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Get Institutions for : 
iShares Barclays 1-3 Year Credit Bond (CSJ)  
$50.79 0.04 (0.08%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 861    27
Total shares held : 
 310,653,550  
% of shares held : 
 37.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -123  
Amount of shares held : 
 -24,719,158  
% of shares held change : 
   -2.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.58  
Last Quarter's Ending Price : 
 $51.28  
Last Quarter's Average Price : 
 $50.21  
Change from last quarter's     
avg. price to the last closing  : 
0.58 (1.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 4,029,108
 1.3%
 
Increased Positions :
276
 12,890,837
 4.15%
 
Unchanged Positions :
164
 21,891,468
 7.05%
 
Decreased Positions :
372
-38,298,669
-12.33%
 
Closed Positions :
76
-3,340,434
-1.08%
 
Guru Positions :
2
11,504
 0%
 
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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 57 - 2023-12-31 24,323,092 $1,247,167,000 -503,423
   NORTHERN TRUST CORP 114 - 2023-12-31 18,721,646 $959,952,000 675,821
   Japan Science & Technology Agency 5 - 2023-12-31 15,409,088 $790,101,000 -5,920,873
   FMR LLC 333 - 2023-12-31 13,167,043 $675,140,000 -1,721,307
   Matson Money. Inc. 1 - 2023-12-31 13,041,274 $668,757,000 -403,186
   NYL Investors LLC 3 - 2023-12-31 10,867,301 $557,221,000 -2,183,684
   Johns Hopkins University 2 - 2023-12-31 9,822,884 $503,668,000 -8,752,640
   AMERIPRISE FINANCIAL INC 155 - 2023-12-31 9,896,351 $501,724,000 -621,446
   MORGAN STANLEY 405 - 2023-12-31 9,522,930 $488,288,000 -1,431,782
   GOLDMAN SACHS GROUP INC/ 207 - 2023-12-31 8,652,995 $443,682,000 -341,241
   BANK OF AMERICA CORP /DE/ 349 - 2023-12-31 8,288,262 $424,981,000 -264,315
   Dai-Ichi Life Insurance Company Ltd 1 - 2023-12-31 8,165,000 $418,660,000 0
   ALLSTATE INVESTMENT MANAGEMENT CO 1 *New 2022-12-31 7,695,685 $383,399,000 7,695,685
   BLACKROCK INC. 1292 - 2023-12-31 6,579,304 $337,354,000 865,054
   ALLSTATE CORP 2 - 2023-12-31 5,530,549 $283,579,000 -2,260,615
   ARCH CAPITAL GROUP LTD 1 - 2023-12-31 5,422,939 $278,061,000 0
   SPX Equities Gestao de Recursos Ltda 1 - 2023-12-31 4,950,070 $253,815,000 -519,118
   UBS Group AG 223 - 2023-12-31 4,453,830 $228,370,000 -15,090
   ROYAL BANK OF CANADA 288 - 2023-12-31 4,356,796 $223,396,000 -354,465
   ENVESTNET ASSET MANAGEMENT INC 213 - 2023-12-31 4,249,331 $217,884,000 577,341
   PNC FINANCIAL SERVICES GROUP INC 113 - 2023-12-31 3,643,099 $186,800,000 -167,379
   WELLS FARGO & CO/MN 302 - 2023-12-31 3,431,733 $175,962,000 134,480
   J P MORGAN CHASE & CO 616 - 2023-12-31 3,370,008 $172,797,000 2,582,748
   EP WEALTH ADVISORS, INC. 9 - 2023-12-31 2,807,661 $143,963,000 166,130
   PURE FINANCIAL ADVISORS, INC. 5 - 2024-03-31 2,685,186 $137,696,000 274,050
