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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
   ALLSTATE INVESTMENT MANAGEMENT CO 1 *New 2022-12-31 7,695,685 $383,399,000 7,695,685
   Point72 Asset Management L.P. 182 *New 2023-12-31 1,125,000 $57,684,000 1,125,000
   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
   FAMILY MANAGEMENT CORP 4 *New 2023-12-31 380,797 $19,525,000 380,797
   Schaeffer Financial LLC 3 *New 2023-12-31 288,581 $14,797,000 288,581
   Ensign Peak Advisors Inc 431 *New 2023-12-31 200,000 $10,255,000 200,000
   VERITY & VERITY, LLC 44 *New 2024-03-31 78,655 $9,898,000 78,655
   MARSHALL WACE LLP 636 *New 2023-12-31 140,000 $7,178,000 140,000
   CONFLUENCE INVESTMENT MANAGEMENT LLC 121 *New 2024-03-31 103,124 $5,288,000 103,124
   Outlook Wealth Advisors LLC 15 *New 2024-03-31 85,743 $4,397,000 85,743
   Strategic Advocates LLC 12 *New 2024-03-31 78,824 $4,042,000 78,824
   QUATTRO FINANCIAL ADVISORS LLC 27 *New 2024-03-31 66,559 $3,413,000 66,559
   CALIBER WEALTH MANAGEMENT LLC 29 *New 2024-03-31 51,006 $2,616,000 51,006
   Atomi Financial Group Inc. 89 *New 2023-12-31 34,296 $1,759,000 34,296
   E&G Advisors LP 40 *New 2024-03-31 32,760 $1,680,000 32,760
   Simplicity WealthLLC 399 *New 2024-03-31 30,847 $1,582,000 30,847
   SAND HILL ADVISORS INC/CA 93 *New 2023-12-31 28,677 $1,470,000 28,677
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 212 *New 2024-03-31 28,358 $1,454,000 28,358
   Peninsula Wealth LLC 39 *New 2023-12-31 25,349 $1,300,000 25,349
   Rockbridge Investment Management LCC 51 *New 2023-12-31 19,784 $1,014,000 19,784
   Headlands Technologies LLC 99 *New 2023-12-31 14,287 $733,000 14,287
   Beverly Hills Private Wealth LLC 136 *New 2023-12-31 11,937 $612,000 11,937
   SMH CAPITAL ADVISORS INC 5 *New 2023-12-31 10,353 $531,000 10,353
   Waterloo Capital L.P. 216 *New 2023-12-31 9,427 $483,000 9,427
   Cornerstone Wealth Group LLC 163 *New 2024-03-31 8,941 $458,000 8,941
   NOMURA ASSET MANAGEMENT CO LTD 853 *New 2023-12-31 7,700 $395,000 7,700
   BURNS WEALTH MANAGEMENT, INC. 378 *New 2023-12-31 7,538 $387,000 7,538
   Capital Asset Advisory Services LLC 218 *New 2024-03-31 7,349 $375,000 7,349
   Empower Advisory Group LLC 355 *New 2023-12-31 6,922 $355,000 6,922
   Elevated Capital Advisors LLC 150 *New 2024-03-31 6,851 $351,000 6,851
   Atlantic Trust Group LLC 889 *New 2023-12-31 6,841 $351,000 6,841
   BUCKINGHAM ASSET MANAGEMENT, LLC 610 *New 2023-12-31 5,027 $258,000 5,027
   Brooklyn FI LLC 50 *New 2024-03-31 4,856 $249,000 4,856
   GOFEN & GLOSSBERG LLC /IL/ 438 *New 2022-12-31 4,930 $246,000 4,930
   Confluence Wealth Services Inc. 324 *New 2024-03-31 4,091 $210,000 4,091
   Summit X LLC 178 *New 2023-12-31 2,018 $208,000 2,018
   Martin Capital Advisors LLP 67 *New 2023-12-31 3,960 $203,000 3,960
   Coombe Bender & Co LLC 76 *New 2023-12-31 3,834 $197,000 3,834
   Future Financial Wealth Managment LLC 140 *New 2024-03-31 2,774 $142,000 2,774
   PAYDENFUNDS 127 *New 2023-09-30 1,747 $87,000 1,747
   Rice Partnership LLC 101 *New 2023-12-31 1,292 $66,000 1,292
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 373 *New 2024-03-31 1,271 $65,000 1,271
   Scarborough Advisors LLC 210 *New 2023-12-31 687 $35,000 687
   VisionPoint Advisory Group LLC 321 *New 2023-12-31 531 $27,000 531
   Bell Investment Advisors Inc 295 *New 2023-12-31 502 $26,000 502
   Versant Capital Management Inc 473 *New 2024-03-31 427 $22,000 427
   ZBN.A. 537 *New 2023-12-31 380 $19,000 380
   MEADOWBROOK INVESTMENT ADVISORS LLC 220 *New 2023-12-31 364 $19,000 364
   LifeSteps Financial Inc. 312 *New 2024-03-31 158 $8,000 158
   Penserra Capital Management LLC 1140 *New 2023-12-31 145 $7,000 145
   Raleigh Capital Management Inc. 707 *New 2023-12-31 118 $6,000 118
   FSA Wealth Management LLC 424 *New 2023-12-31 100 $5,000 100
   Team Financial Group LLC 179 *New 2023-12-31 48 $2,000 48
  54 Records found
  1    
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