Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Barclays Intermediate Credit Bnd (CIU)  
$50.23 0.01 (0.02%) as of 4:30 Wed 5/1


Download
     
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
   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
   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
   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
   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
   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
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 467 - 2024-03-31 1,024,146 $52,846,000 -208,090
   MA GREENWOOD & ASSOCIATES INC 3 - 2023-12-31 991,562 $51,561,000 -132,748
   Ally Invest Advisors Inc. 8 - 2023-12-31 828,616 $43,088,000 -17,267
   SABAL TRUST CO - 2023-12-31 635,586 $33,050,000 -34,439
   BUSEY TRUST CO 26 - 2024-03-31 530,690 $27,384,000 -36,972
   PROFFITT & GOODSON INC 7 - 2024-03-31 480,877 $24,813,000 -822
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 439 - 2024-03-31 471,044 $24,306,000 -19,281
   ARKANSAS FINANCIAL GROUP INC. 7 - 2024-03-31 428,021 $22,086,000 -17,559
   ETF Portfolio Partners Inc. 5 - 2023-12-31 333,323 $17,333,000 -5,312
   TPG Financial Advisors LLC 2 - 2023-12-31 318,373 $16,399,000 -202,535
   DEUTSCHE BANK AG 847 - 2023-12-31 309,730 $16,106,000 -2,000
   CHARTER TRUST CO 26 - 2024-03-31 303,898 $15,681,000 -32,270
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 9 - 2023-12-31 264,270 $13,742,000 -797
   MARINER WEALTH ADVISORS, LLC 403 - 2023-12-31 248,983 $12,947,000 -35,615
   Galvin Gaustad & Stein LLC 40 - 2024-03-31 229,348 $11,834,000 -3,997
   HANCOCK HOLDING CO 60 - 2023-12-31 217,119 $11,290,000 -21,840
   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
   STEPHENS INC /AR/ 148 - 2023-12-31 180,255 $9,373,000 -101,102
   LaSalle St. Investment Advisors LLC 3 - 2023-09-30 181,377 $8,824,000 -5,112
   DAVIDSON D A & CO 185 - 2023-12-31 166,136 $8,639,000 -12,975
   Israel Discount Bank of New York 3 - 2023-12-31 158,706 $8,253,000 -12,625
   Kestra Advisory Services LLC 343 - 2023-12-31 139,401 $7,249,000 -3,769
   Checchi Capital Advisers LLC 54 - 2024-03-31 132,384 $6,831,000 -3,054
   JAMES INVESTMENT RESEARCH INC 38 - 2023-12-31 126,119 $6,558,000 -10,695
   Phoenix Holdings Ltd. 92 - 2023-12-31 125,953 $6,543,000 -4,799
   MONTICELLO WEALTH MANAGEMENT LLC 39 - 2024-03-31 122,885 $6,341,000 -15,234
   KLK CAPITAL MANAGEMENT LLC 2 - 2023-09-30 123,939 $6,030,000 -3,810
   FIRST TRUST ADVISORS LP 1176 - 2023-12-31 113,884 $5,922,000 -28,033
   Breakwater Capital Group 17 - 2024-03-31 101,521 $5,238,000 -8,348
   AE Wealth Management LLC 577 - 2023-12-31 98,174 $5,055,000 -72,458
   UMB BANK N A/MO 165 - 2024-03-31 94,952 $4,900,000 -4,464
   H&H Retirement Design & Management INC 6 - 2024-03-31 97,232 $4,891,000 -23,016
   YCMNET ADVISORS INC 91 - 2023-12-31 92,808 $4,826,000 -12,542
   CREATIVE PLANNING 584 - 2023-12-31 88,895 $4,623,000 -7,755
   FINANCIAL NETWORK 637 - 2023-12-31 82,680 $4,299,000 -1,073
   Holt Capital Advisors L.L.C. dba Holt Capital Part 27 - 2023-12-31 82,555 $4,293,000 -1,225
   DAVIS R M INC 97 - 2023-12-31 81,822 $4,255,000 -8,059
   FDX ADVISORS, INC. 83 - 2023-12-31 77,768 $4,044,000 -23,431
   RETIREMENT FINANCIAL SOLUTIONS LLC 16 - 2023-12-31 76,326 $3,969,000 -46,942
   FLOW TRADERS U.S. LLC 135 - 2023-12-31 67,173 $3,493,000 -327,453
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1006 - 2024-03-31 60,751 $3,135,000 -5,469
