-31 3,604 $186,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 171 - 2024-03-31 3,270 $169,000 0
   Bromfield Sneider Wealth Advisors 53 - 2024-03-31 2,425 $125,000 0
   Sargent Bickham Lagudis LLC 332 - 2022-12-31 1,932 $96,000 0
   Signature Resources Capital Management LLC 70 - 2024-03-31 1,665 $87,000 0
   CNB Bank 202 - 2023-12-31 1,547 $80,000 0
   New Republic Capital LLC 179 - 2023-12-31 1,488 $77,000 0
   Pinnacle Bank 325 - 2024-03-31 1,470 $76,000 0
   Mechanics Financial Corp 142 - 2023-12-31 1,324 $69,000 0
   CVA Family Office LLC 449 - 2024-03-31 1,196 $62,000 0
   Parallel Advisors LLC 1500 - 2023-12-31 817 $42,000 0
   Ambassador Advisors LLC 194 - 2023-12-31 824 $42,000 0
   AllSquare Wealth Management LLC 248 - 2023-12-31 650 $34,000 0
   JONES COLLOMBIN INVESTMENT COUNSEL INC 78 - 2023-12-31 620 $32,000 0
   Founders Financial Alliance LLC 369 - 2023-12-31 611 $32,000 0
   CARDIFF PARK ADVISORS LLC 301 - 2023-12-31 570 $30,000 0
   Johnson Midwest Financial LLC 116 - 2023-09-30 591 $29,000 0
   Community Bank N.A. 305 - 2023-12-31 496 $26,000 0
   HOWE & RUSLING INC 305 - 2023-12-31 363 $19,000 0
   Friedenthal Financial 186 - 2024-03-31 329 $17,000 0
   COLONIAL ASSET MANAGEMENT, INC. 436 - 2023-12-31 330 $17,000 0
   PIN OAK INVESTMENT ADVISORS INC 292 - 2023-12-31 290 $15,000 0
   Laurel Wealth Advisors LLC 393 - 2023-12-31 200 $10,000 0
   CITY HOLDING CO 413 - 2024-03-31 170 $9,000 0
   GPS Wealth Strategies Group LLC 873 - 2023-12-31 145 $8,000 0
   Viewpoint Capital Management LLC 128 - 2024-03-31 142 $7,000 0
   Global Wealth Management Investment Advisory Inc. 315 - 2023-12-31 140 $7,000 0
   Retirement Group LLC 510 - 2023-12-31 117 $6,000 0
   Investors Research Corp 825 - 2023-12-31 96 $5,000 0
   Beacon Capital Management LLC 653 - 2023-12-31 109 $5,000 0
   CAMBRIDGE TRUST CO 642 - 2023-12-31 68 $4,000 0
   Capital Investment Advisory Services LLC 883 - 2024-03-31 86 $4,000 0
   Private Ocean LLC 434 - 2024-03-31 49 $3,000 0
   DELTA ASSET MANAGEMENT LLC/TN 553 - 2023-12-31 50 $3,000 0
   Rosenberg Matthew Hamilton 727 - 2024-03-31 57 $3,000 0
   Financial Gravity Wealth Inc. 495 - 2023-12-31 46 $2,000 0
   DB Wealth Management Group LLC 350 - 2023-12-31 28 $1,000 0
   Carolina Wealth Advisors LLC 204 - 2024-03-31 11 $1,000 0
   Cedar Mountain Advisors LLC 334 - 2024-03-31 0 $0 0
   Key Financial Inc 1287 - 2023-12-31 8 $0 0
   ATTICUS WEALTH MANAGEMENT LLC 546 - 2024-03-31 0 $0 0

  77 Records found
  1    
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