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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
   NORTHERN TRUST CORP 114 - 2023-12-31 18,721,646 $959,952,000 675,821
   BLACKROCK INC. 1292 - 2023-12-31 6,579,304 $337,354,000 865,054
   ENVESTNET ASSET MANAGEMENT INC 213 - 2023-12-31 4,249,331 $217,884,000 577,341
   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
   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
   CAPTRUST FINANCIAL ADVISORS 60 - 2023-12-31 2,007,308 $102,925,000 93,591
   HAVERFORD TRUST CO 33 - 2023-12-31 1,779,643 $91,251,000 49,312
   PUTNAM FL INVESTMENT MANAGEMENT CO 10 - 2023-12-31 1,490,046 $76,402,000 105,544
   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
   O SHAUGHNESSY ASSET MANAGEMENT LLC 17 - 2023-12-31 1,130,501 $57,966,000 148,967
   MARINER WEALTH ADVISORS, LLC 146 - 2023-12-31 1,124,801 $57,674,000 84,810
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 149 - 2024-03-31 1,051,932 $53,943,000 53,635
   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
   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 FAMILY OFFICE, LLC 54 - 2023-09-30 775,356 $38,636,000 184,053
   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
   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
   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
   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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 227 - 2023-12-31 540,052 $27,691,000 99,932
   STEPHENS GROUP ASSET MANAGEMENT LLC 14 - 2024-03-31 523,149 $26,827,000 6,481
   PDS Planning Inc 10 - 2023-12-31 504,501 $25,868,000 48,431
   ATWOOD & PALMER INC 22 - 2024-03-31 479,590 $24,593,000 29,505
   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
   MCKINLEY CARTER WEALTH SERVICES, INC. 12 - 2024-03-31 452,204 $23,189,000 21,049
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 13 - 2024-03-31 425,961 $21,843,000 40,791
   Gallagher Fiduciary Advisors LLC 12 - 2023-12-31 410,770 $21,062,000 11,906
   Ariel Capital Advisors LLC 2 - 2023-12-31 409,185 $20,981,000 21,185
   ANCHOR CAPITAL ADVISORS INC 60 - 2023-12-31 404,761 $20,754,000 138,783
   Prime Capital Investment Advisors LLC - 2023-12-31 397,459 $20,380,000 43,983
   Chicago Partners Investment Group LLC 23 - 2024-03-31 393,730 $20,017,000 33,571
   RIVERFRONT INVESTMENT GROUP, LLC 38 - 2023-12-31 379,573 $19,462,000 346,147
   BANK OF MONTREAL /CAN/ 691 - 2023-12-31 372,917 $19,125,000 155,458
   DEUTSCHE BANK AG 818 - 2023-12-31 352,801 $18,092,000 1,813
   COURAGE MILLER PARTNERS, LLC 4 - 2024-03-31 349,187 $17,906,000 6,723
   Resources Investment Advisors Inc. 71 - 2023-12-31 348,887 $17,889,000 281,594
   McMahon Financial Advisors LLC 5 - 2024-03-31 346,788 $17,783,000 18,930
   Alley Investment Management Company LLC 11 - 2023-12-31 342,583 $17,566,000 20,345
   DT INVESTMENT PARTNERS, LLC 15 - 2023-12-31 333,006 $17,095,000 7,378
   CREATIVE PLANNING 276 - 2023-12-31 328,777 $16,858,000 144,996
   ATRIA INVESTMENTS LLC 94 - 2023-12-31 297,516 $15,255,000 162,085
   Oakmont Partners LLC 59 - 2024-03-31 278,109 $14,261,000 102,620