   BB&T CORP 106 - 2023-12-31 2,466,878 $126,489,000 -106,147
   COMMONWEALTH EQUITY SERVICES LLC. 85 - 2023-12-31 2,347,164 $120,351,000 6,885
   RAYMOND JAMES & ASSOCIATES 222 - 2024-03-31 2,304,268 $118,163,000 9,897
   BUSEY TRUST CO 3 - 2024-03-31 2,294,449 $117,659,000 -7,106
   STIFEL FINANCIAL CORP 163 - 2023-12-31 2,122,092 $108,810,000 -8,693
   CAPTRUST FINANCIAL ADVISORS 60 - 2023-12-31 2,007,308 $102,925,000 93,591
   Quotient Wealth Partners LLC 10 - 2023-12-31 1,916,115 $98,249,000 0
   MEMBERS Trust Co 13 - 2024-03-31 1,866,833 $95,731,000 -200,683
   HAVERFORD TRUST CO 33 - 2023-12-31 1,779,643 $91,251,000 49,312
   KEYBANK NATIONAL ASSOCIATION/OH 65 - 2023-12-31 1,546,871 $79,316,000 -31,771
   One Capital Management LLC 5 - 2023-12-31 1,511,630 $77,509,000 -21,839
   SUN LIFE FINANCIAL INC 5 - 2023-12-31 1,509,000 $77,374,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 10 - 2023-12-31 1,490,046 $76,402,000 105,544
   FIDUCIARY TRUST CO 14 - 2023-12-31 1,476,108 $75,687,000 -17,614
   LPL FINANCIAL CORP 401 - 2023-12-31 1,341,700 $68,796,000 10,795
   Williams Jones Wealth Management LLC. 33 - 2023-12-31 1,220,166 $62,564,000 78,000
   YCMNET ADVISORS INC 11 - 2023-12-31 1,190,609 $61,048,000 -63,055
   US BANCORP 168 - 2023-12-31 1,183,377 $60,678,000 -79,056
   O SHAUGHNESSY ASSET MANAGEMENT LLC 17 - 2023-12-31 1,130,501 $57,966,000 148,967
   Point72 Asset Management L.P. 182 *New 2023-12-31 1,125,000 $57,684,000 1,125,000
   MARINER WEALTH ADVISORS, LLC 146 - 2023-12-31 1,124,801 $57,674,000 84,810
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 104 - 2023-12-31 1,118,614 $57,357,000 -907,311
   Money Design Co.Ltd. 11 - 2024-03-31 1,067,528 $54,743,000 -413,739
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 149 - 2024-03-31 1,051,932 $53,943,000 53,635
   BOSTON FINANCIAL MANGEMENT INC /MA 12 - 2023-12-31 972,507 $49,865,000 -24,577
   RENAISSANCE TECHNOLOGIES LLC 301 - 2023-12-31 963,500 $49,403,000 624,300
   BSC PRIVATE WEALTH MANAGEMENT LLC 6 - 2023-12-31 934,108 $47,896,000 80,574
   RESOURCE CONSULTING GROUP INC 6 - 2023-12-31 893,675 $45,823,000 7,640
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 58 - 2023-12-31 884,545 $45,355,000 -542,397
   ARKANSAS FINANCIAL GROUP INC. 3 - 2024-03-31 863,888 $44,300,000 -393
   Klaas Financial Asset Advisors LLC 4 - 2024-03-31 833,670 $42,751,000 22,074
   PFS INVESTMENTS INC. 40 - 2023-06-30 836,316 $41,958,000 66,879
   Pathstone Holdings LLC 73 - 2023-12-31 814,090 $41,742,000 0
   Adroit Compliance LLC 3 - 2023-12-31 811,596 $41,615,000 0
   STEPHENS INC /AR/ 23 - 2023-12-31 808,423 $41,452,000 -13,692
   BANGOR SAVINGS BANK 7 - 2024-03-31 796,027 $40,820,000 -30,958
   SUMITOMO MITSUI FINANCIAL GROUP INC. 14 - 2023-12-31 759,463 $38,941,000 -222,272
   PATHSTONE FAMILY OFFICE, LLC 54 - 2023-09-30 775,356 $38,636,000 184,053
