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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
   KPP Advisory Services LLC 129 *Closed 2023-12-31 0 $0 -5,341
   Biltmore Family Office LLC 231 *Closed 2023-12-31 0 $0 -2,180
   SageView Advisory Group LLC 629 *Closed 2023-12-31 0 $0 -66,727
   JANNEY CAPITAL MANAGEMENT LLC 238 *Closed 2023-12-31 0 $0 -79,012
   BOOTHBAY FUND MANAGEMENT LLC 1366 *Closed 2023-12-31 0 $0 -11,710
   BALLAST ADVISORS LLC 171 *Closed 2023-12-31 0 $0 -1,623
   Golden State Equity Partners 359 *Closed 2023-12-31 0 $0 -32,923
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -1,192
   M&T BANK CORP 1582 *Closed 2023-12-31 0 $0 -5,247
   Shepherd Financial Partners LLC 217 *Closed 2024-03-31 0 $0 -6,156
   Feltz Wealth PLAN Inc. 317 *Closed 2023-12-31 0 $0 -4,206
   Gouws Capital LLC *Closed 2023-12-31 0 $0 -6,100
   Coppell Advisory Solutions Corp. 864 *Closed 2023-03-31 0 $0 -2,922
   Rockbridge Investment Management LCC 879 *Closed 2023-12-31 0 $0 -1,036
   OPPENHEIMER & CO INC 1416 *Closed 2023-12-31 0 $0 -15,047
   Cedar Brook Financial Partners LLC 444 *Closed 2024-03-31 0 $0 -4,494
   McGlone Suttner Wealth Management Inc. 627 *Closed 2024-03-31 0 $0 -600
   Strategic Investment Solutions Inc. /IL 753 *Closed 2023-12-31 0 $0 -900
   KARLINSKI ANDREW C 29 *Closed 2022-12-31 0 $0 -2,543
   FIRST MANHATTAN CO 1509 *Closed 2023-12-31 0 $0 -375
   Stonebridge Capital Advisors LLC 749 *Closed 2023-12-31 0 $0 -1,386
   MILLENNIUM MANAGEMENT LLC 4295 *Closed 2023-12-31 0 $0 -30,832
   LifePro Asset Management 131 *Closed 2024-03-31 0 $0 -5,120
   Hibernia Wealth Partners LLC 252 *Closed 2023-12-31 0 $0 -164
   Squarepoint Ops LLC 2725 *Closed 2023-12-31 0 $0 -27,107
   Ignite Planners LLC 294 *Closed 2024-03-31 0 $0 -4,338
   Cornerstone Planning Group LLC 1093 *Closed 2023-12-31 0 $0 -98
   Invera Wealth Advisors LLC 90 *Closed 2024-03-31 0 $0 -84,826
   Visionary Wealth Advisors 482 *Closed 2023-12-31 0 $0 -31,977
   Clear Perspectives Financial Planning LLC 206 *Closed 2023-03-31 0 $0 -256
   RFG Advisory Group LLC 741 *Closed 2024-03-31 0 $0 -9,993
   Cordant Inc. 137 *Closed 2024-03-31 0 $0 -47
   BOURGEON CAPITAL MANAGEMENT LLC 353 *Closed 2024-03-31 0 $0 -130
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1216 *Closed 2023-12-31 0 $0 -100,000
   Focused Wealth Management Inc 1031 *Closed 2023-12-31 0 $0 -850
   JANE STREET GROUP LLC 5916 *Closed 2023-12-31 0 $0 -150,500
   Morton Brown Family Wealth LLC 281 *Closed 2024-03-31 0 $0 -308
   OLD MISSION CAPITAL LLC 1238 *Closed 2023-12-31 0 $0 -264,282
   Simplicity WealthLLC 1182 *Closed 2024-03-31 0 $0 -4,405
   Crewe Advisors LLC 620 *Closed 2023-12-31 0 $0 -117
   Moisand Fitzgerald Tamayo LLC 650 *Closed 2024-03-31 0 $0 -501
   Costello Asset Management INC 180 *Closed 2024-03-31 0 $0 -192
   SYM FINANCIAL CORPORATION 205 *Closed 2023-12-31 0 $0 -109
   STATE STREET CORP 4386 *Closed 2023-12-31 0 $0 -17,609
   BENJAMIN EDWARDS INC 660 *Closed 2023-12-31 0 $0 -373

  45 Records found
  1    
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