   MML INVESTORS SERVICES LLC 294 - 2023-12-31 274,616 $14,081,000 42,904
   MARYLAND CAPITAL ADVISORS INC. 2 - 2024-03-31 260,145 $13,340,000 107,583
   PAYDEN & RYGEL 57 - 2023-12-31 256,747 $13,165,000 106,596
   LEAVELL T & ASSOCIATES INC 29 - 2024-03-31 245,622 $12,595,000 43,680
   KWMG LLC 21 - 2024-03-31 244,523 $12,539,000 5,491
   JACOBSON & SCHMITT ADVISORS LLC 10 - 2023-12-31 243,482 $12,485,000 11,047
   GOELZER INVESTMENT MANAGEMENT, INC. 21 - 2023-12-31 241,161 $12,366,000 8,482
   Fortis Capital Management LLC 3 - 2023-12-31 239,632 $12,287,000 1,989
   D L CARLSON INVESTMENT GROUP INC 7 - 2023-12-31 236,979 $12,116,000 6,308
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 381 - 2024-03-31 234,190 $12,009,000 16,941
   CITIGROUP INC 785 - 2023-12-31 231,812 $11,886,000 5,835
   Blue Fin Capital Inc. 9 - 2023-12-31 196,576 $10,079,000 23,431
   Prosperity Planning Inc. 8 - 2024-03-31 195,711 $10,036,000 19,208
   HPM Partners LLC - 2023-12-31 195,541 $10,026,000 8,932
   Strategic Investment Advisors / MI 20 - 2024-03-31 194,687 $9,984,000 7,016
   Allianz Investment Management U.S. LLC 9 - 2023-12-31 193,288 $9,910,000 96,644
   Patriot Investment Management Inc. 23 - 2024-03-31 187,333 $9,606,000 4,232
   IFP Advisors Inc 47 - 2023-12-31 182,716 $9,369,000 17,371
   Powers Advisory Group LLC 4 - 2024-03-31 181,686 $9,317,000 9,067
   TD Waterhouse Canada Inc. 167 - 2023-12-31 163,548 $8,402,000 23
   Disciplina Capital Management LLC 13 - 2023-12-31 163,358 $8,376,000 14,300
   PFG Advisors 32 - 2023-12-31 160,715 $8,241,000 1,997
   JNB Advisors LLC 34 - 2023-12-31 160,492 $8,229,000 23,795
   CI Private Wealth LLC 569 - 2023-12-31 158,523 $8,128,000 8,399
   Rockefeller Capital Management L.P. 521 - 2023-12-31 153,868 $7,890,000 9,657
   Trinity Legacy Partners LLC 10 - 2024-03-31 151,220 $7,755,000 39,049
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 42 - 2023-12-31 147,922 $7,585,000 1,550
   EWA LLC 10 - 2023-12-31 147,580 $7,561,000 37,607
   Mendota Financial Group LLC 9 - 2024-03-31 147,285 $7,553,000 89,077
   FRANKLIN RESOURCES INC 954 - 2023-12-31 146,760 $7,525,000 32,327
   Dynamic Advisors Solutions LLC 97 - 2024-03-31 145,713 $7,472,000 10,349
   Atria Wealth Solutions Inc. 226 - 2023-12-31 140,987 $7,229,000 4,704
   BAILARD BIEHL & KAISER INC 113 - 2023-12-31 130,558 $6,694,000 1,691
   Holt Capital Advisors L.L.C. dba Holt Capital Part 20 - 2023-12-31 129,590 $6,645,000 3,700
   CWM LLC 373 - 2024-03-31 122,901 $6,302,000 20,230
   Morris Retirement Advisors LLC 7 - 2023-12-31 122,780 $6,296,000 7,212
   SevenBridge Financial Group LLC - 2023-12-31 121,122 $6,211,000 5,691
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 120,967 $6,203,000 6,967
   Bernardo Wealth Planning LLC - 2023-12-31 119,118 $6,108,000 21,090
   Private Advisor Group LLC 362 - 2023-12-31 118,379 $6,070,000 21,308
   BG Investment Services Inc. 5 - 2022-12-31 118,984 $5,928,000 2,106
   ABLE Financial Group LLC - 2023-12-31 115,287 $5,911,000 7,325
   Miracle Mile Advisors LLC 99 - 2024-03-31 113,310 $5,811,000 103,778
  100 Records found
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