   BANK OF NEW YORK MELLON CORP 1205 - 2024-03-31 739,039 $37,898,000 -147,398
   JANNEY MONTGOMERY SCOTT LLC 164 - 2023-12-31 737,395 $37,810,000 59,183
   SRS Capital Advisors Inc. 1 - 2023-12-31 720,086 $36,922,000 63,495
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 337 - 2024-03-31 688,305 $35,296,000 98,718
   Zurich Insurance Group Ltd/FI 90 - 2023-12-31 679,581 $34,842,000 0
   American Family Insurance Mutual Holding Co 6 - 2023-12-31 670,543 $34,382,000 0
   COLONY GROUP, LLC 53 *New 2023-12-31 661,457 $33,920,000 661,457
   D E SHAW & CO INC 332 *New 2023-12-31 638,300 $32,729,000 638,300
   AE Wealth Management LLC 128 - 2023-12-31 625,576 $32,080,000 61,711
   COLONY GROUP LLC 48 - 2023-09-30 643,157 $32,049,000 158,165
   CUTLER INVESTMENT COUNSEL LLC 1 - 2023-12-31 623,017 $31,945,000 13,497
   MA GREENWOOD & ASSOCIATES INC 6 - 2023-12-31 621,877 $31,887,000 -10,058
   TRUSTCORE FINANCIAL SERVICES LLC 11 - 2022-12-31 640,027 $31,886,000 -17,242
   Parkside Investments LLC 4 - 2024-03-31 604,735 $31,011,000 161,740
   Connectus Wealth LLC 32 - 2023-12-31 595,416 $30,564,000 46,638
   Advisor Group Holdings Inc. 347 - 2023-12-31 589,455 $30,226,000 -114,905
   CFG ASSET MANAGEMENT LLC 5 - 2023-12-31 582,777 $29,882,000 -12,366
   HIGHTOWER ADVISORS, LLC 364 - 2023-12-31 576,823 $29,569,000 66,479
   Relative Value Partners Group LLC 16 - 2023-12-31 555,718 $28,494,000 3,875
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 642 - 2024-03-31 543,497 $27,871,000 -130,345
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 227 - 2023-12-31 540,052 $27,691,000 99,932
   PRUDENTIAL FINANCIAL INC 358 - 2023-12-31 524,352 $26,886,000 -586
   STEPHENS GROUP ASSET MANAGEMENT LLC 14 - 2024-03-31 523,149 $26,827,000 6,481
   OBERMEYER ASSET MANAGEMENT CO 22 - 2023-12-31 514,790 $26,396,000 -39,327
   PDS Planning Inc 10 - 2023-12-31 504,501 $25,868,000 48,431
   Lutz Financial Services LLC 11 - 2023-12-31 498,594 $25,565,000 -17,251
   Comprehensive Portfolio Management LLC 18 - 2024-03-31 498,054 $25,540,000 -459,622
   ATWOOD & PALMER INC 22 - 2024-03-31 479,590 $24,593,000 29,505
   UNITED BANK /VA/ 7 - 2023-12-31 469,788 $24,088,000 -622,635
   BARTLETT & CO. LLC 58 - 2023-12-31 466,308 $23,898,000 81,606
   BARTLETT & CO. WEALTH MANAGEMENT LLC 58 - 2023-12-31 466,308 $23,898,000 81,606
   Fiduciary Group LLC 6 - 2023-12-31 460,104 $23,592,000 -13,941
   MCKINLEY CARTER WEALTH SERVICES, INC. 12 - 2024-03-31 452,204 $23,189,000 21,049
   HNP Capital LLC 3 - 2023-03-31 457,664 $23,130,000 -12,742
   Gilbert & Cook Inc. 8 - 2023-12-31 439,059 $22,513,000 -110,832
   DDFG Inc 4 - 2023-12-31 438,113 $22,464,000 -2,507
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 192 - 2023-12-31 434,143 $22,229,000 -21,803
  100 Records found
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