   AMG NATIONAL TRUST BANK 138 - 2023-12-31 59,018 $3,069,000 -2,485
   PHILLIPS FINANCIAL MANAGEMENT LLC 68 - 2024-03-31 57,963 $2,991,000 -2,553
   First Personal Financial Services 47 - 2024-03-31 55,601 $2,869,000 -4,363
   Goss Wealth Management LLC 538 - 2023-12-31 54,394 $2,824,000 -1,904
   WHITTIER TRUST CO 241 - 2023-12-31 53,715 $2,793,000 -469
   Forza Wealth Management LLC 18 - 2024-03-31 52,215 $2,694,000 -1,970
   NATIONAL BANK OF CANADA /FI/ 827 - 2023-12-31 50,700 $2,623,000 -268,600
   Renasant Bank 8 - 2023-12-31 50,369 $2,619,000 -213
   Stratos Wealth Advisors LLC 155 - 2024-03-31 50,541 $2,608,000 -23,889
   Absolute Capital Management LLC 11 - 2023-12-31 49,359 $2,567,000 -12,845
   Allianz Investment Management U.S. LLC 23 - 2023-12-31 49,194 $2,558,000 -730,098
   Streettalk Advisors LLC 89 - 2023-12-31 48,772 $2,536,000 -25,929
   Summit Global Investments 113 - 2023-12-31 45,908 $2,387,000 -8,557
   Fifth Third Securities Inc. 104 - 2024-03-31 44,780 $2,311,000 -885
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 32 - 2024-03-31 44,273 $2,284,000 -1,051
   Vise Technologies Inc. 50 - 2023-12-31 43,872 $2,281,000 -4,254
   Voya Financial Advisors Inc. 32 - 2023-12-31 43,478 $2,265,000 -4,984
   RAYMOND JAMES TRUST CO 309 - 2024-03-31 41,561 $2,145,000 -194
   Bank Julius Baer & Co. Ltd Zurich 205 - 2023-12-31 38,433 $1,999,000 -472
   EAGLE GLOBAL ADVISORS LLC 126 - 2023-12-31 35,451 $1,843,000 -1,900
   BALLENTINE FINN & COMPANY INC 163 - 2024-03-31 35,516 $1,833,000 -2,087
   AXXCESS WEALTH MANAGEMENT LLC 259 - 2023-12-31 35,087 $1,825,000 -1,238
   EDMOND DE ROTHSCHILD HOLDING S.A. 232 - 2023-12-31 33,449 $1,739,000 -12,480
   MULTIFINANCIAL SECURITIES CORP 554 - 2023-12-31 32,516 $1,691,000 -49,534
   Beacon Bridge Wealth Partners LLC 32 - 2023-12-31 31,131 $1,619,000 -5,500
   SAGE ADVISORY SERVICES, LTD.CO. 28 - 2024-03-31 30,877 $1,593,000 -3,884
   Holistic Financial Partners 21 - 2023-12-31 29,682 $1,543,000 -1,313
   GREAT VALLEY ADVISOR GROUP INC. 278 - 2023-12-31 29,388 $1,528,000 -2,153
   Pinnacle Family Advisors LLC 25 - 2023-12-31 28,638 $1,489,000 -1,425
   BANGOR SAVINGS BANK 93 - 2024-03-31 27,003 $1,393,000 -15,273
   Northwest Capital Management Inc 42 - 2024-03-31 25,531 $1,317,000 -895
   BARCLAYS PLC 2379 - 2023-12-31 24,452 $1,272,000 -2,754
   SUMMIT INVESTMENT ADVISORS INC 513 - 2023-12-31 24,234 $1,260,000 -137
   Lineweaver Wealth Advisors LLC 60 - 2023-12-31 24,018 $1,249,000 -188,356
   PARSONS CAPITAL MANAGEMENT INC/RI 202 - 2024-03-31 24,154 $1,246,000 -672
   HANSON MCCLAIN, INC. 376 - 2024-03-31 23,563 $1,216,000 -9,639
   PEDDOCK CAPITAL ADVISORS LLC 71 - 2023-12-31 21,266 $1,106,000 -3,860
   4J Wealth Management LLC 22 - 2024-03-31 21,315 $1,100,000 -2,061
   D L CARLSON INVESTMENT GROUP INC 91 - 2023-12-31 20,160 $1,032,000 -661
   ATRIA INVESTMENTS LLC 886 - 2023-12-31 19,620 $1,020,000 -14,283
   CAPRIN ASSET MANAGEMENT LLC /ADV 9 - 2022-12-31 20,375 $1,009,000 -3,105
   AdvisorNet Financial Inc 204 - 2024-03-31 19,292 $995,000 -1,494
   Capital Analysts Inc. 232 - 2023-12-31 18,292 $951,000 -2,257
   DAVIDSON INVESTMENT ADVISORS 87 - 2023-12-31 18,289 $951,000 -1,048
   NTV ASSET MANAGEMENT LLC 113 - 2023-12-31 18,096 $941,000 -3,195
   INTERACTIVE FINANCIAL ADVISORS 32 - 2023-12-31 27,523 $916,000 -17,614
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us